• Zacks Investment Research

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Zacks Investment Research

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4 / 5
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3 / 5
Corporate Values

Overview

Zacks Investment Research has a rating of 4.1 stars from 138 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 portfolio managers. Zacks Investment Research ranks 2nd among Stock Research sites.

  • Service
    14
  • Value
    5
  • Quality
    7

Proactively asks for customer feedback

Positive reviews (last 12 months): 100%
Positive
17
Neutral
0
Negative
0
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What reviewers want you to know

Positive highlights

Critical highlights

  • Well SPXL gave me +50% in 2 months, FANG an insane +160% in 2 months.
How would you rate Zacks Investment Research?
Business's Favorite Review

“My Review of Zacks.com”

Tom Q.
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.

See full review
Top Positive Review

“Essential for trading and investing in general”

Terry P.
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 (138)

Rating

Timeframe

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Reviews that mention popular keywords

2 months (3)
Thumbnail of user henryp574
1 review
1 helpful vote
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 adamj924
1 review
3 helpful votes
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 parimalr
1 review
3 helpful votes
October 6th, 2023
Verified purchase

I am using using "Big Money" and "Filtered Zacks Rank5" strategies and seeing very good results. It has 8 stocks in total.
I just need to spent 10 minutes every first Monday of the month to run the screener, buy and sell as per the screener output.

I don't need to know macro, events, news, technical or fundamental knowledge as it is all covered in Zacks rank and screen filters.

Thumbnail of user fredg101
11 reviews
73 helpful votes
May 29th, 2018

Its a good place to start but make sure you don't end your search here otherwise you could be in for a shock. Dig deeper

Thumbnail of user clints138
1 review
7 helpful votes
April 13th, 2023
Verified purchase

Research Wizard is a powerful tool for screening and analyzing. And I have been using it successfully for several years. Actually I just broke even in 2022; however, I regard that as a success, considering the performance of the market overall. I had great results in 2019, 2020, and 2021. In Q1 of 2023 I recorded a gain of 7.3%.

Most of my stock prospects come from screens that I have developed myself. However, I also monitor the Zacks services, and when a new Buy recommendation is made I use the Wizard to evaluate it against my personal criteria. I am a very conservative, value-oriented investor. Of course that doesn't work for everyone, but the nice thing about Research Wizard is that it can be tailored to match a personal investment philosophy.

My value-oriented approach does not often produce spectacular short-term gains—no ten baggers. But I have consistently stayed ahead of the market, especially in the down year 2022. In the 4th quarter of 2023 my RW analysis convinced me to take substantial positions in MDC Corp, and that has turned out well. I still hold 2000 shares, but I have cashed out 5000 at better than a +30% gain on shares held for less than nine months."

Thumbnail of user steveo1166
1 review
4 helpful votes
April 12th, 2023
Verified purchase

Zacks Ultimate Commentary is valuable because it comes from people who see things more clearly than I do. I also like the Screening options and unlimited access to all the ratings. Research Wizard is also very helpful

Thumbnail of user yaacove2
1 review
2 helpful votes
July 31st, 2023
Verified purchase

I want to compliment you for the refreshing style, and thank you for your savvy insights. You explain, very well, the rationale for the trades and why you take profits or sell with an early loss. Continue doing your great job of helping us become better traders and investors.

Thumbnail of user johns10936
1 review
8 helpful votes
May 20th, 2022

-The managers of the various investment profiles inside Zacks (home run, value, income investors etc.) don't listen to their own website recommendations, i. E. they buy stock that ranks number 4 or 5 and sell stock that ranks number 1 or 2. Many times they keep stock in their portfolios even when ranking drops to 5. How do you expect investors to trust zacks score rank if your own portfolio managers don't follow.

-The rank scores (1 to 5) feels random sometimes, i. E. you might have a core =1 (strong buy) for a stock that has sub-scores of F for all criteria of value, growth, and momentum. The opposite is also true with stocks ranking at 5 while scoring A for all criteria of value, growth, and momentum.

-I have not made any significant gains by following the rank scores nor any of their portfolios.

Thumbnail of user yif3
1 review
6 helpful votes
February 7th, 2023
Verified purchase

I have been a customer of Zacks for several years. It has been a good source of information. Definitely love it. Nicholas (Nick) B. Is the expert whom I always go to. He has been a wonderful help. Should you have any questions, I would recommend you contact Nick. He'll have answers for you. The mobile app could be more user friendly, that's true. I've seen a big improvement since I started using it years ago. Look forward to seeing more of it.

Thumbnail of user thomasr2399
1 review
2 helpful votes
October 24th, 2023
Verified purchase

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!

Thumbnail of user shannonw1144
1 review
2 helpful votes
September 5th, 2023
Verified purchase

Market insights from Zacks' key strategists are valuable. It's info from a trusted source.

Thumbnail of user johnathanm24
7 reviews
84 helpful votes
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.

Thumbnail of user bruceh1158
1 review
2 helpful votes
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 claudiup8
1 review
2 helpful votes
December 5th, 2023
Verified purchase

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%.

Thumbnail of user nickd1205
1 review
3 helpful votes
August 6th, 2023
Verified purchase

If you can get 30 days of the Ultimate service for $1, do it! I've seen many negative reviews from people who simply didn't know how to turn off auto-renew after trying a trial period. And then they got charged. (Zack's makes this point clear when you sign up. You will be charged if you don't cancel.) It couldn't be easier. Go to "My Account", go to "Orders" and turn off auto-renew. Done. And you can do this the day you buy the trial. You still get your 30 days. They actually allowed me to sign-up for a "30 days at $1" deal four times! Then they told me I'd reached my limit. That gave me four months to look at EVERYTHING. Once you're in, I suggest looking at the various portfolios you can follow. They are actually very transparent. You can see every stock a particular portfolio has bought and sold, and how much money they made or lost on each one. You can even go back and look at results from previous years. (Once you're on a portfolio page, click on "Performance.") Each portfolio is run by a stock analyst, and they each provide regular updates on their portfolios, explaining why they are buying or selling a particular stock. The service isn't cheap. But try the $1 offer and click around. Look at everything. If you come to the site to buy a few random "Strong Buy" stocks here and there, you will fail. There's a lot more to investing than that. But the $1 trials are well worth it. (I did eventually buy into the service. It's only been a couple of months, so I can't say too much. But so far, I am having more success than when I was picking stocks on my own.)

Thumbnail of user hectorholmes60
1 review
2 helpful votes
June 30th, 2023

I make a lot of money investing, thinking that this investment is really for extra income, I hope next month I will get more profit, thank myself for always investing so much profit

Thumbnail of user grzegorzw9
1 review
2 helpful votes
July 3rd, 2023
Verified purchase

I had no knowledge, I had no patience, I wanted money quickly.
And this is not so.
I need the knowledge that Zacks gives me, the plan and direction that the reports and the information in them give me.

The service is professional.
There was no option to pay in installments for a Zacks subscription.

Service
Thumbnail of user eduardp14
1 review
1 helpful vote
June 4th, 2023
Verified purchase

"Zacks Ultimate offers very straight-to-the-point commentary and market insight with essential fact info. Compact, effective information service."

Thumbnail of user m.p.a
1 review
1 helpful vote
June 29th, 2023
Verified purchase

Zack Ultimate Commentary is a good summary of thoughts from several smart people!

Thumbnail of user tracyr865
1 review
1 helpful vote
January 31st, 2024
Verified purchase

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.

Thumbnail of user markr572
1 review
26 helpful votes
October 9th, 2018

Here is an example of Zack's sucking. Look at different advice for GRPN, just 3 days apart! 10/6 is "Hold to Buy" and then 10/9 "Buy to Hold." Nice work!

Thumbnail of user michaelc6875
1 review
3 helpful votes
June 21st, 2022
Verified purchase

The Zacks ETF Investor Summary Emails are valuable because the info comes directly to me. I don't have to log in or have a computer to access the information. PDBC is this year's big winner for me at over +25%. XLE and XOP are not far behind. These wins are in the tens of thousands. Priceless.

Tremendous value. Thank you.

Thumbnail of user barts138
1 review
3 helpful votes
September 7th, 2023
Verified purchase

"I loved Zacks Ultimate, but right now in my life, I didn't have time to look into all the information it provided. Most weeks I only have time to look into the two or three stock picks from Zacks Confidential - rarely do I have time to read the entire commentary (I love it when I do have time). I've gotten some good performing stocks from Zacks Confidential such as PARR, which is up +50% in just 4 months, CVGL which doubled in a year, and ON doubled in a year, which is a pick I think I got from Zack's Ultimate (before I canceled it). The stock picks that didn't do so well have only lost a small amount, so that I haven't had any real losers from Zack's. I don't blindly accept all Zack stock picks - I look into them, follow price charts, and get in at my price, but the guidance that Zack's has provided me has been very helpful.

Customer service is wonderful; I was most pleased when I emailed to cancel my one month trial of Zack's Ultimate and they let the month run out without renewing.

Service
Thumbnail of user varunb12
1 review
1 helpful vote
April 21st, 2022

I regularly use Zacks ranks and broker rating from zacks to help pick stock for my portfolio. So far I have been successful in investing in right stocks.

Thumbnail of user bobh1046
1 review
1 helpful vote
February 8th, 2021
Verified purchase

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.

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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.

Company Representative

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Customer S.

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