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What the street is doing, not what I think

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IBKR

Interactive Brokers Group, Inc.Earnings 10/15Partly aligned
Close 86.03 (2026-10-15)28 days -2.7%1Y +25.6%28 d mentions 5

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
0
Accounts BullNeuBearNone
@SJosephBurnsViews ›0001
@TheTranscript_Views ›3100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 3Fundamentals
  • @TheTranscript_: $IBKR Interactive Brokers CFO says margin borrowing expanded 47% YoY and 8% QoQ, with more contribution from non-USD and driven primarily by higher balances.
  • @TheTranscript_: $IBKR CFO says commissions rose 12% versus last year's Q3 to $602 million, the third consecutive quarter exceeding $600 million, and net interest income rose 19% year-on-year to over $1.1 billion driven by higher balances.
  • @TheTranscript_: $IBKR CFO says they are pleased with financial results this quarter, producing near-record adjusted net revenues and record pre-tax income.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral weakened (was Bullish)
Macro · $IBKR CEO says the 10 largest US tech stocks account for ~40% of the S&P 500's total market cap, and the most actively traded names continued to be global technology names appealing to investors worldwide.
2026-10-16 06:32 HKT Original post ↗
No stance
Basis not tagged · Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
2026-10-13 16:48 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 5 posts · Bull 3 / Bear 0
    @TheTranscript_: $IBKR CEO says the 10 largest US tech stocks account for ~40% of the S&P 500's total market cap, and the most actively traded names continued to be global technology names appealing to investors worldwide. (Neutral)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

IBKREarnings 10/15 Neutral weakened2026-10-16 06:32 HKTOriginal post ↗

$IBKR CEO says the 10 largest US tech stocks account for ~40% of the S&P 500's total market cap, and the most actively traded names continued to be global technology names appealing to investors worldwide.

See original

$IBKR CEO: The 10 largest US tech stocks account for ~40% of the S&P 500's total market cap "The 10 largest US technology stocks now represent nearly 40% of the total value of the index, which has become more concentrated over the course of the year. The most actively traded names on our platform this quarter continued to be global technology names. Their growth and business traction appeal to investors around the world, who want the ability to invest directly and gain ownership in them and convert their currency inexpensively into USD to do so."

Reasoning: Macro

IBKREarnings 10/15 Bullish2026-10-16 06:29 HKTOriginal post ↗

$IBKR Interactive Brokers CFO says margin borrowing expanded 47% YoY and 8% QoQ, with more contribution from non-USD and driven primarily by higher balances.

See original

$IBKR Interactive Brokers CFO: Margin borrowing expanded 47% YoY and 8% QoQ "We did see more of a contribution from the non-USD during this quarter than in prior. It all feeds in. The primary driver was the size of the increase of the balances themselves, up 47% on the year and another 8% on the quarter."

Reasoning: Fundamentals · Medium term Specific

IBKREarnings 10/15 Bullish2026-10-16 06:27 HKTOriginal post ↗

$IBKR CFO says commissions rose 12% versus last year's Q3 to $602 million, the third consecutive quarter exceeding $600 million, and net interest income rose 19% year-on-year to over $1.1 billion driven by higher balances.

See original

$IBKR CFO: "Commissions rose 12% versus last year's Q3 to $602 million, the third consecutive quarter our commission revenue has exceeded $600 million. Net interest income rose 19% year-on-year to over $1.1 billion, driven primarily by higher balances."

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

IBKREarnings 10/15 Bullish2026-10-16 06:27 HKTOriginal post ↗

$IBKR CFO says they are pleased with financial results this quarter, producing near-record adjusted net revenues and record pre-tax income.

See original

$IBKR CFO: "We are pleased once again with our financial results this quarter as we again produced near-record adjusted net revenues and record pre-tax income"

Image 1 ↗

Reasoning: Fundamentals · Medium term

No-stance mentions (1)
IBKREarnings 10/15 No stance2026-10-13 16:48 HKTOriginal post ↗

Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.

See original

Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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