Zacks Investment Research
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Zacks Investment ResearchReviews 173

4.3

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From the business

Zacks Investment Research is one of the largest providers of independent stock, ETF and mutual fund research in the U.S. The performance of our stock research recommendations has consistently ranked among the top research firms in the U.S. by independent evaluators of equity research. This research anchors our active trading services, long-term investor services, and powerful resources and tools.

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. In fact, helping investors find success has been the life's work of our Founder and CEO, who in 1978 armed with his PhD from MIT, hit upon a key discovery:

Earnings estimate revisions are the most powerful force impacting stock prices.

This crucial finding led to the creation of our proven Zacks Rank stock-rating system that harnesses the power of earnings estimates. Since 1988, the private Zacks #1 Rank List has more than doubled the S&P 500.


zacks.com
Founded in 1978
Chicago, IL, United States
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Zacks Investment Research Reviews Summary

Zacks Investment Research has a rating of 4.3 stars from 173 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Zacks Investment Research most frequently mention value investor, last year and long term. Zacks Investment Research ranks 1st among Stock Research sites.

service
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value
9
quality
9

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Luxembourg
1 review
0 helpful votes
Follow Scharen J.
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I check Zacks' site everyday. Zacks' quantitative model based on earnings revisions is very efficient and relevant. The quote page gives a full overview of the stock I own or have on my watchlist, so I can save a lot of time. Many analysts remain in their ivory tower. Zacks' analysts are not in a cloistered environment: they fully understand how the US stock market work (it is very useful for me, as I live in Europe!). In short, Zacks is one of the few financial analysis firm that makes me money!
If I may make a suggestion: I guess it is not easy, but it would be great if Zacks could integrate in its model the quality of management (a crucial investment criterion for me).

Date of experience: January 16, 2025
Alabama
1 review
0 helpful votes
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I have been a customer of Zacks Research for over 5 years. Zacks is my #1 service for new investment ideas. I would particularly like to recommend their two services that I consider most valuable. The first one is their Top Ten Report that outlines ten investment ideas every year in January. The results of the Top Ten have been outstanding with many of their ideas showing annual increases 10-50% annually.
I would also like to recommend their Tech Innovators Service, which has proven to be very valuable with new technology ideas every month.

Date of experience: January 15, 2025
California
1 review
0 helpful votes
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Zacks Top 10 Stocks
January 24, 2025

I looked at the track record of Zacks Top 10 Stocks, and even though I accept there will be a year when there will be losses, I know over a sustained period of time I cannot do nearly as well. 2024 was amazing. I do not take an individual stock view, I only view the overall performance.

Date of experience: January 14, 2025
Illinois
1 review
0 helpful votes
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Since I became a Zacks Ultimate member I do have full access to high quality thematic reports. The content has been well researched and does help me to create a future proof watchlist. Combined with high quality stock updates, buy and sell alerts from my favorite very professional portfolio managers, I am armed with the knowledge to be a more successful investor and trader. Thanks to Zacks I got into the nuclear energy and quantum computing stocks before the market pumped.

Date of experience: December 18, 2024
Illinois
1 review
0 helpful votes
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I have been a subscriber to Zacks Research for over 5 years. Their stock analysis has been extremely valuable to me and I often make trading decisions based on information from Zacks. I would particularly like to comment on Sheraz's annual January Top 10 stock recommendations. These are "long term" investment ideas that have been extremely successful. For the past 4 or 5 years, many of their Top 10 ideas have resulted in 50% to 100% gains during the same calendar year.

Date of experience: October 15, 2024
Illinois
1 review
1 helpful vote
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I've been a Zacks Ultimate member from the start. In all that time, this is the best Zacks Confidential that I can remember. The fact-based overview is most helpful. It's not a "what I think" or "if this happens...", rather it's putting facts about bull markets and revisions in earnings estimates in context. Makes the intermediate term more investible for me.

Date of experience: August 30, 2024
Illinois
1 review
0 helpful votes
Follow Ritchey M.
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I use the Zacks Rank and Screens to create my own portfolio. Using the Higher Highs Screen for selecting debit spreads, I have 16 wins and only one loss in the past two months. Based on Zacks ratings, I have eight wins and three losses for single leg options this month. Using the Uptrend Screen for stocks, I have six wins and two losses this month.

Date of experience: August 16, 2024
Illinois
1 review
1 helpful vote
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Hi Kevin
July 27, 2024

Hi Kevin. I'll give you your roses for praising the virtues of NVDA over the years. Over that time, I have bought NVDA many times, frequently based on your statements, and NVDA is now half of my entire portfolio which totals in the low 7 figures. Without your shouting from the rooftops about Jensen and Co., my portfolio would almost certainly still be in the 6 figure range. So kudos/CUDAs to you!

Date of experience: July 17, 2024
Illinois
1 review
1 helpful vote
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Just a note to say I really appreciate Tracey's weekly write-up on the Zacks Value Investor portfolio. While she respects the Zacks Rank system, she also takes other factors into account when deciding whether or not to add/drop a stock. Which is what I try to do as well. I also like the way she points out stocks in the portfolio that are still worth adding, despite the gains they may have already experienced. And I especially like the way she sometimes mentions stocks that she holds or has added to her personal portfolio, even though they are not part of the Value Investor portfolio. For me, that adds a level of trust I might not get with another strategist.

Date of experience: June 19, 2024
Illinois
1 review
1 helpful vote
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VKTX has the best chance that I can see to succeed in the near term and even bigly in the intermediate and long term. I'm grateful to Technology Innovators Editor Andrew for the tip. He is great at turning over stones in places others will probably never look. Keep the brilliant instincts and ideas coming! We need to hear all of them. Zacks has been a really big help to me.

Date of experience: May 20, 2024
Massachusetts
1 review
3 helpful votes
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Could not be happier
May 1, 2024

I am a Zacks Ultimate member. Perhaps, for 10 years or more. The investment suggestions are very insightful and the reports are exceptional.

I give you my highet recommendations.

Date of experience: April 21, 2024
Canada
1 review
1 helpful vote
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"I review several services in Zacks Ultimate, but find TAZR the most useful due to the extensive research and conviction of its Editor. I have done well lately with MOD, META and NVDA."

Date of experience: April 10, 2024
Illinois
1 review
2 helpful votes
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Hey...
April 20, 2024

Hey...I don't know if a real person gets these, but I will tell you Zacks is the best out there. There are so many, but Zacks does it right! I have Nova Wealth Management doing my investments and they do a great job (charge 1%), as Zacks does. I'm 79 but pretty savvy, and I believe I know a good thing when I see it. Hard decision!

Date of experience: April 10, 2024
GB
1 review
1 helpful vote
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What I can't understand is companies saying - "sign up and you get everything we have to offer) and then once signed up they try to sell you more stuff. Having said that so far Zacks has been pretty good and after a month or so it has returned my investment. They really have got this sorted - I took out a trial subscription to Motley Fool at the same time but I thought Zacks information and analysis was better for what I wanted to do (swing trading) MF is better for long term holdings which wasn't for me.
Well done Zacks and if you hadn't tried to sell me the ultimate solution in finding trades you would have got 5 stars

Date of experience: March 23, 2024
Illinois
1 review
1 helpful vote
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I have read many analysts over the years and Tracey, Editor of Zacks Insider Trader, continues to read the market better than any. I appreciate her approach of waiting until the timing is right before making recommendations as this has made her recommendations much stronger and perform better over time. I'm looking forward to 2024 and have aligned my investment goals/strategies with her updates!

Date of experience: February 28, 2024
Illinois
1 review
1 helpful vote
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ABSOLUTE GAME CHANGER
January 31, 2024

ABSOLUTE GAME CHANGER - AN HONEST REVIEW FROM THE UK

No matter what skeptics may say, these individuals truly excel, and I speak from personal experience having ventured into various other avenues and faced substantial losses. Last year, I decided to take the plunge with the irresistible $1 offer from Zacks. Not only did I create a diverse portfolio, but I strategically invested in stocks during downtrends, set buy orders for those on the rise, and followed their suggestions diligently. Their daily portfolio updates are second to none!

That said, what sets Zacks apart is not just their expertise but the personalised touch. Even with the nominal $1 investment, I was assigned an accounts manager who beyond just 'being there', generously shared his knowledge and even glimpses into him as a person. Impressed and grateful, I decided to go all in.

With enthusiasm, I requested, "Hook me up with the Ultimate Lifetime," and to my delight, my accounts manager arranged an affordable monthly plan that I promptly committed to. Now, not only has my portfolio covered the membership costs, but it has also generated profits beyond my wildest expectations. Kudos to my accounts manager – he is undeniably exceptional!

Tip: if you don't like the accounts manager you are assigned to, maybe because they don't fit your personality, you can request a change! I did.

Date of experience: January 31, 2024
Illinois
1 review
2 helpful votes
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I have been trading stocks since the early 1960s! I have had some good years and some bad ones, but overall, the value of my portfolio has not increased in value much. In the first month of having access to all of Zacks research I was able to see why; much of my equity was tied up with stocks that I continued to carry waiting for my 'hot stock tip' investments to recover. With Zacks research data I was able to see which stocks needed to be sold, even at their perennial losses. With the money from those sales I was able to buy stocks with high Zacks Rank. My portfolio is healthier and growing well.

Date of experience: January 2, 2024
Illinois
1 review
3 helpful votes
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Zacks Confidential hand-selected picks and predictions are valuable features. I trust that hand-selected picks can bring me some profit. I have closed Sterling Infrastructure for a gain of +25% and Vertiv Holdings for a gain of +30%.

Date of experience: December 5, 2023
Illinois
1 review
4 helpful votes
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I have been through many thousands of dollars and different companies that promise to make me rich. I have never met anyone else besides Nick, who is my dedicated Zacks Ultimate Sales Rep, who has done what they said they were going to, followed up, and knew exactly what he was doing. Zacks Ultimate along with help only a phone call away are highly recommended and have changed my portfolio and helped me to better my training and understanding to make a better financial life for me. I can't thank Nick enough, because he is extremely intelligent, helpful, alert and attentive. You really want to work with Zacks, all the best!

Date of experience: November 7, 2023
Germany
1 review
3 helpful votes
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With Zacks Rank System I get a good orientation to find the right stocks for me. That gives confidence in trading, thank you!

I prefer trading options. Because of the tax law in my country I do only work with selling options. That opens up more flexibility to my trading. For me, Zacks Rank #1 or #5 give an idea of the direction of price development. If I sell options on the picked underlying Zacks Rank stock I gain an additional advantage because of the spread between stock price and option strike price. That means, even if the underlying stock won't make the expected move or even slightly moves in the wrong direction, I am still able to earn premium.

So, thanks for this beautiful Zacks Rank System!

Date of experience: October 24, 2023