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Upturn AI SWOT - About
BlackRock Science and Technology Trust II (BSTZ)
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Upturn Advisory Summary
06/06/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.79% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/06/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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 Advisors, LLC. It aims to provide total return through a combination of current income, current gains, and long-term capital appreciation.
Core Business Areas
- Closed-End Fund Management: BSTZ invests in equity securities issued by U.S. and foreign companies that are leaders in science and technology.
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 Portfolio: BSTZ offers investors access to a diversified portfolio of science and technology companies. Market share data is not directly applicable as BSTZ is a closed-end fund, not a product-based company. Competitors include other closed-end funds focusing on the technology sector, such as THQ, ARKK, FTEC and others.
Market Dynamics
Industry Overview
The technology sector is characterized by rapid innovation, high growth potential, and intense competition. The closed-end fund space competes for investor capital seeking exposure to this sector.
Positioning
BSTZ positions itself by focusing on companies poised to benefit from technological advancements. Its competitive advantage lies in BlackRock's expertise and research capabilities.
Total Addressable Market (TAM)
The TAM for tech-focused investments is significant, encompassing the entire global equity market allocated to science and technology. BSTZ's share of this TAM depends on its assets under management and investor demand for closed-end funds. This value is in the trillions of dollars.
Upturn SWOT Analysis
Strengths
- Experienced Investment Manager (BlackRock)
- Diversified Portfolio
- Focus on High-Growth Technology Sector
Weaknesses
- Closed-End Fund Structure (potential for trading at a discount to NAV)
- High Expense Ratio (compared to ETFs)
- Reliance on Manager Expertise
Opportunities
- Growing Demand for Technology Investments
- Expansion into New Technology Sub-Sectors
- Increased Investor Awareness of Closed-End Funds
Threats
- Market Volatility
- Increased Competition from other Funds
- Changes in Technology Trends
- Interest Rate Hikes
Competitors and Market Share
Key Competitors
- ARKK
- THQ
- FTEC
Competitive Landscape
BSTZ competes with other technology-focused investment vehicles. Its closed-end fund structure offers potential advantages and disadvantages compared to ETFs and mutual funds.
Growth Trajectory and Initiatives
Historical Growth: BSTZ's growth is linked to the performance of its technology investments. Its NAV and market price have experienced fluctuations, generally following the broad tech sector trends.
Future Projections: Future growth depends on the fund manager's ability to identify and invest in promising technology companies. Analyst estimates are not readily available for individual closed-end funds.
Recent Initiatives: BSTZ periodically adjusts its portfolio allocation based on market opportunities and its investment strategy. Review press releases and fund reports for specifics.
Summary
BlackRock Science and Technology Trust II provides exposure to the technology sector through a closed-end fund structure. Its success depends heavily on BlackRock's investment expertise and the performance of its holdings. The fund faces risks related to market volatility and competition within the investment management industry. BSTZ appeals to investors seeking income and capital appreciation from tech investments but should be viewed with an understanding of the risk factors associated with the tech sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- Financial News Outlets
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data may be outdated. Consult a financial advisor before making investment decisions.
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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