Interactive Brokers Group (IBKR) has been in focus after rolling out AI powered agentic trading through a direct integration with Claude, alongside presenting at the Morgan Stanley US Financials Conference 2026 in New York.
See our latest analysis for Interactive Brokers Group.
The recent AI rollout and high profile conference appearance come on top of strong momentum, with a 90 day share price return of 33.0% and year to date share price return of 35.07%, while the 1 year total shareholder return of 80.51% points to sustained investor enthusiasm.
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With IBKR up 80.51% over 1 year and trading slightly above the average analyst price target of US$88.27, the key question now is simple: is this a buying opportunity or is the market already pricing in future growth?
Most Popular Narrative: 4.4% Overvalued
With Interactive Brokers Group last closing at $90.81 against a narrative fair value of $87.00, the current price sits slightly ahead of that framework while still anchored to analyst cash flow and margin assumptions.
The introduction of new products and enhancements, such as the strengthened ATS with new liquidity providers and order types, enhancements to the IBKR Financial Advisor Portal, and the launch of securities lending for Swedish stocks, suggests potential for increased trading activity and higher commission revenue.
Want to see what kind of revenue trajectory and profit margins are baked into this view, and which future earnings multiple keeps the fair value grounded? The full narrative lays out a detailed growth and valuation playbook without assuming wild acceleration or heroic profitability shifts.
Result: Fair Value of $87.00 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this narrative still hinges on supportive trading conditions and interest rates, and both market activity and rate moves can quickly shift the earnings picture.
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Another View: Cash Flows Paint A Different Picture
Analysts looking at Interactive Brokers Group through the SWS DCF model reach a very different conclusion, with the stock at $90.81 versus an estimated future cash flow value of $112.47, or about 19.3% below that fair value. If the cash flows are right, the question is whether the market is being too cautious.
Look into how the SWS DCF model arrives at its fair value.
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Interactive Brokers Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 44 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.
Next Steps
With both bullish and cautious signals in play, this is a moment to act quickly, review the data yourself, and evaluate the stock on its own merits using 3 key rewards and 1 important warning sign
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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