Analyst Report

AnalystReportSEC

A document produced by an investment analyst containing a rating, price target, and qualitative assessment of a security or issuer.

Datasets representing this concept

1 dataset

Dataset	Role	Pure
analyst_report	primary	Pure Model ->

Pure Class

FIBO-grounded class definition for this concept: properties, multiplicities, and source-column annotations. Per-dataset Mapping and Table blocks live on each dataset's Pure Model tab.

<<Lineage.objectBacked>>
{Lineage.objectPath = 'research/reports/{ticker}/{report_id}', Lineage.fiboModule = 'SEC', Lineage.fiboConcept = 'AnalystReport', Lineage.datasetTitle = 'Analyst Reports', Lineage.mediaTypes = 'application/pdf'}
// Investment research reports produced by sell-side and buy-side analysts, covering ratings, price targets, and qualitative assessments of covered securities.
Class fibo::sec::AnalystReport
{
    // Identifier: Unique identifier for the analyst report.
    reportId : String[1];
    // TickerSymbol: Exchange ticker of the covered security.
    ticker : String[1];
    // PartyInRole: Name of the analyst who authored the report.
    analyst : String[1];
    // AsOfDate: Date and time the report was published.
    publishedAt : DateTime[1];
    // Classification: Analyst rating: BUY, HOLD, SELL, or UNDERPERFORM.
    rating : String[0..1];
    // MonetaryAmount: Analyst 12-month price target for the covered security.
    priceTarget : Decimal[0..1];
}