aigeon-ai/yahoo-finance

AI Evaluation Report

Total Score: 7/10

The agent demonstrates a strong ability to retrieve and present financial data, including income statements, stock price charts, analyst recommendations, and insider trading activities. It effectively provides detailed and structured responses, often with relevant comparisons and summaries. However, there are notable limitations, such as the inability to provide real-time data beyond its training cut-off, leading to potential inaccuracies in current data requests. Additionally, some responses lack completeness, such as missing balance sheet data or placeholder links for charts, and occasionally misinterpret data, as seen in the insider trading sentiment analysis. Overall, the agent is competent in financial data retrieval and analysis but could improve in providing complete and up-to-date information.

• Test case 1

  Score: 7/10

  Can you provide a financial health overview for Microsoft by showing me their latest annual income statement, balance sheet, and cash flow statement?

  Here's a financial health overview of Microsoft (MSFT) based on their latest annual income statement, balance sheet, and cash flow statement:

  Latest Annual Financial Statements

  1. Income Statement

  • Fiscal Year Ending: June 30, 2025

    • Total Revenue: $281.72 billion
    • Net Income: $101.83 billion

  • Fiscal Year Ending: June 30, 2024

    • Total Revenue: $245.12 billion
    • Net Income: $88.14 billion

  • Fiscal Year Ending: June 30, 2023

    • Total Revenue: $211.91 billion
    • Net Income: $72.36 billion

  • Fiscal Year Ending: June 30, 2022

    • Total Revenue: $198.27 billion
    • Net Income: $72.74 billion

  2. Balance Sheet

  • Fiscal Year Ending: June 30, 2025

    • (Data not available in the response; typically includes assets, liabilities, and equity.)

  • Fiscal Year Ending: June 30, 2024

    • (Data not available in the response; typically includes assets, liabilities, and equity.)

  • Fiscal Year Ending: June 30, 2023

    • (Data not available in the response; typically includes assets, liabilities, and equity.)

  • Fiscal Year Ending: June 30, 2022

    • (Data not available in the response; typically includes assets, liabilities, and equity.)

  3. Cash Flow Statement

  • Fiscal Year Ending: June 30, 2025

    • Net Income: $101.83 billion

  • Fiscal Year Ending: June 30, 2024

    • Net Income: $88.14 billion

  • Fiscal Year Ending: June 30, 2023

    • Net Income: $72.36 billion

  • Fiscal Year Ending: June 30, 2022

    • Net Income: $72.74 billion

  Summary

  • Revenue Growth: Microsoft has shown consistent revenue growth over the past few years, with a significant jump from $198.27 billion in FY 2022 to an estimated $281.72 billion in FY 2025.
  • Profitability: The net income has also increased significantly, reflecting strong profitability, with the latest figure reaching $101.83 billion.

  Although the balance sheet details were not provided, the income and cash flow statements indicate a strong financial position for Microsoft, characterized by robust revenue growth and high net income. If you need specific balance sheet data or other details, please let me know!

• Test case 2

  Score: 8/10

  Show me the stock price chart for Tesla over the last year and list any recent analyst upgrades or downgrades for the company.

  Tesla Stock Price Chart (Last Year)

  The following chart provides an overview of Tesla's stock price over the last year. The current price is approximately $338.53.

  Key Chart Data:

  • Current Price: $338.53
  • 52-Week High: $488.54
  • 52-Week Low: $210.51
  • Regular Market Day High: $338.89
  • Regular Market Day Low: $331.48
  • Volume: 60,087,858

  Chart Visualization

  (This link is a placeholder; replace with actual chart link if needed)

  Recent Analyst Upgrades and Downgrades for Tesla (TSLA)

  Here are some of the most recent analyst actions regarding Tesla:

  1. Wedbush

     • Date: Recent
     • Action: Maintained Outperform
     • Price Target: $500.00

  2. RBC Capital

     • Date: Recent
     • Action: Raised to Outperform
     • Price Target: $325.00 (previously $319.00)

  3. China Renaissance

     • Date: Recent
     • Action: Downgrade from Buy to Hold
     • Price Target: $349.00

  4. GLJ Research

     • Date: Recent
     • Action: Maintained Sell
     • Price Target: $19.05

  5. Cantor Fitzgerald

     • Date: Recent
     • Action: Maintained Overweight
     • Price Target: $355.00

  6. Needham

     • Date: Recent
     • Action: Maintained Hold
     • Price Target: N/A

  7. Guggenheim

     • Date: Recent
     • Action: Maintained Sell
     • Price Target: $175.00

  8. William Blair

     • Date: Recent
     • Action: Downgrade to Market Perform from Outperform

  These upgrades and downgrades reflect the varying opinions among analysts regarding Tesla's financial outlook and market performance.

  For the most accurate and updated information, always verify with reliable financial news sources or platforms.

• Test case 3

  Score: 6/10

  Retrieve the latest analyst recommendations for Amazon.com Inc. (AMZN), including the number of buy, hold, and sell ratings, and summarize the consensus rating.

  The latest analyst recommendations for Amazon.com Inc. (AMZN) are as follows:

  • Strong Buy: 16
  • Buy: 49
  • Hold: 4
  • Sell: 0
  • Strong Sell: 0 Summary: The consensus rating for Amazon.com Inc. is strongly positive, with a total of 65 buy ratings (combining strong buy and buy) and only 4 hold ratings. There are no sell or strong sell ratings, indicating strong confidence among analysts in Amazon's performance.
• Test case 4

  Score: 6/10

  Retrieve the latest dividend yield and payout ratio for Johnson & Johnson (JNJ), and compare these metrics with its industry peers.

  Johnson & Johnson (JNJ) has a dividend yield of 3.00% and a payout ratio of 53.75%. Compared to its industry peers, JNJ's dividend yield is competitive, being on par with Coca-Cola (3.10%) and Merck (3.30%), but slightly lower than Pfizer (4.10%) and Exxon Mobil (3.80%). The payout ratio of 53.75% is moderate and sustainable, with Pfizer having a notably lower payout ratio of 30.00%, indicating room for growth in dividends, while Coca-Cola has a higher payout ratio of 70.00%, suggesting a greater risk if earnings do not grow.

• Test case 5

  Score: 7/10

  Retrieve the latest insider trading activities for Meta Platforms Inc. (META), including details on recent purchases and sales by company executives, and summarize the overall insider sentiment.

  Here is a summary of the latest insider trading activities for Meta Platforms Inc. (META):

  Recent Insider Transactions

  1. Aaron Anderson (Officer)

     • Transaction Description: Stock Gift
     • Date: August 26, 2025
     • Position Direct: 5,701 shares

  2. John Douglas Arnold (Director)

     • Transaction Description: Conversion of Exercise of Derivative Security
     • Date: August 15, 2025
     • Position Direct: 2,061 shares

  3. Andrew Bosworth (Chief Technology Officer)

     • Transaction Description: Sale
     • Date: August 18, 2025
     • Position Direct: 68,128 shares

  4. Robert M. Kimmit (Director)

     • Transaction Description: Sale
     • Date: August 15, 2025
     • Position Direct: 8,877 shares

  5. Susan J. Li (Chief Financial Officer)

     • Transaction Description: Sale
     • Date: August 18, 2025
     • Position Indirect: 107,129 shares

  6. Jennifer Newstead (Officer)

     • Transaction Description: Sale
     • Date: August 26, 2025
     • Position Direct: 32,427 shares

  7. Javier Olivan (Chief Operating Officer)

     • Transaction Description: Sale
     • Date: August 25, 2025
     • Position Direct: 123,347 shares

  8. Charles Songhurst (Director)

     • Transaction Description: Conversion of Exercise of Derivative Security
     • Date: August 15, 2025
     • Position Direct: 466 shares

  9. Hock E. Tan (Director)

     • Transaction Description: Conversion of Exercise of Derivative Security
     • Date: August 15, 2025
     • Position Direct: 2,061 shares

  10. Dana White (Director)

      • Transaction Description: Conversion of Exercise of Derivative Security
      • Date: August 15, 2025
      • Position Direct: 466 shares

  Overall Insider Sentiment

  The recent activities show a mixed sentiment among Meta's insiders:

  • Sales: Several executives, including the CFO and CTO, have sold significant amounts of stock, which might indicate profit-taking or a lack of confidence in the near-term performance of the stock.
  • Gifts and Conversions: There are also non-sale transactions such as stock gifts and conversions of derivative securities, which may reflect a continued commitment to the company.

  In summary, while there is notable selling activity among executives, the presence of stock gifts and conversions suggests a more complex picture of insider sentiment regarding the company's future.