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IBAT - ETF AI Analysis

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IBAT

iShares Energy Storage & Materials ETF (IBAT)

Rating:52Neutral
Price Target:
IBAT’s rating suggests it is a solid but not top-tier ETF, driven largely by strong, diversified industrial and technology names like Murata Manufacturing and Eaton, which bring robust financial performance and supportive growth trends to the portfolio. However, weaker holdings such as Air Products and BASF, which face profitability, cash flow, and valuation challenges, likely weigh on the overall score. The main risk factor is the fund’s concentration in energy storage and related materials, which ties performance closely to conditions in that specific sector.
Positive Factors
Strong Year-to-Date Performance
The fund has delivered strong gains so far this year, showing solid momentum in its energy storage and materials theme.
Leading Holdings Showing Strength
Several of the largest positions, including Bloom Energy and key Japanese manufacturers, have posted strong year-to-date performance, helping drive the ETF’s returns.
Global Diversification
Holdings spread across the U.S., Japan, Europe, and Asia help reduce the risk of being tied to the economic fortunes of a single country.
Negative Factors
Recent Short-Term Weakness
The fund has been slightly negative over the past month, which may signal near-term volatility in the sector.
Moderate Concentration in Top Holdings
A meaningful portion of the portfolio is invested in a handful of companies, which increases the impact if any of these names stumble.
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can modestly reduce the net return investors receive over time.

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

IBAT Summary

IBAT is the iShares Energy Storage & Materials ETF, which follows the STOXX Global Energy Storage and Materials Index. It focuses on companies tied to batteries and the materials that power modern energy storage, especially for electric cars and cleaner mobility. The fund holds well-known names like Bloom Energy and BASF, giving investors global exposure to firms involved in battery technology, key metals, and energy systems. Someone might invest for long-term growth linked to the shift toward electric vehicles and renewable energy, plus diversification across countries and sectors. A key risk is that it can rise or fall sharply with trends in the energy and materials industries.
How much will it cost me?This ETF has an expense ratio of 0.47%, which means you’ll pay about $4.70 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is more specialized and thematically focused on energy storage and materials, which typically costs a bit more to manage.
What would affect this ETF?IBAT could benefit from growing global demand for electric vehicles, batteries, and clean energy, which supports its focus on energy storage, materials, and industrial technology companies across multiple regions. However, it may be hurt by slower economic growth, falling government support for green energy, or stricter environmental and mining regulations that raise costs for its materials and industrial holdings.

IBAT Top 10 Holdings

IBAT is leaning heavily into the global battery and energy storage story, with Bloom Energy acting as a key engine of recent gains as its stock keeps rising. Japanese names like Murata and TDK have been more mixed, helping over the past few months but recently losing a bit of steam. Industrial gas giants Air Products and Air Liquide are steady anchors, while BASF has been lagging and quietly holding performance back. With a clear tilt toward materials and industrials across the U.S., Europe, and Asia, this ETF is a concentrated bet on the electrification supply chain.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy9.31%$7.27M$83.93B1009.34%
62
Neutral
Murata Manufacturing Co6.66%$5.20M¥18.90T267.28%
77
Outperform
Air Products and Chemicals6.54%$5.10M$68.78B4.34%
46
Neutral
Air Liquide6.28%$4.90M€113.12B12.46%
66
Neutral
TDK Corporation5.72%$4.47M¥6.64T105.45%
61
Neutral
BASF SE5.65%$4.41M€42.24B14.46%
61
Neutral
3.98%$3.11M
Resonac Holdings Corporation3.77%$2.94M¥3.03T344.91%
72
Outperform
Contemporary Amperex Technology Co., Limited Class H3.48%$2.72MHK$2.07T81.51%
68
Neutral
Eaton3.38%$2.64M$160.53B10.84%
75
Outperform

IBAT Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
44.16
Negative
100DMA
39.84
Positive
200DMA
35.05
Positive
Market Momentum
MACD
-0.63
Positive
RSI
40.10
Neutral
STOCH
12.27
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IBAT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 43.86, equal to the 50-day MA of 44.16, and equal to the 200-day MA of 35.05, indicating a neutral trend. The MACD of -0.63 indicates Positive momentum. The RSI at 40.10 is Neutral, neither overbought nor oversold. The STOCH value of 12.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IBAT.

IBAT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$73.40M0.47%
52
Neutral
$51.36M0.70%
63
Neutral
$45.69M0.65%
43
Neutral
$27.77M0.39%
59
Neutral
$9.60M0.68%
65
Neutral
$3.80M0.59%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IBAT
iShares Energy Storage & Materials ETF
41.18
18.59
82.29%
CARZ
First Trust NASDAQ Global Auto Index Fund
LITP
Sprott Lithium Miners ETF
FDRV
Fidelity Electric Vehicles and Future Transportation ETF
MOTO
SmartETFs Smart Transportation & Technology ETF
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology 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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