• Zacks Investment Research

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Zacks Investment Research

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Overview

Zacks Investment Research has a rating of 4.4 stars from 147 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Zacks Investment Research most frequently mention last year, value investor, and long term. Zacks Investment Research ranks 1st among Stock Research sites.

  • Service
    16
  • Value
    6
  • Quality
    8
Positive reviews (last 12 months): 100%
Positive
14
Neutral
0
Negative
0
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How would you rate Zacks Investment Research?
Business's Favorite Review

“My Review of Zacks.com”

Tom I.
12/29/20

I have used Zacks Ultimate services for several years now with great success. I find that the various trading styles, level of insight, and of course, statistical success and modeling has translated into solid performance and returns. The ability to get real-time information in terms of texts and email during the trading day is very helpful.

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Top Positive Review

“Essential for trading and investing in general”

Terry S.
12/16/20

I read the daily reports from several of your portfolio services, use their recommendations and find them extremely useful in my trading. The money invested in Zacks has paid off many times over during the past few years. I also profit from the monthly sessions on the market.

Reviews (147)

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2 months (3)
Thumbnail of user mpc10
Illinois
1 review
1 helpful vote
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September 9th, 2024
Verified purchase

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.

Thumbnail of user michaelp7904
Illinois
1 review
0 helpful votes
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October 25th, 2024
Verified purchase

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.

Thumbnail of user ritcheym2
Illinois
1 review
0 helpful votes
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August 26th, 2024
Verified purchase

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.

Thumbnail of user erichr37
Illinois
1 review
1 helpful vote
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July 27th, 2024
Verified purchase

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!

Thumbnail of user nickd1335
Illinois
1 review
1 helpful vote
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June 29th, 2024
Verified purchase

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.

Thumbnail of user ronaldp1058
Illinois
1 review
1 helpful vote
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May 30th, 2024
Verified purchase

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.

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Walter R.
Illinois
1 review
2 helpful votes
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April 20th, 2024
Verified purchase

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!

Thumbnail of user charlieb676
Massachusetts
1 review
3 helpful votes
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May 1st, 2024
Verified purchase

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.

questions were clarified...

Service
Thumbnail of user philipc931
GB
1 review
1 helpful vote
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April 3rd, 2024

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

Products used:
Lifetime

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Thumbnail of user henryp574
Illinois
1 review
1 helpful vote
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February 28th, 2024
Verified purchase

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!

Thumbnail of user terryp1041
Canada
1 review
1 helpful vote
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April 20th, 2024
Verified purchase

"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."

Thumbnail of user carlc331
New York
1 review
7 helpful votes
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March 19th, 2021

Zacks Ultimate is like having an experienced Captain navigate you on the sometimes stormy sea of investing.
Daily buy/sell recommendations in real time, and daily narratives from seasoned professionals deliver real favorable results.
Lifetime Service has paid for itself within days.

Tip for consumers:
If unsure use their Free Zacks Website to monitor the Zacks scores of your holdings. Then if you verify the intuitiveness of the Zacks score as being an effective (and profitable) part of your investing regimen consider the service.

Products used:
Zacks Research Wizard Lifetime, Zacks Investor Collection Lifetime, Zacks Ultimate Lifetime

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Quality
Thumbnail of user adamj924
Illinois
1 review
4 helpful votes
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November 7th, 2023
Verified purchase

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!

Thumbnail of user frankp680
South Carolina
1 review
9 helpful votes
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December 15th, 2020
Verified purchase

Zacks Ultimate has been a great help in our retirement. The choices of portfolios make it much easier to diversify risk. If you are an individual stock investor, there is no better place to be than with Zacks."

Thumbnail of user tedw87
Texas
1 review
53 helpful votes
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June 27th, 2019

What they do should be illegal. Use old data to keep a narrative going. Reminds me of PR news like you see with penny stock "pump and dump" scams. Pump out article after article with hype, not legit analysis.

Thumbnail of user faisalm30
Connecticut
1 review
6 helpful votes
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February 16th, 2021
Verified purchase

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.

Thumbnail of user steves1895
GB
1 review
4 helpful votes
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February 17th, 2021
Verified purchase

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

Thumbnail of user bruceh1158
Illinois
1 review
2 helpful votes
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January 2nd, 2024
Verified purchase

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.

Thumbnail of user janj236
Denmark
1 review
3 helpful votes
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October 1st, 2021
Verified purchase

"Zacks Ultimate provides easy access to investment ideas that are already filtered, narrowing candidates for my own assessment. After years of being an investor, with your service I finally started to beat the index. I had started to doubt individual investments and instead just buy the index. Well now that idea is on hold!"

They care to respond!

Service
Thumbnail of user josepht1301
Illinois
1 review
4 helpful votes
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August 18th, 2022
Verified purchase

In this last sea-change of a year, I began to self-manage my retirement investments. I glean more from Zacks straightforward, common sense analysis and guidance than from any other source. Their presentation anticipates most of my questions, I believe, because Zacks "meta-view" explains the logic behind their trades, presumes no special knowledge on my part and is inclusive. I. e., not jazzed up!

Thumbnail of user marcr221
Texas
1 review
1 helpful vote
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June 9th, 2021
Verified purchase

Zacks Ultimate Commentary keeps me most updated on thoughts from your editors. I find this very useful since things change daily. I have had more successes than failures. That's the name of the game and keeps me coming back.

In the past I have contacted Zack's for a few issues. They have always been very responsive to me.

Service
Thumbnail of user chuckw284
Illinois
1 review
3 helpful votes
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May 10th, 2023
Verified purchase

At the beginning of the pandemic, I bought into Zacks Top 10 Stocks portfolio. Within a couple of months, the market deteriorated, but staying in proved to be a "game changer." That portfolio went on that year to do +98%. It was followed up by +40% in 2021. I'll gladly give back the +15% in 2022 after having such success the two years prior. Looking forward to seeing how the next 10 years play out.

Thumbnail of user darylm80
Canada
2 reviews
26 helpful votes
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July 20th, 2020

Little value and once you are on their email list, it will never stop. I've clicked on the "unsubscribe" link many times. I've had email discussions with them where they tell me I will be removed. Yet spam email continues to roll in.

Thumbnail of user bryanw16
New York
4 reviews
54 helpful votes
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March 12th, 2014

Lots of news coverage, which is useful, but their "stock research" is extremely biased. They hide the fact that they are receiving soft dollar compensation from the company for their "research". Companies can essentially "buy" positive recommendations from Zacks, so don't trust what they say

Thumbnail of user johnathanm24
Indonesia
7 reviews
84 helpful votes
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March 15th, 2018

I would not pay for this service as you can get a lot of the stuff they offer from free at finviz.com and simillar sites. However, the free options can provide you with general information and then its up to you to dig deeper.

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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, screening and backtesting software, and powerful resources and tools to help boost portfolio returns.

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, averaging +24.2% per year.

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