Neuberger Berman Small-Mid Cap ETF (NBSM) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Neuberger Berman Small-Mid Cap ETF (NBSM) trades at $29.32 with AI Score 44/100 (Grade C). Neuberger Berman Small-Mid Cap ETF (NBSM) focuses on investing in high-quality small- and mid-cap companies. Market cap: $233M, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for NBSM: NBSM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates NBSM against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
NBSM: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Neuberger Berman Small-Mid Cap ETF (NBSM) Financial Services Profile
Neuberger Berman Small-Mid Cap ETF (NBSM) is an asset management fund targeting high-quality small- and mid-cap companies with strong growth potential. Operating within the financial services sector, NBSM offers investors exposure to a curated portfolio of businesses demonstrating sustainable growth prospects and sound financial health.
What Is the Investment Thesis for NBSM?
Neuberger Berman Small-Mid Cap ETF (NBSM), with a market cap of $233M and a beta of 0.92, presents a targeted investment vehicle for those seeking exposure to high-quality small- and mid-cap companies. The fund's focus on businesses with above-average and sustainable growth prospects is a key value driver. Upcoming catalysts include potential gains from innovative companies within the portfolio scaling operations. However, potential risks include market volatility impacting small- and mid-cap valuations and the fund's success being contingent on the continued growth and profitability of its underlying holdings. The absence of a dividend yield may deter some income-focused investors.
Based on FMP financials and quantitative analysis
NBSM Key Highlights
Market Cap of $233M indicates a focus on small to mid-sized companies.
- Beta of 0.92 suggests slightly lower volatility compared to the overall market.
- The fund targets companies with above-average and sustainable growth prospects.
- NBSM provides diversification within the small- and mid-cap segment.
- Operates within the asset management industry, leveraging Neuberger Berman's expertise.
Who Are NBSM's Competitors?
NBSM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BKCI BNY Mellon Concentrated International ETF | $54.25 | -0.77% | $169M | 46 |
| BMAR Innovator U.S. Equity Buffer ETF | $58.69 | -0.33% | $186M | 47 |
| BVAL Bluemonte Large Cap Value ETF | $32.08 | -0.80% | $279M | 47 |
| CNRG State Street SPDR S&P Kensho Clean Power ETF | $89.93 | -3.02% | $166M | 47 |
| HFGO Hartford Large Cap Growth ETF | $29.20 | -0.85% | $171M | 44 |
| HTFC Horizon Technology Finance Corp. | $24.97 | +0.00% | $230M | 75 |
| CAGPF Samara Asset Group plc | $2.49 | +0.00% | $228M | 67 |
| LIEN Chicago Atlantic BDC, Inc. | $9.74 | +2.53% | $223M | 86 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NBSM's Key Strengths?
Focus on high-quality small- and mid-cap companies.
- Experienced management team at Neuberger Berman.
- Diversified portfolio across various sectors.
- Established brand reputation.
What Are NBSM's Weaknesses?
Dependence on the performance of small- and mid-cap companies.
- Vulnerability to market volatility.
- Absence of dividend yield may deter some investors.
- Relatively small market cap compared to larger ETFs.
What Could Drive NBSM Stock Higher?
Potential gains from innovative companies within the portfolio scaling operations.
- Continued growth in the small- and mid-cap segment.
- Increasing demand for diversified investment products.
- Positive economic growth driving corporate earnings.
What Are the Key Risks for NBSM?
Market volatility impacting small- and mid-cap valuations.
- Underperformance of underlying holdings.
- Changes in investor sentiment.
- Competition from other asset management firms.
- Regulatory risks and compliance costs.
What Are the Growth Opportunities for NBSM?
- Expansion into New Sectors: NBSM can explore opportunities to invest in emerging sectors with high growth potential, such as renewable energy or biotechnology. By diversifying its portfolio into these sectors, the fund can capture new sources of growth and enhance its overall return profile. The market size for renewable energy and biotechnology is projected to grow significantly over the next decade, presenting a substantial opportunity for NBSM to capitalize on. Timeline: Ongoing.
- Increased Investment in Technology-Driven Companies: NBSM can increase its allocation to technology-driven companies that are disrupting traditional industries. These companies often exhibit high growth rates and strong competitive advantages. By investing in these companies, NBSM can benefit from the ongoing digital transformation of the economy. The market size for technology-driven companies is estimated to be in the trillions of dollars. Timeline: Ongoing.
- Strategic Partnerships with Fintech Companies: NBSM can form strategic partnerships with fintech companies to enhance its investment capabilities and expand its reach to new investors. These partnerships can provide NBSM with access to innovative technologies and distribution channels. The market for fintech solutions is growing rapidly, presenting a significant opportunity for NBSM to leverage these partnerships. Timeline: Ongoing.
- Focus on Sustainable and Socially Responsible Investing: NBSM can incorporate sustainable and socially responsible investing (ESG) principles into its investment process. This can attract a growing segment of investors who are interested in aligning their investments with their values. The market for ESG investments is expanding rapidly, presenting a significant opportunity for NBSM to differentiate itself and attract new capital. Timeline: Ongoing.
- Geographic Expansion into Emerging Markets: NBSM can explore opportunities to invest in small- and mid-cap companies in emerging markets. These markets often offer higher growth rates than developed markets. By expanding its geographic reach, NBSM can diversify its portfolio and enhance its overall return potential. The market size for emerging market investments is substantial and growing. Timeline: Ongoing.
What Threats Does NBSM Face?
- Increased competition from other ETFs and mutual funds.
- Economic downturns and market corrections.
- Changes in interest rates and regulatory policies.
- Geopolitical risks.
What Are NBSM's Competitive Advantages?
- Established brand name of Neuberger Berman.
- Experienced investment management team.
- Focus on high-quality companies.
- Diversified portfolio.
What Does NBSM Do?
Neuberger Berman Small-Mid Cap ETF (NBSM) is designed to provide investors with exposure to a portfolio of high-quality small- and mid-cap companies. The fund's investment strategy centers around identifying businesses with above-average growth prospects and sustainable business models. NBSM operates within the asset management industry, focusing on companies that demonstrate strong financial health and the potential for long-term value creation. The fund's investment decisions are guided by rigorous fundamental analysis and a focus on identifying companies with competitive advantages and strong management teams. NBSM aims to deliver attractive risk-adjusted returns by investing in a diversified portfolio of small- and mid-cap companies across various sectors. The ETF provides investors with a convenient and cost-effective way to access a professionally managed portfolio of promising small- and mid-cap businesses. The fund is managed by Neuberger Berman, a well-established global asset management firm with a long history of investment expertise.
What Products and Services Does NBSM Offer?
- Invests in high-quality small- and mid-cap businesses.
- Seeks companies with above-average growth prospects.
- Focuses on sustainable business models.
- Provides investors with exposure to a diversified portfolio.
- Offers a professionally managed investment vehicle.
- Aims to deliver attractive risk-adjusted returns.
How Does NBSM Make Money?
- Generates revenue through management fees.
- Invests in a portfolio of small- and mid-cap companies.
- Utilizes fundamental analysis to identify investment opportunities.
What Industry Does NBSM Operate In?
Neuberger Berman Small-Mid Cap ETF (NBSM) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. NBSM competes with other ETFs and mutual funds that focus on small- and mid-cap companies, including BKCI, BMAR, BVAL, CNRG, and HFGO. The fund differentiates itself by focusing on high-quality businesses with sustainable growth prospects. The asset management industry is experiencing growth driven by increasing demand for investment products and services.
Who Are NBSM's Key Customers?
- Individual investors
- Institutional investors
- Financial advisors
Neuberger Berman Small-Mid Cap ETF (NBSM) Valuation Context
Valued at $233M, NBSM is classified as a micro-cap stock. Relative to its peer group, NBSM's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
Key Financial Metrics
Return on equity for Neuberger Berman Small-Mid Cap ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. NBSM trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
NBSM Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-quality small- and mid-cap companies.
- Experienced management team at Neuberger Berman.
- Diversified portfolio across various sectors.
- Established brand reputation.
Bear Case
- Dependence on the performance of small- and mid-cap companies.
- Vulnerability to market volatility.
- Absence of dividend yield may deter some investors.
- Relatively small market cap compared to larger ETFs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
NBSM Latest News
No recent news available for NBSM.
NBSM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NBSM.
Price Targets
Wall Street price target analysis for NBSM.
NBSM MoonshotScore
What does this score mean?
The MoonshotScore rates NBSM 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About NBSM (Financial Services)
What does the AI Score mean for NBSM?
NBSM holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Neuberger Berman Small-Mid Cap ETF (NBSM) focuses on investing in high-quality small- and mid-cap companies. The fund seeks businesses with above-average and sustainable growth prospects within …
What does Neuberger Berman Small-Mid Cap ETF do?
Neuberger Berman Small-Mid Cap ETF (NBSM) is an exchange-traded fund that invests in a diversified portfolio of high-quality small- and mid-cap companies. The fund's objective is to provide investors with exposure to businesses that exhibit above-average and sustainable growth prospects.
What are the main risks for NBSM?
The main risks for Neuberger Berman Small-Mid Cap ETF (NBSM) include market volatility, which can disproportionately impact the valuations of small- and mid-cap companies. Additionally, the fund's performance is dependent on the continued growth and profitability of its underlying holdings, which are subject to various business and economic risks.
What are the key factors to evaluate for NBSM?
Neuberger Berman Small-Mid Cap ETF (NBSM) holds an AI score of 44/100 (low). Neuberger Berman Small-Mid Cap ETF (NBSM), with a market cap of $233M and a beta of 0.92, presents a targeted investment vehicle for those seeking exposure to high-quality small- and mid-cap companies. Not financial advice.
How frequently does NBSM data refresh on this page?
NBSM's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven NBSM's recent stock price performance?
Neuberger Berman Small-Mid Cap ETF (NBSM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on high-quality small- and mid-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider NBSM overvalued or undervalued right now?
Neuberger Berman Small-Mid Cap ETF (NBSM) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research NBSM before investing?
Before investing in Neuberger Berman Small-Mid Cap ETF (NBSM), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding NBSM to a portfolio?
Key strength of Neuberger Berman Small-Mid Cap ETF (NBSM): Focus on high-quality small- and mid-cap companies. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for NBSM.
- Information is based on available data and may be subject to change.