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BlackRock Technology and Private Equity Term Trust (BTX)
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Upturn Advisory Summary
04/01/2025: BTX (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -8.11% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.34B USD | Price to earnings Ratio 37 | 1Y Target Price 3 |
Price to earnings Ratio 37 | 1Y Target Price 3 | ||
Volume (30-day avg) 33792 | Beta - | 52 Weeks Range 6.07 - 7.93 | Updated Date 04/1/2025 |
52 Weeks Range 6.07 - 7.93 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.83 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -35.3% | Return on Equity (TTM) -427.17% |
Valuation
Trailing PE 37 | Forward PE - | Enterprise Value -5847307 | Price to Sales(TTM) 32.98 |
Enterprise Value -5847307 | Price to Sales(TTM) 32.98 | ||
Enterprise Value to Revenue 32.98 | Enterprise Value to EBITDA 0.06 | Shares Outstanding 58825700 | Shares Floating 34052456 |
Shares Outstanding 58825700 | Shares Floating 34052456 | ||
Percent Insiders 42.2 | Percent Institutions 26.23 |
Analyst Ratings
Rating 4 | Target Price 20 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock Technology and Private Equity Term Trust
Company Overview
History and Background
BlackRock Technology and Private Equity Term Trust (TEI) was established to provide current income and capital appreciation by investing in a combination of technology and private equity investments.
Core Business Areas
- Technology Investments: Investments in publicly traded technology companies.
- Private Equity Investments: Investments in private equity, including direct investments and fund investments, primarily in technology companies.
Leadership and Structure
Information on specific leadership teams for TEI is difficult to ascertain as it is a fund managed by BlackRock. BlackRock has a well-defined leadership structure.
Top Products and Market Share
Key Offerings
- Managed Investment Portfolio: TEI offers a diversified investment portfolio focused on technology and private equity. No specific market share can be attributed to TEI as it's a specific fund, but BlackRock itself is a major player in asset management. Competitors include other closed-end funds and investment managers like Carlyle and Apollo.
Market Dynamics
Industry Overview
The investment management industry is highly competitive. Demand is driven by economic conditions, investment performance, and investor preferences.
Positioning
TEI aims to capitalize on the growth potential of the technology sector and the higher returns often associated with private equity investments, but within a closed-end fund structure. Its advantage lies in BlackRock's resources and expertise.
Total Addressable Market (TAM)
The total addressable market for global asset management is in the trillions of dollars. TEI is a small part of that, focused on a specific technology and private equity niche. Positioning is strong due to BlackRock's brand, but small relative to overall market
Upturn SWOT Analysis
Strengths
- Experienced Management Team (BlackRock)
- Access to Private Equity Deals
- Diversified Investment Portfolio
- Strong Brand Recognition (BlackRock)
Weaknesses
- Closed-End Fund Structure (limited liquidity)
- High Expense Ratio
- Market Risk (technology sector volatility)
- Dependence on BlackRock's Investment Performance
Opportunities
- Growth in Technology Sector
- Increasing Demand for Private Equity Investments
- Expansion into New Markets
- Potential for Outperformance
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Interest Rate Hikes
Competitors and Market Share
Key Competitors
- KKR (KKR)
- Apollo Global Management (APO)
- Ares Capital Corporation (ARCC)
Competitive Landscape
TEI faces competition from other investment managers. TEI's advantage lies in BlackRock's vast resources and brand name, but can be disadvantaged by a lower presence in the market than competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to performance of technology stocks and private equity holdings.
Future Projections: Future growth is dependent on the technology sector's outlook and BlackRock's investment strategy. Analyst estimates are not widely available specifically for TEI, but can be inferred from BlackRock's overall outlook.
Recent Initiatives: TEI's recent initiatives likely focus on rebalancing the portfolio and identifying new investment opportunities in the technology and private equity spaces.
Summary
BlackRock Technology and Private Equity Term Trust is a fund managed by BlackRock that invests in technology and private equity. The fund provides a way for investors to access private equity, but comes with high fees. TEI's returns rely heavily on market performance, and investors should be aware of the risks involved. The fund benefits from the experience and reputation of BlackRock, but its structure as a closed-end fund presents certain limitations.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
BX
Blackstone Group Inc
BX
Blackstone Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- BlackRock Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
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 Technology and Private Equity Term Trust
Exchange NYSE | Headquaters San Diego, CA, United States | ||
IPO Launch date 1992-03-05 | CEO & Director Dr. Matthew Angel Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 10 | Website https://www.brooklynitx.com |
Full time employees 10 | Website https://www.brooklynitx.com | ||
Brooklyn ImmunoTherapeutics, Inc., a clinical stage biopharmaceutical company, engages in developing therapies to treat patients with cancer. Its advanced program is IRX-2 that is in a Phase 2b clinical trial in patients with squamous cell cancer of the head and neck. The company also develops therapies using gene-editing and cell therapy technology for the treatment of oncology, blood disorder, and monogenic disease. Brooklyn ImmunoTherapeutics, Inc. is based in Brooklyn, New York.
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