Interactive Brokers seen as speculative sell amid high valuations and slowing revenue growth

Interactive Brokers (IBKR) is rated a speculative sell due to stretched valuations and declining commission revenue despite strong net interest income. The stock's recent 20% rally is driven mainly by a higher price-to-earnings multiple rather than earnings growth. Commission revenue is expected to drop about 14-15% in Q3, while net interest income remains strong but faces growth challenges through 2027. A price correction toward a lower earnings multiple could bring the stock price down to around $75 in the next 3-6 months, with risks tied to market volatility and interest income performance.

Interactive Brokers (IBKR) trades at USD 87.11 on Pluang as of Oct 09, 2026 21:01 WIB, showing a modest 0.74% gain in the last day. Despite the article's concerns about stretched valuations and a potential price correction, IBKR's market cap stands at $39.18 billion with a dividend yield of 0.4%. Pluang investors currently show full buy interest with 100% buy order activity, reflecting confidence in the stock amid ongoing earnings and commission revenue challenges.