BLOK - ETF AI Analysis

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Amplify Transformational Data Sharing Etf (BLOK)

Rating:61Neutral

Price Target:―

BLOK’s rating suggests it is a reasonably solid but somewhat volatile ETF focused on companies tied to digital assets and transformational data technologies. Strong holdings like Nu Holdings, with robust financial performance and growth, and Cleanspark, with solid results and strategic expansion in AI and Bitcoin mining, help support the fund’s quality. However, weaker names such as Bed Bath & Beyond, which faces serious financial instability, and several holdings with liquidity and cash flow concerns add risk, and the fund’s focus on crypto- and fintech-related businesses means performance can be highly sensitive to market and regulatory swings.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid gains so far this year, helped by several strong-performing holdings.

Leading Holdings Showing Momentum

Many of the largest positions, such as Galaxy Digital, Figure Technology Solutions, and several crypto-related names, have shown strong performance, supporting the fund’s overall returns.

Sector and Geographic Diversification

Exposure across financials, technology, and other sectors, as well as holdings outside the U.S., helps spread risk across different parts of the market.

Negative Factors

High Expense Ratio

The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.

Concentration in Financials and Top Positions

More than half of the portfolio is in financial stocks and a small group of top holdings, increasing the impact if these areas struggle.

Recent Short-Term Weakness

The ETF has slipped over the last three months and includes some lagging names like Robinhood and IBM, which may weigh on near-term performance.

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

AUM1.05B

RegionGlobal

Expense Ratio0.70%

Beta1.73

IssuerAmplify

Inception DateJan 16, 2018

Dividend Yield0.75%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume598,934

30 Day Avg. Volume400,912

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

83.04

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering54

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

BLOK Summary

BLOK is an ETF that focuses on the theme of blockchain technology rather than tracking a traditional index. It invests in companies that build, use, or benefit from blockchain, mainly in the financial and technology sectors. Well-known names in the fund include IBM and Robinhood, alongside more specialized blockchain firms. Someone might invest in BLOK to seek growth from the long-term adoption of blockchain without buying individual cryptocurrencies. However, this ETF is concentrated in a young, fast-changing area, so its price can be very volatile and may go up and down more than the overall stock market.

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 leaning hard into the blockchain ecosystem, with a heavy tilt toward financial and crypto-linked names rather than traditional tech. Galaxy Digital, Figure Technologies, and Hut 8 are the main engines right now, all rising and giving the fund a lift as blockchain infrastructure and crypto-adjacent plays stay in the spotlight. CompoSecure is another quiet winner, adding steady support. On the flip side, Robinhood looks to be losing steam and IBM is more of a stabilizer than a star. With holdings spanning the U.S., Japan, and beyond, this is a global but tightly themed bet on blockchain’s next chapter.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HUT	Hut 8	4.33%	$45.46M	C$7.49B	138.96%	56 Neutral
WULF	TeraWulf Inc	4.16%	$43.66M	$6.66B	226.69%	50 Neutral
CIFR	Cipher Mining	4.02%	$42.18M	$6.36B	165.68%	56 Neutral
GPGI	GPGI	3.82%	$40.12M	$7.15B	57.86%	57 Neutral
8473	SBI Holdings	3.74%	$39.27M	¥2.38T	58.64%	72 Outperform
GLXY	Galaxy Digital	3.71%	$38.95M	$7.88B	3.60%	70 Outperform
NU	Nu Holdings	3.56%	$37.36M	$82.57B	24.38%	79 Outperform
IBM	International Business Machines	3.28%	$34.45M	$242.58B	-0.67%	79 Outperform
HOOD	Robinhood	3.16%	$33.19M	$63.82B	8.95%	68 Neutral
BBBY	Bed Bath & Beyond	3.11%	$32.71M	$335.48M	-44.97%	44 Neutral

BLOK Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

59.89

Negative

100DMA

62.96

Negative

200DMA

59.02

Negative

Market Momentum

MACD

-2.12

Positive

RSI

39.81

Neutral

STOCH

37.43

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLOK, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 58.79, equal to the 50-day MA of 59.89, and equal to the 200-day MA of 59.02, indicating a bearish trend. The MACD of -2.12 indicates Positive momentum. The RSI at 39.81 is Neutral, neither overbought nor oversold. The STOCH value of 37.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BLOK.

BLOK Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BLOK	―	―	$1.05B	0.70%	―
BAI	―	―	$8.87B	0.55%	―
ARKK	―	―	$6.29B	0.75%	―
ARKQ	―	―	$2.05B	0.75%	―
ARKW	―	―	$1.68B	0.76%	―
FWD	―	―	$1.54B	0.65%	―

Performance Comparison

BLOK

Amplify Transformational Data Sharing Etf

54.01

5.73

11.87%

BAI

iShares A.I. Innovation and Tech Active ETF

―

ARKK

Ark Innovation Etf

―

ARKQ

ARK Autonomous Technology & Robotics ETF

―

ARKW

ARK Next Generation Internet ETF

―

FWD

AB Disruptors 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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