ROBO - ETF AI Analysis
Top Page
ROBO Global Robotics & Automation Index ETF (ROBO)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its robotics and automation theme.
Global Diversification
Holdings spread across the U.S., Japan, Europe, and other regions help reduce the impact of weakness in any single country.
Multiple Sector Exposure
Investments across technology, industrials, health care, and consumer-related companies provide a mix of growth and economically sensitive businesses within the robotics space.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration Risk
A large portion of the portfolio is tied to technology and industrials, making the ETF more vulnerable if these sectors fall out of favor.
Mixed Performance Among Top Holdings
While several leading positions have delivered strong gains, at least one major holding has been weak this year, which can drag on overall results.
ROBO vs. SPDR S&P 500 ETF (SPY)
AUM1.89B
RegionGlobal
Expense Ratio0.95%
Beta1.30
IssuerROBO Global
Inception DateOct 22, 2013
Dividend Yield0.33%
Asset ClassEquity
Index TrackedROBO Global Robotics and Automation TR Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume278,389
30 Day Avg. Volume190,299
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
97.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROBO Summary
ROBO Global Robotics & Automation Index ETF (ROBO) tracks the ROBO Global Robotics and Automation TR Index, focusing on companies involved in robotics and artificial intelligence. It holds a mix of technology and industrial firms from around the world, including well-known names like Rockwell Automation and Intuitive Surgical. These companies build robots, automation equipment, and related software used in factories, hospitals, and other industries. An investor might choose ROBO to seek long-term growth from the global shift toward automation and AI. However, it is concentrated in a single theme, so its price can rise and fall sharply with trends in tech and robotics stocks.
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
ROBO is a pure play on robotics and automation, with a heavy tilt toward tech and industrial names across the globe rather than a single country. Recent strength from Celestica, Teradyne, and Coherent has been doing the heavy lifting, as demand for chips, testing gear, and optical components stays lively. European players like Infineon and Jenoptik are also rising, adding fuel to the theme. On the flip side, Ambarella has been lagging, so its AI ambitions are more of a promise than a current engine for the fund.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Harmonic Drive Systems | 2.05% | $39.25M | ¥569.88B | 75.76% | 64 Neutral | |
| Celestica | 1.94% | $37.09M | $39.64B | 199.84% | 73 Outperform | |
| Qualcomm | 1.94% | $37.02M | $213.45B | 44.81% | 80 Outperform | |
| Ambarella | 1.93% | $36.82M | $3.64B | 32.47% | 59 Neutral | |
| Infineon Technologies AG | 1.87% | $35.81M | €88.42B | 104.86% | 67 Neutral | |
| Teradyne | 1.84% | $35.21M | $53.90B | 350.30% | 71 Outperform | |
| Fanuc Corporation | 1.83% | $34.92M | ¥6.77T | 96.34% | 74 Outperform | |
| ― | 1.80% | $34.35M | ― | ― | ― | |
| Rockwell Automation | 1.79% | $34.17M | $48.54B | 43.73% | 71 Outperform | |
| Yaskawa Electric | 1.74% | $33.27M | ¥1.59T | 89.35% | 70 Outperform |
ROBO Technical Analysis
Positive
―
Price Trends
77.19
Positive
75.76
Positive
71.16
Positive
Market Momentum
2.24
Positive
64.62
Neutral
65.73
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 83.82, equal to the 50-day MA of 77.19, and equal to the 200-day MA of 71.16, indicating a bullish trend. The MACD of 2.24 indicates Positive momentum. The RSI at 64.62 is Neutral, neither overbought nor oversold. The STOCH value of 65.73 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
87.30
30.54
53.81%
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
―
―
―
ARKK
Ark Innovation Etf
―
―
―
GNR
SPDR S&P Global Natural Resources ETF
―
―
―
ARKQ
ARK Autonomous Technology & Robotics ETF
―
―
―
IVES
Dan IVES Wedbush AI Revolution 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: ―
Table of Contents