IBKR
Interactive BrokersNASDAQFinancialsCapital MarketsSnapshot 2026-05-08
As of May 8, 2026, IBKR has a mixed signal label with a composite score of -4.9. This score is influenced by a macro score of -7.7 and a management score of 52.0. The analysis indicates potential unfavorable scenarios, such as a guidance cut, alongside favorable scenarios like a reversal in rates and an improvement in the financial sector trend. The overall assessment is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.12
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.59 → $0.61 (+3.3% / 30d). 4 raised, 2 cut, 8 covering analysts.
0 upgrades, 0 downgrades / 30d, 4 maintained. 80% of analysts rate Buy.
1 PT revisions / 30d. Avg target 23.3% above current price.
0 positive, 0 negative / 30d.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 38%; 252d 37%.
Drawdown — Max 1y −19%. Bad day move −3%.
Beta to sector ETF (XLF) — 1.36 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 38/100, drawdown 63/100, beta 64/100, earnings vol —.
Calm + bullish setup — clean pre-earnings positioning pattern.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Richer than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
IBKR Interactive Brokers | -4.9 | expensive | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-21)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-21)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2118d agoItem 2.02
Results of Operations and Financial Condition. On April 21, 2026, Interactive Brokers Group, Inc. (the “Company”) issued a press release reporting its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated herein by reference. All of the information furnished in this report (including Exhibit 99.1 hereto) shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934,…
earnings preannouncementneutralscore 44
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.