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Upturn AI SWOT - About
BlackRock Science and Technology Trust II (BSTZ)
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Upturn Advisory Summary
09/12/2025: 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 40% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/12/2025 |
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 launched in 2019. It is a closed-end fund managed by BlackRock, focusing on investments in technology and science sectors with growth potential.
Core Business Areas
- Closed-End Fund: BSTZ operates as a closed-end investment fund, meaning it issues a fixed number of shares that are then traded on the stock exchange.
- Technology & Science Investments: The fund invests primarily in equity securities of companies engaged in science and technology, aiming for capital appreciation.
Leadership and Structure
BlackRock Fund Advisors manages BSTZ. The portfolio managers are typically experienced investment professionals within BlackRock specializing in technology and growth stocks. BlackRock has a hierarchical organizational structure.
Top Products and Market Share
Key Offerings
- Investment Portfolio: BSTZ's core offering is its actively managed portfolio of technology and science stocks. BSTZ does not have Market Share in the traditional sense. Its AUM (Assets Under Management) represents its presence in the market. Competing funds include those from ARK Invest and other BlackRock technology funds. Competitors include ARKK and BST.
Market Dynamics
Industry Overview
The technology sector is characterized by rapid innovation, high growth potential, and significant volatility. The sector is influenced by trends like AI, cloud computing, cybersecurity, and biotechnology.
Positioning
BSTZ is positioned as a growth-oriented fund within the technology sector, focusing on innovative companies with high growth potential. It differentiates itself through its active management and sector expertise.
Total Addressable Market (TAM)
The TAM for technology investments is substantial and continuously expanding, estimated in the trillions of dollars globally. BSTZ is positioned to capture a portion of this TAM by focusing on specific sub-sectors and companies with high growth potential.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Access to BlackRock's Resources
- Focus on High-Growth Sectors
- Active Portfolio Management
Weaknesses
- High Expense Ratio
- Market Volatility Risk
- Concentration in Technology Sector
- Discount to Net Asset Value (NAV)
Opportunities
- Growing Demand for Technology Investments
- Emerging Technologies (AI, Cloud Computing)
- Expansion into New Markets
- Increased Investor Interest in Growth Stocks
Threats
- Market Downturns
- Increased Competition
- Regulatory Changes
- Technological Disruption
Competitors and Market Share
Key Competitors
- ARKK
- BST
- PTLC
Competitive Landscape
BSTZ competes with other technology-focused investment funds and ETFs. Its advantages include BlackRock's brand reputation and active management. Disadvantages include its higher expense ratio compared to some ETFs.
Growth Trajectory and Initiatives
Historical Growth: Since its inception in 2019, BSTZ has experienced growth in its asset base, influenced by market performance and investor demand.
Future Projections: Future growth projections depend on market conditions and the fund's ability to identify and invest in successful technology and science companies.
Recent Initiatives: Recent initiatives include adjusting portfolio allocations to capitalize on emerging technology trends and managing risk through diversification.
Summary
BlackRock Science and Technology Trust II is a growth-oriented fund with experienced management and access to BlackRock's resources. The fund's strengths lie in its focus on high-growth sectors and active portfolio management. However, it faces weaknesses such as a high expense ratio and market volatility risks. BSTZ must capitalize on growth opportunities while mitigating potential threats to sustain and enhance its performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- SEC Filings
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Market Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change and may not be entirely accurate.
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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