BLOK - ETF AI Analysis

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Amplify Transformational Data Sharing Etf (BLOK)

Rating:59Neutral

Price Target:―

The ETF BLOK, focused on transformational data sharing, has a moderate overall rating, reflecting a mix of strengths and risks among its holdings. Strong contributors like Nu Holdings and IBM bolster the fund's rating with their robust financial performance, strategic focus on AI, and positive earnings call insights. However, weaker holdings such as TeraWulf and Cipher Mining, which face profitability challenges and financial concerns, slightly weigh down the overall score. Investors should also be mindful of the fund's concentration in the tech and digital asset sectors, which may expose it to 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)

AUM1.19B

RegionGlobal

Expense Ratio0.76%

Beta1.71

IssuerAmplify

Inception DateJan 16, 2018

Dividend Yield4.08%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume214,684

30 Day Avg. Volume402,832

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

92.06

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering53

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

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’s focus on blockchain innovation gives it a tech-heavy tilt, with names like IBM providing steady momentum thanks to its hybrid cloud and AI strategies. However, the fund’s performance is weighed down by lagging stocks like Coinbase, which struggles with cash flow and crypto market volatility. Galaxy Digital and Robinhood show mixed signals, with growth potential tempered by operational challenges. The ETF’s global exposure and concentration in financial and technology sectors make it a forward-looking bet on blockchain, but recent volatility suggests investors should brace for some turbulence.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HOOD	Robinhood	4.70%	$56.02M	$118.65B	265.18%	68 Neutral
CIFR	Cipher Mining	4.18%	$49.82M	$7.62B	217.78%	56 Neutral
HUT	Hut 8	4.16%	$49.49M	C$6.34B	54.27%	56 Neutral
GLXY	Galaxy Digital	4.08%	$48.58M	$9.94B	38.41%	70 Outperform
CLSK	Cleanspark	3.85%	$45.83M	$3.51B	7.34%	73 Outperform
COIN	Coinbase Global	3.34%	$39.81M	$72.73B	-9.33%	68 Neutral
WULF	TeraWulf Inc	3.31%	$39.39M	$6.08B	122.62%	53 Neutral
IBM	International Business Machines	3.26%	$38.78M	$287.84B	33.43%	79 Outperform
NU	Nu Holdings	3.00%	$35.75M	$80.00B	39.31%	79 Outperform
BBBY	Bed Bath & Beyond	3.00%	$35.70M	$435.12M	6.16%	44 Neutral

BLOK Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

66.25

Negative

100DMA

63.50

Negative

200DMA

54.49

Positive

Market Momentum

MACD

-1.04

Negative

RSI

49.94

Neutral

STOCH

89.01

Negative

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 60.61, equal to the 50-day MA of 66.25, and equal to the 200-day MA of 54.49, indicating a neutral trend. The MACD of -1.04 indicates Negative momentum. The RSI at 49.94 is Neutral, neither overbought nor oversold. The STOCH value of 89.01 is Negative, 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	―	―	$1.19B	0.76%	―
BAI	―	―	$8.06B	0.55%	―
ARKK	―	―	$7.91B	0.75%	―
ARKW	―	―	$2.24B	0.76%	―
ARKQ	―	―	$1.64B	0.75%	―
ARKG	―	―	$1.34B	0.75%	―

Performance Comparison

BLOK

Amplify Transformational Data Sharing Etf

63.55

15.50

32.26%

BAI

iShares A.I. Innovation and Tech Active ETF

―

ARKK

Ark Innovation 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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