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Upturn AI SWOT - About
BlackRock Science and Technology Trust II (BSTZ)
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Upturn Advisory Summary
04/01/2025: BSTZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -0.44% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.28B USD | Price to earnings Ratio 2.3 | 1Y Target Price - |
Price to earnings Ratio 2.3 | 1Y Target Price - | ||
Volume (30-day avg) 265365 | Beta - | 52 Weeks Range 15.13 - 21.76 | Updated Date 04/2/2025 |
52 Weeks Range 15.13 - 21.76 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 8.30% | 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 2.3 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 4.68 |
Enterprise Value - | Price to Sales(TTM) 4.68 | ||
Enterprise Value to Revenue 4.56 | Enterprise Value to EBITDA - | Shares Outstanding 70506800 | Shares Floating - |
Shares Outstanding 70506800 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 20.37 |
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 founded to provide current income and capital appreciation by investing primarily in equity securities issued by science and technology companies.
Core Business Areas
- Closed-End Fund: BSTZ is a closed-end management investment company that invests in a portfolio of science and technology companies.
Leadership and Structure
BSTZ is managed by BlackRock Advisors, LLC. The fund is overseen by a board of directors and a portfolio management team.
Top Products and Market Share
Key Offerings
- Equity Investments: BSTZ invests primarily in equity securities issued by U.S. and non-U.S. science and technology companies. Market share is dependent on total AUM (Assets Under Management) within the technology-focused closed-end fund universe. Competitors include other closed-end funds with similar investment objectives.
Market Dynamics
Industry Overview
The technology sector is characterized by rapid innovation, intense competition, and evolving regulatory landscapes. High growth and volatility are typical.
Positioning
BSTZ positions itself by identifying and investing in companies with strong growth potential in the science and technology sector.
Total Addressable Market (TAM)
The total addressable market for technology investments is extensive, encompassing software, hardware, biotechnology, and more. BSTZ's positioning is determined by its investment strategy within this vast TAM.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified portfolio within the technology sector
- Active management strategy
Weaknesses
- High expense ratio compared to ETFs
- Market volatility impacts fund performance
- Dependence on management's stock selection skills
Opportunities
- Growth in emerging technologies
- Increased demand for tech investments
- Expanding into new geographical markets
Threats
- Economic downturn affecting tech spending
- Rising interest rates
- Increased competition from other tech funds
Competitors and Market Share
Key Competitors
- CRF
- PTC
- RGT
Competitive Landscape
BSTZ competes with other closed-end funds focused on technology and science. BlackRock's brand recognition and expertise in asset management provide a competitive advantage.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: BSTZ's growth is tied to the performance of its underlying investments in the technology sector.
Future Projections: Future projections are dependent on market trends and the fund's investment strategy. Consult analyst reports for potential growth estimates.
Recent Initiatives: Monitor fund updates and BlackRock press releases for strategic initiatives regarding sector allocation or fund structure.
Summary
BlackRock Science and Technology Trust II aims for income and capital appreciation by investing in the tech sector. Its strengths lie in its experienced management and diversified tech portfolio. However, it faces risks from market volatility and high expense ratios. Monitoring technological advancements and adapting the portfolio accordingly will be critical for future success.
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Sources and Disclaimers
Data Sources:
- BlackRock official website
- SEC filings
- Financial news outlets (e.g., Bloomberg, Reuters)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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