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Every fiscal quarter, companies hold earnings calls in which company executives respond to questions from analysts. After these calls, analysts often change their price target recommendations, which are used in equity research reports to…

Computation and Language · Computer Science 2019-06-25 Katherine A. Keith , Amanda Stent

Earnings calls influence stock prices and are traditionally analyzed using sentiment and linguistic traces. Our research introduces a "Topic-Switching Index," a novel metric quantified through the transformer model FinBERT, to measure…

Computational Engineering, Finance, and Science · Computer Science 2023-09-12 Xuan Zhou , Yushen Huang

We develop a novel technique to extract credit-relevant information from the text of quarterly earnings calls. This information is not spanned by fundamental or market variables and forecasts future credit spread changes. One reason for…

General Finance · Quantitative Finance 2023-09-12 Harry Mamaysky , Yiwen Shen , Hongyu Wu

We utilize FinBERT, a domain-specific transformer model, to parse 6.5 million sentences from 16,428 S&P 500 quarterly earnings call transcripts (2015-2025) and demonstrate that post-earnings stock returns are not equally affected by all…

Trading and Market Microstructure · Quantitative Finance 2026-04-16 Karmanpartap Singh Sidhu , Junyi Fan , Maryam Pishgar

Armed with a decade of social media data, I explore the impact of investor emotions on earnings announcements. In particular, I test whether the emotional content of firm-specific messages posted on social media just prior to a firm's…

Portfolio Management · Quantitative Finance 2020-06-29 Domonkos F. Vamossy

Financial market analysis has focused primarily on extracting signals from accounting, stock price, and other numerical hard data reported in P&L statements or earnings per share reports. Yet, it is well-known that the decision-makers…

Statistical Finance · Quantitative Finance 2022-03-24 Sourav Medya , Mohammad Rasoolinejad , Yang Yang , Brian Uzzi

Predicting corporate earnings surprises is a profitable yet challenging task, as accurate forecasts can inform significant investment decisions. However, progress in this domain has been constrained by a reliance on expensive, proprietary,…

Multimedia · Computer Science 2025-10-07 Dong Shu , Yanguang Liu , Huopu Zhang , Mengnan Du

The literature often employs moment-based earnings risk measures like variance, skewness, and kurtosis. However, under heavy-tailed distributions, these moments may not exist in the population. Our empirical analysis reveals that population…

Econometrics · Economics 2024-02-20 Silvia Sarpietro , Yuya Sasaki , Yulong Wang

We create a firm-level ChatGPT investment score, based on conference calls, that measures managers' anticipated changes in capital expenditures. We validate the score with interpretable textual content and its strong correlation with CFO…

Computational Finance · Quantitative Finance 2025-02-04 Manish Jha , Jialin Qian , Michael Weber , Baozhong Yang

Senders of messages prefer to communicate uncertainty verbally (e.g., something is likely to happen) rather than numerically (such as 75%), leaving receivers with imprecise information. While it is well established that receivers translate…

General Economics · Economics 2026-05-21 Robin Bodenberger , Kirsten Thommes

Earnings conference calls are significant information events for volatility forecasting, which is essential for financial risk management and asset pricing. Although some recent volatility forecasting models have utilized the textual…

Computation and Language · Computer Science 2022-08-18 Yunxin Sang , Yang Bao

We conduct a tone-based event study to examine the aggregate abnormal tone dynamics in media articles around earnings announcements. We test whether they convey incremental information that is useful for price discovery for nonfinancial S&P…

General Finance · Quantitative Finance 2023-04-17 David Ardia , Keven Bluteau , Kris Boudt

Large Language Models have spread rapidly since the release of ChatGPT in late 2022, accompanied by claims of major productivity gains but also concerns about job displacement. This paper examines the short-run labor market effects of LLM…

General Economics · Economics 2025-09-22 Danqing Chen , Carina Kane , Austin Kozlowski , Nadav Kunievsky , James A. Evans

Earnings calls represent a uniquely rich and semi-structured source of financial communication, blending scripted managerial commentary with unscripted analyst dialogue. Although recent advances in financial sentiment analysis have…

Computation and Language · Computer Science 2025-09-05 Alejandro Álvarez Castro , Joaquín Ordieres-Meré

This paper investigates whether large language models (LLMs) can improve cross-sectional momentum strategies by extracting predictive signals from firm-specific news. We combine daily U.S. equity returns for S&P 500 constituents with…

Portfolio Management · Quantitative Finance 2025-10-31 Nikolas Anic , Andrea Barbon , Ralf Seiz , Carlo Zarattini

This paper examines the effect of macroeconomic news announcements (MNA) on the stock market. Stocks exhibit a strong positive response to major MNA: 1 standard deviation of MNA surprise causes 11-25 bps higher returns. This response is…

Pricing of Securities · Quantitative Finance 2022-12-12 Mykola Pinchuk

As large language models (LLMs) become integral to diverse applications, ensuring their reliability under varying input conditions is crucial. One key issue affecting this reliability is order sensitivity, wherein slight variations in the…

Computation and Language · Computer Science 2025-05-12 Bryan Guan , Tanya Roosta , Peyman Passban , Mehdi Rezagholizadeh

Large language models (LLMs) exhibited powerful capability in various natural language processing tasks. This work focuses on exploring LLM performance on zero-shot information extraction, with a focus on the ChatGPT and named entity…

Computation and Language · Computer Science 2023-10-17 Tingyu Xie , Qi Li , Jian Zhang , Yan Zhang , Zuozhu Liu , Hongwei Wang

Corporate earnings announcements unpack large bundles of public information that should, in efficient markets, trigger jumps in stock prices. Testing this implication is difficult in practice, as it requires noisy high-frequency data from…

Econometrics · Economics 2026-01-16 Kim Christensen , Allan Timmermann , Bezirgen Veliyev

We investigate the effectiveness of large language models (LLMs), including reasoning-based and non-reasoning models, in performing zero-shot financial sentiment analysis. Using the Financial PhraseBank dataset annotated by domain experts,…

Computation and Language · Computer Science 2025-06-06 Dimitris Vamvourellis , Dhagash Mehta
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