Analyze 30-Day-Old Next Quarter EPS Estimates in Excel

With the EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear function, you can quickly retrieve the consensus EPS estimates from 30 days ago for the upcoming quarter (quarter 1) of a specific stock symbol. This function is ideal for spotting trends in a company’s projected earnings over time. By comparing older EPS projections with more recent ones, you gain insights into market sentiment, analyst confidence, and any shifts in expectations.

Why Use This Function?

• Obtain historical perspective on analysts’ EPS forecasts, helping you identify whether sentiment has improved or declined.
• Compare 30-day-old projections with current estimates for more robust trend analysis.
• Integrate this data into broader trading strategies or valuation models.
• Combine EPS trends with other MarketXLS functions (e.g., moving averages, revenue estimates) for comprehensive fundamental analysis.
• Quickly detect changes in market perception to inform timely buy/sell decisions.

How to Use in Excel

=EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear("SYMBOL")

1. Select the cell where you want the EPS estimate to appear.
2. Type “=EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear(” in the cell or formula bar.
3. Enter a valid stock ticker symbol in quotes (e.g., "AAPL" for Apple) as the only parameter.
4. Press Enter to view the 30-day-old EPS estimate for the next quarter.

If the symbol is invalid or data is unavailable, the function returns “NA”. In some refresh scenarios, the function may temporarily return “Refreshing”.

Parameters Explained

• The function checks the validity of the symbol.
• When data retrieval is in progress, it might return "Refreshing" until data becomes available.
• Results are cached; if a license issue or another error occurs, “NA” will be returned.

Example Usage

Basic Examples

1. =EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear("AAPL")
   • Retrieves Apple’s consensus EPS estimate from 30 days ago for the upcoming quarter.
   • Useful for comparing Apple’s historical EPS trends vs. more recent data.

2. =EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear("MSFT")
   • Fetches Microsoft’s older EPS consensus figure for next quarter.
   • Use this data alongside current EPS estimates to gauge shifts in analyst sentiment.

3. =EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear("GOOG")
   • Returns the figure for Alphabet (Google) if available; otherwise, “NA”.
   • Perfect for analyzing trends in tech-sector earnings expectations.

Advanced Scenarios

• Integrating Historical Comparisons
  Combine this function with current EPS consensus (if available in another MarketXLS function) to determine the direction of analyst revisions. For instance, place historical EPS estimates in one column and updated estimates in another to quickly spot upward or downward revisions.

• Multi-Symbol Comparison
  Build a watchlist of symbols in a column, then replicate the function down rows to view 30-day-old next quarter EPS estimates for each company. This streamlined approach helps you compare changes in EPS estimates across multiple stocks side by side.

• Trading Strategy Integration
  If analyst expectations have shifted significantly over the past month, it might signal an upcoming price change. Combining these older EPS expectations with technical indicators (like moving averages or RSI) can help refine entry or exit points.

Common Questions and Troubleshooting

• Why am I seeing “NA”?

• The symbol may be invalid. Double-check the ticker.
• No data might be available for that stock’s EPS consensus.
• Your license might be expired or invalid.

• What does "Refreshing" mean?

• Data is currently being updated or retrieved in the background. Wait a moment and try again.

• Can I analyze multiple quarters?

• This specific function returns data for the next quarter’s estimate from 30 days ago. For additional quarters or updated data, explore other MarketXLS earnings functions.

• Does case or extra spaces matter in the Symbol parameter?

• Spaces are trimmed and symbols are typically processed as uppercase. For consistency, always enter the ticker in standard uppercase form.

Whether you’re tracking EPS estimates for a growth stock or comparing large-cap tech companies side by side, the EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_qr1_monthYear function offers valuable historical insights. Use it alongside other MarketXLS tools for deeper fundamental analysis to make well-informed, data-driven decisions.