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analyst-estimates

analyst-estimates

github.com/octagonaiData & databases130272 installsUpdated 21w ago
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About analyst-estimates

analyst-estimates retrieves analyst financial estimates for public companies through Octagon MCP. It presents revenue and EPS ranges and averages, along with analyst coverage counts, for financial research and valuation work.

Key features

  1. 01Retrieve revenue estimates
  2. 02Retrieve EPS estimates
  3. 03Show estimate ranges and averages
  4. 04Report analyst coverage counts
  5. 05Query annual periods

Use cases

  1. 01Compare estimates across fiscal years
  2. 02Assess forecast dispersion
  3. 03Inform valuation analysis
  4. 04Compare estimates with company guidance

MCP support

Uses the Octagon MCP server’s octagon-agent tool to retrieve analyst estimates.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/octagonai/skills --skill analyst-estimates

After installing, type/analyst-estimatesin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

marketplace.json
README.md
references/
interpreting-results.md
mcp-setup.md

Details

From the project README

Analyst Estimates

Retrieve analyst financial estimates for public companies using Octagon MCP.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Query Format

Retrieve analyst financial estimates for <TICKER> for the annual period, limited to <N> records on page 0.

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve analyst financial estimates for AAPL for the annual period, limited to 10 records on page 0"
  }
}

Output Format

The agent returns a table with analyst estimates across future periods:

Fiscal Year EndingRevenue Estimate (Low to High)Revenue AvgEPS Estimate (Low to High)EPS Avg# Revenue Analysts# EPS Analysts
2030-09-27$540.64B - $600.88B$566.24B$12.01 - $13.78$12.7796
2029-09-27$520.95B - $578.99B$545.62B$10.62 - $12.17$11.28136
2028-09-27$515.19B - $520.48B$517.84B$8.96 - $11.18$10.201815
2027-09-27$474.27B - $531.94B$490.97B$8.41 - $9.77$9.233130
2026-09-27$445.03B - $483.54B$460.35B$7.84 - $8.92$8.422429

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

  1. Growth trajectory: Calculate implied revenue and EPS CAGR
  2. Estimate dispersion: Analyze spread between low and high estimates
  3. Analyst coverage: Note number of analysts covering each period
  4. Near vs far-term: Compare confidence in near-term vs long-term estimates
  5. Historical comparison: Compare estimates to actual historical performance

Metrics Reference

MetricDefinition
Revenue Estimate (Low to High)Range of analyst revenue projections
Revenue AvgConsensus average revenue estimate
EPS Estimate (Low to High)Range of analyst EPS projections
EPS AvgConsensus average EPS estimate
# Revenue AnalystsNumber of analysts providing revenue estimates
# EPS AnalystsNumber of analysts providing EPS estimates

Analysis Tips

Implied Growth Rate
Implied CAGR = (Future Estimate / Current)^(1/Years) - 1

Example: ($566B / $416B)^(1/5) - 1 = 6.4% revenue CAGR

Estimate Dispersion
Dispersion = (High - Low) / Average × 100
  • Narrow dispersion (<10%) = High consensus
  • Wide dispersion (>20%) = Significant uncertainty
Analyst Coverage Quality
  • More analysts = more reliable consensus
  • Declining coverage = less institutional interest
  • <5 analysts = thin coverage, use caution
Forward P/E Calculation
Forward P/E = Current Price / EPS Estimate

Use for valuation relative to growth expectations.

Estimate Revisions (with follow-up)

Track changes over time:

  • Upward revisions = positive momentum
  • Downward revisions = negative momentum
  • Frequency of revisions matters

Valuation Applications

DCF Inputs

Use estimates for:

  • Revenue projections
  • Margin assumptions (with historical data)
  • Terminal growth rate guidance
Relative Valuation

Compare:

  • Forward P/E to historical average
  • Forward P/E to peers
  • PEG ratio (P/E / Growth rate)
Earnings Surprise Potential

Compare estimates to:

  • Management guidance
  • Historical beat/miss rate
  • Recent operating trends

Confidence Assessment

High Confidence Estimates
  • Near-term (1-2 years out)
  • Many analysts covering
  • Narrow dispersion
  • Stable business model
Low Confidence Estimates
  • Long-term (5+ years out)
  • Few analysts covering
  • Wide dispersion
  • Rapidly changing industry

Follow-up Queries

Based on results, suggest deeper analysis:

  • "What factors are driving the projected revenue growth from [YEAR1] to [YEAR2]?"
  • "How do these estimates compare to [COMPANY]'s historical financial performance?"
  • "What are the key risks to achieving the upper end of these revenue estimates?"
  • "Retrieve analyst price targets and ratings for [TICKER]"

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