Easily Retrieve Consensus EPS Estimates Trends for the Current Quarter in Excel

The EarningsEstimates_consensusEpsEstimatesTrends_currentEst_qr1_monthYear function is designed to help you quickly access real-time consensus EPS estimates trends for the current quarter, specifically focusing on the one-month-out perspective. By simply providing a valid stock ticker symbol, you can fetch up-to-date earnings information directly within Excel. This empowers you to make more informed investment decisions, track shifts in analyst sentiment, and streamline your analysis—right where you need it.

Why Use This Function?

• Stay informed about analyst expectations: Get consensus EPS estimates for the near term from multiple analysts.
• Quick decision-making: Make fast, data-driven decisions using current quarter estimates without leaving Excel.
• Valuable for short-term traders and portfolio managers: Understand shifts in EPS outlook that might influence short-term price movements.
• Easy integration into your workflows: Combine these estimates with other Excel functions and formulas for deeper analysis.
• Seamless MarketXLS experience: Leverage caching and validation checks behind the scenes to ensure performance and reliability.

How to Use in Excel

=EarningsEstimates_consensusEpsEstimatesTrends_currentEst_qr1_monthYear("Symbol")

1. In any Excel cell, type the formula as shown.
2. Replace "Symbol" with the stock ticker symbol of your choice (e.g., "AAPL").
3. Press Enter to get the result.

MarketXLS will handle the API call, caching, and potential wait-listing behind the scenes. If your symbol or license is invalid, the function returns "NA".

Parameters Explained

• There is only one required parameter—Symbol.
• The function may return "Refreshing" if the data is currently being updated or "NA" if no data is found (or the license check fails).

Example Usage

Basic Examples

1. =EarningsEstimates_consensusEpsEstimatesTrends_currentEst_qr1_monthYear("AAPL")
   • Fetches Apple’s latest consensus EPS estimate trend for the current quarter.
   • Typically returns a numeric value or "NA" if data is unavailable.
2. =EarningsEstimates_consensusEpsEstimatesTrends_currentEst_qr1_monthYear("MSFT")
   • Retrieves Microsoft’s current quarter EPS estimate trend.

In both cases, if the ticker is recognized and data is available, you’ll see an updated EPS estimate trend.

Advanced Scenarios

• Combining with Other MarketXLS Functions

• You might combine this function with price-based functions to calculate potential EPS surprises or to create an EPS trend-based watchlist.

• Multiple Symbols in One Sheet

• Place this function across multiple cells for different symbols to build a comparative sheet of consensus estimates. For instance, one column for company tickers (AAPL, MSFT, TSLA, etc.) and the adjacent column returning their respective consensus EPS trends.

• Integrating with Formulas for Automated Alerts

• Use Excel’s conditional formatting to highlight cells when “NA” is returned, indicating missing or invalid data.
• Set up alerts if the returned EPS estimates surpass or drop below certain thresholds.

Common Questions and Troubleshooting

• Q: Why does the function return "NA" for a valid symbol?
  A: This can happen if the data for that symbol is not yet available in the data feed, or if there’s an issue with your MarketXLS license/cached data.

• Q: I got "Refreshing" instead of a numeric value. What does this mean?
  A: "Refreshing" indicates MarketXLS is updating data or conducting a cache refresh for that symbol. Wait a moment and retry.

• Q: Can I use non-US symbols or indexes?
  A: Results depend on data availability. Many US-based equity symbols are supported; others might return "NA" if the data isn’t in the backend.

• Q: Does the function update live?
  A: MarketXLS caches some data to optimize performance. However, when new data is available, the function will refresh or provide updated values automatically.

Remember:

• This function is intended for evaluating short-term consensus EPS estimates for the current quarter.
• Always double-check your stock symbols and license status if you receive unexpected results.
• Integrate with other Excel and MarketXLS features to build robust, real-time financial models for US equities.