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Upturn AI SWOT - About
Neuberger Berman Next Generation Connectivity Fund Inc (NBXG)
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Upturn Advisory Summary
04/01/2025: NBXG (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 18.74% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 973.49M USD | Price to earnings Ratio 3.28 | 1Y Target Price - |
Price to earnings Ratio 3.28 | 1Y Target Price - | ||
Volume (30-day avg) 258828 | Beta - | 52 Weeks Range 10.05 - 13.75 | Updated Date 04/2/2025 |
52 Weeks Range 10.05 - 13.75 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 12.01% | Basic EPS (TTM) 3.77 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 3.28 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 3.23 |
Enterprise Value - | Price to Sales(TTM) 3.23 | ||
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA - | Shares Outstanding 78761504 | Shares Floating - |
Shares Outstanding 78761504 | Shares Floating - | ||
Percent Insiders 0.08 | Percent Institutions 33.94 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Neuberger Berman Next Generation Connectivity Fund Inc
Company Overview
History and Background
Neuberger Berman Next Generation Connectivity Fund Inc. (NBXG) is a closed-end management investment company. It aims to provide total return through a combination of current income, current gains, and long-term capital appreciation by investing in equity and debt securities of next generation connectivity companies.
Core Business Areas
- Investment Management: Investing in equity and debt securities of next generation connectivity companies. The fund primarily invests in companies that are expected to benefit from the development, advancement, and use of new products, services, and technologies associated with next generation connectivity.
Leadership and Structure
The fund is managed by Neuberger Berman Investment Advisers LLC. Portfolio management is overseen by a team of investment professionals.
Top Products and Market Share
Key Offerings
- Next Generation Connectivity Investments: The fund invests in a diversified portfolio of companies involved in 5G, cloud computing, internet of things (IoT), and other next-generation technologies. Market share data is not directly applicable as a specific product. Competitors are other thematic ETFs/funds focusing on similar technologies.
Market Dynamics
Industry Overview
The next-generation connectivity industry is experiencing rapid growth driven by advancements in 5G, IoT, cloud computing, and artificial intelligence. The demand for faster and more reliable connectivity is increasing across various sectors.
Positioning
NBXG is positioned as a thematic investment fund focusing on the growth potential of next-generation connectivity companies. Its competitive advantage lies in its focused investment strategy and expertise in identifying promising companies in this sector.
Total Addressable Market (TAM)
The global next-generation connectivity market is estimated to be in the trillions of dollars. NBXG's position within this TAM depends on its Assets Under Management (AUM) and investment strategy, representing a small fraction of the overall market.
Upturn SWOT Analysis
Strengths
- Focused investment strategy on next-generation connectivity
- Experienced management team
- Access to Neuberger Berman's research capabilities
Weaknesses
- High expense ratio compared to other ETFs
- Concentrated investment focus, leading to potentially higher volatility
- Reliance on the success of specific technological trends
Opportunities
- Growth in demand for next-generation connectivity technologies
- Potential for outperformance compared to broad market indices
- Expansion of the fund's AUM
Threats
- Technological obsolescence
- Increased competition from other thematic ETFs
- Economic downturn affecting technology spending
- Regulatory changes
Competitors and Market Share
Key Competitors
- FIVG
- TECL
- XLK
- VPN
- ROBO
Competitive Landscape
NBXG competes with other technology and thematic ETFs. Its advantages lie in its focused investment strategy. Disadvantages include higher expense ratio and concentrated focus.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the performance of the underlying investments and market conditions. Performance data is available from financial data providers.
Future Projections: Future growth is subject to market conditions and the success of the next-generation connectivity industry. Analyst estimates vary.
Recent Initiatives: Recent initiatives include strategic portfolio adjustments and marketing efforts to attract investors.
Summary
Neuberger Berman Next Generation Connectivity Fund (NBXG) is a closed-end fund targeting high growth in the connectivity sector. While it offers focused exposure to innovative technologies, its concentrated strategy can result in volatility. Its future success depends on the continued growth and adoption of technologies like 5G and IoT. It should also monitor competition from other specialized ETFs.
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Sources and Disclaimers
Data Sources:
- Neuberger Berman Website
- Financial Data Providers (e.g., Bloomberg, Reuters)
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Neuberger Berman Next Generation Connectivity Fund Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-05-26 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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