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Upturn AI SWOT - About
BlackRock Science and Technology Trust II (BSTZ)
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Upturn Advisory Summary
11/05/2025: BSTZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 33.72% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.45B USD | Price to earnings Ratio 2.62 | 1Y Target Price - |
Price to earnings Ratio 2.62 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 15.22 - 22.28 | Updated Date 06/29/2025 |
52 Weeks Range 15.22 - 22.28 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 12.67% | Basic EPS (TTM) 7.86 |
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 2.62 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 5.44 |
Enterprise Value - | Price to Sales(TTM) 5.44 | ||
Enterprise Value to Revenue 5.3 | Enterprise Value to EBITDA - | Shares Outstanding 70506800 | Shares Floating - |
Shares Outstanding 70506800 | Shares Floating - | ||
Percent Insiders 0.04 | Percent Institutions 28.33 |
Upturn AI SWOT
BlackRock Science and Technology Trust II
Company Overview
History and Background
BlackRock Science and Technology Trust II (BSTZ) was founded in 2019. It is a closed-end management investment company focused on investing in companies that have the potential to drive innovation in science and technology.
Core Business Areas
- Equity Investments: Primarily invests in equity securities of science and technology companies, including common stock and preferred stock.
- Debt Securities: May also invest in debt securities issued by these companies.
- Options: Uses options strategies to enhance returns or hedge portfolio risk.
Leadership and Structure
BlackRock Advisors, LLC serves as the investment advisor. The fund is overseen by a Board of Trustees.
Top Products and Market Share
Key Offerings
- Investment Fund: BSTZ operates as a closed-end fund, offering investors exposure to a diversified portfolio of science and technology companies. The fund competes with other closed-end funds and ETFs focused on technology and growth stocks. Competitors include ARKK, QQQ, and other BlackRock funds like BST.
Market Dynamics
Industry Overview
The science and technology industry is characterized by rapid innovation, high growth potential, and significant disruption. It includes sectors like software, semiconductors, cloud computing, artificial intelligence, and biotechnology.
Positioning
BSTZ aims to capitalize on the growth opportunities within the science and technology sector by investing in companies at various stages of development. Its competitive advantage lies in BlackRock's extensive research capabilities and global investment platform.
Total Addressable Market (TAM)
The global technology market is estimated to be worth trillions of USD. BSTZ is positioned to capture a portion of this TAM through its targeted investments in innovative companies.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (BlackRock)
- Diversified Portfolio
- Focus on High-Growth Sectors
- Active Management
Weaknesses
- High Expense Ratio
- Market Volatility Exposure
- Concentration in Technology Sector
- Dependence on BlackRock's Investment Expertise
Opportunities
- Growth of Emerging Technologies (AI, Cloud, Biotech)
- Increased Demand for Tech Investments
- Expansion into New Markets
- Innovation in Financial Products
Threats
- Market Downturns
- Interest Rate Hikes
- Regulatory Changes
- Competition from Other Investment Funds
Competitors and Market Share
Key Competitors
- ARKK
- QQQ
- BST
- VGT
Competitive Landscape
BSTZ competes with other technology-focused ETFs and closed-end funds. Its active management strategy and focus on science and technology companies differentiate it from passive ETFs.
Growth Trajectory and Initiatives
Historical Growth: The fund's growth is tied to the performance of its underlying investments and the overall technology market.
Future Projections: Future growth projections depend on the continued growth of the science and technology sector and the fund's ability to identify and invest in successful companies.
Recent Initiatives: BlackRock continuously adjusts the fund's portfolio based on market conditions and emerging trends in the technology sector.
Summary
BlackRock Science and Technology Trust II offers exposure to high-growth technology companies. While the fund benefits from BlackRock's expertise, it also carries risks associated with market volatility and sector concentration. High expense ratio is a negative. The Fund's future success relies on the continued innovation and expansion within the science and technology industry.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Website
- SEC Filings
- Financial Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and based on available information.
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 BlackRock Science and Technology Trust II
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2019-06-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Science and Technology Term Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the science and technology sectors. It primarily invests in growth stocks of companies across all market capitalizations. BlackRock Science and Technology Term Trust was formed in June 2019 and is domiciled in the United States.
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