earnings-analyst

Earnings Analyst

Track upcoming earnings events, analyze EPS beat/miss history, assess options- implied earnings move expectations, and monitor analyst estimate revisions — all powered by the Finskills API earnings calendar and company earnings endpoints.

Setup

API Key required — Register at https://finskills.net to get your free key. Header: X-API-Key: > Get your API key: Register at https://finskills.net — free tier available, Pro plan unlocks real-time quotes, history, and financials.

When to Activate This Skill

Activate when the user:

Use Cases

Mode A — Market Earnings Calendar

Mode B — Per-Stock Earnings Deep Dive

Mode C — Pre-Earnings Trade Setup

Data Retrieval — Finskills API Calls

Mode A — Earnings Calendar

GET https://finskills.net/v1/free/market/earnings-calendar

Filter and group by day. Sort by market cap or analyst attention.

Mode B — Per-Stock Earnings Analysis

Earnings History & Next Quarter Estimate:

GET https://finskills.net/v1/stocks/earnings/{SYMBOL}

Analyst Estimates (revision trend):

GET https://finskills.net/v1/free/stocks/estimates/{SYMBOL}

Latest News (pre-earnings catalyst check):

GET https://finskills.net/v1/news/by-symbol/{SYMBOL}

Options Chain (for implied move):

GET https://finskills.net/v1/stocks/options/{SYMBOL}

Analysis Workflow

Step 1 — Earnings Calendar View (Mode A)

Group events by day (Mon–Fri this week):

Step 2 — Earnings History Analysis (Mode B)

Build a beat/miss scorecard:

| Quarter | EPS Est | EPS Actual | Surprise | Rev Est | Rev Actual | Rev Surprise | |---------|---------|-----------|----------|---------|-----------|--------------| | Q1 2025 | $X.XX | $X.XX | +X% | $XB | $XB | +X% | | ... | | | | | | |

Compute:

Step 3 — Estimate Revision Momentum

Classify revision trend:

This is a leading indicator — stocks with positive estimate revisions tend to outperform.

Step 4 — Implied Earnings Move (if options data available)

Calculate using ATM straddle at nearest expiration AFTER earnings date:

ATM Straddle Price = ATM Call Mid + ATM Put Mid
Implied Move %     = Straddle Price / Current Stock Price × 100
Expected Range     = [Current Price × (1 − implied_move%), Current Price × (1 + implied_move%)]

Compare to historical earnings moves (from earnings history — abs value of price change on earnings day):

Step 5 — Pre-Earnings Assessment

Summarize the opportunity:

Bull Case (if expecting beat):

Bear Case (if expecting miss or disappointment):

Key Watch Items:

Output Format — Mode A (Calendar)

📅 EARNINGS CALENDAR  —  Week of {DATE}
MONDAY {Date}
  ⭐ {CompanyName} ({TICKER}) — AMC  |  EPS Est: ${est}
  {CompanyName} ({TICKER}) — BMO    |  EPS Est: ${est}
TUESDAY {Date}
  ⭐ {CompanyName} ({TICKER}) — BMO  |  EPS Est: ${est}
  ...
[⚠️ Sector note: {sector} reports in concentration — expect spillover moves]

Output Format — Mode B (Per-Stock Deep Dive)

╔══════════════════════════════════════════════════════╗
║    EARNINGS ANALYSIS — {TICKER}  ({DATE})           ║
╚══════════════════════════════════════════════════════╝
📅 NEXT EARNINGS
  Expected Date: {date}  |  Timing: {BMO/AMC}
  EPS Estimate:  ${eps}  |  Revenue Estimate: ${rev}B
📊 EARNINGS TRACK RECORD (Last {N} Quarters)
  EPS Beat Rate:     {%} ({n}/{total})
  Avg EPS Surprise:  +{%}
  Rev Beat Rate:     {%} ({n}/{total})
  Consistency:       {All beats / Mostly beats / Mixed}
  Quarter   EPS Est  Actual  EPS Surp  Rev Est   Actual   Rev Surp
  Q4 2024   $X.XX    $X.XX   +X.X%     $XB       $XB      +X.X%
  Q3 2024   ...
📈 ESTIMATE REVISION TREND
  Current FY EPS Estimate:  ${est}  ({+/-}% from 90 days ago)
  Revision Trend:           {Positive / Stable / Negative Momentum}
  Implications:             {one-line interpretation}
📐 IMPLIED EARNINGS MOVE (Options)
  ATM Straddle Price: ${price}  →  Implied Move: ±{%}
  Expected Range:     ${low} — ${high}
  Historical Avg Move: ±{%}
  Options Assessment: {Cheap/Rich/Fair relative to history}
📰 PRE-EARNINGS SIGNALS
  Recent News Sentiment: {Positive/Neutral/Negative}
  Key Headlines:
    • {headline 1}
    • {headline 2}
⚠️ KEY WATCH ITEMS FOR THIS EARNINGS
  1. {metric/segment to watch}
  2. {metric/segment to watch}
  3. {guidance language to watch}
🎯 EARNINGS SETUP SUMMARY
  Bull Case:  {2 sentences}
  Bear Case:  {2 sentences}
  Strategy:   {Directional bet / Neutral straddle / Avoid — with reasoning}

Limitations

API Key required — Register at https://finskills.net to get your free key. Header: X-API-Key: > Get your API key: Register at https://finskills.net — free tier available, Pro plan unlocks real-time quotes, history, and financials.