Answered By: Barbara Coffey
Last Updated: Sep 20, 2019     Views: 91

Equity research analysts work for brokerage firms.  Their job is to evaluate a set of stocks in a sector.  By analyzing a company's financials and the company and industry fundamentals, they create financial models to estimate the company's financials. Based on these estimates, they also make investment recommendations.  These investment recommendations generally are one of the three - Buy, Hold or Sell.  

Estimates are available through IBES and Bloomberg. 

IBES estimates are available through:

  • WRDS
  • Datastream

Bloomberg estimate codes:

  • ticker <equity> ANR <go> gives the analyst recommendation for the ticker. 
  • ticker <equity> EE <go> gives the earnings expectations for the ticker and growth estimates
  • ticker <equity> SUPR <go> gives the earnings surprise data for the ticker
  • ticker <equity> ECO <go> gives the consensus for the ticker. 
  • ticker <equity> EM <go> gives a matrix of estimates and actuals over time
  • ticker <equity> ACDR <go> gives the calendar of expected earnings announcements and estimates. 

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