(BTX) BlackRock Technology - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 1.003m USD | Total Return: 45.9% in 12m

Technology Equities, Private Equity, Term Trust, Derivatives
Total Rating 27
Safety 28
Buy Signal 0.29
Asset Management
Industry Rotation: -2.1
Market Cap: 1.00B
Avg Turnover: 5.35M
Risk 3d forecast
Volatility27.9%
VaR 5th Pctl5.13%
VaR vs Median11.4%
Reward TTM
Sharpe Ratio1.57
Rel. Str. IBD84
Rel. Str. Peer Group63.2
Character TTM
Beta1.360
Beta Downside1.414
Hurst Exponent0.392
Drawdowns 3y
Max DD31.71%
CAGR/Max DD0.61
CAGR/Mean DD2.53

Warnings

Share dilution 2057.3% YoY

Tailwinds

Supp Ema8, Supp Ema20

Description: BTX BlackRock Technology

BlackRock Technology and Private Equity Term Trust (BTX) is a closed-end management investment company established by BlackRock, Inc. and managed by BlackRock Advisors, LLC. Based in the United States, the trust is structured to provide exposure to a combination of public and private companies within the technology and biotechnology sectors.

The funds focus on the biotechnology sub-industry involves investing in entities that develop therapeutic treatments or diagnostic tools through biological processes. This business model often requires significant research and development expenditure and relies heavily on intellectual property protections and regulatory approvals. Unlike traditional mutual funds, term trusts often have a predetermined dissolution date, which can influence the liquidity and long-term strategy of the underlying private equity holdings.

Investors can evaluate the underlying asset quality and historical performance metrics of BTX by reviewing the data available on ValueRay. Detailed regulatory filings and periodic reports provide further insight into the trusts specific allocation between public equities and private venture capital investments.

Headlines to Watch Out For
  • Secondary market liquidity impacts trust share price relative to net asset value
  • Technology sector valuations drive performance of underlying public and private equity holdings
  • Interest rate volatility influences discount rates for long-term growth and venture capital
  • Successful exits of private portfolio companies through IPOs or acquisitions boost NAV
  • Management fee structures and expense ratios determine net distributions to common shareholders
Piotroski VR-10 (Strict) 0.0
Net Income: -44.9m TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA -0.75 > 1.0
NWC/Revenue: -1.51k% < 20% (prev -18.7k%; Δ 17.2k% < -1%)
CFO/TA -0.02 > 3% & CFO -17.0m > Net Income -44.9m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 0.13 > 1.5 & < 3
Outstanding Shares: last quarter (116.7m) vs 12m ago 2.06k% < -2%
Gross Margin: -97.99% > 18% (prev -5.49%; Δ -9.25k% > 0.5%)
Asset Turnover: 0.04% > 50% (prev 0.00%; Δ 0.04% > 0%)
Interest Coverage Ratio: -11.28 > 6 (EBITDA TTM -39.2m / Interest Expense TTM 3.66m)
Altman Z'' 10.00
A: -0.01 (Total Current Assets 1.39m - Total Current Liabilities 10.4m) / Total Assets 939.0m
B: -2.04 (Retained Earnings -1.92b / Total Assets 939.0m)
C: -0.03 (EBIT TTM -41.3m / Avg Total Assets 1.44b)
D: 38.95 (Book Value of Equity 915.5m / Total Liabilities 23.5m)
Altman-Z'' = 33.98 = AAA
What is the price of BTX shares?

As of May 24, 2026, the stock is trading at USD 8.79 with a total of 633,446 shares traded.
Over the past week, the price has changed by +3.73%, over one month by +17.48%, over three months by +39.63% and over the past year by +45.90%.

Is BTX a buy, sell or hold?

BlackRock Technology has no consensus analysts rating.

What are the forecasts/targets for the BTX price?
Analysts Target Price 3 -65.9%
BlackRock Technology (BTX) - Fundamental Data Overview as of 20 May 2026
P/E Trailing = 23.2162
P/S = 82.8392
P/B = 1.039
Revenue TTM = 598k USD
EBIT TTM = -41.3m USD
EBITDA TTM = -39.2m USD
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = 2.76m USD (Leases only: 2.76m)
Net Debt = 2.31m USD (calculated: Debt 2.76m - CCE 449k)
Enterprise Value = 1.00b USD (1.00b + Debt 2.76m - CCE 449k)
Interest Coverage Ratio = -11.28 (Ebit TTM -41.3m / Interest Expense TTM 3.66m)
EV/FCF = -57.95x (Enterprise Value 1.00b / FCF TTM -17.3m)
FCF Yield = -1.73% (FCF TTM -17.3m / Enterprise Value 1.00b)
 FCF Margin = -2.90k% (FCF TTM -17.3m / Revenue TTM 598k)
 Net Margin = -7.51k% (Net Income TTM -44.9m / Revenue TTM 598k)
 Gross Margin = -97.99% ((Revenue TTM 598k - Cost of Revenue TTM 1.18m) / Revenue TTM)
Gross Margin QoQ = none% (prev -102.1%)
Tobins Q-Ratio = 1.07 (Enterprise Value 1.00b / Total Assets 939.0m)
 Interest Expense / Debt = 132.4% (Interest Expense 3.66m / Debt 2.76m)
 Taxrate = 21.0% (US default 21%)
NOPAT = -32.6m (EBIT -41.3m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 0.13 (Total Current Assets 1.39m / Total Current Liabilities 10.4m)
Debt / Equity = 0.00 (Debt 2.76m / totalStockholderEquity, last quarter 915.5m)
 Debt / EBITDA = -0.06 (negative EBITDA) (Net Debt 2.31m / EBITDA -39.2m)
 Debt / FCF = -0.13 (negative FCF - burning cash) (Net Debt 2.31m / FCF TTM -17.3m)
 Total Stockholder Equity = 1.07b (last 4 quarters mean from totalStockholderEquity)
RoA = -3.12% (Net Income -44.9m / Total Assets 939.0m)
RoE = -1.51% (Net Income TTM -44.9m / Total Stockholder Equity 2.99b)
RoCE = -4.44% (EBIT -41.3m / Capital Employed (Total Assets 939.0m - Current Liab 10.4m))
 RoIC = -3.51% (negative operating profit) (NOPAT -32.6m / Invested Capital 928.1m)
 WACC = 10.74% (E(1.00b)/V(1.01b) * Re(10.77%) + (debt cost/tax rate unavailable))
Discount Rate = 10.77% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 76.70 | Cagr: 301.1%
 [DCF] Fair Price = unknown (Cash Flow -17.3m)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.22 | # QB: 0
Revenue Correlation: -99.69 | Revenue CAGR: -76.92% | SUE: N/A | # QB: 0