Master the EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear Function
The EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear function allows you to retrieve consensus EPS estimates from seven days ago for the forward two-month period. This helps you identify how analyst forecasts have changed over the past week, adding depth to your decision-making process. By tracking these estimates directly in Excel using MarketXLS, you can spot emerging patterns, compare historical shifts in expectations, and refine your investment strategies.
Why Use This Function?
- Gain insight into shifting analyst forecasts for upcoming earnings periods.
- Assess market sentiment by comparing EPS estimates from seven days ago to current forecasts.
- Enhance your trading or investment research with historical data points.
- Monitor trends over time, especially for symbols that exhibit fast-moving changes in analyst estimates.
- Combine with other MarketXLS functions for deeper, real-time analysis.
How to Use in Excel
=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear(Symbol)
- Open Microsoft Excel with the MarketXLS add-in installed.
- In a cell, type the function name followed by the ticker symbol you want to analyze.
- Press Enter. Then the function attempts to fetch the 7-day-old consensus EPS estimate trend data for the specified symbol.
• If your MarketXLS license is valid, expect a numeric or textual data output.
• If data is missing, you might see “NA.”
• If the system is refreshing cached data, you might see “Refreshing.”
Parameters Explained
Parameter | Description | Example Values | Notes |
---|---|---|---|
Symbol | The stock ticker (or instrument identifier) for which to retrieve the data. | "AAPL", "MSFT", "GOOG" | Case-insensitive. Invalid or non-existent symbols often return “NA” or an error message. |
Example Usage
Basic Examples
-
=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear("AAPL")
• Retrieves the seven-day-old consensus EPS forecast trend for Apple.
• If valid data is found, you might see a numeric estimation or textual note. Otherwise, “NA.” -
=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear("MSFT")
• Pulls the same style of data for Microsoft.
• Useful to compare “MSFT” vs “AAPL” to see how analysts’ sentiments differ. -
=EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear("TSLA")
• Returns data for Tesla where it’s available; can indicate how market expectations have changed compared to a week ago.
Advanced Scenarios
• Compare multiple symbols to see how different sectors’ estimates shift over time.
• Integrate with other Excel functions like IFERROR or VLOOKUP to handle missing data gracefully.
• Incorporate results into dynamic dashboards where you track earnings estimates, real-time price changes, and historical trending, side-by-side in Excel.
• Utilize this function alongside other MarketXLS earnings functions to form a comprehensive weekly forecast model or a watchlist highlighting significant estimate changes.
Common Questions and Troubleshooting
- Why do I get “NA” for certain stocks?
- The symbol could be invalid, or no data is available. Check if the ticker is correct or if data exists for that symbol.
- Why do I see “Refreshing” instead of a value?
- When the MarketXLS system refreshes information or updates the cache, the function may briefly show “Refreshing.”
- What if my function never updates?
- Ensure you have a valid license and an active internet connection. Also, confirm that automatic recalculation is enabled in Excel.
- Can I reference cells for the symbol parameter?
- Yes. For example, if A1 contains “MSFT,” you can use =EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear(A1).
By leveraging the EarningsEstimates_consensusEpsEstimatesTrends_days7Ago_fr2_monthYear function effectively, you gain a time-based view of EPS estimator revisions directly in Excel. Use this powerful MarketXLS feature to compare shifting analyst forecasts, build robust research workflows, and stay one step ahead of earnings surprises.