Are Financial Analysts' Earnings Forecasts Rational?

Prior studies provide conflictive findings of rational expectation tests on financial analysts forecasts based on different assumptions of loss function. Most studies using the ordinary least squares (OLS) regression tests which implicitly assume analysts face a quadratic loss function document that...

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Main Author: Wu, Chun Hua
Format: Dissertation (University of Nottingham only)
Language:English
Published: 2008
Online Access:https://eprints.nottingham.ac.uk/22426/
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author Wu, Chun Hua
author_facet Wu, Chun Hua
author_sort Wu, Chun Hua
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description Prior studies provide conflictive findings of rational expectation tests on financial analysts forecasts based on different assumptions of loss function. Most studies using the ordinary least squares (OLS) regression tests which implicitly assume analysts face a quadratic loss function document that financial analysts do not incorporate information rationally when they form their forecasts. In contrast, other recent studies argue that financial analysts actually face a linear loss function and find no economic evidence of analysts forecasts irrationality based on the least absolute deviation (LAD) regression that implicitly assume a linear loss function. This paper re-examines the rational expectation hypothesis on earnings forecast using both loss functions. Consistent with prior studies, the findings suggest that under the OLS regression, analysts forecasts are irrational; however, no evidence of forecast irrationality is found under the LAD regression tests. Thus, prior findings of analysts forecasts inefficiency may be largely driven by a quadratic loss function.
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spelling nottingham-224262018-02-16T06:48:42Z https://eprints.nottingham.ac.uk/22426/ Are Financial Analysts' Earnings Forecasts Rational? Wu, Chun Hua Prior studies provide conflictive findings of rational expectation tests on financial analysts forecasts based on different assumptions of loss function. Most studies using the ordinary least squares (OLS) regression tests which implicitly assume analysts face a quadratic loss function document that financial analysts do not incorporate information rationally when they form their forecasts. In contrast, other recent studies argue that financial analysts actually face a linear loss function and find no economic evidence of analysts forecasts irrationality based on the least absolute deviation (LAD) regression that implicitly assume a linear loss function. This paper re-examines the rational expectation hypothesis on earnings forecast using both loss functions. Consistent with prior studies, the findings suggest that under the OLS regression, analysts forecasts are irrational; however, no evidence of forecast irrationality is found under the LAD regression tests. Thus, prior findings of analysts forecasts inefficiency may be largely driven by a quadratic loss function. 2008 Dissertation (University of Nottingham only) NonPeerReviewed application/pdf en https://eprints.nottingham.ac.uk/22426/1/Dissertation_Final.pdf Wu, Chun Hua (2008) Are Financial Analysts' Earnings Forecasts Rational? [Dissertation (University of Nottingham only)] (Unpublished)
spellingShingle Wu, Chun Hua
Are Financial Analysts' Earnings Forecasts Rational?
title Are Financial Analysts' Earnings Forecasts Rational?
title_full Are Financial Analysts' Earnings Forecasts Rational?
title_fullStr Are Financial Analysts' Earnings Forecasts Rational?
title_full_unstemmed Are Financial Analysts' Earnings Forecasts Rational?
title_short Are Financial Analysts' Earnings Forecasts Rational?
title_sort are financial analysts' earnings forecasts rational?
url https://eprints.nottingham.ac.uk/22426/