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Earnings Revision Tracking Excel Template

Track earnings revisions with comprehensive estimate analysis, consensus tracking, and revision momentum tools for equity research and investment decisions.


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Master Earnings Analysis with Professional Revision Tracking

Earnings revision tracking is crucial for equity research and investment decision-making, providing insights into analyst sentiment, earnings momentum, and potential stock price catalysts. Our Earnings Revision Tracking template provides comprehensive tools to track estimates, analyze revisions, and identify investment opportunities with institutional-quality analytics.

From consensus tracking to revision momentum, optimize earnings analysis. Built for equity research analysts, portfolio managers, and institutional investors, this template helps you track earnings estimates, analyze revision patterns, and identify investment catalysts.

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Comprehensive Earnings Estimate Tracking

Consensus Estimates & Tracking

Track consensus earnings estimates with mean, median, and range analysis across multiple time periods. Monitor estimate changes and analyst participation levels.

Individual Analyst Tracking

Track individual analyst estimates with revision history, accuracy metrics, and timeliness analysis. Identify leading analysts and estimate quality indicators.

Historical Accuracy Analysis

Analyze historical estimate accuracy with bias analysis, forecast errors, and seasonal patterns. Track consensus accuracy and improvement trends.

Earnings Surprise Analysis

Analyze earnings surprises with beat/miss patterns, surprise magnitude, and stock price reactions. Track surprise frequency and market impact.

Earnings Revision Analysis & Momentum

Revision Momentum Indicators

Calculate revision momentum indicators including revision ratios, breadth measures, and magnitude analysis. Track positive and negative revision trends.

Estimate Dispersion Analysis

Analyze estimate dispersion with standard deviation, range analysis, and consensus stability metrics. Identify estimate uncertainty and convergence patterns.

Revision Timing & Patterns

Analyze revision timing patterns with pre-announcement effects, quarterly cycles, and seasonal adjustments. Track revision clustering and herding behavior.

Price-Revision Relationship

Analyze relationship between earnings revisions and stock price movements. Calculate revision elasticity and price impact coefficients.

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Frequently Asked Questions

How does it track consensus earnings estimates?

The template tracks consensus estimates with mean, median, and range analysis across multiple time periods. It monitors estimate changes, analyst participation levels, and consensus evolution.

Can it analyze individual analyst performance?

Yes, the template tracks individual analyst estimates with revision history, accuracy metrics, and timeliness analysis. It identifies leading analysts and estimate quality indicators.

How does it calculate revision momentum?

The template calculates revision momentum using revision ratios, breadth measures, and magnitude analysis. It tracks positive and negative revision trends and momentum indicators.

Does it analyze earnings surprises?

The template includes comprehensive earnings surprise analysis with beat/miss patterns, surprise magnitude, and stock price reactions. It tracks surprise frequency and market impact.

How does it relate revisions to stock prices?

The template analyzes the relationship between earnings revisions and stock price movements. It calculates revision elasticity and price impact coefficients.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Identify Earnings Catalysts

Professional earnings revision tools to track estimates, analyze revision patterns, and identify investment opportunities with earnings momentum analysis.

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