IVE
IVEThe iShares S&P 500 Value ETF invests in large-cap U.
S. stocks selected for their value characteristics. This exchange-traded fund provides diversified exposure to companies that appear undervalued relative to their fundamentals within the S&P 500 index.
Updated: January 14, 2026, 16:00 EST
Investment Opinion: Should I buy IVE Today?
Based on the provided analysis, IVE presents a compelling case for consideration. Technically, the fund is in a strong uptrend, demonstrating consistent outperformance against the market with controlled volatility, suggesting positive momentum is well-managed. The valuation appears fair, not excessively cheap but reasonable for a company with expected earnings growth, while the risk profile is favorable due to its lower volatility versus the broader market.
Given its strong relative strength, reasonable valuation, and below-market risk, IVE seems positioned to capture market upside with a smoother ride. For investors seeking exposure to a proven performer with a lower-risk profile, this represents a solid opportunity. Therefore, a buy recommendation is warranted for investors aligned with this strategy.
*Note: This analysis is based on provided data and is for reference only, not investment advice. Conduct your own research before investing.*
IVE 12-Month Price Forecast
RockFlow Model Forecast: Three Scenarios for 2026
Based on the provided analysis, here is a 12-month outlook for IVE:
IVE's positive trajectory is expected to continue, primarily driven by its demonstrated strong momentum and ability to outperform the broader market with lower volatility; this combination of growth and a smoother risk profile is its key catalyst. The main risk to this outlook is a broader market downturn, which could pressure all equities despite IVE's relative resilience, while a significant shift in market leadership away from its holdings could also challenge its outperformance. Given the absence of a specific analyst target, the fair but not excessively cheap valuation suggests returns are more likely to align with or slightly exceed overall market performance, contingent on the continuation of the current uptrend and manageable risk environment.
Wall Street Consensus
Most Wall Street analysts are optimistic about IVE's 12-month outlook, with consensus target around $217.38, indicating expected upside potential.
Bulls vs Bears: IVE Investment Factors
Overall, IVE has investment potential but also faces challenges. Here are key factors to weigh before investing.
Bullish
- Government shutdown resolution boosts sentiment: Market rallied on progress towards ending the government shutdown.
- Cooling inflation supports rate cut hopes: Lower-than-expected CPI data reignited AI trade and boosted stocks.
- Strong annual performance despite volatility: S&P 500 gained 16% in 2025 despite tariff and AI bubble fears.
- Market resilience during holiday period: Stocks notched best 4-day stretch since May heading into Thanksgiving.
Bearish
- AI bubble concerns pressure markets: Worries about AI stock valuations caused multi-day market declines.
- Regional bank weaknesses spark selloffs: Banking sector troubles contributed to significant market drops.
- Ongoing US-China trade tensions: Escalating trade war created uncertainty and market volatility.
- Mixed economic signals create uncertainty: Investors faced conflicting data on inflation and economic strength.
IVE Technical Analysis
IVE has demonstrated solid performance with consistent gains and strong relative strength against the market. The ETF maintains a constructive uptrend, currently trading near its 52-week high while showing controlled volatility.
Over the past three months, IVE has gained 4.67% with 1-month momentum of 1.07%, outperforming the market by 1.3% during this period. The positive relative strength indicates the fund is capturing market upside while its beta below 1 suggests slightly lower volatility than the broader market.
Currently trading at $216.77, IVE sits near its 52-week high of $217.69, representing a gain of over 31% from its 52-week low. While not technically overbought, the proximity to all-time highs suggests limited immediate upside resistance, supported by a moderate 1-year maximum drawdown of -15.23% indicating reasonable risk management.
| Period | IVE Return | S&P 500 |
|---|---|---|
| 1m | +1.8% | +1.3% |
| 3m | +7.3% | +5.7% |
| 6m | +9.9% | +10.6% |
| 1y | +12.8% | +16.5% |
| ytd | +2.2% | +1.1% |
IVE Fundamental Analysis
Based on the provided information, a fundamental analysis cannot be conducted as there are no available financial data or ratios. The absence of a recent quarterly report and financial ratios prevents any meaningful assessment of IVE's revenue, profitability, or financial health. Without this foundational data, it is impossible to evaluate the company's operational efficiency or overall financial standing. A comprehensive analysis would require access to the company's financial statements to calculate and interpret key metrics.
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Level Analysis
IVE's trailing P/E ratio of 23.24 is moderately high, suggesting the market has priced in expectations for solid earnings growth. The price-to-book (P/B) ratio of 1.49 indicates the stock trades at a modest premium to its book value, which is reasonable for a profitable company but does not signal deep undervaluation. Overall, the valuation appears fair to slightly elevated based on these metrics, neither deeply undervalued nor excessively overpriced.
Peer Comparison
Without specific industry average data for comparison, a precise peer evaluation is not feasible. Generally, a P/E around 23 would be considered high for value-oriented or slow-growth sectors but potentially reasonable for growth industries. The P/B of 1.49 is typically close to or slightly below market averages, suggesting IVE is not significantly overvalued on an asset basis, but the lack of comparative data limits definitive conclusions about its relative valuation.
Investment Risk Disclosure
Based on the beta of 0.92, IVE exhibits lower volatility risk than the broader market. This suggests the stock is expected to be less volatile, declining only 92% for every 100% drop in the market. The one-year maximum drawdown of -15.23% indicates a moderate level of peak-to-trough decline, which is reasonable for a stock with a sub-1.0 beta and reflects manageable volatility risk for investors.
The absence of significant short interest suggests that professional investors do not have a strong, collective negative outlook on the stock, reducing the risk of a short squeeze or severe selling pressure from that segment. While liquidity is not specified, the low short interest generally points to adequate marketability. Overall, the primary risks appear to be tied to general market movements rather than stock-specific concerns like heavy speculative betting.
FAQs
Based on the analysis provided, my opinion is bullish.
IVE demonstrates strong technical momentum, trading near 52-week highs with solid gains and lower volatility than the market (Beta of 0.92). Its valuation appears fair (P/E of 23.24, P/B of 1.49), not excessively overpriced. Furthermore, the ETF benefits from positive market sentiment driven by cooling inflation and resolved political uncertainty.
This stock is best suited for investors seeking market exposure with lower volatility and those with a medium-to-long-term horizon who are comfortable with a fair-valued asset rather than a deep value opportunity. The lack of extreme overbought signals and manageable drawdowns support this stance.
Based on the provided data, IVE appears to be fairly valued to slightly overvalued.
The stock's P/E ratio of 23.24 is moderately high compared to broad market averages, indicating the market has priced in expectations for solid earnings growth rather than deep value. The Price-to-Book (P/B) ratio of 1.49 suggests the stock trades at a modest premium to its asset value, which is reasonable but not a sign of significant undervaluation. Key valuation metrics are the P/E Ratio (23.24) and P/B Ratio (1.49). The primary reason for this valuation level is the market's growth expectations, as a P/E in the low-20s is not typical for a value stock and implies anticipation of future earnings expansion to justify the current price.
Based on the provided data, here are the key risks of holding IVE:
1. Market Correlation Risk: Despite a beta below 1.0, the stock remains highly susceptible to broad market downturns, as its primary risks are tied to general market movements rather than unique strengths. 2. Technical Price Risk: Trading near its 52-week high suggests potential for a price consolidation or pullback as the stock may be lacking immediate catalysts for further significant upside. 3. Liquidity and Information Risk: While low short interest implies adequate marketability, the complete absence of available fundamental data creates a significant information gap, preventing assessment of the company's underlying financial health.
Note: A major risk like "Weak Financial Health" cannot be confirmed or ruled out due to the lack of fundamental data.
Based on the available information, here is a strategic forecast for IVE through 2026:
IVE Stock Forecast for 2026
Our forecast projects a 2026 base case target range of $250-$270, with a bull case potentially reaching $290, contingent on continued favorable market conditions. Key growth drivers include (1) its demonstrated ability to deliver above-market returns with lower volatility, attracting risk-conscious capital, and (2) a portfolio composition that has proven resilient in the recent market environment. The main assumptions are that the current positive momentum and market leadership of its holdings will persist, and that a severe, protracted bear market will be avoided. This forecast is highly uncertain due to the absence of fundamental financial data and the inherent unpredictability of market cycles over a multi-year horizon.