For a deeper look into our Eikon Data API, look into:

Overview |  Quickstart |  Documentation |  Downloads |  Tutorials |  Articles

question

Upvotes
Accepted
5 0 1 2

Brokerage Recommendations: Is it possible to get Reiterations?

Is it possible to know when a brokerage Reiterates their grade and price target recommendations?

I use the following code to pull some data on brokerage recommendations:

# Retrieves:
# - Brokerage
# - Analyst Nam
# - Price target
# - Date of Price Target change
def get_pt_est_snapshot(symbol_list: list):
    fields = [
              'TR.TPEstValue.brokername', 'TR.TPEstValue.analystname',
              'TR.TPEstValue', 'TR.TPEstValue.date'
             ]
    data, err = ek.get_data(instruments=symbol_list, fields=fields)
    return data

# Retrieves:
# - Brokerage
# - Grade Name
# - Date of Grade change
def get_rec_snapshot(symbol_list: list):
    fields = [
              'TR.BrkRecLabel.brokername', 'TR.BrkRecLabel',
              'TR.BrkRecLabel.date'
             ]
    data, err = ek.get_data(instruments=symbol_list, fields=fields)
    return data


From what I can tell, the dates given for the price targets and grades are the times since their last change. But if a brokerage publishes a note reiterating their recommendation (no change to grade or price target), the date does not change. Is there other data I can pull to detect this?

eikoneikon-data-apipythonpython api
icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.

Hi @bshapiro,

Would you have an example RIC for which you request for these fields?

Sure. Take "DIS" for instance. You can see that there are many brokerages that cover disney, and they each have grades and price targets. Disney reported yesterday, and some of the brokerages reiterated their grades and price targets, but the times were not updated. The times are only updated when grades or price targets change. Is there a way to detect when a brokerage reiterates their recommendations?
BMBL.O and MTTR.O are other examples


1 Answer

Upvotes
Accepted
216 3 2 5

Dear @bshapiro ,


I have found another field from Data Item Browser in Workspace which is brokerage estimate confirm date-TR.BrkRecEstConfirmDate. See the output below:

screen-shot-2022-08-12-at-132519.png

Is this addressing your question?


Best regards,

Haykaz


icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.