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ROBO - ETF AI Analysis
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ROBO Global Robotics & Automation Index ETF (ROBO)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Global Diversification
The fund invests in companies across multiple countries, reducing reliance on any single geographic market.
Focus on Growth Sectors
Heavy exposure to Industrials and Technology positions the ETF to benefit from innovation and automation trends.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to other funds, which could eat into long-term returns.
Mixed Top Holdings Performance
Some of the largest holdings have underperformed this year, potentially dragging down overall results.
Sector Concentration Risk
The fund is heavily weighted in Industrials and Technology, making it vulnerable to downturns in these sectors.
ROBO vs. SPDR S&P 500 ETF (SPY)
AUM1.22B
RegionGlobal
Expense Ratio0.95%
Beta1.26
IssuerROBO Global
Inception DateOct 22, 2013
Dividend Yield0.46%
Asset ClassEquity
Index TrackedROBO Global Robotics and Automation TR Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume113,266
30 Day Avg. Volume95,437
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
75.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering79
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROBO Summary
The ROBO Global Robotics & Automation Index ETF (ROBO) is an investment fund focused on companies leading the way in robotics and artificial intelligence (AI). It includes businesses from industries like manufacturing, healthcare, and technology, offering exposure to innovative technologies that are transforming how we live and work. Some well-known companies in the fund are Rockwell Automation and Intuitive Surgical. Investors might consider ROBO for its potential growth as demand for robotics and AI continues to rise globally. However, new investors should be aware that the ETF’s performance is closely tied to the tech sector, which can be volatile.
How much will it cost me?The ROBO ETF has an expense ratio of 0.95%, which means you’ll pay $9.50 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized niche of robotics and AI companies, requiring more research and management effort.
What would affect this ETF?The ROBO ETF could benefit from increasing global demand for robotics and AI technologies, driven by advancements in automation across industries like manufacturing and healthcare. However, it may face challenges from rising interest rates, which could impact technology investments, or regulatory changes affecting AI development. Its global exposure and focus on innovative companies provide growth opportunities but also expose it to geopolitical risks and economic slowdowns in key markets.
ROBO Top 10 Holdings
The ROBO ETF is riding the wave of innovation in robotics and AI, with standout performers like Teradyne and Celestica driving gains thanks to strong earnings and strategic growth. Coherent Corp also adds momentum with robust revenue growth, while Symbotic’s impressive year-to-date rally showcases its potential despite deployment challenges. On the flip side, Yaskawa Electric and Harmonic Drive Systems are lagging, weighed down by bearish trends and weaker financial metrics. The fund’s heavy focus on industrials and technology underscores its commitment to the automation revolution, with a global mix of companies shaping its diverse portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Symbotic | 2.31% | $28.00M | $51.67B | 263.82% | 70 Outperform | |
| Teradyne | 2.17% | $26.26M | $28.09B | 65.95% | 76 Outperform | |
| Intuitive Surgical | 2.12% | $25.76M | $203.56B | 6.62% | 78 Outperform | |
| Fanuc Corporation | 1.89% | $22.95M | ¥4.56T | 26.28% | 76 Outperform | |
| Rockwell Automation | 1.88% | $22.85M | $44.23B | 33.58% | 71 Outperform | |
| Celestica | 1.87% | $22.70M | $38.31B | 299.52% | 78 Outperform | |
| Illumina | 1.84% | $22.34M | $19.83B | -10.08% | 73 Outperform | |
| Coherent Corp | 1.77% | $21.50M | $24.20B | 57.00% | 64 Neutral | |
| Yaskawa Electric | 1.75% | $21.28M | ¥1.01T | -10.45% | 63 Neutral | |
| Globus Medical | 1.75% | $21.27M | $12.26B | 6.79% | 82 Outperform |
ROBO Technical Analysis
Positive
―
Price Trends
67.35
Negative
65.20
Positive
59.99
Positive
Market Momentum
-0.64
Positive
52.29
Neutral
64.86
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROBO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 67.14, equal to the 50-day MA of 67.35, and equal to the 200-day MA of 59.99, indicating a neutral trend. The MACD of -0.64 indicates Positive momentum. The RSI at 52.29 is Neutral, neither overbought nor oversold. The STOCH value of 64.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROBO.
ROBO Peer Comparison
Comparison Results
Performance Comparison
ROBO
ROBO Global Robotics & Automation Index ETF
67.32
10.03
17.51%
IGF
iShares Global Infrastructure ETF
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BAI
iShares A.I. Innovation and Tech Active ETF
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ARKK
Ark Innovation Etf
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ARTY
Ishares Future Ai & Tech Etf
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ARKQ
ARK Autonomous Technology & Robotics ETF
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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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