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FBOT - ETF AI Analysis

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FBOT

Fidelity Disruptive Automation ETF (FBOT)

Rating:61Neutral
Price Target:
FBOT’s rating reflects a solid but not top-tier profile, driven by strong, innovative leaders like Alphabet and Nvidia, whose robust financial performance and heavy investment in AI and data centers support the fund’s long-term growth potential. Other contributors such as Siemens, Palantir, and Emerson add to the strength through profitability and strategic technology initiatives, though high valuations and some bearish or mixed technical signals across several holdings, including Axon and Deere, temper the overall appeal. The main risk factor is the fund’s focus on disruptive automation and AI-related names, which can mean higher volatility and sensitivity to shifts in tech and industrial cycles.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Leading Automation and Tech Holdings
Several of the largest positions, including major industrial and technology names, have delivered strong year-to-date results that support the fund’s returns.
Global Diversification
Holdings spread across the U.S., Japan, and several European markets help reduce the impact of weakness in any single country.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns over time.
Concentration in Industrials and Technology
A large share of assets in industrial and technology companies makes the ETF more sensitive to downturns in these sectors.
Underperforming Key Holdings
Some notable positions, such as Axon Enterprise and Palantir, have shown weak year-to-date performance, which can drag on overall fund results.

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

FBOT Summary

The Fidelity Disruptive Automation ETF (FBOT) is a fund that focuses on companies involved in robotics and artificial intelligence, rather than tracking a traditional market index. It invests in businesses that build smart machines, factory robots, and AI tools used in areas like manufacturing, farming, and data analysis. Well-known holdings include Nvidia and Alphabet (Google’s parent company). Someone might invest in FBOT if they want growth potential from long-term trends in automation and AI, plus global diversification. A key risk is that it’s heavily focused on tech and automation, so its price can swing a lot and may drop sharply if this theme falls out of favor.
How much will it cost me?The Fidelity Disruptive Automation ETF (FBOT) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on a specific niche like robotics and AI, which requires more research and expertise compared to passively managed ETFs that track broad indexes.
What would affect this ETF?FBOT's focus on robotics and AI positions it to benefit from growing global demand for automation and technological innovation, particularly in sectors like technology and industrials. Positive drivers include increased adoption of AI across industries and government support for automation technologies, while potential risks include regulatory changes, economic slowdowns, or reduced corporate spending on tech advancements. The ETF's global exposure and holdings in companies like Nvidia and Alphabet provide diversification but may also face challenges from geopolitical tensions or competition in the tech sector.

FBOT Top 10 Holdings

FBOT is leaning hard into the robotics-and-AI story, with industrial automation names like Teradyne and Japan’s Daifuku and THK doing much of the heavy lifting as their shares keep rising. Nvidia and Alphabet add a powerful Big Tech AI engine, though their momentum looks a bit more measured lately. On the flip side, Axon and Palantir have been lagging, acting as a small drag on the fund’s otherwise upbeat tone. Overall, it’s a globally diversified but thematically concentrated bet on automation and AI infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Teradyne6.38%$12.35M$59.48B426.34%
71
Outperform
Deere4.95%$9.59M$158.63B27.07%
66
Neutral
Nvidia4.66%$9.02M$4.86T97.16%
76
Outperform
Axon Enterprise3.28%$6.36M$32.55B-30.12%
58
Neutral
Daifuku Co3.13%$6.07M¥2.42T51.28%
72
Outperform
Palantir Technologies3.13%$6.06M$349.11B44.78%
74
Outperform
Siemens3.03%$5.87M€184.16B25.41%
74
Outperform
Alphabet Class C2.93%$5.68M$4.01T114.13%
82
Outperform
THK Co2.80%$5.43M¥631.69B31.26%
70
Neutral
SMC (OR)2.59%$5.01M¥4.48T45.86%
72
Outperform

FBOT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
35.33
Positive
100DMA
34.77
Positive
200DMA
33.39
Positive
Market Momentum
MACD
0.78
Negative
RSI
66.29
Neutral
STOCH
87.34
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBOT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.98, equal to the 50-day MA of 35.33, and equal to the 200-day MA of 33.39, indicating a bullish trend. The MACD of 0.78 indicates Negative momentum. The RSI at 66.29 is Neutral, neither overbought nor oversold. The STOCH value of 87.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FBOT.

FBOT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$194.70M0.50%
61
Neutral
$895.45M0.55%
65
Neutral
$382.53M0.39%
60
Neutral
$341.22M0.55%
65
Neutral
$289.57M0.99%
61
Neutral
$105.39M0.75%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FBOT
Fidelity Disruptive Automation ETF
37.53
12.12
47.70%
BKGI
BNY Mellon Global Infrastructure Income ETF
CCNR
CoreCommodity Natural Resources ETF
ALAI
Alger AI Enablers & Adopters ETF
AGIX
KraneShares Artificial Intelligence & Technology ETF
AIFD
TCW Artificial Intelligence 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.
DisclaimerThis 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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