Guidance

Get forward guidance

curl --request GET \
  --url https://api.financialdatasets.ai/kpi/guidance \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://api.financialdatasets.ai/kpi/guidance', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.financialdatasets.ai/kpi/guidance",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://api.financialdatasets.ai/kpi/guidance"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://api.financialdatasets.ai/kpi/guidance")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "kpi_guidance": [
    {
      "ticker": "DAL",
      "metric_name": "Operating Margin",
      "period": "Q2 2026",
      "value": 123,
      "unit": "%",
      "segment": "<string>",
      "low": 6,
      "high": 8,
      "point_estimate": 123,
      "prior_value": 123,
      "raw_text": "<string>",
      "change_direction": "initiated",
      "source_text": "<string>",
      "source_url": "<string>"
    }
  ],
  "next_page_url": "<string>"
}

{
  "error": "Bad Request",
  "message": "Invalid request parameters"
}

{
  "error": "Unauthorized",
  "message": "Invalid API key provided"
}

GET

kpi

guidance

Get forward guidance

curl --request GET \
  --url https://api.financialdatasets.ai/kpi/guidance \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://api.financialdatasets.ai/kpi/guidance', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.financialdatasets.ai/kpi/guidance",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://api.financialdatasets.ai/kpi/guidance"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://api.financialdatasets.ai/kpi/guidance")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "kpi_guidance": [
    {
      "ticker": "DAL",
      "metric_name": "Operating Margin",
      "period": "Q2 2026",
      "value": 123,
      "unit": "%",
      "segment": "<string>",
      "low": 6,
      "high": 8,
      "point_estimate": 123,
      "prior_value": 123,
      "raw_text": "<string>",
      "change_direction": "initiated",
      "source_text": "<string>",
      "source_url": "<string>"
    }
  ],
  "next_page_url": "<string>"
}

{
  "error": "Bad Request",
  "message": "Invalid request parameters"
}

{
  "error": "Unauthorized",
  "message": "Invalid API key provided"
}

Overview

The KPI Guidance API returns structured forward guidance extracted from earnings releases. Guidance is delivered as ranges (low/high), point estimates, or directional signals. Examples: operating margin guidance of 6-8%, EPS guidance of

1.00-

1.50, capacity growth of flat YoY, fuel price assumptions, FFO per share outlook.

Coverage

Tickers	Years of Coverage	Updated
600+	3+ years	Within 10 seconds

Available Tickers

You can fetch a list of available tickers with a GET request to: https://api.financialdatasets.ai/kpi/guidance/tickers/

Getting Started

Add your API key to the header of the request as X-API-KEY.
Add the required query param ticker.
Execute the API request.

Filtering the Data

Parameter	Required	Description
`ticker`	Yes	Stock ticker symbol (e.g., `DAL`, `PLD`)
`metric_name`	No	Filter to a specific metric
`period`	No	`quarterly` (default) or `annual`
`report_period_gte`	No	Only return guidance on or after this date (`YYYY-MM-DD`)
`report_period_lte`	No	Only return guidance on or before this date (`YYYY-MM-DD`)
`limit`	No	Number of periods to return (default: 4, max: 50)

Example

KPI Guidance

import requests

headers = {
    "X-API-KEY": "your_api_key_here"
}

ticker = "DAL"
url = f"https://api.financialdatasets.ai/kpi/guidance?ticker={ticker}"

response = requests.get(url, headers=headers)
data = response.json()
kpi_guidance = data["kpi_guidance"]

Example Response

{
  "kpi_guidance": [
    {
      "ticker": "DAL",
      "metric_name": "Operating Margin",
      "unit": "%",
      "period": "Q2 2026",
      "period_type": "quarterly",
      "low": 6.0,
      "high": 8.0,
      "change_direction": "initiated",
      "source_text": "Operating margin guidance of 6-8%",
      "source_url": "https://www.sec.gov/Archives/..."
    },
    {
      "ticker": "DAL",
      "metric_name": "Earnings Per Share",
      "unit": "dollars",
      "period": "Q2 2026",
      "period_type": "quarterly",
      "low": 1.0,
      "high": 1.5,
      "change_direction": "initiated",
      "source_text": "Earnings per share of $1.00-$1.50",
      "source_url": "https://www.sec.gov/Archives/..."
    }
  ]
}

Response Fields

Field	Type	Description
`low`	number	Low end of the guidance range
`high`	number	High end of the guidance range
`point_estimate`	number	Single-point guidance (when no range is given)
`prior_value`	number	Prior guidance value (for revisions)
`change_direction`	string	Direction of guidance: `raised`, `lowered`, `maintained`, `initiated`, `withdrawn`
`raw_text`	string	Original guidance text from the filing

Notes

Guidance periods are forward-looking (e.g., Q2 2026 guidance reported in a Q1 2026 filing).
The source_url links directly to the source document with text highlighting when available.

Authorizations

X-API-KEY

string

header

required

API key for authentication.

Query Parameters

ticker

string

required

The ticker symbol.

metric_name

string

Filter to a specific metric.

period

enum<string>

default:quarterly

Filter by period type: quarterly or annual.

Available options:

quarterly,

annual

report_period_gte

string<date>

Only return guidance on or after this date (YYYY-MM-DD).

report_period_lte

string<date>

Only return guidance on or before this date (YYYY-MM-DD).

limit

integer

default:4

Number of periods to return. This is the total across all pages, not a page size: each page holds up to 10 records, linked by next_page_url.

Required range: x <= 50

cursor

string

Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.

Response

Guidance response

kpi_guidance

object[]

Show child attributes

next_page_url

string

Absolute URL of the next page of results. Present only when more results remain; request it as-is to continue. Each page holds up to 10 records.

Overview

Integrations

Datasets

Guides

Overview

Coverage

Available Tickers

Getting Started

Filtering the Data

Example

Example Response

Response Fields

Notes

Authorizations

Query Parameters

Response

​Overview

​Coverage

​Available Tickers

​Getting Started

​Filtering the Data

​Example

​Example Response

​Response Fields

​Notes

Authorizations

Query Parameters

Response

Overview

Coverage

Available Tickers

Getting Started

Filtering the Data

Example

Example Response

Response Fields

Notes