Easily Access 7-Day-Old Consensus EPS Estimates

The EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear function in MarketXLS provides a streamlined way to retrieve consensus Earnings Per Share (EPS) estimate trends from seven days ago for a given stock symbol’s upcoming forecast period. This allows investors, analysts, and traders to quickly access the latest monthly EPS expectations derived from financial data sources – all directly within Excel.

Why Use This Function?

  • Gain Insight Into Market Sentiment: View changes in consensus EPS over the past week for better clarity on market trends.
  • Evaluate Earnings Potential: Compare newly updated EPS estimates against prior estimates to spot potential momentum shifts or market reactions.
  • Seamless Excel Integration: Refresh your spreadsheet cells with live or recently cached data, minimizing manual data gathering.
  • Broad Symbol Support: Use any valid US stock ticker (e.g., “AAPL,” “MSFT,” etc.) for quick research and evaluation.
  • Simple Error Handling: When given invalid symbols or data unavailability, the function returns “NA,” so you can easily manage or highlight missing data.

How to Use in Excel

=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear(Symbol)
  1. Open Excel with the MarketXLS add-in installed and activated.
  2. Select the cell where you want your EPS estimate data to appear.
  3. Type the formula “=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear(“TickerSymbol”)”.
  4. Replace “TickerSymbol” with a valid US stock symbol (for example, “AAPL”) and press Enter.
  5. The cell will populate with the seven-day-old consensus EPS forecast for the month or period in question.

Parameters Explained

Parameter Description Example Values Notes
Symbol The valid ticker symbol for the US stock whose 7-day-old consensus EPS estimate trend you want. "AAPL", "MSFT" Returns "NA" for invalid symbols, or if an exception occurs. A valid MarketXLS license is required for live data queries.

• Only one required parameter (Symbol).
• The function will quickly check your license validity and symbol format.

Example Usage

Basic Examples

  1. Retrieve Apple’s 7-Day-Old EPS Trend:
    • In cell A1, type:
    =EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear("AAPL")
    • Press Enter. If Apple’s data is available, you’ll see Apple’s consensus EPS estimate from seven days ago for the upcoming month/forecast.

  2. Retrieve Microsoft’s 7-Day-Old EPS Trend:
    • In cell B1, type:
    =EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear("MSFT")
    • Press Enter. If the data is valid, it will return the monthly EPS consensus trend from seven days prior.

Advanced Scenarios

• Portfolio Tracking: Imagine you maintain a portfolio of several tickers (.e.g., AAPL, MSFT, GOOGL). You can place this function in multiple cells (one per symbol) to simultaneously track each company’s weekly shifts in EPS estimates.
• Combined With Excel Logic: Pair these returned EPS trends with conditional formatting or other Excel formulas (like IF or VLOOKUP) to spot changes or highlight certain thresholds.
• Integrating With Additional MarketXLS Data: For deeper analysis, combine these EPS trends with price data or volume indicators retrieved via other MarketXLS functions to form a comprehensive sentiment or momentum-based trading approach.

Common Questions and Troubleshooting

• “Why am I getting ‘NA’?”

  • The symbol might be invalid or not found in the data source. Double-check ticker symbols.
  • A missing or expired MarketXLS license could also cause this issue. Ensure your license is valid.
  • The MarketXLS API might be temporarily unavailable. Try again later.

• “Why do I see ‘Refreshing’?”

  • In some situations, data may still be updating in the MarketXLS backend. The system temporarily returns “Refreshing” while queued API calls complete.

• “Can I use this function for non-US stocks?”

  • It primarily supports US stock tickers. International coverage may be limited, so confirm coverage with MarketXLS if needed.

• Edge Cases:

  • Invalid Ticker Symbol: Always returns “NA.”
  • Blank or Empty Symbol Parameter: Ensuring your spreadsheet does not pass an empty string can prevent errors.
  • Rapid Consecutive Calls: If you refresh data very frequently, you may see short “NA” or “Refreshing” statuses until data populates.

By leveraging the EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear function, you enhance your strategic analysis with up-to-date consensus EPS trends in Excel. Stay informed on market expectations, compare evolving forecasts, and integrate these insights seamlessly into your investment or trading models.