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)
- Open Excel with the MarketXLS add-in installed and activated.
- Select the cell where you want your EPS estimate data to appear.
- Type the formula “=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr1_monthYear(“TickerSymbol”)”.
- Replace “TickerSymbol” with a valid US stock symbol (for example, “AAPL”) and press Enter.
- 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
-
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. -
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.