[Enhancement] Add analyst_search to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

openbb_platform/core/openbb_core/provider/standard_models/analyst_search.py

@@ -0,0 +1,50 @@
+"""Analyst Search Standard Model."""
+
+from datetime import (
+    datetime,
+)
+from typing import Optional
+
+from pydantic import Field
+
+from openbb_core.provider.abstract.data import Data
+from openbb_core.provider.abstract.query_params import QueryParams
+
+
+class AnalystSearchQueryParams(QueryParams):
+    """Analyst Search Query."""
+
+    analyst_name: Optional[str] = Field(
+        default=None,
+        description="A comma separated list of analyst names to bring back."
+        + " Omitting will bring back all available analysts.",
+    )
+    firm_name: Optional[str] = Field(
+        default=None,
+        description="A comma separated list of firm names to bring back."
+        + " Omitting will bring back all available firms.",
+    )
+
+
+class AnalystSearchData(Data):
+    """Analyst Search data."""
+
+    last_updated: Optional[datetime] = Field(
+        default=None,
+        description="Date of the last update.",
+    )
+    firm_name: Optional[str] = Field(
+        default=None,
+        description="Firm name of the analyst.",
+    )
+    name_first: Optional[str] = Field(
+        default=None,
+        description="Analyst first name.",
+    )
+    name_last: Optional[str] = Field(
+        default=None,
+        description="Analyst last name.",
+    )
+    name_full: str = Field(
+        description="Analyst full name.",
+    )

openbb_platform/core/openbb_core/provider/standard_models/price_target.py

@@ -1,7 +1,11 @@
 """Price Target Standard Model."""
 
-from datetime import datetime
-from typing import List, Optional, Set, Union
+from datetime import (
+    date as dateType,
+    datetime,
+    time,
+)
+from typing import Optional, Union
 
 from pydantic import Field, NonNegativeInt, field_validator
 
@@ -16,49 +20,67 @@ from openbb_core.provider.utils.descriptions import (
 class PriceTargetQueryParams(QueryParams):
     """Price Target Query."""
 
-    symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
+    symbol: Optional[str] = Field(
+        default=None, description=QUERY_DESCRIPTIONS.get("symbol", "")
+    )
     limit: NonNegativeInt = Field(
-        default=100, description=QUERY_DESCRIPTIONS.get("limit", "")
+        default=200, description=QUERY_DESCRIPTIONS.get("limit", "")
     )
 
     @field_validator("symbol", mode="before", check_fields=False)
     @classmethod
-    def upper_symbol(cls, v: str) -> str:
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        return v.upper()
+        return v.upper() if v else None
 
 
 class PriceTargetData(Data):
     """Price Target Data."""
 
-    symbol: str = Field(description=DATA_DESCRIPTIONS.get("symbol", ""))
-    published_date: datetime = Field(description="Published date of the price target.")
-    news_url: Optional[str] = Field(
-        default=None, description="News URL of the price target."
+    published_date: Union[dateType, datetime] = Field(
+        description="Published date of the price target."
     )
-    news_title: Optional[str] = Field(
-        default=None, description="News title of the price target."
+    published_time: Optional[time] = Field(
+        default=None, description="Time of the original rating, UTC."
+    )
+    symbol: str = Field(description=DATA_DESCRIPTIONS.get("symbol", ""))
+    exchange: Optional[str] = Field(
+        default=None, description="Exchange where the company is traded."
+    )
+    company_name: Optional[str] = Field(
+        default=None, description="Name of company that is the subject of rating."
     )
     analyst_name: Optional[str] = Field(default=None, description="Analyst name.")
-    analyst_company: Optional[str] = Field(default=None, description="Analyst company.")
-    price_target: Optional[float] = Field(default=None, description="Price target.")
+    analyst_firm: Optional[str] = Field(
+        default=None,
+        description="Name of the analyst firm that published the price target.",
+    )
+    currency: Optional[str] = Field(
+        default=None, description="Currency the data is denominated in."
+    )
+    price_target: Optional[float] = Field(
+        default=None, description="The current price target."
+    )
     adj_price_target: Optional[float] = Field(
-        default=None, description="Adjusted price target."
+        default=None,
+        description="Adjusted price target for splits and stock dividends.",
+    )
+    price_target_previous: Optional[float] = Field(
+        default=None, description="Previous price target."
+    )
+    previous_adj_price_target: Optional[float] = Field(
+        default=None, description="Previous adjusted price target."
     )
     price_when_posted: Optional[float] = Field(
         default=None, description="Price when posted."
     )
-    news_publisher: Optional[str] = Field(
-        default=None, description="News publisher of the price target."
+    rating_current: Optional[str] = Field(
+        default=None, description="The analyst's rating for the company."
     )
-    news_base_url: Optional[str] = Field(
-        default=None, description="News base URL of the price target."
+    rating_previous: Optional[str] = Field(
+        default=None, description="Previous analyst rating for the company."
+    )
+    action: Optional[str] = Field(
+        default=None,
+        description="Description of the change in rating from firm's last rating.",
     )
-
-    @field_validator("symbol", mode="before", check_fields=False)
-    @classmethod
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
-        """Convert symbol to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)])

openbb_platform/extensions/equity/integration/test_equity_api.py

@@ -627,7 +627,7 @@ def test_equity_ownership_major_holders(params, headers):
 @parametrize(
     "params",
     [
-        ({"symbol": "AAPL", "limit": 10, "provider": "fmp"}),
+        ({"symbol": "AAPL", "limit": 10, "provider": "fmp", "with_grade": True}),
         ({"symbol": "AAPL", "provider": "finviz"}),
         (
             {
@@ -637,13 +637,14 @@ def test_equity_ownership_major_holders(params, headers):
                 # optional provider params
                 "fields": None,
                 "date": None,
-                "date_from": None,
-                "date_to": None,
+                "start_date": None,
+                "end_date": None,
                 "importance": None,
                 "updated": None,
                 "action": None,
-                "analyst": None,
-                "firm": None,
+                "analyst_ids": None,
+                "firm_ids": None,
+                "page": 0,
             }
         ),
     ],
@@ -659,6 +660,34 @@ def test_equity_estimates_price_target(params, headers):
     assert result.status_code == 200
 
 
+@parametrize(
+    "params",
+    [
+        (
+            {
+                "limit": 10,
+                "provider": "benzinga",
+                # optional provider params
+                "fields": None,
+                "analyst_ids": None,
+                "firm_ids": None,
+                "firm_name": "Barclays",
+                "analyst_name": None,
+            }
+        ),
+    ],
+)
+@pytest.mark.integration
+def test_equity_estimates_analyst_search(params, headers):
+    params = {p: v for p, v in params.items() if v}
+
+    query_str = get_querystring(params, [])
+    url = f"http://0.0.0.0:8000/api/v1/equity/estimates/analyst_search?{query_str}"
+    result = requests.get(url, headers=headers, timeout=10)
+    assert isinstance(result, requests.Response)
+    assert result.status_code == 200
+
+
 @parametrize(
     "params",
     [

openbb_platform/extensions/equity/integration/test_equity_python.py

@@ -586,7 +586,7 @@ def test_equity_ownership_major_holders(params, obb):
 @parametrize(
     "params",
     [
-        ({"symbol": "AAPL", "limit": 10, "provider": "fmp"}),
+        ({"symbol": "AAPL", "limit": 10, "provider": "fmp", "with_grade": True}),
         (
             {
                 "symbol": "AAPL",
@@ -595,13 +595,14 @@ def test_equity_ownership_major_holders(params, obb):
                 # optional provider params
                 "fields": None,
                 "date": None,
-                "date_from": None,
-                "date_to": None,
+                "start_date": None,
+                "end_date": None,
                 "importance": None,
                 "updated": None,
                 "action": None,
-                "analyst": None,
-                "firm": None,
+                "analyst_ids": None,
+                "firm_ids": None,
+                "page": 0,
             }
         ),
         ({"symbol": "AAPL", "provider": "finviz"}),
@@ -615,6 +616,31 @@ def test_equity_estimates_price_target(params, obb):
     assert result.results is not None
 
 
+@parametrize(
+    "params",
+    [
+        (
+            {
+                "limit": 10,
+                "provider": "benzinga",
+                # optional provider params
+                "fields": None,
+                "analyst_ids": None,
+                "firm_ids": None,
+                "firm_name": "Barclays",
+                "analyst_name": None,
+            }
+        ),
+    ],
+)
+@pytest.mark.integration
+def test_equity_estimates_analyst_search(params, obb):
+    result = obb.equity.estimates.analyst_search(**params)
+    assert result
+    assert isinstance(result, OBBject)
+    assert result.results is not None
+
+
 @parametrize(
     "params",
     [

openbb_platform/extensions/equity/openbb_equity/estimates/estimates_router.py

@@ -15,34 +15,69 @@ router = Router(prefix="/estimates")
 # pylint: disable=unused-argument
 
 
-@router.command(model="PriceTarget")
+@router.command(
+    model="PriceTarget",
+    exclude_auto_examples=True,
+    examples=[
+        'obb.equity.estimates.price_target(start_date="2020-01-01", end_date="2024-02-16",limit=10, symbol="msft", provider="benzinga",action="downgrades").to_df()'  # noqa: E501 pylint: disable=line-too-long
+    ],
+)
 async def price_target(
     cc: CommandContext,
     provider_choices: ProviderChoices,
     standard_params: StandardParams,
     extra_params: ExtraParams,
 ) -> OBBject:
-    """Price Target. Price target data."""
+    """Analyst price targets by company."""
     return await OBBject.from_query(Query(**locals()))
 
 
-@router.command(model="AnalystEstimates")
+@router.command(
+    model="AnalystEstimates",
+    exclude_auto_examples=True,
+    examples=[
+        'obb.equity.estimates.historical("AAPL", period="quarter", provider="fmp").to_df()',
+    ],
+)
 async def historical(
     cc: CommandContext,
     provider_choices: ProviderChoices,
     standard_params: StandardParams,
     extra_params: ExtraParams,
 ) -> OBBject:
-    """Historical Analyst Estimates. Analyst stock recommendations."""
+    """Historical analyst estimates for earnings and revenue."""
     return await OBBject.from_query(Query(**locals()))
 
 
-@router.command(model="PriceTargetConsensus")
+@router.command(
+    model="PriceTargetConsensus",
+    exclude_auto_examples=True,
+    examples=[
+        'obb.equity.estimates.consensus("AAPL,MSFT", provider="yfinance").to_df()'
+    ],
+)
 async def consensus(
     cc: CommandContext,
     provider_choices: ProviderChoices,
     standard_params: StandardParams,
     extra_params: ExtraParams,
 ) -> OBBject:
-    """Price Target Consensus. Price target consensus data."""
+    """Consensus price target and recommendation."""
+    return await OBBject.from_query(Query(**locals()))
+
+
+@router.command(
+    model="AnalystSearch",
+    exclude_auto_examples=True,
+    examples=[
+        'obb.equity.estimates.analyst_search(firm_name="Wedbush", provider="benzinga").to_df()',
+    ],
+)
+async def analyst_search(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject:
+    """Search for specific analysts and get their forecast track record."""
     return await OBBject.from_query(Query(**locals()))

openbb_platform/openbb/package/equity_estimates.py

@@ -12,6 +12,7 @@ from typing_extensions import Annotated
 
 class ROUTER_equity_estimates(Container):
     """/equity/estimates
+    analyst_search
     consensus
     historical
     price_target
@@ -20,6 +21,176 @@ class ROUTER_equity_estimates(Container):
     def __repr__(self) -> str:
         return self.__doc__ or ""
 
+    @validate
+    def analyst_search(
+        self,
+        analyst_name: Annotated[
+            Optional[str],
+            OpenBBCustomParameter(
+                description="A comma separated list of analyst names to bring back. Omitting will bring back all available analysts."
+            ),
+        ] = None,
+        firm_name: Annotated[
+            Optional[str],
+            OpenBBCustomParameter(
+                description="A comma separated list of firm names to bring back. Omitting will bring back all available firms."
+            ),
+        ] = None,
+        provider: Optional[Literal["benzinga"]] = None,
+        **kwargs
+    ) -> OBBject:
+        """Search for specific analysts and get their forecast track record.
+
+        Parameters
+        ----------
+        analyst_name : Optional[str]
+            A comma separated list of analyst names to bring back. Omitting will bring back all available analysts.
+        firm_name : Optional[str]
+            A comma separated list of firm names to bring back. Omitting will bring back all available firms.
+        provider : Optional[Literal['benzinga']]
+            The provider to use for the query, by default None.
+            If None, the provider specified in defaults is selected or 'benzinga' if there is
+            no default.
+        analyst_ids : Optional[Union[str, List[str]]]
+            A comma separated list of analyst IDs to bring back. (provider: benzinga)
+        firm_ids : Optional[Union[str, List[str]]]
+            A comma separated list of firm IDs to bring back. (provider: benzinga)
+        limit : Optional[int]
+            Number of results returned. Limit 1000. (provider: benzinga)
+        page : Optional[int]
+            Page offset. For optimization, performance and technical reasons, page offsets are limited from 0 - 100000. Limit the query results by other parameters such as date. (provider: benzinga)
+        fields : Optional[Union[str, List[str]]]
+            Comma-separated list of fields to include in the response. See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields. (provider: benzinga)
+
+        Returns
+        -------
+        OBBject
+            results : List[AnalystSearch]
+                Serializable results.
+            provider : Optional[Literal['benzinga']]
+                Provider name.
+            warnings : Optional[List[Warning_]]
+                List of warnings.
+            chart : Optional[Chart]
+                Chart object.
+            extra: Dict[str, Any]
+                Extra info.
+
+        AnalystSearch
+        -------------
+        last_updated : Optional[datetime]
+            Date of the last update.
+        firm_name : Optional[str]
+            Firm name of the analyst.
+        name_first : Optional[str]
+            Analyst first name.
+        name_last : Optional[str]
+            Analyst last name.
+        name_full : str
+            Analyst full name.
+        analyst_id : Optional[str]
+            ID of the analyst. (provider: benzinga)
+        firm_id : Optional[str]
+            ID of the analyst firm. (provider: benzinga)
+        smart_score : Optional[float]
+            A weighted average of the total_ratings_percentile, overall_avg_return_percentile, and overall_success_rate (provider: benzinga)
+        overall_success_rate : Optional[float]
+            The percentage (normalized) of gain/loss ratings that resulted in a gain overall. (provider: benzinga)
+        overall_avg_return_percentile : Optional[float]
+            The percentile (normalized) of this analyst's overall average return per rating in comparison to other analysts' overall average returns per rating. (provider: benzinga)
+        total_ratings_percentile : Optional[float]
+            The percentile (normalized) of this analyst's total number of ratings in comparison to the total number of ratings published by all other analysts (provider: benzinga)
+        total_ratings : Optional[int]
+            Number of recommendations made by this analyst. (provider: benzinga)
+        overall_gain_count : Optional[int]
+            The number of ratings that have gained value since the date of recommendation (provider: benzinga)
+        overall_loss_count : Optional[int]
+            The number of ratings that have lost value since the date of recommendation (provider: benzinga)
+        overall_average_return : Optional[float]
+            The average percent (normalized) price difference per rating since the date of recommendation (provider: benzinga)
+        overall_std_dev : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings since the date of recommendation (provider: benzinga)
+        gain_count_1m : Optional[int]
+            The number of ratings that have gained value over the last month (provider: benzinga)
+        loss_count_1m : Optional[int]
+            The number of ratings that have lost value over the last month (provider: benzinga)
+        average_return_1m : Optional[float]
+            The average percent (normalized) price difference per rating over the last month (provider: benzinga)
+        std_dev_1m : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last month (provider: benzinga)
+        gain_count_3m : Optional[int]
+            The number of ratings that have gained value over the last 3 months (provider: benzinga)
+        loss_count_3m : Optional[int]
+            The number of ratings that have lost value over the last 3 months (provider: benzinga)
+        average_return_3m : Optional[float]
+            The average percent (normalized) price difference per rating over the last 3 months (provider: benzinga)
+        std_dev_3m : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last 3 months (provider: benzinga)
+        gain_count_6m : Optional[int]
+            The number of ratings that have gained value over the last 6 months (provider: benzinga)
+        loss_count_6m : Optional[int]
+            The number of ratings that have lost value over the last 6 months (provider: benzinga)
+        average_return_6m : Optional[float]
+            The average percent (normalized) price difference per rating over the last 6 months (provider: benzinga)
+        std_dev_6m : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last 6 months (provider: benzinga)
+        gain_count_9m : Optional[int]
+            The number of ratings that have gained value over the last 9 months (provider: benzinga)
+        loss_count_9m : Optional[int]
+            The number of ratings that have lost value over the last 9 months (provider: benzinga)
+        average_return_9m : Optional[float]
+            The average percent (normalized) price difference per rating over the last 9 months (provider: benzinga)
+        std_dev_9m : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last 9 months (provider: benzinga)
+        gain_count_1y : Optional[int]
+            The number of ratings that have gained value over the last 1 year (provider: benzinga)
+        loss_count_1y : Optional[int]
+            The number of ratings that have lost value over the last 1 year (provider: benzinga)
+        average_return_1y : Optional[float]
+            The average percent (normalized) price difference per rating over the last 1 year (provider: benzinga)
+        std_dev_1y : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last 1 year (provider: benzinga)
+        gain_count_2y : Optional[int]
+            The number of ratings that have gained value over the last 2 years (provider: benzinga)
+        loss_count_2y : Optional[int]
+            The number of ratings that have lost value over the last 2 years (provider: benzinga)
+        average_return_2y : Optional[float]
+            The average percent (normalized) price difference per rating over the last 2 years (provider: benzinga)
+        std_dev_2y : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last 2 years (provider: benzinga)
+        gain_count_3y : Optional[int]
+            The number of ratings that have gained value over the last 3 years (provider: benzinga)
+        loss_count_3y : Optional[int]
+            The number of ratings that have lost value over the last 3 years (provider: benzinga)
+        average_return_3y : Optional[float]
+            The average percent (normalized) price difference per rating over the last 3 years (provider: benzinga)
+        std_dev_3y : Optional[float]
+            The standard deviation in percent (normalized) price difference in the analyst's ratings over the last 3 years (provider: benzinga)
+
+        Example
+        -------
+        >>> from openbb import obb
+        >>> obb.equity.estimates.analyst_search(firm_name="Wedbush", provider="benzinga").to_df()
+        """  # noqa: E501
+
+        return self._run(
+            "/equity/estimates/analyst_search",
+            **filter_inputs(
+                provider_choices={
+                    "provider": self._get_provider(
+                        provider,
+                        "/equity/estimates/analyst_search",
+                        ("benzinga",),
+                    )
+                },
+                standard_params={
+                    "analyst_name": analyst_name,
+                    "firm_name": firm_name,
+                },
+                extra_params=kwargs,
+            )
+        )
+
     @validate
     def consensus(
         self,
@@ -32,7 +203,7 @@ class ROUTER_equity_estimates(Container):
         provider: Optional[Literal["fmp", "yfinance"]] = None,
         **kwargs
     ) -> OBBject:
-        """Price Target Consensus. Price target consensus data.
+        """Consensus price target and recommendation.
 
         Parameters
         ----------
@@ -83,7 +254,7 @@ class ROUTER_equity_estimates(Container):
         Example
         -------
         >>> from openbb import obb
-        >>> obb.equity.estimates.consensus(symbol="AAPL")
+        >>> obb.equity.estimates.consensus("AAPL,MSFT", provider="yfinance").to_df()
         """  # noqa: E501
 
         return self._run(
@@ -121,7 +292,7 @@ class ROUTER_equity_estimates(Container):
         provider: Optional[Literal["fmp"]] = None,
         **kwargs
     ) -> OBBject:
-        """Historical Analyst Estimates. Analyst stock recommendations.
+        """Historical analyst estimates for earnings and revenue.
 
         Parameters
         ----------
@@ -200,7 +371,7 @@ class ROUTER_equity_estimates(Container):
         Example
         -------
         >>> from openbb import obb
-        >>> obb.equity.estimates.historical(symbol="AAPL", period="annual", limit=30)
+        >>> obb.equity.estimates.historical("AAPL", period="quarter", provider="fmp").to_df()
         """  # noqa: E501
 
         return self._run(
@@ -226,23 +397,23 @@ class ROUTER_equity_estimates(Container):
     def price_target(
         self,
         symbol: Annotated[
-            Union[str, List[str]],
+            Union[str, None, List[str]],
             OpenBBCustomParameter(
                 description="Symbol to get data for. Multiple items allowed: benzinga."
             ),
-        ],
+        ] = None,
         limit: Annotated[
             int,
             OpenBBCustomParameter(description="The number of data entries to return."),
-        ] = 100,
+        ] = 200,
         provider: Optional[Literal["benzinga", "fmp"]] = None,
         **kwargs
     ) -> OBBject:
-        """Price Target. Price target data.
+        """Analyst price targets by company.
 
         Parameters
         ----------
-        symbol : Union[str, List[str]]
+        symbol : Union[str, None, List[str]]
             Symbol to get data for. Multiple items allowed: benzinga.
         limit : int
             The number of data entries to return.
@@ -250,24 +421,26 @@ class ROUTER_equity_estimates(Container):
             The provider to use for the query, by default None.
             If None, the provider specified in defaults is selected or 'benzinga' if there is
             no default.
-        fields : Optional[str]
-            Comma-separated list of fields to include in the response. See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields. (provider: benzinga)
-        date : Optional[str]
+        page : Optional[int]
+            Page offset. For optimization, performance and technical reasons, page offsets are limited from 0 - 100000. Limit the query results by other parameters such as date. Used in conjunction with the limit and date parameters. (provider: benzinga)
+        date : Optional[datetime.date]
             Date for calendar data, shorthand for date_from and date_to. (provider: benzinga)
-        date_from : Optional[str]
-            Date to query from point in time. (provider: benzinga)
-        date_to : Optional[str]
-            Date to query to point in time. (provider: benzinga)
+        start_date : Optional[datetime.date]
+            Start date of the data, in YYYY-MM-DD format. (provider: benzinga)
+        end_date : Optional[datetime.date]
+            End date of the data, in YYYY-MM-DD format. (provider: benzinga)
+        updated : Optional[Union[datetime.date, int]]
+            Records last Updated Unix timestamp (UTC). This will force the sort order to be Greater Than or Equal to the timestamp indicated. The date can be a date string or a Unix timestamp. The date string must be in the format of YYYY-MM-DD. (provider: benzinga)
         importance : Optional[int]
-            Importance level to filter by. (provider: benzinga)
-        updated : Optional[int]
-            Records last updated Unix timestamp (UTC). (provider: benzinga)
-        action : Optional[Literal['Downgrades', 'Maintains', 'Reinstates', 'Reiterates', 'Upgrades', 'Assumes', 'Initiates Coverage On', 'Terminates Coverage On', 'Removes', 'Suspends', 'Firm Dissolved']]
+            Importance level to filter by. Uses Greater Than or Equal To the importance indicated (provider: benzinga)
+        action : Optional[Literal['downgrades', 'maintains', 'reinstates', 'reiterates', 'upgrades', 'assumes', 'initiates', 'terminates', 'removes', 'suspends', 'firm_dissolved']]
             Filter by a specific action_company. (provider: benzinga)
-        analyst : Optional[str]
-            Comma-separated list of analyst (person) IDs. (provider: benzinga)
-        firm : Optional[str]
-            Comma-separated list of analyst firm IDs. (provider: benzinga)
+        analyst_ids : Optional[Union[str, List[str]]]
+            Comma-separated list of analyst (person) IDs. Omitting will bring back all available analysts. (provider: benzinga)
+        firm_ids : Optional[Union[str, List[str]]]
+            Comma-separated list of firm IDs. (provider: benzinga)
+        fields : Optional[Union[str, List[str]]]
+            Comma-separated list of fields to include in the response. See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields. (provider: benzinga)
         with_grade : bool
             Include upgrades and downgrades in the response. (provider: fmp)
 
@@ -287,75 +460,67 @@ class ROUTER_equity_estimates(Container):
 
         PriceTarget
         -----------
+        published_date : Union[date, datetime]
+            Published date of the price target.
+        published_time : Optional[datetime.time]
+            Time of the original rating, UTC.
         symbol : str
             Symbol representing the entity requested in the data.
-        published_date : datetime
-            Published date of the price target.
-        news_url : Optional[str]
-            News URL of the price target.
-        news_title : Optional[str]
-            News title of the price target.
+        exchange : Optional[str]
+            Exchange where the company is traded.
+        company_name : Optional[str]
+            Name of company that is the subject of rating.
         analyst_name : Optional[str]
             Analyst name.
-        analyst_company : Optional[str]
-            Analyst company.
+        analyst_firm : Optional[str]
+            Name of the analyst firm that published the price target.
+        currency : Optional[str]
+            Currency the data is denominated in.
         price_target : Optional[float]
-            Price target.
+            The current price target.
         adj_price_target : Optional[float]
-            Adjusted price target.
+            Adjusted price target for splits and stock dividends.
+        price_target_previous : Optional[float]
+            Previous price target.
+        previous_adj_price_target : Optional[float]
+            Previous adjusted price target.
         price_when_posted : Optional[float]
             Price when posted.
-        news_publisher : Optional[str]
-            News publisher of the price target.
-        news_base_url : Optional[str]
-            News base URL of the price target.
-        action_company : Optional[Literal['Downgrades', 'Maintains', 'Reinstates', 'Reiterates', 'Upgrades', 'Assumes', 'Initiates Coverage On', 'Terminates Coverage On', 'Removes', 'Suspends', 'Firm Dissolved', '']]
-            Description of the change in rating from firm's last rating.Note that all of these terms are precisely defined. (provider: benzinga)
-        action_pt : Optional[Literal['Announces', 'Maintains', 'Lowers', 'Raises', 'Removes', 'Adjusts', '']]
+        rating_current : Optional[str]
+            The analyst's rating for the company.
+        rating_previous : Optional[str]
+            Previous analyst rating for the company.
+        action : Optional[str]
+            Description of the change in rating from firm's last rating.
+        action_change : Optional[Literal['Announces', 'Maintains', 'Lowers', 'Raises', 'Removes', 'Adjusts']]
             Description of the change in price target from firm's last price target. (provider: benzinga)
-        adjusted_pt_prior : Optional[str]
-            Analyst's prior price target, adjusted to account for stock splits and stock dividends. If none are applicable, the pt_prior value is used. (provider: benzinga)
-        analyst_id : Optional[str]
-            Id of the analyst. (provider: benzinga)
-        currency : Optional[str]
-            Currency the data is denominated in. (provider: benzinga)
-        exchange : Optional[str]
-            Exchange of the price target. (provider: benzinga)
-        id : Optional[str]
-            Unique ID of this entry. (provider: benzinga)
         importance : Optional[Literal[0, 1, 2, 3, 4, 5]]
             Subjective Basis of How Important Event is to Market. 5 = High (provider: benzinga)
         notes : Optional[str]
             Notes of the price target. (provider: benzinga)
-        pt_prior : Optional[str]
-            Analyst's prior price target. (provider: benzinga)
-        rating_current : Optional[str]
-            The analyst's rating for the company. (provider: benzinga)
-        rating_prior : Optional[str]
-            Prior analyst rating for the company. (provider: benzinga)
-        ratings_accuracy : Optional[str]
-            Ratings accuracy of the price target. (provider: benzinga)
-        time : Optional[str]
-            Last updated timestamp, UTC. (provider: benzinga)
-        updated : Optional[int]
-            Last updated timestamp, UTC. (provider: benzinga)
-        url : Optional[str]
+        analyst_id : Optional[str]
+            Id of the analyst. (provider: benzinga)
+        url_news : Optional[str]
+            URL for analyst ratings news articles for this ticker on Benzinga.com. (provider: benzinga)
+        url_analyst : Optional[str]
             URL for analyst ratings page for this ticker on Benzinga.com. (provider: benzinga)
-        url_calendar : Optional[str]
-            URL for analyst ratings page for this ticker on Benzinga.com. (provider: benzinga)
-        name : Optional[str]
-            Name of company that is subject of rating. (provider: benzinga)
-        new_grade : Optional[str]
-            New grade (provider: fmp)
-        previous_grade : Optional[str]
-            Previous grade (provider: fmp)
-        grading_company : Optional[str]
-            Grading company (provider: fmp)
+        id : Optional[str]
+            Unique ID of this entry. (provider: benzinga)
+        last_updated : Optional[datetime]
+            Last updated timestamp, UTC. (provider: benzinga)
+        news_url : Optional[str]
+            News URL of the price target. (provider: fmp)
+        news_title : Optional[str]
+            News title of the price target. (provider: fmp)
+        news_publisher : Optional[str]
+            News publisher of the price target. (provider: fmp)
+        news_base_url : Optional[str]
+            News base URL of the price target. (provider: fmp)
 
         Example
         -------
         >>> from openbb import obb
-        >>> obb.equity.estimates.price_target(symbol="AAPL", limit=100)
+        >>> obb.equity.estimates.price_target(start_date="2020-01-01", end_date="2024-02-16",limit=10, symbol="msft", provider="benzinga",action="downgrades").to_df()
         """  # noqa: E501
 
         return self._run(

openbb_platform/openbb/package/module_map.json

@@ -49,6 +49,7 @@
     "equity_discovery_undervalued_growth": "/equity/discovery/undervalued_growth",
     "equity_discovery_undervalued_large_caps": "/equity/discovery/undervalued_large_caps",
     "equity_estimates": "/equity/estimates",
+    "equity_estimates_analyst_search": "/equity/estimates/analyst_search",
     "equity_estimates_consensus": "/equity/estimates/consensus",
     "equity_estimates_historical": "/equity/estimates/historical",
     "equity_estimates_price_target": "/equity/estimates/price_target",

openbb_platform/providers/benzinga/openbb_benzinga/__init__.py

@@ -1,5 +1,6 @@
 """Benzinga provider module."""
 
+from openbb_benzinga.models.analyst_search import BenzingaAnalystSearchFetcher
 from openbb_benzinga.models.company_news import BenzingaCompanyNewsFetcher
 from openbb_benzinga.models.price_target import BenzingaPriceTargetFetcher
 from openbb_benzinga.models.world_news import BenzingaWorldNewsFetcher
@@ -12,6 +13,7 @@ benzinga_provider = Provider(
     focused on information that moves the market.""",
     credentials=["api_key"],
     fetcher_dict={
+        "AnalystSearch": BenzingaAnalystSearchFetcher,
         "CompanyNews": BenzingaCompanyNewsFetcher,
         "WorldNews": BenzingaWorldNewsFetcher,
         "PriceTarget": BenzingaPriceTargetFetcher,

openbb_platform/providers/benzinga/openbb_benzinga/models/analyst_search.py

@@ -0,0 +1,393 @@
+"""Benzinga Analyst Search Model."""
+
+# pylint: disable=unused-argument
+
+from datetime import datetime
+from typing import Any, Dict, List, Optional, Union
+
+from openbb_core.provider.abstract.fetcher import Fetcher
+from openbb_core.provider.standard_models.analyst_search import (
+    AnalystSearchData,
+    AnalystSearchQueryParams,
+)
+from openbb_core.provider.utils.errors import EmptyDataError
+from openbb_core.provider.utils.helpers import amake_request, get_querystring
+from pydantic import Field, field_validator, model_validator
+from pytz import UTC
+
+
+class BenzingaAnalystSearchQueryParams(AnalystSearchQueryParams):
+    """Benzinga Analyst Search Query.
+
+    Source: https://docs.benzinga.io/benzinga-apis/calendar/get-analysts
+    """
+
+    __alias_dict__ = {
+        "analyst_ids": "id",
+        "firm_ids": "firm",
+        "limit": "pageSize",
+    }
+
+    analyst_ids: Optional[Union[str, List[str]]] = Field(
+        default=None,
+        description="A comma separated list of analyst IDs to bring back.",
+    )
+    firm_ids: Optional[Union[str, List[str]]] = Field(
+        default=None,
+        description="A comma separated list of firm IDs to bring back.",
+    )
+    limit: Optional[int] = Field(
+        default=100,
+        description="Number of results returned. Limit 1000.",
+    )
+    page: Optional[int] = Field(
+        default=0,
+        description="Page offset. For optimization,"
+        + " performance and technical reasons, page offsets"
+        + " are limited from 0 - 100000."
+        + " Limit the query results by other parameters such as date.",
+    )
+    fields: Optional[Union[List[str], str]] = Field(
+        default=None,
+        description="Comma-separated list of fields to include in the response."
+        " See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields.",
+    )
+
+    @field_validator(
+        "fields", "firm_ids", "analyst_ids", mode="before", check_fields=False
+    )
+    @classmethod
+    def convert_list(cls, v: Union[str, List[str]]):
+        """Convert a List[str] to a string list."""
+        if isinstance(v, str):
+            return v.upper()
+        return ",".join([symbol.upper() for symbol in list(v)])
+
+    @field_validator(
+        "analyst_ids",
+        "firm_ids",
+        "analyst_name",
+        "firm_name",
+        mode="before",
+        check_fields=False,
+    )
+    @classmethod
+    def validate_list(cls, v: Union[str, List[str], None]):
+        """Validate list."""
+        if isinstance(v, str):
+            return v
+        return ",".join(v) if v else None
+
+
+class BenzingaAnalystSearchData(AnalystSearchData):
+    """Benzinga Analyst Search Data."""
+
+    __alias_dict__ = {
+        "analyst_id": "id",
+        "last_updated": "updated",
+    }
+    analyst_id: Optional[str] = Field(
+        default=None,
+        description="ID of the analyst.",
+    )
+    firm_id: Optional[str] = Field(
+        default=None,
+        description="ID of the analyst firm.",
+    )
+    smart_score: Optional[float] = Field(
+        default=None,
+        description="A weighted average of the total_ratings_percentile,"
+        + " overall_avg_return_percentile, and overall_success_rate",
+    )
+    overall_success_rate: Optional[float] = Field(
+        default=None,
+        description="The percentage (normalized) of gain/loss ratings that resulted in a gain overall.",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+    )
+    overall_avg_return_percentile: Optional[float] = Field(
+        default=None,
+        description="The percentile (normalized) of this analyst's overall average"
+        + " return per rating in comparison to other analysts' overall average returns per rating.",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+    )
+    total_ratings_percentile: Optional[float] = Field(
+        default=None,
+        description="The percentile (normalized) of this analyst's total number of ratings"
+        + " in comparison to the total number of ratings published by all other analysts",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+    )
+    total_ratings: Optional[int] = Field(
+        default=None,
+        description="Number of recommendations made by this analyst.",
+    )
+    overall_gain_count: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value since the date of recommendation",
+    )
+    overall_loss_count: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value since the date of recommendation",
+    )
+    overall_average_return: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating since the date of recommendation",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+    )
+    overall_std_dev: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings since the date of recommendation",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="overall_stdev",
+    )
+    gain_count_1m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last month",
+        alias="1m_gain_count",
+    )
+    loss_count_1m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last month",
+        alias="1m_loss_count",
+    )
+    average_return_1m: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over the last month",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="1m_average_return",
+    )
+    std_dev_1m: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last month",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="1m_stdev",
+    )
+    gain_count_3m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last 3 months",
+        alias="3m_gain_count",
+    )
+    loss_count_3m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last 3 months",
+        alias="3m_loss_count",
+    )
+    average_return_3m: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over"
+        + " the last 3 months",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="3m_average_return",
+    )
+    std_dev_3m: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last 3 months",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="3m_stdev",
+    )
+    gain_count_6m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last 6 months",
+        alias="6m_gain_count",
+    )
+    loss_count_6m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last 6 months",
+        alias="6m_loss_count",
+    )
+    average_return_6m: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over"
+        + " the last 6 months",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="6m_average_return",
+    )
+    std_dev_6m: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last 6 months",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="6m_stdev",
+    )
+    gain_count_9m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last 9 months",
+        alias="9m_gain_count",
+    )
+    loss_count_9m: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last 9 months",
+        alias="9m_loss_count",
+    )
+    average_return_9m: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over"
+        + " the last 9 months",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="9m_average_return",
+    )
+    std_dev_9m: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last 9 months",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="9m_stdev",
+    )
+    gain_count_1y: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last 1 year",
+        alias="1y_gain_count",
+    )
+    loss_count_1y: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last 1 year",
+        alias="1y_loss_count",
+    )
+    average_return_1y: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over"
+        + " the last 1 year",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="1y_average_return",
+    )
+    std_dev_1y: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last 1 year",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="1y_stdev",
+    )
+    gain_count_2y: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last 2 years",
+        alias="2y_gain_count",
+    )
+    loss_count_2y: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last 2 years",
+        alias="2y_loss_count",
+    )
+    average_return_2y: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over"
+        + " the last 2 years",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="2y_average_return",
+    )
+    std_dev_2y: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last 2 years",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="2y_stdev",
+    )
+    gain_count_3y: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have gained value over the last 3 years",
+        alias="3y_gain_count",
+    )
+    loss_count_3y: Optional[int] = Field(
+        default=None,
+        description="The number of ratings that have lost value over the last 3 years",
+        alias="3y_loss_count",
+    )
+    average_return_3y: Optional[float] = Field(
+        default=None,
+        description="The average percent (normalized) price difference per rating over"
+        + " the last 3 years",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="3y_average_return",
+    )
+    std_dev_3y: Optional[float] = Field(
+        default=None,
+        description="The standard deviation in percent (normalized) price difference in the"
+        + " analyst's ratings over the last 3 years",
+        json_schema_extra={"unit_measurement": "percent", "frontend_multiply": 100},
+        alias="3y_stdev",
+    )
+
+    @field_validator("last_updated", mode="before", check_fields=False)
+    @classmethod
+    def validate_date(cls, v):
+        if v:
+            dt = datetime.fromtimestamp(v, UTC)
+            return dt.date() if dt.time() == dt.min.time() else dt
+        return v
+
+    @model_validator(mode="before")
+    @classmethod
+    def replace_empty_strings(cls, values):
+        """Check for empty strings and replace with None."""
+        return (
+            {k: None if v == "" else v for k, v in values.items()}
+            if isinstance(values, dict)
+            else values
+        )
+
+    @model_validator(mode="before")
+    @classmethod
+    def normalize_percent(cls, values):
+        """Normalize percent values."""
+        contains = ["return", "percentile", "stdev", "rate"]
+        for key in values:
+            if any(x in key for x in contains):
+                values[key] = (
+                    float(values[key]) / 100
+                    if values[key] != "" or values[key] is not None
+                    else None
+                )
+        return values
+
+
+class BenzingaAnalystSearchFetcher(
+    Fetcher[BenzingaAnalystSearchQueryParams, List[BenzingaAnalystSearchData]]
+):
+    """Benzinga Analyst Search Fetcher."""
+
+    @staticmethod
+    def transform_query(params: Dict[str, Any]) -> BenzingaAnalystSearchQueryParams:
+        """Transform query params."""
+        return BenzingaAnalystSearchQueryParams(**params)
+
+    @staticmethod
+    async def aextract_data(
+        query: BenzingaAnalystSearchQueryParams,
+        credentials: Optional[Dict[str, str]],
+        **kwargs: Any,
+    ) -> List[Dict]:
+        """Extract the raw data."""
+
+        token = credentials.get("benzinga_api_key") if credentials else ""
+        querystring = get_querystring(query.model_dump(), [])
+        url = f"https://api.benzinga.com/api/v2.1/calendar/ratings/analysts?{querystring}&token={token}"
+        response = await amake_request(url, **kwargs)
+
+        if not response:
+            raise EmptyDataError()
+
+        return response.get("analyst_ratings_analyst")  # type: ignore
+
+    @staticmethod
+    def transform_data(
+        query: BenzingaAnalystSearchQueryParams,
+        data: List[Dict],
+        **kwargs: Any,
+    ) -> List[BenzingaAnalystSearchData]:
+        """Transform the data."""
+        results: List[BenzingaAnalystSearchData] = []
+        for item in data:
+            if item.get("firm_id"):
+                result = {
+                    "updated": item.get("updated", None),
+                    "firm_id": item.get("firm_id", None),
+                    "firm_name": item.get("firm_name", None),
+                    "id": item.get("id", None),
+                    "name_first": item.get("name_first", None),
+                    "name_full": item.get("name_full", None),
+                    "name_last": item.get("name_last", None),
+                    **item["ratings_accuracy"],
+                }
+                results.append(BenzingaAnalystSearchData.model_validate(result))
+        return results

openbb_platform/providers/benzinga/openbb_benzinga/models/price_target.py

@@ -1,17 +1,39 @@
 """Benzinga Price Target Model."""
 
-import math
-from copy import deepcopy
-from datetime import datetime
-from typing import Any, Dict, List, Literal, Optional
+# pylint: disable=unused-argument
+
+from datetime import (
+    date as dateType,
+    datetime,
+    time,
+    timezone,
+)
+from typing import Any, Dict, List, Literal, Optional, Union
 
 from openbb_core.provider.abstract.fetcher import Fetcher
 from openbb_core.provider.standard_models.price_target import (
     PriceTargetData,
     PriceTargetQueryParams,
 )
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
+from openbb_core.provider.utils.errors import EmptyDataError
 from openbb_core.provider.utils.helpers import amake_requests, get_querystring
-from pydantic import Field, PrivateAttr, field_validator, model_validator
+from pydantic import Field, field_validator, model_validator
+from pytz import UTC
+
+COVERAGE_DICT = {
+    "downgrades": "Downgrades",
+    "maintains": "Maintains",
+    "reinstates": "Reinstates",
+    "reiterates": "Reiterates",
+    "upgrades": "Upgrades",
+    "assumes": "Assumes",
+    "initiates": "Initiates Coverage On",
+    "terminates": "Terminates Coverage On",
+    "removes": "Removes",
+    "suspends": "Suspends",
+    "firm_dissolved": "Firm Dissolved",
+}
 
 
 class BenzingaPriceTargetQueryParams(PriceTargetQueryParams):
@@ -21,38 +43,131 @@ class BenzingaPriceTargetQueryParams(PriceTargetQueryParams):
     """
 
     __alias_dict__ = {
-        "limit": "pageSize",
+        "limit": "pagesize",
         "symbol": "parameters[tickers]",
     }
     __json_schema_extra__ = {"symbol": ["multiple_items_allowed"]}
 
-    fields: Optional[str] = Field(
+    page: Optional[int] = Field(
+        default=0,
+        description="Page offset. For optimization, performance and technical reasons,"
+        + " page offsets are limited from 0 - 100000. Limit the query results by other parameters such as date."
+        + " Used in conjunction with the limit and date parameters.",
+    )
+    date: Optional[dateType] = Field(
+        default=None,
+        description="Date for calendar data, shorthand for date_from and date_to.",
+        alias="parameters[date]",
+    )
+    start_date: Optional[dateType] = Field(
+        default=None,
+        description=QUERY_DESCRIPTIONS.get("start_date", ""),
+        alias="parameters[date_from]",
+    )
+    end_date: Optional[dateType] = Field(
+        default=None,
+        description=QUERY_DESCRIPTIONS.get("end_date", ""),
+        alias="parameters[date_to]",
+    )
+    updated: Optional[Union[dateType, int]] = Field(
+        default=None,
+        description="Records last Updated Unix timestamp (UTC)."
+        + " This will force the sort order to be Greater Than or Equal to the timestamp indicated."
+        + " The date can be a date string or a Unix timestamp."
+        + " The date string must be in the format of YYYY-MM-DD.",
+        alias="parameters[updated]",
+    )
+    importance: Optional[int] = Field(
+        default=None,
+        description="Importance level to filter by."
+        + " Uses Greater Than or Equal To the importance indicated",
+        alias="parameters[importance]",
+    )
+    action: Union[
+        None,
+        Literal[
+            "downgrades",
+            "maintains",
+            "reinstates",
+            "reiterates",
+            "upgrades",
+            "assumes",
+            "initiates",
+            "terminates",
+            "removes",
+            "suspends",
+            "firm_dissolved",
+        ],
+    ] = Field(
+        default=None,
+        description="Filter by a specific action_company.",
+        alias="parameters[action]",
+    )
+    analyst_ids: Optional[Union[List[str], str]] = Field(
+        default=None,
+        description="Comma-separated list of analyst (person) IDs."
+        + " Omitting will bring back all available analysts.",
+        alias="parameters[analyst_id]",
+    )
+    firm_ids: Optional[Union[List[str], str]] = Field(
+        default=None,
+        description="Comma-separated list of firm IDs.",
+        alias="parameters[firm_id]",
+    )
+    fields: Optional[Union[List[str], str]] = Field(
         default=None,
         description="Comma-separated list of fields to include in the response."
         " See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields.",
     )
-    date: Optional[str] = Field(
-        default=None,
-        description="Date for calendar data, shorthand for date_from and date_to.",
-        is_parameters=True,
+
+    @field_validator("action", mode="after", check_fields=False)
+    @classmethod
+    def convert_action(cls, v):
+        """Convert to the action string."""
+        return COVERAGE_DICT[v] if v else None
+
+    @field_validator("updated", mode="after", check_fields=False)
+    @classmethod
+    def date_validate(cls, v):
+        """Convert the the dates to a standard format."""
+        if isinstance(v, datetime):
+            v = v.replace(tzinfo=timezone.utc)
+            return int(v.timestamp())
+        if isinstance(v, dateType):
+            v = datetime.combine(v, time(), tzinfo=timezone.utc)
+            return int(v.timestamp())
+        return None
+
+    @field_validator(
+        "fields", "firm_ids", "analyst_ids", mode="before", check_fields=False
     )
-    date_from: Optional[str] = Field(
-        default=None,
-        description="Date to query from point in time.",
-        is_parameters=True,
-    )
-    date_to: Optional[str] = Field(
-        default=None, description="Date to query to point in time.", is_parameters=True
-    )
-    importance: Optional[int] = Field(
-        default=None, description="Importance level to filter by.", is_parameters=True
-    )
-    updated: Optional[int] = Field(
-        default=None,
-        description="Records last updated Unix timestamp (UTC).",
-        is_parameters=True,
-    )
-    action: Optional[
+    @classmethod
+    def convert_list(cls, v: Union[str, List[str]]):
+        """Convert a List[str] to a string list."""
+        if isinstance(v, str):
+            return v
+        return ",".join(v) if v else None
+
+
+class BenzingaPriceTargetData(PriceTargetData):
+    """Benzinga Price Target Data."""
+
+    __alias_dict__ = {
+        "symbol": "ticker",
+        "published_date": "date",
+        "adj_price_target": "adjusted_pt_current",
+        "price_target": "pt_current",
+        "price_target_previous": "pt_prior",
+        "previous_adj_price_target": "adjusted_pt_prior",
+        "published_time": "time",
+        "analyst_firm": "analyst",
+        "company_name": "name",
+        "rating_previous": "rating_prior",
+        "url_analyst": "url",
+    }
+
+    action: Union[
+        None,
         Literal[
             "Downgrades",
             "Maintains",
@@ -65,147 +180,62 @@ class BenzingaPriceTargetQueryParams(PriceTargetQueryParams):
             "Removes",
             "Suspends",
             "Firm Dissolved",
-        ]
+        ],
     ] = Field(
         default=None,
-        description="Filter by a specific action_company.",
-        is_parameters=True,
-    )
-    analyst: Optional[str] = Field(
-        default=None, description="Comma-separated list of analyst (person) IDs."
-    )
-    firm: Optional[str] = Field(
-        default=None, description="Comma-separated list of analyst firm IDs."
-    )
-    _parameters: Dict[str, Any] = PrivateAttr(default_factory=dict)
-
-    @model_validator(mode="after")
-    @classmethod
-    def assemble_parameters(
-        cls, values: "BenzingaPriceTargetQueryParams"
-    ) -> "BenzingaPriceTargetQueryParams":
-        """Assemble the parameters private attribute."""
-        model_fields = values.model_fields
-
-        for field in deepcopy(values):
-            key, value = field
-            field_info = model_fields[key]
-            if field_info.json_schema_extra and field_info.json_schema_extra.get(
-                "is_parameters", False
-            ):
-                if value:
-                    # add to parameters
-                    # pylint: disable=protected-access
-                    values._parameters[f"parameters[{key}]"] = value
-                # remove from values
-                delattr(values, key)
-
-        return values
-
-
-class BenzingaPriceTargetData(PriceTargetData):
-    """Benzinga Price Target Data."""
-
-    __alias_dict__ = {
-        "symbol": "ticker",
-        "published_date": "date",
-        "news_url": "url_news",
-        "adj_price_target": "adjusted_pt_current",
-        "price_target": "pt_current",
-    }
-
-    action_company: Literal[
-        "Downgrades",
-        "Maintains",
-        "Reinstates",
-        "Reiterates",
-        "Upgrades",
-        "Assumes",
-        "Initiates Coverage On",
-        "Terminates Coverage On",
-        "Removes",
-        "Suspends",
-        "Firm Dissolved",
-        "",
-    ] = Field(
-        default="",
         description="Description of the change in rating from firm's last rating."
         "Note that all of these terms are precisely defined.",
+        alias="action_company",
     )
-    action_pt: Literal[
-        "Announces", "Maintains", "Lowers", "Raises", "Removes", "Adjusts", ""
+    action_change: Union[
+        None,
+        Literal["Announces", "Maintains", "Lowers", "Raises", "Removes", "Adjusts"],
     ] = Field(
-        default="",
-        description="Description of the change in price target from firm's last price target.",
-    )
-    adjusted_pt_prior: Optional[str] = Field(
         default=None,
-        description="Analyst's prior price target, adjusted to account for stock splits and stock dividends."
-        " If none are applicable, the pt_prior value is used.",
+        description="Description of the change in price target from firm's last price target.",
+        alias="action_pt",
     )
-    analyst_id: Optional[str] = Field(default=None, description="Id of the analyst.")
-    currency: Optional[str] = Field(
-        default=None, description="Currency the data is denominated in."
-    )
-    exchange: Optional[str] = Field(
-        default=None, description="Exchange of the price target."
-    )
-    id: Optional[str] = Field(default=None, description="Unique ID of this entry.")
-    importance: Optional[Literal[0, 1, 2, 3, 4, 5]] = Field(
+    importance: Union[None, Literal[0, 1, 2, 3, 4, 5]] = Field(
         default=None,
         description="Subjective Basis of How Important Event is to Market. 5 = High",
     )
     notes: Optional[str] = Field(default=None, description="Notes of the price target.")
-    pt_prior: Optional[str] = Field(
-        default=None, description="Analyst's prior price target."
+    analyst_id: Optional[str] = Field(default=None, description="Id of the analyst.")
+    url_news: Optional[str] = Field(
+        default=None,
+        description="URL for analyst ratings news articles for this ticker on Benzinga.com.",
     )
-    rating_current: Optional[str] = Field(
-        default=None, description="The analyst's rating for the company."
-    )
-    rating_prior: Optional[str] = Field(
-        default=None, description="Prior analyst rating for the company."
-    )
-    ratings_accuracy: Optional[str] = Field(
-        default=None, description="Ratings accuracy of the price target."
-    )
-    time: Optional[str] = Field(
-        default=None, description="Last updated timestamp, UTC."
-    )
-    updated: Optional[int] = Field(
-        default=None, description="Last updated timestamp, UTC."
-    )
-    url: str = Field(
+    url_analyst: Optional[str] = Field(
         default=None,
         description="URL for analyst ratings page for this ticker on Benzinga.com.",
     )
-    url_calendar: Optional[str] = Field(
+    id: Optional[str] = Field(default=None, description="Unique ID of this entry.")
+    last_updated: Optional[datetime] = Field(
         default=None,
-        description="URL for analyst ratings page for this ticker on Benzinga.com.",
-    )
-    name: Optional[str] = Field(
-        default=None, description="Name of company that is subject of rating."
+        description="Last updated timestamp, UTC.",
+        alias="updated",
     )
 
     @field_validator("published_date", mode="before", check_fields=False)
     @classmethod
-    def parse_date(cls, v: str) -> datetime:
-        """Parse the date field."""
-        if v:
-            v = datetime.strptime(v, "%Y-%m-%d")
+    def parse_date(cls, v: str):
+        """Parse the publisihed_date."""
+        return datetime.strptime(v, "%Y-%m-%d").date() if v else None
 
+    @field_validator("last_updated", mode="before", check_fields=False)
+    @classmethod
+    def validate_date(cls, v):
+        """Convert the Unix timestamp to a datetime object."""
+        if v:
+            dt = datetime.fromtimestamp(v, UTC)
+            return dt.date() if dt.time() == dt.min.time() else dt
         return v
 
-    @field_validator("adj_price_target", mode="before", check_fields=False)
+    @model_validator(mode="before")
     @classmethod
-    def parse_adj_price_target(cls, v: str) -> float:
-        """Parse the adj_price_target field."""
-        return float(v) if v else 0.0
-
-    @field_validator("price_target", mode="before", check_fields=False)
-    @classmethod
-    def parse_price_target(cls, v: str) -> float:
-        """Parse the price_target field."""
-        return float(v) if v else 0.0
+    def replace_empty_strings(cls, values):
+        """Check for empty strings and replace with None."""
+        return {k: None if v == "" else v for k, v in values.items()}
 
 
 class BenzingaPriceTargetFetcher(
@@ -226,34 +256,31 @@ class BenzingaPriceTargetFetcher(
         query: BenzingaPriceTargetQueryParams,
         credentials: Optional[Dict[str, str]],
         **kwargs: Any,
-    ) -> Dict:
+    ) -> List[Dict]:
         """Return the raw data from the Benzinga endpoint."""
         token = credentials.get("benzinga_api_key") if credentials else ""
 
         base_url = "https://api.benzinga.com/api/v2.1/calendar/ratings"
-        full_query = {
-            **query.model_dump(by_alias=True),
-            **query._parameters,  # pylint: disable=protected-access
-        }
-        querystring = get_querystring(full_query, exclude=[])
+        querystring = get_querystring(query.model_dump(by_alias=True), [])
 
-        pages = math.ceil(query.limit / 100) if query.limit else 1
+        url = f"{base_url}?{querystring}&token={token}"
+        data = await amake_requests(url, **kwargs)
 
-        urls = [
-            f"{base_url}?{querystring}&page={page}&token={token}"
-            for page in range(pages)
-        ]
+        if not data:
+            raise EmptyDataError()
 
-        data = await amake_requests(urls, **kwargs)
+        return data[0].get("ratings")
 
-        return data[: query.limit]
-
-    # pylint: disable=unused-argument
     @staticmethod
     def transform_data(
         query: BenzingaPriceTargetQueryParams,
-        data: Dict,
+        data: List[Dict],
         **kwargs: Any,
     ) -> List[BenzingaPriceTargetData]:
         """Return the transformed data."""
-        return [BenzingaPriceTargetData.model_validate(d) for d in data[0]["ratings"]]
+        results: List[BenzingaPriceTargetData] = []
+        # Remove duplicated field with a URL
+        for item in data:
+            item.pop("url_calendar", None)
+            results.append(BenzingaPriceTargetData.model_validate(item))
+        return results

openbb_platform/providers/benzinga/tests/record/http/test_benzinga_fetchers/test_benzinga_analyst_search_fetcher.yaml

@@ -0,0 +1,282 @@
+interactions:
+- request:
+    body: null
+    headers:
+      Accept:
+      - application/json
+      Accept-Encoding:
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://api.benzinga.com/api/v2.1/calendar/ratings/analysts?firm_name=Barclays&page=0&pageSize=100&token=MOCK_TOKEN
+  response:
+    body:
+      string: !!binary |
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+    headers:
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Type:
+      - application/json; charset=utf-8
+      Date:
+      - Fri, 16 Feb 2024 20:32:34 GMT
+      Transfer-Encoding:
+      - chunked
+      Vary:
+      - Accept-Encoding
+      Via:
+      - kong/2.4.1, 1.1 9adef5b1c5fc9ca80d6f4f8d19e103a2.cloudfront.net (CloudFront)
+      X-Amz-Cf-Id:
+      - wzPB7RswTYmBQtCmdpuOoCBrs9caz6DluhsLZXglRNPo13Tc9phzyA==
+      X-Amz-Cf-Pop:
+      - SEA19-C3
+      X-Bz-Request-Id:
+      - bBEB7mxrS7rediVwPHqUVe
+      X-Cache:
+      - Miss from cloudfront
+      X-Kong-Proxy-Latency:
+      - '0'
+      X-Kong-Upstream-Latency:
+      - '35'
+      X-Powered-By:
+      - Athlon 64 X2
+    status:
+      code: 200
+      message: OK
+version: 1

openbb_platform/providers/benzinga/tests/record/http/test_benzinga_fetchers/test_benzinga_price_target_fetcher.yaml

@@ -9,108 +9,191 @@ interactions:
       Connection:
       - keep-alive
     method: GET
-    uri: https://api.benzinga.com/api/v2.1/calendar/ratings?page=0&pageSize=100&parameters%5Btickers%5D=AAPL&token=MOCK_TOKEN
+    uri: https://api.benzinga.com/api/v2.1/calendar/ratings?page=0&pagesize=200&parameters%5Btickers%5D=AAPL&token=MOCK_TOKEN
   response:
     body:
       string: !!binary |
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openbb_platform/providers/benzinga/tests/test_benzinga_fetchers.py

@@ -1,4 +1,5 @@
 import pytest
+from openbb_benzinga.models.analyst_search import BenzingaAnalystSearchFetcher
 from openbb_benzinga.models.company_news import BenzingaCompanyNewsFetcher
 from openbb_benzinga.models.price_target import BenzingaPriceTargetFetcher
 from openbb_benzinga.models.world_news import BenzingaWorldNewsFetcher
@@ -44,3 +45,12 @@ def test_benzinga_price_target_fetcher(credentials=test_credentials):
     fetcher = BenzingaPriceTargetFetcher()
     result = fetcher.test(params, credentials)
     assert result is None
+
+
+@pytest.mark.record_http
+def test_benzinga_analyst_search_fetcher(credentials=test_credentials):
+    params = {"firm_name": "Barclays"}
+
+    fetcher = BenzingaAnalystSearchFetcher()
+    result = fetcher.test(params, credentials)
+    assert result is None

openbb_platform/providers/fmp/openbb_fmp/models/equity_profile.py

@@ -23,6 +23,8 @@ class FMPEquityProfileQueryParams(EquityInfoQueryParams):
     Source: https://site.financialmodelingprep.com/developer/docs/companies-key-stats-free-api/
     """
 
+    __json_schema_extra__ = {"symbol": ["multiple_items_allowed"]}
+
 
 class FMPEquityProfileData(EquityInfoData):
     """FMP Equity Profile Data."""

openbb_platform/providers/fmp/openbb_fmp/models/price_target.py

@@ -1,5 +1,7 @@
 """FMP Equity Ownership Model."""
 
+# pylint: disable=unused-argument
+
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -27,15 +29,31 @@ class FMPPriceTargetQueryParams(PriceTargetQueryParams):
 class FMPPriceTargetData(PriceTargetData):
     """FMP Price Target Data."""
 
-    __alias_dict__ = {"news_url": "newsURL", "news_base_url": "newsBaseURL"}
+    __alias_dict__ = {
+        "analyst_firm": "gradingCompany",
+        "rating_current": "newGrade",
+        "rating_previous": "previousGrade",
+        "news_title": "newsTitle",
+        "url_news": "newsURL",
+        "url_base": "newsBaseURL",
+    }
 
-    new_grade: Optional[str] = Field(description="New grade", default=None)
-    previous_grade: Optional[str] = Field(description="Previous grade", default=None)
-    grading_company: Optional[str] = Field(description="Grading company", default=None)
+    news_url: Optional[str] = Field(
+        default=None, description="News URL of the price target."
+    )
+    news_title: Optional[str] = Field(
+        default=None, description="News title of the price target."
+    )
+    news_publisher: Optional[str] = Field(
+        default=None, description="News publisher of the price target."
+    )
+    news_base_url: Optional[str] = Field(
+        default=None, description="News base URL of the price target."
+    )
 
     @field_validator("published_date", mode="before", check_fields=False)
-    def fiscal_date_ending_validate(cls, v: str):  # pylint: disable=E0213
-        """Return the fiscal date ending as a datetime object."""
+    def validate_date(cls, v: str):  # pylint: disable=E0213
+        """Validate the published date."""
         v = v.replace("\n", "")
         return datetime.strptime(v, "%Y-%m-%dT%H:%M:%S.%fZ")  # type: ignore
 
@@ -53,7 +71,6 @@ class FMPPriceTargetFetcher(
         """Transform the query params."""
         return FMPPriceTargetQueryParams(**params)
 
-    # pylint: disable=unused-argument
     @staticmethod
     async def aextract_data(
         query: FMPPriceTargetQueryParams,
@@ -71,11 +88,16 @@ class FMPPriceTargetFetcher(
 
         return await get_data_urls(urls)
 
-    # pylint: disable=unused-argument
     @staticmethod
     def transform_data(
         query: FMPPriceTargetQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPPriceTargetData]:
         """Return the transformed data."""
-        data = data[: query.limit]
-        return [FMPPriceTargetData.model_validate(d) for d in data]
+        results: List[FMPPriceTargetData] = []
+        for item in data:
+            new_item = {
+                k if k != "analystCompany" else "analyst_firm": v
+                for k, v in item.items()
+            }
+            results.append(FMPPriceTargetData.model_validate(new_item))
+        return results