octagonai Analyst Estimates
Retrieve analyst financial estimates for public companies using the Octagon Claude plugin.
Prerequisites
Ensure the Octagon Claude plugin is installed and configured in Claude Code before invoking this skill.
Query Format
Retrieve analyst financial estimates for <TICKER> for the annual period, limited to <N> records on page 0.
MCP Call:
{
"server": "octagon-claude-plugin",
"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 Ending | Revenue Estimate (Low to High) | Revenue Avg | EPS Estimate (Low to High) | EPS Avg | # Revenue Analysts | # EPS Analysts |
|---|---|---|---|---|---|---|
| 2030-09-27 | $540.64B - $600.88B | $566.24B | $12.01 - $13.78 | $12.77 | 9 | 6 |
| 2029-09-27 | $520.95B - $578.99B | $545.62B | $10.62 - $12.17 | $11.28 | 13 | 6 |
| 2028-09-27 | $515.19B - $520.48B | $517.84B | $8.96 - $11.18 | $10.20 | 18 | 15 |
| 2027-09-27 | $474.27B - $531.94B | $490.97B | $8.41 - $9.77 | $9.23 | 31 | 30 |
| 2026-09-27 | $445.03B - $483.54B | $460.35B | $7.84 - $8.92 | $8.42 | 24 | 29 |
Data Source: octagon-financials-agent
Key Observations Pattern
After receiving data, generate observations:
- Growth trajectory: Calculate implied revenue and EPS CAGR
- Estimate dispersion: Analyze spread between low and high estimates
- Analyst coverage: Note number of analysts covering each period
- Near vs far-term: Compare confidence in near-term vs long-term estimates
- Historical comparison: Compare estimates to actual historical performance
Metrics Reference
| Metric | Definition |
|---|---|
| Revenue Estimate (Low to High) | Range of analyst revenue projections |
| Revenue Avg | Consensus average revenue estimate |
| EPS Estimate (Low to High) | Range of analyst EPS projections |
| EPS Avg | Consensus average EPS estimate |
| # Revenue Analysts | Number of analysts providing revenue estimates |
| # EPS Analysts | Number 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]"