BLOK - ETF AI Analysis

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Amplify Transformational Data Sharing Etf (BLOK)

Rating:59Neutral

Price Target:

$73.00

The ETF BLOK has a moderate overall rating, reflecting a mix of strong and weaker holdings. Top contributors like Robinhood and SBI Holdings stand out due to their robust financial performance, strategic growth initiatives, and attractive valuations, which positively impact the fund's rating. However, weaker holdings such as Beyond Inc and TeraWulf Inc, with significant financial challenges and bearish momentum, may have held back the overall score. Investors should also note the fund's concentration in digital assets and technology, which could pose risks during periods of market volatility.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid returns so far this year, indicating strong momentum in its holdings.

Sector Focus on Growth Areas

With significant exposure to financial and technology sectors, the fund targets industries with high growth potential.

Global Diversification

While primarily focused on the U.S., the ETF includes exposure to Canada, Japan, and Singapore, adding some international diversification.

Negative Factors

High Expense Ratio

The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.

Over-Concentration in Financial Sector

More than half of the fund is allocated to the financial sector, increasing vulnerability to sector-specific risks.

Mixed Performance Among Top Holdings

While some top holdings have performed well, others have lagged, potentially limiting the fund's overall growth.

BLOK vs. SPDR S&P 500 ETF (SPY)

AUM1.42B

RegionGlobal

Expense Ratio0.76%

Beta1.57

IssuerAmplify

Inception DateJan 16, 2018

Dividend Yield3.67%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume670,229

30 Day Avg. Volume421,813

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

88.48

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering58

BLOK Summary

The Amplify Transformational Data Sharing ETF (BLOK) is focused on companies involved in blockchain technology, which is a system for securely sharing and storing data. This ETF includes a mix of businesses, such as Coinbase Global and Robinhood, that are actively using or developing blockchain solutions. Investing in BLOK could be appealing for those who want to tap into the growth potential of blockchain technology without directly investing in cryptocurrencies. However, new investors should be aware that BLOK is heavily tied to the tech and financial sectors, meaning its value can fluctuate significantly with changes in those industries.

How much will it cost me?The Amplify Transformational Data Sharing ETF (BLOK) has an expense ratio of 0.76%, meaning you’ll pay $7.60 per year for every $1,000 invested. This is higher than average because BLOK is actively managed, focusing on companies involved in blockchain technology, which requires more research and oversight compared to passively managed ETFs that track broad indexes.

What would affect this ETF?BLOK's focus on blockchain technology positions it to benefit from increasing adoption across industries like finance and supply chain management, as well as growing interest in decentralized systems. However, its exposure to volatile sectors like technology and financials, along with reliance on companies tied to cryptocurrency markets, could face challenges from regulatory changes or economic downturns. Global geographic exposure also makes it sensitive to international economic conditions and policy shifts.

BLOK Top 10 Holdings

BLOK is heavily concentrated in blockchain-related companies, with a notable tilt toward financial and technology sectors. Cipher Mining and Galaxy Digital are among the fund’s top performers, riding the wave of optimism around blockchain adoption and strategic growth initiatives. However, Coinbase is showing mixed signals, struggling with market volatility and security concerns, while Bed Bath & Beyond is clearly dragging the fund with persistent financial challenges. The ETF’s global exposure and focus on blockchain innovation position it as a forward-looking investment, but its reliance on niche players makes it vulnerable to sector-specific risks.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CIFR	Cipher Mining	5.95%	$86.02M	$7.85B	270.32%	58 Neutral
GLXY	Galaxy Digital	5.51%	$79.62M	$14.66B	169.46%	70 Outperform
CLSK	Cleanspark	4.82%	$69.61M	$5.38B	54.81%	77 Outperform
HOOD	Robinhood	4.42%	$63.86M	$129.97B	421.76%	78 Outperform
HUT	Hut 8	4.15%	$59.90M	C$7.39B	192.68%	63 Neutral
COIN	Coinbase Global	3.81%	$55.01M	$91.27B	61.71%	68 Neutral
BBBY	Bed Bath & Beyond	3.47%	$50.10M	$577.61M	24.30%	42 Neutral
IBM	International Business Machines	2.81%	$40.66M	$292.17B	48.54%	77 Outperform
RBLX	Roblox	2.74%	$39.64M	$91.31B	209.13%	69 Neutral
WULF	TeraWulf Inc	2.64%	$38.21M	$6.50B	138.27%	54 Neutral

BLOK Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

66.05

Positive

100DMA

61.66

Positive

200DMA

52.50

Positive

Market Momentum

MACD

1.24

Positive

RSI

52.85

Neutral

STOCH

72.33

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLOK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 71.21, equal to the 50-day MA of 66.05, and equal to the 200-day MA of 52.50, indicating a neutral trend. The MACD of 1.24 indicates Positive momentum. The RSI at 52.85 is Neutral, neither overbought nor oversold. The STOCH value of 72.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLOK.

BLOK Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BLOK	―	―	$1.42B	0.76%	59 Neutral
ARKK	―	―	$8.57B	0.75%	60 Neutral
BAI	―	―	$7.27B	0.55%	66 Neutral
ARKW	―	―	$2.38B	0.82%	58 Neutral
ARKQ	―	―	$1.69B	0.75%	68 Neutral
ARKG	―	―	$1.31B	0.75%	57 Neutral

Performance Comparison

BLOK

Amplify Transformational Data Sharing Etf

70.53

31.06

78.69%

ARKK

Ark Innovation Etf

―

BAI

iShares A.I. Innovation and Tech Active ETF

―

ARKW

ARK Next Generation Internet ETF

―

ARKQ

ARK Autonomous Technology & Robotics ETF

―

ARKG

ARK Genomic Revolution ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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