From fundamental-analysis
This skill should be used when the user asks about price targets, analyst ratings, consensus estimates, analyst recommendations, buy ratings, sell ratings, hold ratings, EPS estimates, revenue estimates, analyst coverage, estimate revisions, wall street consensus, or analyst forecasts for a publicly traded company.
npx claudepluginhub tradeinsight-info/investment-analysis-skills --plugin fundamental-analysisThis skill uses the workspace's default tool permissions.
Compile and present Wall Street analyst consensus estimates, price targets, and recommendation distributions for a publicly traded company. This skill aggregates forward-looking data from analyst coverage to help investors understand market expectations for revenue, earnings, and share price. The analysis highlights estimate revision trends to identify shifts in analyst sentiment that may prece...
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Compile and present Wall Street analyst consensus estimates, price targets, and recommendation distributions for a publicly traded company. This skill aggregates forward-looking data from analyst coverage to help investors understand market expectations for revenue, earnings, and share price. The analysis highlights estimate revision trends to identify shifts in analyst sentiment that may precede price movements.
Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/data-sources.md for full data-fetching instructions, ticker resolution, and fallback behavior.
The primary and preferred source for analyst estimates is the Stock Analysis forecast page:
https://stockanalysis.com/stocks/{ticker}/forecast/
This page provides:
Fetch the income statement for historical actuals to compare against past estimates:
https://stockanalysis.com/stocks/{ticker}/financials/
https://stockanalysis.com/stocks/{ticker}/financials/?p=quarterly
Search for additional analyst commentary and recent rating changes:
"{ticker} analyst upgrade downgrade {current month} {current year}""{ticker} price target change {current year}""{ticker} earnings estimate revision""{ticker} analyst coverage initiation"Extract and present consensus EPS estimates for multiple forward periods:
| Period | Mean EPS | High | Low | # Analysts |
|---|---|---|---|---|
| Current Quarter (Q_ FY____) | ||||
| Next Quarter (Q_ FY____) | ||||
| Current Year (FY____) | ||||
| Next Year (FY____) |
Fill in the actual quarter and fiscal year labels based on the company's fiscal calendar. Calculate the spread between high and low estimates as a percentage of the mean — a wide spread indicates high uncertainty or divergence among analysts.
For each period, compute the implied YoY growth rate by comparing the estimate against the corresponding prior-period actual result.
Extract and present consensus revenue estimates for the same forward periods:
| Period | Mean Revenue | High | Low | # Analysts |
|---|---|---|---|---|
| Current Quarter | ||||
| Next Quarter | ||||
| Current Year | ||||
| Next Year |
Compute implied revenue growth rates and note the estimate spread. Flag any period where the number of analysts is low (fewer than 5), as thin coverage reduces the reliability of the consensus.
Present how estimates have changed over recent periods to identify momentum in analyst sentiment:
EPS Estimate Revisions:
| Period | 30 Days Ago | Current | Change | 90 Days Ago | Change |
|---|---|---|---|---|---|
| Current Quarter | |||||
| Current Year | |||||
| Next Year |
Revenue Estimate Revisions:
| Period | 30 Days Ago | Current | Change | 90 Days Ago | Change |
|---|---|---|---|---|---|
| Current Quarter | |||||
| Current Year | |||||
| Next Year |
Interpret revision trends:
Count the number of analysts revising up versus down over the last 30 days if this data is available.
Extract analyst price target data:
| Metric | Value |
|---|---|
| Average Price Target | $XXX.XX |
| Median Price Target | $XXX.XX |
| High Price Target | $XXX.XX |
| Low Price Target | $XXX.XX |
| Current Price | $XXX.XX |
| Upside to Average | +XX.X% |
| Upside to Median | +XX.X% |
| Number of Analysts | XX |
Calculate the implied upside or downside from the current share price to the average and median price targets. Note the range between high and low targets as an indicator of conviction dispersion.
Flag if the current price is above the average price target (bearish signal) or significantly below the low price target (potential deep value or broken thesis).
Present the current distribution of analyst recommendations:
| Rating | Count | % of Total |
|---|---|---|
| Strong Buy | ||
| Buy | ||
| Hold | ||
| Sell | ||
| Strong Sell | ||
| Total | 100% |
Calculate the consensus score as a weighted average (Strong Buy=5, Buy=4, Hold=3, Sell=2, Strong Sell=1) and classify:
Note any recent changes in the distribution (e.g., "3 analysts upgraded from Hold to Buy in the last 30 days") if available from WebSearch.
Provide context by comparing current estimates against the company's recent track record of beating or missing estimates:
| Quarter | EPS Estimate | EPS Actual | Surprise | Beat/Miss |
|---|---|---|---|---|
| Q_ FY____ | ||||
| Q_ FY____ | ||||
| Q_ FY____ | ||||
| Q_ FY____ |
Evaluate the reliability and depth of the analyst consensus:
Provide an overall summary of what the analyst community expects:
Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md for depth and formatting guidelines.
Summary depth (default): Present current-year and next-year consensus EPS and revenue estimates with implied growth rates, the average price target with upside/downside, and the recommendation distribution. Include a 2-3 sentence narrative on the overall analyst sentiment.
Detailed depth: Expand to include all forward periods (current quarter through next year), full revision trend tables for 30-day and 90-day windows, earnings surprise history for the last 4 quarters, price target range analysis, coverage quality assessment, and extended narrative synthesizing the analyst outlook with potential risks and catalysts.
Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md for the standard response structure including header, source links, and disclaimer.