Retrieve EPS Estimates from Seven Days Ago with MarketXLS

The EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_qr1_monthYear function helps you quickly access consensus EPS (Earnings Per Share) estimates from seven days ago for a given symbol. It streamlines gathering crucial financial data for more informed decision-making, without having to manually check multiple online sources.

Why Use This Function?

• Automatically retrieves consensus EPS estimates from seven days prior, helping you track any shifts or trends in analyst sentiment.
• Saves time by removing the need to look up and manually enter relevant financial information.
• Useful for short-term changes in earnings expectations that might affect trading decisions.
• Ideal for fundamental analysis, letting you compare recent EPS estimates against historic values.
• Conveniently updates in your spreadsheets, allowing real-time or on-demand data retrieval when managing portfolios and watchlists.

How to Use in Excel

=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_qr1_monthYear("SYMBOL")

1. In a blank Excel cell, type “=” to begin the formula.
2. Enter the function name: EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_qr1_monthYear.
3. Provide a valid trading symbol in quotes (e.g., "MSFT" for Microsoft).
4. Press Enter to retrieve the consensus EPS estimate data from seven days ago.

MarketXLS will fetch the information and populate your cell with the result.

Parameters Explained

• “Symbol” is mandatory and should be a well-known ticker (like "MSFT" or "TSLA").
• If no data is found, or if your license is invalid, the function returns “NA.”

Example Usage

Basic Examples

1. =EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_qr1_monthYear("AAPL")
   • Returns the consensus EPS estimates for Apple from seven days ago for the upcoming quarter.
   • Useful for a quick scan of changes in analyst expectations.

2. =EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_qr1_monthYear("MSFT")
   • Retrieves the corresponding metrics for Microsoft.
   • Great for comparing how expectations may differ between tech giants.

Advanced Scenarios

• Analyzing a Basket of Stocks:
If you want multiple symbols updated simultaneously, place the function in a column and reference various symbols in different rows. This approach helps you compare short-term EPS estimate trends across several companies at once.

• Combining with Other Excel Functions:
Use conditional logic (e.g., IF, AND, OR) around this function to trigger alerts whenever certain thresholds are breached. For instance, if the EPS estimate from seven days ago significantly differs from the current estimate, you might highlight the cell in red.

• Trading Strategy Integration:
Incorporate these 7-day-old consensus EPS trends into a fundamental analysis model or pair them with technical indicators for a balanced view of market conditions.

Common Questions and Troubleshooting

1. Why am I getting “NA” as a result?
   • You may be using an invalid symbol, or there is no data available for that symbol.
   • Check your MarketXLS license status. Without a valid license, the function will return “NA.”

2. Why does the function say “Refreshing”?
   • If data is being updated or queued for retrieval, the function may momentarily display “Refreshing.” Check back shortly to see if the data populates correctly.

3. Can I use this with smaller or lesser-known symbols?
   • Yes. As long as the symbol is recognized and data exists, the function will handle it. If the data does not exist, it displays “NA.”

4. What happens if the data source is temporarily unavailable?
   • The function will return “NA.” Try again later or verify your internet connection.

5. Does the function return historical EPS data?
   • It specifically targets consensus estimates from seven days prior for the upcoming quarter, not older historical quarters. Check MarketXLS documentation for other historical EPS functions.

By following these instructions and examples, you can seamlessly integrate short-term analyst EPS estimates into your Excel models. This function offers a clear view of recent estimate movements so that you can react efficiently to shifting market expectations.