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NBDS - ETF AI Analysis

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NBDS

Neuberger Berman Disrupters ETF (NBDS)

Rating:67Neutral
Price Target:
NBDS, the Neuberger Berman Disrupters ETF, earns a solid overall rating thanks to several high-quality technology and semiconductor names like ASML, Nvidia, AMD, Nova, and Monolithic Power, which all show strong financial performance, positive earnings commentary, and good long-term growth prospects in areas like AI and data centers. This strength is partly offset by weaker or riskier holdings such as Mind Medicine and Snowflake, where issues like lack of revenue, ongoing losses, and valuation concerns weigh on the fund. The main risk factor is the ETF’s heavy tilt toward high-growth, tech and semiconductor-related companies, which can be more volatile and sensitive to valuation and market sentiment.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid recent momentum for investors.
Leading Growth Holdings
Several top positions, including major chipmakers and fast-growing healthcare names, have shown strong performance and helped drive returns.
Focused Innovation Exposure
Heavy weighting in technology and healthcare gives investors targeted exposure to disruptive, high-growth areas of the market.
Negative Factors
High Sector Concentration
More than half of the fund is in technology, which increases the risk if that sector experiences a downturn.
Short-Term Volatility
The recent weak one-month performance suggests the fund can be volatile over shorter time periods.
Limited Geographic Diversification
With almost all assets in U.S. companies, the ETF offers little exposure to international markets.

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

NBDS Summary

NBDS, the Neuberger Berman Disrupters ETF, focuses on companies that are changing how industries work, rather than following a traditional market index. It invests in innovative businesses in areas like technology, health care, and clean energy, aiming to benefit from long-term growth driven by new ideas and digital transformation. Well-known holdings include Nvidia and AMD, both leaders in advanced computer chips. Investors might consider NBDS if they want growth potential and exposure to cutting-edge trends in one fund. A key risk is that these disruptive stocks can be very volatile, so the ETF’s value can rise and fall sharply with the market.
How much will it cost me?The Neuberger Berman Disrupters ETF (NBDS) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because it’s actively managed, focusing on innovative companies and industries that require more research and expertise to select.
What would affect this ETF?The Neuberger Berman Disrupters ETF (NBDS) could benefit from continued advancements in technology and innovation, particularly in sectors like artificial intelligence, renewable energy, and biotechnology, where its holdings like Nvidia and Snowflake are well-positioned. However, it may face challenges from rising interest rates, which can negatively impact growth-focused companies, and potential regulatory changes in the technology and financial sectors. Additionally, global economic uncertainty could affect the performance of its diverse portfolio.

NBDS Top 10 Holdings

NBDS is leaning heavily into the global chip boom, with AMD, ARM, Nvidia, Nova, ASML, and Monolithic Power forming a powerful semiconductor spine that’s largely been rising and doing the heavy lifting for returns. Western Digital has joined the upswing as storage demand tied to AI heats up, while Robinhood’s more mixed trading performance adds a bit of wobble. On the flip side, early-stage biotech names like Definium Therapeutics are still more promise than profit, occasionally tugging at performance in this otherwise tech-driven, globally diversified disruptor lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.22%$10.67M$5.13T20.16%
76
Outperform
Advanced Micro Devices5.77%$8.53M$900.63B232.90%
73
Outperform
Definium Therapeutics5.52%$8.16M$5.80B341.67%
40
Neutral
ASML Holding4.32%$6.38M$691.34B148.66%
81
Outperform
ARM Holdings PLC ADR4.29%$6.34M$301.54B76.91%
69
Neutral
Protagonist Therapeutics4.13%$6.10M$8.71B152.01%
68
Neutral
Monolithic Power4.03%$5.96M$68.71B95.95%
75
Outperform
Nova3.92%$5.80M$14.44B74.08%
81
Outperform
Constellation Energy Corporation3.90%$5.76M$98.72B-14.32%
68
Neutral
Snowflake3.89%$5.75M$92.82B23.30%
54
Neutral

NBDS Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
40.25
Negative
100DMA
36.82
Positive
200DMA
36.08
Positive
Market Momentum
MACD
-0.21
Positive
RSI
41.90
Neutral
STOCH
21.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBDS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.72, equal to the 50-day MA of 40.25, and equal to the 200-day MA of 36.08, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 41.90 is Neutral, neither overbought nor oversold. The STOCH value of 21.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NBDS.

NBDS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$146.07M0.40%
67
Neutral
$486.18M0.45%
59
Neutral
$296.32M0.75%
68
Neutral
$237.76M0.82%
69
Neutral
$222.33M0.75%
67
Neutral
$134.48M0.75%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBDS
Neuberger Berman Disrupters ETF
38.83
3.95
11.32%
AGIX
KraneShares Artificial Intelligence & Technology ETF
ILDR
First Trust Innovation Leaders ETF
TMAT
Main Thematic Innovation ETF
SPRX
Spear Alpha ETF
YNOT
Horizon Digital Frontier 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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