estimate-analysis

Estimate Analysis Skill

Deep-dives into analyst estimates and revision trends using Yahoo Finance data via yfinance. Covers EPS and revenue estimate distributions, revision momentum, growth projections, and multi-period comparisons — the full picture of where the street thinks a company is heading.

Important: Data is for research and educational purposes only. Not financial advice. yfinance is not affiliated with Yahoo, Inc.

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Step 1: Ensure yfinance Is Available

Current environment status:

!`python3 -c "import yfinance; print('yfinance ' + yfinance.__version__ + ' installed')" 2>/dev/null || echo "YFINANCE_NOT_INSTALLED"`

If YFINANCE_NOT_INSTALLED, install it:

import subprocess, sys
subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])

If already installed, skip to the next step.

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Step 2: Identify the Ticker and Gather Estimate Data

Extract the ticker from the user's request. Fetch all estimate-related data in one script.

import yfinance as yf
import pandas as pd

ticker = yf.Ticker("AAPL")  # replace with actual ticker

# --- Estimate data ---
earnings_est = ticker.earnings_estimate      # EPS estimates by period
revenue_est = ticker.revenue_estimate        # Revenue estimates by period
eps_trend = ticker.eps_trend                 # EPS estimate changes over time
eps_revisions = ticker.eps_revisions         # Up/down revision counts
growth_est = ticker.growth_estimates         # Growth rate estimates

# --- Historical context ---
earnings_hist = ticker.earnings_history      # Track record
info = ticker.info                           # Company basics
quarterly_income = ticker.quarterly_income_stmt  # Recent actuals

What each data source provides

Data Source	What It Shows	Why It Matters
earnings_estimate	Current EPS consensus by period (0q, +1q, 0y, +1y)	The estimate levels — what analysts expect
revenue_estimate	Current revenue consensus by period	Top-line expectations
eps_trend	How the EPS estimate has changed (7d, 30d, 60d, 90d ago)	Revision direction — rising or falling expectations
eps_revisions	Count of upward vs downward revisions (7d, 30d)	Revision breadth — are most analysts raising or cutting?
growth_estimates	Growth rate estimates vs peers and sector	Relative positioning
earnings_history	Actual vs estimated for last 4 quarters	Calibration — how good are these estimates historically?

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Step 3: Route Based on User Intent

The user might want different levels of analysis. Route accordingly:

User Request	Focus Area	Key Sections
General estimate analysis	Full analysis	All sections
"How have estimates changed"	Revision trends	EPS Trend + Revisions
"What are analysts expecting"	Current consensus	Estimate overview
"Growth estimates"	Growth projections	Growth Estimates
"Bull vs bear case"	Estimate range	High/low spread analysis
Compare estimates across periods	Multi-period	Period comparison table

When in doubt, provide the full analysis — more context is better.

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Step 4: Build the Estimate Analysis

Section 1: Estimate Overview

Present the current consensus for all available periods from earnings_estimate and revenue_estimate:

EPS Estimates:

Period	Consensus	Low	High	Range Width	# Analysts	YoY Growth
Current Qtr (0q)	$1.42	$1.35	$1.50	$0.15 (10.6%)	28	+12.7%
Next Qtr (+1q)	$1.58	$1.48	$1.68	$0.20 (12.7%)	25	+8.3%
Current Year (0y)	$6.70	$6.50	$6.95	$0.45 (6.7%)	30	+10.2%
Next Year (+1y)	$7.45	$7.10	$7.85	$0.75 (10.1%)	28	+11.2%

Revenue Estimates:

Period	Consensus	Low	High	# Analysts	YoY Growth
Current Qtr	$94.