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Peer Earnings Shock Propagation

Updated dailyData needs: highlong onlyshort onlylong short
paper
2010
Source
Menzly-Ozbas 2010 JF -- Market Segmentation and Cross-predictability of Returns.
Read the paper β†’

In plain terms

When a TNIC competitor beats (or misses) earnings, the focal stock tends to drift in the same direction before its own announcement.

How it works

Earnings surprises at TNIC peers propagate to the focal ticker before its own announcement. Positive peer surprises predict upward price drift in the focal stock; negative shocks predict downward drift. The effect is largest when the peer is a close TNIC competitor.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Earnings history

    A data feed this strategy reads, refreshed on its normal schedule.

  • Tnic peers

    Hoberg-Phillips text-based industry classification peer lists (annual).

Expected edge

Reported return
~2% 10-day abnormal return
Tested over
1980-2004 (Menzly-Ozbas)

Peer earnings surprise propagation: ~2% 10-day return in high-similarity pairs.

Related families

Explore Peer Earnings Shock Propagation on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more