# Phase 62: Estimate Revision Tracker — COMPLETE ✓
**Build Date:** February 25, 2026
**Category:** Corporate Events
**Status:** DONE
**LOC:** 456 (module) + 98 (API) = 554 total
## Overview
Analyst upgrades/downgrades velocity, estimate momentum indicators tracking analyst sentiment and recommendation changes over time.
## Features Implemented
### 1. Analyst Recommendations (`recommendations`)
- Current recommendation distribution (Strong Buy, Buy, Hold, Sell, Strong Sell)
- Consensus rating calculation
- Momentum score (-100 to +100)
- Trend analysis vs previous period
- Current price vs target price analysis
- Upside/downside calculation
### 2. Estimate Revisions (`revisions`)
- EPS estimate tracking (current quarter, next quarter)
- Analyst count per estimate
- Estimate dispersion percentage (uncertainty measure)
- Earnings and revenue growth forecasts
- Low/high estimate ranges
### 3. Revision Velocity (`velocity`)
- Month-over-month analyst count changes
- Average monthly velocity calculation
- Momentum change over 3-month period
- Trend classification (Accelerating positive, Moderately positive, Stable, etc.)
- Analyst count evolution
### 4. Price Target Changes (`targets`)
- Mean, median, high, low price targets
- Target range percentage (analyst disagreement)
- Upside to mean/median/high targets
- Downside to low target
- Number of analysts tracking
### 5. Estimate Momentum Summary (`summary`)
- **Composite momentum score (0-100)** combining:
- Analyst recommendation momentum
- Revision velocity
- Price target upside
- **Signal classification:**
- Strong Buy (75-100)
- Buy (60-75)
- Hold (40-60)
- Sell (25-40)
- Strong Sell (0-25)
- Complete multi-factor analysis in one call
## Data Sources
- **Yahoo Finance:** Analyst recommendations, price targets, earnings estimates
- **Free tier:** No API keys required
- **Update frequency:** Real-time via yfinance
## CLI Commands
```bash
# Analyst recommendations with consensus
./cli.py recommendations AAPL
# EPS estimate tracking
./cli.py revisions TSLA
# Revision velocity and momentum change
./cli.py velocity MSFT --lookback 3
# Price target analysis
./cli.py targets NVDA
# Comprehensive momentum report
./cli.py summary GOOGL
```
## API Endpoints
Base: `/api/v1/estimate-revision`
### GET Parameters
- `action`: recommendations | revisions | velocity | targets | summary
- `ticker`: Stock ticker (required)
- `lookback`: Months for velocity analysis (default: 3)
### Examples
```bash
# Recommendations
curl "http://localhost:3030/api/v1/estimate-revision?action=recommendations&ticker=AAPL"
# Velocity with custom lookback
curl "http://localhost:3030/api/v1/estimate-revision?action=velocity&ticker=TSLA&lookback=6"
# Comprehensive summary
curl "http://localhost:3030/api/v1/estimate-revision?action=summary&ticker=NVDA"
```
## Test Results
All tests passed ✓
**Test Coverage:**
1. ✓ Analyst recommendations (AAPL) — Consensus: Strong Buy, Score: 65.96
2. ✓ Estimate revisions (TSLA) — Growth: -60.6%, Dispersion: 70.73%
3. ✓ Revision velocity (MSFT) — Trend: Moderately negative
4. ✓ Price targets (NVDA) — Upside: 31.99%, Range: 83.29%
5. ✓ Momentum summary (GOOGL) — Score: 64.92, Signal: Buy
6. ✓ API route validation — Returns valid JSON
## Example Output
### Comprehensive Summary (AAPL)
```json
{
"ticker": "AAPL",
"timestamp": "2026-02-25T01:04:50.856293",
"composite_momentum_score": 52.79,
"signal": "Hold",
"analyst_recommendations": {
"ticker": "AAPL",
"period": "0m",
"total_analysts": 47,
"strong_buy": 5.0,
"buy": 24.0,
"hold": 16.0,
"sell": 1.0,
"strong_sell": 1.0,
"consensus": "Strong Buy",
"momentum_score": 65.96,
"trend": "Stable",
"current_price": 272.14,
"target_price": 293.07,
"upside_pct": 7.69
},
"estimate_revisions": {
"forward_eps": 9.3,
"trailing_eps": 7.91,
"estimates": {
"current_quarter": {
"num_analysts": 30,
"avg_estimate": 1.95,
"low_estimate": 1.85,
"high_estimate": 2.16
}
},
"estimate_dispersion_pct": 15.9,
"earnings_growth": 18.3,
"revenue_growth": 15.7
},
"revision_velocity": {
"lookback_months": 3,
"total_analyst_changes": 2,
"avg_monthly_velocity": 1.0,
"momentum_change_3mo": 9.71,
"trend": "Moderately positive"
},
"price_targets": {
"current_price": 272.14,
"target_mean": 293.07,
"target_median": 300.0,
"target_high": 350.0,
"upside_to_mean": 7.69,
"upside_to_high": 28.61
}
}
```
## Key Insights
1. **Composite Scoring:** Multi-factor momentum score combining 3 independent signals
2. **Trend Detection:** Tracks analyst sentiment changes over time
3. **Uncertainty Metrics:** Estimate dispersion shows analyst disagreement
4. **Actionable Signals:** Clear Buy/Sell/Hold classifications
5. **Comprehensive View:** One API call returns complete analyst landscape
## Files Modified
1. **Created:**
- `modules/estimate_revision_tracker.py` (456 LOC)
- `src/app/api/v1/estimate-revision/route.ts` (98 LOC)
- `test_estimate_revision.sh` (test suite)
2. **Updated:**
- `cli.py` — Added 5 new commands
- `src/app/services.ts` — Added 5 service entries
- `src/app/roadmap.ts` — Marked Phase 62 as done with LOC
## Performance
- **Response time:** <2s for summary endpoint
- **API timeout:** 30s (sufficient for all operations)
- **Memory:** Minimal (single ticker analysis)
- **Caching:** Leverages yfinance internal caching
## Next Steps (Suggested)
- Phase 63: Corporate Action Calendar (dividend ex-dates, splits, spin-offs)
- Phase 64: Convertible Bond Arbitrage
- Phase 65: Short Squeeze Detector
---
**Phase 62 Status:** ✅ COMPLETE
**Total Implementation Time:** ~30 minutes
**Dependencies:** yfinance, pandas, statistics (all pre-installed)
