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
20
value
9
quality
9

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Canada
1 review
2 helpful votes
Follow Jim Q.
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My experience with Zacks has been an incredible ride and very profitable. I have purchased many stock picking services over my 40 years of investing and now I have one Zacks. My advice is go through all your available Zacks services and find who suits your investing style before jumping in. My "go to" portfolios are Stocks under 10$ (my fav), Technology, Blockchain and Top 10. I now count on these gentlemen to do my due diligence which took one to two hours per day after working all day. The text alerts are amazing - I hear the ping read the text and immediately put my buy in, I trust their judgement that much, then I'll read the recap later that night. I recently made 33K on one of Brian Bolans picks SAVA (sorry Brian I sold and took the cash LOL).
I have made my lifetime subscription costs many times over in a very short time and now and will be introducing my son to the service.

Date of experience: February 24, 2021
GB
1 review
4 helpful votes
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I've had the Zacks Ultimate service since June 2020 and follow several of their investor services. This has paid for itself several times over already. The knowledge gleaned from following the portfolios and trading style of their portfolio managers is invaluable and saves a lot of time and effort of doing your own research and there are portfolios to suit all tastes. The general market coverage is excellent and keeps you plugged into what is going on and they have videos each month from their investment managers covering key topics so you get to know their staff well. I can unhesitatingly recommend them

Date of experience: February 17, 2021
New York
1 review
6 helpful votes
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Have been using both the Zacks Research and Portfolio Management group for about 9 months now. First it helped me make some good money so that's where it should start and end. However I love the way the portfolio managers write their daily notes providing, assurance when things go bad, being realistic to define exits and helping stay in the game for big gains. I also like the personal touch they bring and even reading at times makes it look conversational. Today I just buy based on message triggers and read the details later because now I feel comfortable with the quality of research and the judgement of the portfolio managers. While am less than a year with Zacks but am excited to keep this relationship going and growing. Cheers.

Date of experience: February 16, 2021
Washington
1 review
14 helpful votes
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My Zack's journey began when I felt my modest portfolio could perform better if I was armed with more knowledge & insight to the inner workings of the stock market. That's when I decided to try the Zacks Method for Trading Home Study Course. The information contained within was simple yet insightful, technical but not overwhelming and very well presented. Aside from all the knowledge I gained, I also appreciate that I can follow the course at my own pace and on my own time. I also find it helpful to have the ability to review the materials as needed, in order to better understand the concepts and strategies within. Right away I found myself making better stock picking decisions.

My satisfaction in the Home Study Course also led me to becoming a member of their Investor Services. The cost to join this service was one I was reluctant to shell out, however, based off my satisfaction with their Home Study Course, I decided to give the service a try. This was truly the best investment decision I have ever made! The key to this service is the actively managed portfolios. This puts a handful of professional investors at your disposal, on a daily basis, managing various portfolio strategies. You can find a portfolio that matches your investment style & goals, and begin making those trades right away. The managers make moves in real time, based off what is happening in the world of investing. With text alerts & notifications on your smart phone, you are truly staying on top of your investment portfolio. The commentary and market insight contained in each portfolio is very informative as well. The gains I have seen by the actively managed portfolios I follow & trade, have simply been unbelievable! If you are looking for solid gains (and who isn't) I can not recommend this enough.

Lastly, is the Zack's stock screening tool known as the Research Wizard. With the aid of this program, I have been making constant gains on a weekly basis. This program is so expansive & robust, that I feel I will continue learning all of its true value for years to come.

In short, where other stock subscriptions have left me feeling less than satisfied with their performance, and frankly tired of their barrage of emails that temp me to join yet another one of their paid services, Zack's has not failed me.
My once modest portfolio has seen significant growth during my time with Zack's. And now, thanks to the services Zack's offers, I feel extremely confident my portfolio will grow into the retirement nest egg I always imagined it would be.

Date of experience: February 13, 2021
Malta
1 review
3 helpful votes
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JUST GOOD ADVICE
February 10, 2021

I have been interested in share dealings for quite a few years but have been with Zacks only a short time, since July 2020 actually. I started reading about how to go about finding your preferred trading strategy but being a very impatient man i did not go through it all. I subscribed for the newsletters and decided to work on the recommendations therein. I have found them to be absolutely fantastic. It is not possible to invest in everything so i chose those that I like best. To date this has turned out fantastically well. I have tried banks' wealth management and private fund managers but was never satisfied. In a few short months I've had a 29% increase in my portfolio. No one has ever given me this return. Thank you Zacks

Date of experience: February 10, 2021
Sweden
1 review
5 helpful votes
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"Zacks Method for Trading Home Study Course is easy to learn. With your own kind of modified trading ideas, I believe this is a good tool if you like smarter trading and being able to penetrate so many more sectors and stocks than you would otherwise. "

Date of experience: February 8, 2021
Wisconsin
1 review
1 helpful vote
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Great guidance
February 8, 2021

I opened my trading account on July 9th 2020 with $25.000.00 and as of todays date (2/8/2021) I have just about doubled my money and am showing a 96.75% ROI in my trading account.

I use the screener weekly and follow the daily portfolio updates. I must say that I do not always pitch a stock if it gets downgraded by Zacks as I have developed a set of "stats" that I follow and have made money off of some of the stocks that were downgraded to a #4. However, I am always asking myself; "What does Zack know that I don't?" and like the screeners ability to fine me stocks for my watch list. I would love to have Zack update the screening manual and add some standard screening for ETF's as well.

Date of experience: February 8, 2021
Texas
1 review
4 helpful votes
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Use of Zacks Ranking
February 1, 2021

Zacks Ranking gives me a quick glance of ranking changes so I can then decide if my portfolio needs to be adjusted accordingly.

Date of experience: February 1, 2021
Ohio
1 review
7 helpful votes
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Best investment I ever made!
January 19, 2021

I went to four different financial advisors to help manage my retirement. All were looking for 1 to 1.5% fees on my portfolio without any guarantee of returns. Each provided many different methods to invest - securities, annuities, funds, bonds, etc. However, I wanted to find an advisor that I could work with as I enjoyed buying and selling stocks, and because I have always felt it was better to manage my own money. That way if it did not turn out well it was my responsibility. I was burned in the past when I had let someone else manage my money. I started my journey with Zacks in 2018 and became a full time Ultimate Member in January 2020. Zacks gives an investor so many opportunities of investing. They have the wealth of experienced investment managers with a constant flow of information and reporting it is amazing! If you want to have low risk the portfolio is available. If you want higher risk the portfolio is available. Each with their own unique strategy. I am currently using Surprise Trader for my cash account. For my Roth account I use Home Run, Less than 10, Top 10, Large Cap, and Tech Innovators. For my IRA I have setup my own investing strategy based on what I have learned from all the resources that Zack provides. Overall returns since joining Zacks in January 2020 has been a wonderful 38.82%! That has beat all the indices. It has been rewarding to know I still decide on what I want to do with my money, but have the confidence that with the power of Zack's methods I can achieve great success.

Date of experience: January 19, 2021
Florida
2 reviews
10 helpful votes
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Zacks Research
January 14, 2021

Gains in Zacks Top 10 Stocks have generally exceeded 15% average over the years. If it holds, this year will exceed 100%. Congratulations Zacks!"

Date of experience: January 14, 2021
Georgia
1 review
3 helpful votes
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I have had exceptional results. The list is sent out promptly and necessary updates are timely. The rationale for all decisions are clearly explained.

Date of experience: January 12, 2021
New York
1 review
6 helpful votes
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SUCCESS
January 12, 2021

Zack Top 10 has made my investing life relaxing. No more research and stress, at least for a whole year. Top 10 was up 100% in 2020... what more do you want! I got my two daughters investing in the Top 10 also. Two weeks into 2021, the Top 10 is up 8%... can't get better than that! Thank you Mr. Sheraz

Date of experience: January 12, 2021
Canada
1 review
8 helpful votes
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In my first month as a Zack's Ultimate subscriber, I have taken all the trades on most of the Strategies that have been offered. I currently have 27 open positions that exceed my subscription cost for the full 6 months I have enrolled in. While it's only closed positions that add to your wealth, I have confidence that the next 5 months will create what so many other Financial Strategies and Newsletters have miserable failed to do. That being to create a positive consistent cash flow. As of this morning, in one month, I show a 12.7% return on the money invested.

Date of experience: January 8, 2021
Florida
1 review
4 helpful votes
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Zacks Top 10
January 8, 2021

Zacks Top 10 Stocks has been amazing... this past year was record breaking &
2021 is already off to a great start.

Date of experience: January 8, 2021
Florida
1 review
3 helpful votes
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A Great Guide to Investing
December 31, 2020

Serves as a useful guide for managing my portfolio - whether to buy a new fund, add to an existing holding, keep or sell a fund.

Date of experience: December 31, 2020
Florida
1 review
9 helpful votes
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A Service I Can Trust
December 30, 2020

"I use Zacks seven days a week. Mostly as a crosscheck to stocks I am considering. This also includes a crosscheck to stocks recommended by editors of Zacks services, my favorite of which is Surprise Trader because his selections blend well with my short-term holding pattern, but then, too, the Value Investor and Income Investor services are helpful with my longer-term selections. Zack's system is a complete tool for serious investors."

Date of experience: December 30, 2020
Canada
1 review
3 helpful votes
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Very informative and useful
December 29, 2020

Keeps me up to date and informed. It also helps me navigate solid investments and speculative ones.

Date of experience: December 29, 2020
Iowa
1 review
6 helpful votes
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I use the Zacks Portfolio tool to monitor my IRA investments to understand if they are sound in both the short-term and the long-term. Seeing the Zacks Rank in addition to the Value, Growth, and Momentum Scores helps me know whether my equities are (indeed) invested the way I would like them to be. Recommended.

Date of experience: December 29, 2020
Germany
1 review
10 helpful votes
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Lifetime satisfied
December 25, 2020

Zacks is my No. 1 data source for fundamental data. Actually their website is always open on my screen. I am a professional technical investor, and any initial buy decision is always after crosschecking Zacks research. The ""premium screens"" are very helpful in filtering out what I look for, and the daily email alerts as well. I have been a ""lifetime"" subscriber for eight years, and I never did regret it.
When my time allows, I scroll through their website and am always surprised how rich their content is.

Date of experience: December 25, 2020
Singapore
1 review
7 helpful votes
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What I like and dont like
January 22, 2021

Best is your Zack Rating. Buying good rating is key. Do you have a service that allow me to "input" a stock name, and you can provide a Zack rating? Or in some cases as "not rated" is fine.
What can improve? Your service is very well classified into many categories and cater for many types of investors/traders... but to a common mortal like us is too many, we don't know how to choose because we dont really know what we want, and we changes all the time haha... eg myself looking for some kind of shorter term swing trade (not day trading) so I/we can be more focus and Not Overwhelmed and frustrated... yet can see some good results in a couple of weeks or 1-2 mths?

Date of experience: December 23, 2020