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Surprise Price Reaction Confirmation

Updated dailyData needs: mediumlong onlyshort onlylong short
paper
1996
Source
Womack 1996 JF -- Do Brokerage Analysts' Recommendations Have Investment Value?
Read the paper β†’

In plain terms

When the market's immediate price reaction to an earnings surprise is large and aligned, the subsequent drift is more reliable.

How it works

The magnitude of the immediate price reaction to an earnings surprise is predictive of subsequent drift. A large initial price move relative to the surprise size signals that the market is updating aggressively, selecting for tickers where the drift is likely to persist rather than reverse.

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.

Expected edge

Tested over
1989-1991 (Womack)

Price-reaction-confirmed surprises earn 3-5% more drift over 60 days than unconfirmed surprises.

Related families

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