Analyst Estimates

The estimates data type returns historical and 2-5 years of forecast annual and quarterly estimates from a sample of professional analysts. The estimates include revenue, EBIT, EBITDA, net income, S&GA expenses and EPS.

=SF(symbol, type, metric, year, options)

• symbol is the ticker symbol of the financial asset (e.g., "AAPL"). You can use our Symbol Search to find the correct ticker symbol.

• type specify which type of estimates data you are after, leave it as just"estimates" for annual estimates data, or "estimatesQ" for quarterly estimates data.

• metric selects what metrics to display (see options below), display all metrics by leaving blank or using "all". Chain together as many metrics as you'd like using &, e.g., "revenueAvg&epsAvg".

• year is the year or range of years for which you want to retrieve the data. For annual estimates, you can enter a single year (e.g., 2025) or a range of years (e.g., 2023-2025). For quarterly estimates, you can enter a single year, range of years or a specific quarter in a year (e.g., 2024-03 for Q3 2024). If omitted, the function defaults to next year's estimates.

• options adjusts the formatting of the output. There are currently three available options. Set this field to "NH" for no header rows, "NLI" for no line item labels and "-" to reverse the year ordering. These options can be chained together with the & operator, for example "NH&NLI&-".

The estimates metric options are:

• All ("all")

• Date ("date")

• Revenue Low ("revenueLow")

• Revenue High ("revenueHigh")

• Revenue Average ("revenueAvg")

• EBITDA Low ("ebitdaLow")

• EBITDA High ("ebitdaHigh")

• EBITDA Average ("ebitdaAvg")

• EBIT Low ("ebitLow")

• EBIT High ("ebitHigh")

• EBIT Average ("ebitAvg")

• Net Income Low ("netIncomeLow")

• Net Income High ("netIncomeHigh")

• Net Income Average ("netIncomeAvg")

• S&GA Expense Low ("sgaExpenseLow")

• S&GA Expense High ("sgaExpenseHigh")

• S&GA Expense Average ("sgaExpenseAvg")

• EPS Low ("epsLow")

• EPS High ("epsHigh")

• EPS Average ("epsAvg")

• Number of analysts covering Revenue ("numAnalystsRevenue")

• Number of analysts covering EPS ("numAnalystsEps")

Examples

Example 1 - All annual estimates for 2025, no options

=SF("AAPL", "estimates", "all", "2025")

Example 2 - Several selected annual metrics, no options

=SF("AAPL", "estimates", "revenueAvg&epsAvg&numAnalystsRevenue&numAnalystsEps", "2025")

Example 3 - All with options selected (no header and no line item labels)

=SF("AAPL", "estimates", "all", "2025", "NH&NLI")

Example 4 - Multiple years of annual estimates (both historical and forecast)

=SF("AAPL", "estimates", "all", "2019-2025")

Example 5 - Quarterly estimates between two years

=SF("AAPL", "estimatesQ", "all", "2023-2024")

Example 6 - Quarterly estimates on a certain month and year

=SF("AAPL", "estimatesQ", "all", "2024-09")