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HYDR - ETF AI Analysis

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HYDR

Global X Hydrogen ETF (HYDR)

Rating:44Neutral
Price Target:
HYDR’s rating suggests it is a specialized, higher-risk ETF focused on the hydrogen sector, where many companies are still in early, unprofitable growth stages. Strong contributors like Bloom Energy, with robust revenue growth and strategic partnerships, help support the fund’s quality, but several other major holdings face persistent losses, cash flow issues, and bearish technical trends that weigh on the overall assessment. The main risk is the fund’s concentration in hydrogen-related companies that share similar profitability and valuation challenges, making performance heavily dependent on the future success of this niche industry.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in the hydrogen theme.
Leading Hydrogen Stocks Driving Returns
Several of the largest holdings, including Bloom Energy, Fuelcell Energy, and Ceres Power, have shown strong performance this year, helping support the fund’s results.
Global Diversification
Holdings spread across the U.S., UK, South Korea, Germany, and several other countries help reduce the risk of being tied to the economic conditions of just one region.
Negative Factors
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the impact if any of these key holdings run into trouble.
Recent Short-Term Weakness
The ETF has shown weak performance over the past month and three months, suggesting recent volatility and pressure on hydrogen-related stocks.
Sector Concentration in Industrials
Heavy exposure to industrial companies means the fund is sensitive to swings in that single sector rather than being broadly diversified across the market.

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

HYDR Summary

The Global X Hydrogen ETF (HYDR) is a fund that follows the Solactive Global Hydrogen Index, focusing on companies involved in hydrogen fuel and related technology, especially for transportation. It holds firms working on hydrogen fuel cells and infrastructure across the US, UK, and other countries. Well-known names in the fund include Bloom Energy and Plug Power. Someone might invest in HYDR to bet on long-term growth in clean energy and to get diversified exposure to many hydrogen-focused companies at once. A key risk is that hydrogen is an early-stage industry, so the ETF’s price can be very volatile and may go up and down sharply.
How much will it cost me?The Global X Hydrogen ETF (HYDR) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized sector, which typically involves more research and management costs.
What would affect this ETF?The Global X Hydrogen ETF (HYDR) could benefit from increasing global support for clean energy initiatives and government policies promoting hydrogen technology, especially in transportation. However, it may face challenges from fluctuating energy prices, regulatory hurdles, or slower-than-expected adoption of hydrogen-based solutions. Its heavy exposure to industrials and reliance on top holdings like Bloom Energy and Plug Power makes it sensitive to sector-specific risks and technological advancements.

HYDR Top 10 Holdings

HYDR is a pure play on the global hydrogen story, with performance largely steered by a handful of fuel-cell names. Bloom Energy has been a bright spot year-to-date, helping offset the drag from Plug Power, which has been lagging as its financial issues weigh on sentiment. FuelCell Energy has shown mixed momentum, rising over the past quarter but still battling profitability concerns. European players like Ceres Power and ITM Power are losing steam, adding volatility. Overall, the fund is tightly concentrated in industrial hydrogen and fuel-cell specialists across the U.S., Europe, and Asia.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy14.80%$13.40M$60.62B470.11%
62
Neutral
Plug Power10.90%$9.87M$2.87B47.14%
51
Neutral
Fuelcell Energy8.17%$7.40M$1.73B353.04%
45
Neutral
Ceres Power Holdings7.03%$6.37M£741.91M196.58%
51
Neutral
SFC Energy6.81%$6.17M€348.83M25.16%
49
Neutral
4.80%$4.35M
Ballard Power Systems4.63%$4.20MC$1.12B45.11%
47
Neutral
ITM Power4.63%$4.19M£705.93M51.26%
46
Neutral
Doosan Fuel Cell Co., Ltd.4.60%$4.17M₩1.68T11.59%
AFC Energy3.52%$3.19M£119.82M11.30%
51
Neutral

HYDR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
45.79
Negative
100DMA
51.22
Negative
200DMA
44.02
Negative
Market Momentum
MACD
-0.52
Negative
RSI
48.80
Neutral
STOCH
34.65
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HYDR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.43, equal to the 50-day MA of 45.79, and equal to the 200-day MA of 44.02, indicating a neutral trend. The MACD of -0.52 indicates Negative momentum. The RSI at 48.80 is Neutral, neither overbought nor oversold. The STOCH value of 34.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HYDR.

HYDR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$101.67M0.50%
44
Neutral
$59.11M0.75%
56
Neutral
$48.17M0.70%
61
Neutral
$44.40M0.65%
44
Neutral
$25.94M0.39%
59
Neutral
$9.20M0.68%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HYDR
Global X Hydrogen ETF
43.83
18.57
73.52%
POW
VistaShares Electrification Supercycle ETF
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
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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