Easily Access 3-Week-Old Earnings Estimates for Target Price History

The EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago function helps you quickly retrieve the date of the most recent earnings estimate from three weeks ago for a given stock symbol. This allows analysts and traders to see how target price estimates have changed over time, directly in Excel—powered by MarketXLS. With this function, you can optimize your decision-making using both historical and timely data for US stocks without leaving your Excel workflow.

Why Use This Function?

  • Monitor changes in target price estimates: Easily check how recent estimates have evolved over a short, defined period (three weeks).
  • Understand market sentiment shifts: Get quick insights on whether analysts are adjusting their price targets up or down.
  • Simplify research: Eliminate the hassle of manually collecting data from third-party websites.
  • Automate Excel workflows: Integrate this function with other Excel formulas, macros, or references to create dynamic dashboards.
  • Real-time updates & caching: Enjoy speed gains through built-in caching. If data is refreshing in the background, the function may temporarily return “Refreshing,” ensuring minimal disruption.

How to Use in Excel

=EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago(Symbol)
  1. Open Excel with the MarketXLS add-in installed.
  2. Select the cell where you want the date of the most recent estimate displayed.
  3. Enter the function name and pass the desired stock symbol as the parameter.
  4. Press Enter to see the date value from three weeks ago (if available). If the symbol is invalid or an error occurs, you may see “NA.”

Parameters Explained

Parameter Description Example Values Notes
Symbol The ticker symbol for which you want to retrieve the 3-week-ago estimate AAPL, MSFT Must be a valid stock ticker symbol. An invalid or unrecognized symbol returns “NA.”

Example Usage

Basic Examples

  1. Retrieve Apple’s most recent estimate date from three weeks ago: • In a cell, type:
    =EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago("AAPL")
    • Press Enter. The function returns the date of the most recent estimate (3 weeks old) if available.

  2. Pull data for Microsoft (MSFT): • In another cell, type:
    =EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago("MSFT")
    • Observe the returned date. If data is unavailable, you’ll see “NA.”

Advanced Scenarios

• Combine with “IFERROR” to manage missing data:
=IFERROR(EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago("XYZ"), "No Data")
This ensures a clean display when the symbol is invalid or data is missing.

• Use referencing to switch tickers quickly:

  • Suppose cell A1 contains “AAPL.” Then in cell B1:
    =EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago(A1)
  • Change the symbol in A1 to dynamically update the date.

• Historical Tracking in a Trading Strategy:

  • Combine the returned date with other MarketXLS Earnings Estimates data to see how the target price has shifted over multiple intervals, helping you gauge changes in analysts’ outlooks over time.

Common Questions and Troubleshooting

  • Q: “What does it mean if the function returns ‘NA’?”
    A: “NA” appears if the symbol is invalid, if there is an error in retrieving data from the server, or if your license has expired.

  • Q: “Why might I get a ‘Refreshing’ message?”
    A: This can appear if MarketXLS is still fetching or refreshing data in the background. Once updated, the full data result will appear.

  • Q: “How can I verify the returned data is current?”
    A: The MarketXLS backend relies on both caching and real-time updates. Usually, this ensures up-to-date information. For large watchlists, allow a short delay for data to refresh if you see “Refreshing.”

  • Q: “Can I use this function for non-US stocks?”
    A: Check if the symbol is recognized. If MarketXLS supports that foreign ticker, the function may still work. Otherwise, it returns "NA."

By leveraging the EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago function in MarketXLS, you gain quick insights on how target price estimates are evolving around earnings, getting the right data at the right time—all without leaving your Excel workflow.