Price Target Summary

Price Target Summary

Retrieve aggregated analyst price target data across multiple timeframes using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify the Stock

Determine the ticker symbol for the company you want to analyze (e.g., AAPL, MSFT, GOOGL).

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Retrieve the analysts' price-target summary for the stock symbol <TICKER>.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve the analysts' price-target summary for the stock symbol AAPL."
  }
}

3. Expected Output

The agent returns price target data across timeframes:

Key Insights: Trend analysis comparing timeframes

Data Sources: octagon-stock-data-agent (aggregating StreetInsider, TheFly, Benzinga, etc.)

4. Interpret Results

See references/interpreting-results.md for guidance on:

• Analyzing target trends
• Calculating upside/downside potential
• Understanding analyst coverage
• Evaluating consensus strength

Example Queries

Basic Query:

Retrieve the analysts' price-target summary for the stock symbol AAPL.

With Current Price Context:

What are the analyst price targets for TSLA compared to its current price?

Trend Focus:

How have analyst price targets for NVDA changed over the past year?

Coverage Analysis:

How many analysts cover Microsoft and what are their price targets?

Range Request:

What are the highest and lowest analyst price targets for AMZN?

Understanding Price Targets

What Price Targets Represent

Types of Price Targets

Timeframe Analysis

Understanding Timeframes

Trend Interpretation

Calculating Potential

Upside/Downside

Upside = (Target Price - Current Price) / Current Price × 100%

Example Calculation

• Current Price: $270.01
• Average Target: $312.80
• Upside: ($312.80 - $270.01) / $270.01 = 15.8%

Interpreting Potential

Analyst Coverage

Coverage Levels

Coverage Implications

Consensus Strength

Evaluating Consensus

Standard Deviation

Target Revisions

Revision Trends

Revision Triggers

Data Sources

Common Publishers

Source Considerations

Common Use Cases

Investment Decision

Should I buy AAPL based on analyst targets?

Valuation Check

Is MSFT overvalued relative to analyst expectations?

Sentiment Tracking

How has analyst sentiment on GOOGL changed this year?

Peer Comparison

Compare analyst targets for major cloud stocks.

Analysis Tips

1. Compare to current price: Calculate upside/downside potential.

2. Track trend direction: Rising or falling targets over time.

3. Consider coverage: More analysts = more reliable consensus.

4. Check range: Tight = agreement, wide = uncertainty.

5. Time weight: Recent targets more relevant.

6. Use with fundamentals: Targets are opinions, not facts.

Integration with Other Skills

Price Target Summary Skill

Retrieve analysts' price target summary with trends across timeframes using the Octagon MCP server.

Installation

npx skills add OctagonAI/skills --skill price-target-summary

<details> <summary>bun</summary>

bunx skills add OctagonAI/skills --skill price-target-summary

</details>

<details> <summary>pnpm</summary>

pnpm dlx skills add OctagonAI/skills --skill price-target-summary

</details>

What This Skill Does

This skill retrieves price target trends:

• Current consensus target
• Target changes over time
• High/low target ranges
• Analyst count and revisions

Example Usage

Retrieve analyst price target summary and trends for AAPL

---

Octagon MCP Setup

This skill requires the Octagon MCP server to be configured in your AI agent.

Get Your API Key

1. Sign up at Octagon 2. Navigate to API Keys from the left menu 3. Generate and save your API key

Configure Cursor

1. Open Cursor Settings → Features > MCP Servers 2. Click + Add New MCP Server 3. Enter:

• Name: octagon-mcp
• Type: command
• Command: env OCTAGON_API_KEY=<your-api-key> npx -y octagon-mcp

Windows: cmd /c "set OCTAGON_API_KEY=<your-api-key> && npx -y octagon-mcp"

Configure Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Documentation

• Octagon Docs
• Octagon MCP GitHub

Interpreting Price Target Summary Results

Reading the Output

The octagon-agent returns price target data across multiple timeframes:

Understanding the Data

Key Components

Data Sources

Targets aggregated from:

• StreetInsider
• TheFly
• Benzinga
• Investment bank research
• Independent analysts

Analyzing Trends

Timeframe Comparison

Trend Patterns

Example Analysis

From the AAPL data:

• Last Month: $305.72
• Last Quarter: $312.80 (highest)
• Last Year: $282.91
• All Time: $219.71

Interpretation: Strong upward trend, with most recent quarter showing peak optimism. The all-time average is significantly lower, indicating substantial appreciation in expectations.

Calculating Upside/Downside

Basic Formula

Potential = (Target - Current Price) / Current Price × 100%

Using Different Targets

Example Calculation

If AAPL trades at $270.01:

Evaluating Analyst Coverage

Coverage Levels

Coverage Trends

Consensus Strength

Indicators of Strong Consensus

Range Analysis

If you have high and low targets:

Spread = (High - Low) / Average × 100%

Revision Analysis

Reading Revision Trends

Catalyst Impact

Comparing to Current Price

Position Analysis

Time Consideration

Red Flags

Warning Signs

1. Few analysts - Limited coverage, less reliable 2. Wide range - High disagreement 3. Stale targets - Old data, may be outdated 4. Rapid downgrades - Deteriorating outlook 5. Price above all targets - Potential overvaluation 6. Declining coverage - Reduced institutional interest

Data Quality Issues

Practical Application

Investment Decision Framework

Risk Adjustment

Next Steps After Analysis

Additional Research

Related Skills

Octagon MCP Setup

Get Your Octagon API Key

1. Sign up for a free account at Octagon 2. After logging in, from left menu, navigate to API Keys 3. Generate a new API key 4. Save the key securely - you'll need it for configuration

Prerequisites

Before installing or running Octagon MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS)

1. Install Homebrew (if you don't have it):

   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"

2. Install Node.js (includes npm and npx):

   brew install node

3. Verify installation:

   node -v
   npm -v
   npx -v

Windows

1. Download the Node.js installer:

• Go to https://nodejs.org/ and download the LTS version for Windows.

2. Run the installer and follow the prompts. This will install Node.js, npm, and npx. 3. Verify installation: Open Command Prompt and run:

   node -v
   npm -v
   npx -v

If you see version numbers for all three, you are ready to proceed.

Configure Cursor

1. Open Cursor Settings 2. Go to Features > MCP Servers 3. Click + Add New MCP Server 4. Enter:

• Name: octagon-mcp
• Type: command
• Command: env OCTAGON_API_KEY=<your-api-key> npx -y octagon-mcp

Replace <your-api-key> with your actual Octagon API key.

Windows users: Use this command format instead:

cmd /c "set OCTAGON_API_KEY=<your-api-key> && npx -y octagon-mcp"

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon MCP when appropriate. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

Configure Claude Desktop

1. Open Claude Desktop 2. Go to Settings > Developer > Edit Config 3. Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

4. Restart Claude for the changes to take effect

Configure Windsurf

Add this to your ./codeium/windsurf/model_config.json:

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Verify Setup

1. Refresh the MCP server list 2. The octagon-agent tool should appear in available tools 3. Test with a simple query:

   Retrieve the analysts' price-target summary for the stock symbol AAPL

Available Tools

Troubleshooting

API Key Issues: Verify the key is correctly set in the command string with no extra spaces.

Connection Issues: Ensure you have internet connectivity and the Octagon API is accessible.

Rate Limiting: Reduce query frequency if encountering rate limit errors.

Documentation

Full documentation: https://docs.octagonagents.com