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NASA - ETF AI Analysis

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NASA

Tema Space Innovators ETF (NASA)

Rating:46Neutral
Price Target:
NASA (Tema Space Innovators ETF) has a mixed overall rating, reflecting a balance between promising growth stories and meaningful financial risks in the space sector. Stronger holdings like MDA Space and 5N Plus, which show solid financial performance and positive earnings outlooks, help support the fund’s quality, while weaker names such as BlackSky Technology and Firefly Aerospace, with significant profitability and cash flow challenges, weigh on the rating. The main risk factor is the fund’s concentration in early-stage, space-focused companies that often face high operational costs, negative earnings, and volatile momentum.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum.
High-Growth Top Holdings
Many of the largest positions have delivered very strong year-to-date performance, helping drive the fund’s returns.
Focused Exposure to Space Innovation
The fund concentrates on space-related industrial and technology companies, giving investors targeted access to a fast-growing niche theme.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost funds.
Concentrated Top Holdings
A small number of companies make up a large share of the portfolio, increasing the impact if any of these holdings perform poorly.
Narrow Sector and U.S. Tilt
Heavy exposure to industrials, technology, and U.S. companies means the fund is sensitive to downturns in these areas and less diversified across other sectors and regions.

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

NASA Summary

Tema Space Innovators ETF (ticker: NASA) is a fund focused on the growing space economy rather than a traditional stock index. It invests in companies involved in satellites, rocket launches, space infrastructure, and space-based data services. Well-known names in this area include Rocket Lab USA and ViaSat. An investor might consider this ETF for long-term growth potential and diversification into a unique theme that’s not covered much by broad market funds. However, because it is concentrated in space-related and technology-driven companies, its price can be more volatile and may go up and down more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and focuses on a specialized theme in the space industry, which typically costs more to run than broad, passive index funds.
What would affect this ETF?This ETF could benefit if global spending on satellites, launches, and space-based data keeps growing, helped by supportive government policies, technological advances in rockets and sensors, and stronger demand for communications and Earth‑imaging services that favor its industrial and technology holdings. On the other hand, it could be hurt by higher interest rates that pressure growth stocks, launch failures or project delays at key holdings like Rocket Lab and other space firms, tighter defense or space regulations, or a global economic slowdown that reduces funding for space projects.

NASA Top 10 Holdings

NASA is heavily tilted toward space hardware and launch names, with Rocket Lab and Intuitive Machines setting the tone. Both have been rising lately, helping drive the fund, even as their shaky profitability keeps volatility high. Planet Labs and BlackSky add a data-and-imagery angle; Planet has been steadily climbing, while BlackSky’s weak finances mean it’s more of a wild card. AST SpaceMobile and ViaSat bring satellite communications into the mix, giving the ETF a global, space-first portfolio that lives and dies by the commercial space race.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Rocket Lab USA10.34%$260.92M$63.72B280.64%
57
Neutral
AST SpaceMobile6.40%$161.48M$36.33B200.10%
54
Neutral
Planet Labs PBC6.36%$160.44M$11.48B451.71%
57
Neutral
Echostar6.03%$152.22M$33.70B565.22%
57
Neutral
Intuitive Machines5.62%$141.70M$6.37B150.72%
52
Neutral
Firefly Aerospace, Inc.4.92%$124.14M$5.93B
49
Neutral
ViaSat4.34%$109.61M$9.17B629.42%
56
Neutral
5N Plus4.18%$105.55MC$3.67B356.42%
71
Outperform
MDA Space Ltd3.87%$97.76M$5.32B80.78%
70
Outperform
BlackSky Technology3.62%$91.22M$1.29B169.46%
41
Neutral

NASA Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
1.28
Positive
RSI
43.42
Neutral
STOCH
10.06
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NASA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 36.62, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 1.28 indicates Positive momentum. The RSI at 43.42 is Neutral, neither overbought nor oversold. The STOCH value of 10.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NASA.

NASA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.56B0.75%
46
Neutral
$7.15B0.75%
56
Neutral
$2.98B0.65%
59
Neutral
$2.35B0.75%
67
Neutral
$1.74B0.76%
57
Neutral
$1.37B0.75%
52
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NASA
Tema Space Innovators ETF
32.64
6.23
23.59%
ARKK
Ark Innovation Etf
FWD
AB Disruptors ETF
ARKQ
ARK Autonomous Technology & Robotics ETF
ARKW
ARK Next Generation Internet ETF
ARKG
ARK Genomic 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: ―
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