NBDS - ETF AI Analysis

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Neuberger Berman Disrupters ETF (NBDS)

Rating:70Outperform

Price Target:―

NBDS, the Neuberger Berman Disrupters ETF, has a solid overall rating that reflects its focus on innovative, fast-growing companies, led by strong holdings like Nvidia, Nova, and Shopify, which benefit from robust financial performance and promising long-term growth drivers in areas such as AI, semiconductors, and e-commerce. However, some key positions like Snowflake and Spotify face challenges around profitability, valuation, and bearish technical signals, which temper the fund’s rating. The main risk factor is the concentration in high-growth, often richly valued technology and disruptive businesses, which can lead to higher volatility and sensitivity to shifts in market sentiment.

Positive Factors

Strong Top Holdings

Several top holdings, such as Nvidia and Robinhood, have delivered strong year-to-date performance, contributing positively to the ETF's returns.

Technology Sector Leadership

With over half of its portfolio in the technology sector, the ETF benefits from exposure to a high-growth industry.

Solid Year-to-Date Performance

The ETF has shown strong year-to-date performance, indicating its potential to deliver gains in the current market environment.

Negative Factors

High Sector Concentration

With nearly 58% of its portfolio in technology, the ETF is heavily exposed to a single sector, increasing vulnerability to industry-specific risks.

Limited Geographic Diversification

The ETF is overwhelmingly focused on U.S. companies, which may limit its ability to benefit from growth in international markets.

Moderate Expense Ratio

The ETF's expense ratio is higher than some low-cost alternatives, which could reduce overall returns for investors over time.

NBDS Historical Chart

AUM30.45M

RegionGlobal

Expense Ratio0.55%

Beta1.54

IssuerNeuberger Berman

Inception DateApr 06, 2022

Dividend Yield0.37%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,305

30 Day Avg. Volume2,243

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

44.58

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering30

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NBDS Summary

The Neuberger Berman Disrupters ETF (NBDS) is an investment fund focused on companies driving innovation and transforming industries. It includes businesses in technology, healthcare, renewable energy, and digital transformation, with well-known names like Nvidia and Robinhood among its top holdings. This ETF is designed for investors who want to support and benefit from cutting-edge advancements and long-term growth opportunities in various sectors. However, since it heavily invests in technology and innovation-focused companies, its performance can be volatile and may fluctuate with changes in the tech industry or broader market trends.

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

The Neuberger Berman Disrupters ETF (NBDS) leans heavily into technology, with Nvidia and AMD leading the charge thanks to their strong focus on AI and data center growth, though Nvidia’s recent performance has been mixed. Shopify and Nova are also rising stars, benefiting from robust growth metrics and strategic positioning in their respective industries. However, Spotify and Snowflake are dragging the fund, with bearish momentum and valuation concerns weighing on their outlook. With a global mix and a clear emphasis on innovation, NBDS is a bet on tomorrow’s disruptors, albeit with some bumps along the way.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	8.43%	$2.58M	$4.55T	34.97%	76 Outperform
NVMI	Nova	5.57%	$1.70M	$11.94B	72.50%	81 Outperform
ISRG	Intuitive Surgical	5.08%	$1.55M	$210.16B	8.87%	78 Outperform
HOOD	Robinhood	4.60%	$1.41M	$109.43B	186.62%	68 Neutral
SPOT	Spotify	4.37%	$1.34M	$117.65B	18.74%	66 Neutral
SNOW	Snowflake	4.27%	$1.31M	$80.26B	45.00%	54 Neutral
AMD	Advanced Micro Devices	4.12%	$1.26M	$348.97B	72.37%	73 Outperform
CEG	Constellation Energy Corporation	4.10%	$1.26M	$110.73B	38.87%	68 Neutral
SHOP	Shopify	4.06%	$1.24M	C$303.33B	54.90%	77 Outperform
AMZN	Amazon	3.65%	$1.12M	$2.58T	8.75%	71 Outperform

NBDS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

36.14

Positive

100DMA

35.90

Positive

200DMA

33.33

Positive

Market Momentum

MACD

0.12

Negative

RSI

52.10

Neutral

STOCH

80.97

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBDS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.95, equal to the 50-day MA of 36.14, and equal to the 200-day MA of 33.33, indicating a bullish trend. The MACD of 0.12 indicates Negative momentum. The RSI at 52.10 is Neutral, neither overbought nor oversold. The STOCH value of 80.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBDS.

NBDS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NBDS	―	―	$30.45M	0.55%	―
FFND	―	―	$95.54M	1.00%	―
AGIX	―	―	$93.43M	0.99%	―
YNOT	―	―	$61.23M	0.75%	―
NXTE	―	―	$45.90M	1.00%	―
DARP	―	―	$16.05M	0.75%	―

Performance Comparison

NBDS

Neuberger Berman Disrupters ETF

36.24

5.77

18.94%

FFND

Future Fund Active ETF

―

AGIX

KraneShares Artificial Intelligence & Technology ETF

―

YNOT

Horizon Digital Frontier ETF

―

NXTE

AXS Green Alpha ETF

―

DARP

Grizzle Growth 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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