estimate-analysis

Estimate Analysis is a research skill that deep-dives into Wall Street analyst estimates and revision trends for any publicly traded stock, using Yahoo Finance data pulled through the open-source yfinance library. It solves the problem of turning a raw estimate lookup into genuine context: rather than just reporting a single consensus number, it assembles EPS and revenue expectations, tracks how those forecasts have moved over the past 7, 30, 60 and 90 days, and interprets whether analysts are collectively raising or cutting numbers.

The workflow first checks whether yfinance is installed (installing it via pip if needed), extracts the ticker from the user request, then fetches earnings estimates, revenue estimates, EPS trend, EPS revision counts, growth estimates, and historical actual-vs-estimate track record in a single script. It routes the depth of analysis to the user's intent (full analysis, revision trends, current consensus, growth, or bull-vs-bear range) and builds structured tables covering estimate overview with range width and analyst coverage, revision momentum, revision breadth (up vs down ratios), and growth comparisons against industry and sector benchmarks.

It targets retail and professional investors, equity analysts, and anyone doing fundamental research who wants to understand estimate direction and momentum ahead of earnings. Typical use cases include checking EPS revision trends before a report, gauging whether the analyst bar is rising or falling, and comparing forward estimates across periods. The skill explicitly notes the data is for research and educational purposes only, is not financial advice, and that yfinance is not affiliated with Yahoo.