1. Earnings Preview Alerts
Time is at a premium during earnings season. You need to efficiently leverage the data and tools at your disposal to be fully prepared for what is happening in your coverage universe. With Earnings Preview alerts, receive a comprehensive overview of where the Street stands two days and/or two weeks before a company reports directly within your inbox. Within the preview, you’ll see consensus metrics of key line items for the upcoming quarters, your number, and the difference.
Note that if you are an equity research analyst, you are already automatically signed up for Earnings Preview alerts on your coverage. With this release, you can now subscribe to those same alerts for other companies outside of your coverage.
How do you set them up?
There are two ways to set up the Earnings Preview alerts:
- After creating a Watchlist of all the stocks you care about, go to Alerts Settings (located under your name in the upper-right corner) and set up an ‘Earnings Preview’ alert for your Watchlist
- While on any company page, click ‘Alerts’ > ‘Earnings Preview’ and select your desired delivery timing
2. Introducing a new type of custom consensus: time-based consensus
The situation: Your top overweight position pre-announces negatively halfway through the quarter, and the stock trades down materially. Some of the Street revise downward, while others are still making sense of the situation. How do you see where the market’s new expectations on the stock ended up?
You can now filter your consensus by time period, to exclude stale estimates based on a timeframe window of your choosing.
How can you do this?
In the right-hand menu under ‘Options’ > ‘Sources’, select “Custom Consensus” and ‘Edit’. Select the number of days to include in your consensus and estimates older than the selected number of days will be excluded. Next, check off the “Unentitled (Current)” box to include other brokers in your custom consensus estimate. Finally, you can select your own estimate in the box above if you’d like to be included in consensus or excluded from consensus.
Note: By selecting “Unentitled (Excluded),” brokers whose models haven’t been updated since last earnings will be included in consensus.