Analyst Ratings Totals

The ratings data type returns the cumulative analyst stock ratings per month for a company. This is the sum total of ratings for all analysts/brokers that cover the stock.

=SF(symbol, "ratings", metrics, date, 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.

• metrics 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., "buy&sell&hold".

• date is a string in ISO format and can either be just the year (e.g. "2020") or the year and month (e.g. "2020-01"). Other options include latest which returns the most recent month's analyst totals or all which returns the same result as not inputting a date at all.

• options adjusts the formatting of the output. Available options include: "NH" for no header rows and "-" for reversing the output. You can chain together as many options as you'd like using &, e.g., "NH&-".

The Ratings metrics options are:

• All ("all")

• Date ("date")

• Buy ("buy")

• Sell ("sell")

• Hold ("hold")

• Strong Buy ("strongBuy")

• Strong Sell ("strongSell")

Examples

Example 1 - Latest ratings total of a specific rating type

=SF("AAPL", "ratings", "buy", "latest")

Note here that the return is a single data point with no table/headers as both the metrics and date have been fully specified resulting in a single data point returned.

Example 2 - All

=SF("AAPL", "ratings")

Example 3 - Filter by rating type

=SF("AAPL", "ratings", "buy")

Example 4 - Filter by date

=SF("AAPL", "ratings", "", "2020")

Example 5 - Filter by type and date

=SF("AAPL", "ratings", "buy", "2020")

Example 6 - Filter by type and date (with month)

=SF("AAPL", "ratings", "buy", "2020-01")

Note here that the return is a single data point with no table/headers as both the metrics and date have been fully specified resulting in a single data point returned.