| name | earnings-preview |
| description | Pre-earnings analysis: consensus estimates, key metrics to watch, bull/base/bear scenarios |
| license | Derived from anthropics/financial-services-plugins (Apache-2.0). Modified for langalpha. |
Earnings Preview
description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Workflow
Step 1: Gather Context
- Identify the company and reporting quarter
- Use
get_company_overview tool — includes earnings history (actual vs estimate), analyst consensus, price targets, rating distribution
- Use
get_daily_prices tool for recent price history and to identify the earnings date window
- Use
get_sec_filing tool — auto-attaches earnings call transcript for 10-K/10-Q filings (review prior quarter for guidance or commentary)
- Use
WebSearch / WebFetch for recent news and sentiment heading into earnings
Step 2: Key Metrics Framework
Build a "what to watch" framework specific to the company:
Financial Metrics:
- Revenue vs. consensus (total and by segment)
- EPS vs. consensus
- Margins (gross, operating, net) — expanding or contracting?
- Free cash flow
- Forward guidance vs. consensus
(sector-specific):
