EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear: 60-Day-Old EPS Consensus Estimates in Excel

The EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear function lets you retrieve consensus EPS estimates from approximately 60 days ago for a specific stock symbol, directly in Excel using MarketXLS. This is highly beneficial for investors and analysts looking to gauge how EPS forecasts have changed over time. By using this function, you can quickly compare older consensus estimates against more recent projections to help identify performance trends, over- or underestimation patterns, and shifts in market sentiment.

Why Use This Function?

• Ideal for analyzing how EPS estimates have evolved over the last two months.
• Quick historical look-back helps detect potential inaccuracies or sudden changes in analysts’ consensus.
• Suitable for backtesting investment strategies based on earning revisions or forecast changes.
• Integrates seamlessly with other MarketXLS functions to provide a comprehensive view of a company’s earnings outlook.
• Useful for building models that compare older EPS forecasts with current consensus estimates to see if analyst sentiment has become more bullish or bearish.

How to Use in Excel

=EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear("Symbol")

1. Type the function directly in a cell.
2. Replace "Symbol" with the ticker symbol of the company you wish to analyze (e.g., "AAPL" for Apple).
3. Press Enter to retrieve the 60-day-old EPS consensus data.

Your Excel cell will display either:
• The requested estimate data, if available.
• "NA" if the symbol is invalid, the data is unavailable, or there is a licensing issue.
• "Refreshing" in rare cases if the system is temporarily updating.

Parameters Explained

• Make sure your license with MarketXLS is active to avoid receiving "NA" due to licensing checks.
• Provide proper ticker format (e.g., "BRK.B" for Berkshire Hathaway Class B).

Example Usage

Basic Examples

1. Retrieve 60-Day-Old EPS Consensus for Apple
   =EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear("AAPL")
   Explanation: Displays the estimated EPS from 60 days ago for Apple Inc.

2. Pull Past EPS Projection for Microsoft
   =EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear("MSFT")
   Explanation: Fetches older EPS consensus data so you can compare it side-by-side with the current forecast.

Advanced Scenarios

1. Compare 60-Day Old EPS Consensus vs. Current EPS Estimates

   • In one column, use =EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear("AAPL")
   • In another column, use a different MarketXLS function for current estimates (for example, a function retrieving up-to-date EPS consensus).
   • Subtract the older figure from the newer one to see how forecasts have changed in a short two-month window.

2. Combine with Other Analytical Functions

   • Pair the returned value with standard Excel functions like AVERAGE, MEDIAN, or custom calculations to project possible stock movements.
   • Use conditional formatting to highlight any large swings in older vs. current EPS estimates.

3. Integrate into a Trading Scan

   • Automate your spreadsheet to check multiple symbols.
   • Flag any symbols where the older EPS estimates differ significantly from the latest consensus (e.g., ±10% difference).
   • Use flags to prompt further analysis or potential trades.

Common Questions and Troubleshooting

• Why do I get "NA" for a valid symbol?

• Confirm your MarketXLS license is active.
• Verify you have typed in the correct symbol with the correct format.
• Check that market data for this symbol is available and that no API disruptions occurred.

• What does "Refreshing" mean?

• The data is currently being updated. Simply wait a moment and recalculate or refresh the formula once the update is complete.

• Can I use this in macros or VBA?

• Yes, treat it like any other Excel function. You can call it within your VBA routines, just like you would a built-in Excel formula.

• Does this function work for non-US stocks?

• Generally, if MarketXLS supports the symbol and provides the data, it should. Consult MarketXLS documentation or the symbol’s coverage to ensure the data is available.

By leveraging the EarningsEstimates_consensusEpsEstimatesTrends_days60Ago_fr2_monthYear function to capture historical EPS estimate data, you have a powerful way to evaluate how analyst sentiment and company outlooks have shifted in the past two months. This adds depth to your trading and investment analyses, helping you make more informed decisions rooted in historical analyst projections.