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Expectation Surface预期曲面

How analyst EPS and revenue estimates moved, session by session.分析师 EPS 与营收预期如何逐期变动。

Latest session最新采集期

More EPS cuts than upgrades, the 2nd session running. More revenue upgrades than cuts.EPS 下调多于上调,已连续第 2 个采集期;营收预期上调多于下调。

Context only — not a trade cue.仅供背景参考,非交易提示。 See revision breadth查看修正广度

Descriptive · not a signal描述性 · 非信号

Identity is partly matched. 4 vendor names are not yet matched to a security and 1,501 aliases have no effective date, so both are left out. Counts on this page cover matched securities only.身份仅部分匹配。4 个供应商名称尚未匹配到证券,1,501 个别名缺少生效日期,两者均未计入。本页计数仅涵盖已匹配证券。

Decision决定DEC:ITP-R1-COMPLETE-DEGRADED-2026-10-07

Source snapshot源数据快照

Rendered页面生成

What the surface holds数据覆盖范围

Counts for matched securities across every captured session.已匹配证券在全部采集期内的计数。

As of截至

Observations观测值
687,456
Estimate values captured已采集的预期数值
Securities证券
1,508
Matched to a security已匹配到证券
Metrics指标
2
EPS and revenueEPS 与营收
Horizons预期期限
4
Current quarter to next fiscal year本季度至下一财年
Sessions采集期
64
Irregular captures采集间隔不固定
Date span时间跨度
8weeks周
2026-08-25 – 2026-10-2108-25 – 10-21
Median covering analysts覆盖分析师中位数
9.0
Per estimate, latest session每项预期,最新采集期
Left out (identity)未计入(身份)
4 vendor names unmatched个供应商名称未匹配names unmatched个名称未匹配
1,501 aliases with no effective date个别名无生效日期aliases undated个别名缺少日期

Revision breadth预期修正广度

Share of compared estimates that rose, fell or held at each session.每个采集期内,被比较的预期中上调、下调与不变的占比。

As of截至

Metric指标
  • Upgrades上调
  • Unchanged不变
  • Cuts下调

Each column is every estimate compared at that session.每一列代表该采集期内被比较的全部预期。

Last 12 of 54 compared sessions最近 12 个 / 共 54 个可比较采集期

Revision breadth by session for EPS, oldest to newest.EPS 各采集期修正广度,由早到晚。
  1. 2026-09-04: 106 upgrades (14%), 83 cuts (11%), 590 unchanged, of 779 compared.2026-09-04:上调 106(14%),下调 83(11%),不变 590,共比较 779。
  2. 2026-09-05: 106 upgrades (14%), 116 cuts (15%), 537 unchanged, of 759 compared.2026-09-05:上调 106(14%),下调 116(15%),不变 537,共比较 759。
  3. 2026-09-05: 112 upgrades (15%), 85 cuts (11%), 566 unchanged, of 763 compared.2026-09-05:上调 112(15%),下调 85(11%),不变 566,共比较 763。
  4. 2026-09-05: 119 upgrades (16%), 86 cuts (11%), 558 unchanged, of 763 compared.2026-09-05:上调 119(16%),下调 86(11%),不变 558,共比较 763。
  5. 2026-09-06: 79 upgrades (10%), 87 cuts (11%), 620 unchanged, of 786 compared.2026-09-06:上调 79(10%),下调 87(11%),不变 620,共比较 786。
  6. 2026-09-06: 110 upgrades (14%), 57 cuts (7%), 598 unchanged, of 765 compared.2026-09-06:上调 110(14%),下调 57(7%),不变 598,共比较 765。
  7. 2026-09-09: 149 upgrades (19%), 113 cuts (15%), 506 unchanged, of 768 compared.2026-09-09:上调 149(19%),下调 113(15%),不变 506,共比较 768。
  8. 2026-09-10: 82 upgrades (11%), 52 cuts (7%), 641 unchanged, of 775 compared.2026-09-10:上调 82(11%),下调 52(7%),不变 641,共比较 775。
  9. 2026-09-11: 97 upgrades (13%), 89 cuts (12%), 586 unchanged, of 772 compared.2026-09-11:上调 97(13%),下调 89(12%),不变 586,共比较 772。
  10. 2026-09-12: 114 upgrades (15%), 89 cuts (11%), 583 unchanged, of 786 compared.2026-09-12:上调 114(15%),下调 89(11%),不变 583,共比较 786。
  11. 2026-09-12: 104 upgrades (14%), 96 cuts (13%), 563 unchanged, of 763 compared.2026-09-12:上调 104(14%),下调 96(13%),不变 563,共比较 763。
  12. 2026-09-13: 122 upgrades (16%), 83 cuts (11%), 568 unchanged, of 773 compared.2026-09-13:上调 122(16%),下调 83(11%),不变 568,共比较 773。
  13. 2026-09-14: 139 upgrades (18%), 101 cuts (13%), 523 unchanged, of 763 compared.2026-09-14:上调 139(18%),下调 101(13%),不变 523,共比较 763。
  14. 2026-09-16: 146 upgrades (19%), 126 cuts (16%), 509 unchanged, of 781 compared.2026-09-16:上调 146(19%),下调 126(16%),不变 509,共比较 781。
  15. 2026-09-17: 137 upgrades (18%), 84 cuts (11%), 560 unchanged, of 781 compared.2026-09-17:上调 137(18%),下调 84(11%),不变 560,共比较 781。
  16. 2026-09-18: 114 upgrades (14%), 122 cuts (16%), 551 unchanged, of 787 compared.2026-09-18:上调 114(14%),下调 122(16%),不变 551,共比较 787。
  17. 2026-09-18: 85 upgrades (11%), 103 cuts (13%), 582 unchanged, of 770 compared.2026-09-18:上调 85(11%),下调 103(13%),不变 582,共比较 770。
  18. 2026-09-19: 134 upgrades (17%), 132 cuts (17%), 503 unchanged, of 769 compared.2026-09-19:上调 134(17%),下调 132(17%),不变 503,共比较 769。
  19. 2026-09-22: 115 upgrades (15%), 115 cuts (15%), 553 unchanged, of 783 compared.2026-09-22:上调 115(15%),下调 115(15%),不变 553,共比较 783。
  20. 2026-09-23: 108 upgrades (14%), 109 cuts (14%), 568 unchanged, of 785 compared.2026-09-23:上调 108(14%),下调 109(14%),不变 568,共比较 785。
  21. 2026-09-23: 152 upgrades (20%), 140 cuts (18%), 477 unchanged, of 769 compared.2026-09-23:上调 152(20%),下调 140(18%),不变 477,共比较 769。
  22. 2026-09-24: 92 upgrades (12%), 73 cuts (9%), 623 unchanged, of 788 compared.2026-09-24:上调 92(12%),下调 73(9%),不变 623,共比较 788。
  23. 2026-09-25: 95 upgrades (12%), 136 cuts (18%), 542 unchanged, of 773 compared.2026-09-25:上调 95(12%),下调 136(18%),不变 542,共比较 773。
  24. 2026-09-25: 92 upgrades (12%), 141 cuts (19%), 529 unchanged, of 762 compared.2026-09-25:上调 92(12%),下调 141(19%),不变 529,共比较 762。
  25. 2026-09-26: 179 upgrades (23%), 161 cuts (21%), 423 unchanged, of 763 compared.2026-09-26:上调 179(23%),下调 161(21%),不变 423,共比较 763。
  26. 2026-09-26: 166 upgrades (35%), 150 cuts (32%), 156 unchanged, of 472 compared.2026-09-26:上调 166(35%),下调 150(32%),不变 156,共比较 472。
  27. 2026-09-28: 127 upgrades (16%), 95 cuts (12%), 551 unchanged, of 773 compared.2026-09-28:上调 127(16%),下调 95(12%),不变 551,共比较 773。
  28. 2026-09-29: 112 upgrades (14%), 111 cuts (14%), 556 unchanged, of 779 compared.2026-09-29:上调 112(14%),下调 111(14%),不变 556,共比较 779。
  29. 2026-09-29: 134 upgrades (17%), 115 cuts (15%), 523 unchanged, of 772 compared.2026-09-29:上调 134(17%),下调 115(15%),不变 523,共比较 772。
  30. 2026-09-30: 81 upgrades (10%), 138 cuts (17%), 571 unchanged, of 790 compared.2026-09-30:上调 81(10%),下调 138(17%),不变 571,共比较 790。
  31. 2026-10-01: 107 upgrades (14%), 124 cuts (16%), 540 unchanged, of 771 compared.2026-10-01:上调 107(14%),下调 124(16%),不变 540,共比较 771。
  32. 2026-10-01: 92 upgrades (12%), 139 cuts (18%), 531 unchanged, of 762 compared.2026-10-01:上调 92(12%),下调 139(18%),不变 531,共比较 762。
  33. 2026-10-02: 117 upgrades (15%), 137 cuts (18%), 517 unchanged, of 771 compared.2026-10-02:上调 117(15%),下调 137(18%),不变 517,共比较 771。
  34. 2026-10-02: 80 upgrades (17%), 67 cuts (14%), 337 unchanged, of 484 compared.2026-10-02:上调 80(17%),下调 67(14%),不变 337,共比较 484。
  35. 2026-10-04: 195 upgrades (25%), 183 cuts (24%), 395 unchanged, of 773 compared.2026-10-04:上调 195(25%),下调 183(24%),不变 395,共比较 773。
  36. 2026-10-05: 131 upgrades (17%), 152 cuts (19%), 500 unchanged, of 783 compared.2026-10-05:上调 131(17%),下调 152(19%),不变 500,共比较 783。
  37. 2026-10-06: 147 upgrades (19%), 173 cuts (22%), 464 unchanged, of 784 compared.2026-10-06:上调 147(19%),下调 173(22%),不变 464,共比较 784。
  38. 2026-10-06: 178 upgrades (23%), 158 cuts (21%), 433 unchanged, of 769 compared.2026-10-06:上调 178(23%),下调 158(21%),不变 433,共比较 769。
  39. 2026-10-07: 170 upgrades (22%), 196 cuts (25%), 404 unchanged, of 770 compared.2026-10-07:上调 170(22%),下调 196(25%),不变 404,共比较 770。
  40. 2026-10-09: 130 upgrades (21%), 160 cuts (26%), 320 unchanged, of 610 compared.2026-10-09:上调 130(21%),下调 160(26%),不变 320,共比较 610。
  41. 2026-10-09: 34 upgrades (4%), 37 cuts (5%), 701 unchanged, of 772 compared.2026-10-09:上调 34(4%),下调 37(5%),不变 701,共比较 772。
  42. 2026-10-10: 178 upgrades (23%), 156 cuts (20%), 450 unchanged, of 784 compared.2026-10-10:上调 178(23%),下调 156(20%),不变 450,共比较 784。
  43. 2026-10-10: 156 upgrades (20%), 187 cuts (25%), 418 unchanged, of 761 compared.2026-10-10:上调 156(20%),下调 187(25%),不变 418,共比较 761。
  44. 2026-10-11: 173 upgrades (22%), 194 cuts (25%), 420 unchanged, of 787 compared.2026-10-11:上调 173(22%),下调 194(25%),不变 420,共比较 787。
  45. 2026-10-14: 214 upgrades (27%), 259 cuts (33%), 313 unchanged, of 786 compared.2026-10-14:上调 214(27%),下调 259(33%),不变 313,共比较 786。
  46. 2026-10-14: 198 upgrades (26%), 246 cuts (32%), 320 unchanged, of 764 compared.2026-10-14:上调 198(26%),下调 246(32%),不变 320,共比较 764。
  47. 2026-10-15: 199 upgrades (26%), 211 cuts (28%), 353 unchanged, of 763 compared.2026-10-15:上调 199(26%),下调 211(28%),不变 353,共比较 763。
  48. 2026-10-16: 238 upgrades (31%), 247 cuts (32%), 287 unchanged, of 772 compared.2026-10-16:上调 238(31%),下调 247(32%),不变 287,共比较 772。
  49. 2026-10-16: 227 upgrades (30%), 273 cuts (36%), 259 unchanged, of 759 compared.2026-10-16:上调 227(30%),下调 273(36%),不变 259,共比较 759。
  50. 2026-10-17: 252 upgrades (33%), 251 cuts (32%), 271 unchanged, of 774 compared.2026-10-17:上调 252(33%),下调 251(32%),不变 271,共比较 774。
  51. 2026-10-17: 228 upgrades (30%), 256 cuts (34%), 274 unchanged, of 758 compared.2026-10-17:上调 228(30%),下调 256(34%),不变 274,共比较 758。
  52. 2026-10-18: 157 upgrades (34%), 160 cuts (35%), 139 unchanged, of 456 compared.2026-10-18:上调 157(34%),下调 160(35%),不变 139,共比较 456。
  53. 2026-10-20: 149 upgrades (19%), 191 cuts (24%), 446 unchanged, of 786 compared.2026-10-20:上调 149(19%),下调 191(24%),不变 446,共比较 786。
  54. 2026-10-21: 167 upgrades (22%), 216 cuts (29%), 368 unchanged, of 751 compared.2026-10-21:上调 167(22%),下调 216(29%),不变 368,共比较 751。
Counts by session, newest first各采集期计数,最新在前
Session采集期 Upgrades上调 Cuts下调 Unchanged不变 Compared比较总数
2026-10-21 167 216 368 751
2026-10-20 149 191 446 786
2026-10-18 157 160 139 456
2026-10-17 228 256 274 758
2026-10-17 252 251 271 774
2026-10-16 227 273 259 759
2026-10-16 238 247 287 772
2026-10-15 199 211 353 763
2026-10-14 198 246 320 764
2026-10-14 214 259 313 786
2026-10-11 173 194 420 787
2026-10-10 156 187 418 761
2026-10-10 178 156 450 784
2026-10-09 34 37 701 772
2026-10-09 130 160 320 610
2026-10-07 170 196 404 770
2026-10-06 178 158 433 769
2026-10-06 147 173 464 784
2026-10-05 131 152 500 783
2026-10-04 195 183 395 773
2026-10-02 80 67 337 484
2026-10-02 117 137 517 771
2026-10-01 92 139 531 762
2026-10-01 107 124 540 771
2026-09-30 81 138 571 790
2026-09-29 134 115 523 772
2026-09-29 112 111 556 779
2026-09-28 127 95 551 773
2026-09-26 166 150 156 472
2026-09-26 179 161 423 763
2026-09-25 92 141 529 762
2026-09-25 95 136 542 773
2026-09-24 92 73 623 788
2026-09-23 152 140 477 769
2026-09-23 108 109 568 785
2026-09-22 115 115 553 783
2026-09-19 134 132 503 769
2026-09-18 85 103 582 770
2026-09-18 114 122 551 787
2026-09-17 137 84 560 781
2026-09-16 146 126 509 781
2026-09-14 139 101 523 763
2026-09-13 122 83 568 773
2026-09-12 104 96 563 763
2026-09-12 114 89 583 786
2026-09-11 97 89 586 772
2026-09-10 82 52 641 775
2026-09-09 149 113 506 768
2026-09-06 110 57 598 765
2026-09-06 79 87 620 786
2026-09-05 119 86 558 763
2026-09-05 112 85 566 763
2026-09-05 106 116 537 759
2026-09-04 106 83 590 779

A change is the session-over-session move in each security's average estimate, per metric and horizon. Unchanged means no move at the reported precision. The first capture, 2026-08-25, has no prior session, so 64 captures give 54 compared sessions. Answer rule: one side leads when it is more than 1.2 times the other.变动指每只证券在各指标与期限上的平均预期较上一采集期的变化。不变指在报告精度下无变化。首次采集(2026-08-25)没有上一期可比,因此 64 次采集对应 54 个可比较采集期。判断规则:一方超过另一方的 1.2 倍时视为占多。 A change is the session-over-session move in an estimate's average. 64 captures give 54 compared sessions. One side leads when it is more than 1.2 times the other.变动指某项预期平均值相对上一采集期的变化。64 次采集形成 54 个可比较采集期。一方超过另一方的 1.2 倍时视为占多。

Largest consensus moves预期变动最大

Latest session against the prior one, 2026-10-20 to 2026-10-21. Change in the average estimate.最新采集期与上一期对比(2026-10-20 至 2026-10-21),平均预期的变化。

Sorted by magnitude · descriptive按变动幅度排序 · 仅描述

Metric指标

Estimates raised most上调幅度最大

6 of 25 shown显示 6 / 共 25

Estimates cut most下调幅度最大

6 of 25 shown显示 6 / 共 25

Change = (latest − prior) ÷ |prior| of the average estimate. Rows with a prior of zero are left out (2 this session). Selecting a row opens it in the explorer.变动 =(最新 − 上期)÷ |上期|,基于平均预期。上期为零的行不计入(本期 2 行)。选择一行即可在查询区打开。 Values as captured; unit not recorded by the source数值按采集原样显示;来源未记录单位

Consensus explorer一致预期查询

One security's estimate path, session by session, with analyst coverage.单只证券逐期的预期路径及分析师覆盖。

As of截至

Ticker, e.g. MU. 1,508 matched securities.输入代码,如 MU。共 1,508 只已匹配证券。

Sessions captured已采集期数
—
Latest capture最近采集
—
Horizons with estimates有预期的期限数
—

From this session's largest moves来自本期变动最大的证券

Opened on KSS, the largest EPS move this session. The view is a record of what analysts published, not a forecast of the price.默认显示 KSS(本期 EPS 变动最大)。本视图记录分析师发布的预期,并非价格预测。

Metric指标
Horizon期限

Values as captured; unit not recorded by the source数值按采集原样显示;来源未记录单位

Selected session选定采集期
—
Average平均值
—
Median中位数
—
Low to high最低至最高
—
Analysts分析师
—
Average vs prior session平均值较上期
—

Covering analysts覆盖分析师 Analysts with an estimate at each session每个采集期给出预期的分析师人数

Use the arrow keys on the chart to move between sessions.在图表上使用方向键切换采集期。

Method and provenance方法与来源

Where these numbers come from, and what they must not be used for.这些数字的来源,以及不得用于的用途。

Rendered页面生成

What this is这是什么

Schemas, source file and sessions结构、源文件与采集期

A regenerated view of captured analyst estimates. Every render reads the observation file again; nothing on this page is kept as a record.对已采集分析师预期的重新生成视图。每次生成都会重新读取观测文件;本页内容不作为记录保存。

Page schema页面结构
expectation_surface.page.v1
Reader schema读取结构
k3e.declared_capture_inspection.v1
Source file源文件
data/revisions/expectation_observations.parquet
Source revision源版本
b394a98b
Latest session最新采集期
2026-10-21 05:10 UTC
Prior session上一采集期
2026-10-20 04:57 UTC

Decisions on record已记录决定

2 decisions that shape this page影响本页的 2 项决定
DEC:ITP-R1-COMPLETE-DEGRADED-2026-10-07

Identity is accepted as partly matched. Vendor names without a matched security, and aliases without an effective date, stay out of every count until they are resolved.身份按部分匹配接受。未匹配到证券的供应商名称及缺少生效日期的别名,在解决前不计入任何计数。

DEC:ITP-R5-NO-DURABLE-APPEND-2026-10-07

The page is rebuilt from source at every render. It is never appended to a ledger, store or queue.本页每次生成时都从源数据重建,从不追加到任何账本、存储或队列。

What this is not这不是什么

Uses this page rules out本页排除的用途
  • Not a ranking of securities不是证券排名
  • Not a screen, gate or filter for decisions不是决策筛选、门槛或过滤条件
  • Not position sizing or capital allocation不是仓位规模或资金分配
  • Not a trade cue or a price forecast不是交易提示或价格预测
Set on every emitted record每条输出记录均设置 financial_influence: falsek3e_admissible: false
Read the research program阅读研究项目说明

Rendered页面生成