Zacks Investment Research
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Zacks Investment Research

Overview

Zacks Investment Research has a rating of 3.9 stars from 155 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
18
value
8
shipping
2
returns
1
quality
9
How would you rate Zacks Investment Research?
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Iowa
1 review
6 helpful votes
Follow Brett A.
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A useful guidepost for how my portfolio is behaving
December 29, 2020

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
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
Colorado
1 review
3 helpful votes
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So far, so good!
July 24, 2021

I value the Zacks Research Wizard built-in stock-picking strategies. I'm up +25% in 27 weeks trading so far. If this continues through the year, I will quadruple my investment next year.

Date of experience: July 24, 2021
Louisiana
1 review
2 helpful votes
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Great resource
October 25, 2022

"I use the Zacks #1 Rank List, Premium Screens, Industry Rank and Equity Research Reports as part of Zacks Premium the most. The easy-to-use reports have helped improve my trading, and the research has helped narrow my options."

Date of experience: October 25, 2022
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
Ohio
1 review
6 helpful votes
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Zacks is tough to beat
March 3, 2021

Last year was a great year despite the sharp market downturn during the Spring of 2020. I primarily utilize Zacks Top 10 Stocks, Blockchain Innovators, Counterstrike, Value Investor, Commodity Innovators and Insider Trader services and all of these performed well and provided a balanced portfolio. Last year was the best year I've ever had with investing: My two brokerage accounts were up 80% and over 50% for the year using the above mentioned Zacks services. This year is off to a good start, despite continued market volatility.

Date of experience: March 3, 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
Wisconsin
1 review
38 helpful votes
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There money back performance warranty is worthless. They refuse to awnser phone or emails once they have your money.The research wizard does not work.

Date of experience: July 29, 2019
Wisconsin
1 review
26 helpful votes
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Zack's changes mind?
October 9, 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!

Date of experience: October 9, 2018
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
Texas
1 review
8 helpful votes
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Back on Track in 2023 and 2024
April 13, 2023

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."

Date of experience: April 13, 2023
Canada
1 review
3 helpful votes
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The road to success
August 17, 2021

The Zacks Research Wizard powerful stock screener helped me find stocks with very fine tuning on specifications I look for. I had great success in 2019 with BMZ (29.0%), FZR (55.7%), GIM1 (28.7%), NH (43.4%). I bought Zacks Ultimate and now follow Jeremy Mullin, Kevin Cook and Danie Laboe.

Date of experience: August 17, 2021
Canada
1 review
1 helpful vote
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Zacks is a valuable information source
April 20, 2024

"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
South Carolina
1 review
3 helpful votes
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An excellent service.
January 6, 2022

Zacks has been an incredibly lucrative service for me. Using their rating system, I have been about 90% successful in selecting stocks poised to grow. I use their information combined with my charting techniques to be very successful. For example, their top 10 achieved 36% growth last year. My trading of those stocks gained me 103% for the year... time consuming, but worth it.
Once I've picked a stock and know it by tracking it daily, I use their rating to decide how much I'm going to add. So if it's a 1A rating, when the chart indicates add, I add aggressively. If the stock dropped to a 5C rating and chart says to add, I still add, but just a small amount.
I also find their whispers for earning season very helpful. I don't normally trade on earnings, but if it has a negative whisper, I may lighten up beforehand.
I have also figured out that a 5, which they say is a strong sell, can also just mean underperformed. I trade it with less money perhaps, but I dont delete it from my portfolio necessarily. Often, a stock that I've gotten into and track throughout the year will start as a 2 and drop to a 5, only to come back to a 3... so I learned not to panic when they drop a stock to a 5.
Overall, the small lifetime membership price has paid off for me very quickly. I highly recommend this service.

Date of experience: January 6, 2022
India
1 review
1 helpful vote
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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.

Date of experience: April 21, 2022
Arizona
1 review
2 helpful votes
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Zacks Premier Service
October 18, 2021

The Zacks #1 Rank List, Zacks Earnings ESP Filter, Premium Screens and Industry Rank provide information I use alongside another source of stock evaluation to choose stocks to invest in. In the last two years, I have been able to beat the market handily (even this bull market). I'm very satisfied with my results. The Industry Rank and Earnings ESP Filter are particularly valuable.

Date of experience: October 18, 2021
Pennsylvania
1 review
1 helpful vote
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I value the Zacks Investor Collection Commentary. More than just adds and deletes, I enjoy the perspective on the market, stocks in the portfolio, and why adds and deletes are made. The ups have been better than the downs! Overall sitting on 18% upside right now. Highlights are sitting on + 500% up on SAVA, and cashed out on LQDT for a +100% gain, and CMTL for +70%.

Date of experience: May 7, 2021
Arizona
1 review
1 helpful vote
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Having www.zacks.com a click away on my laptop has enabled me to confidently buy securities with promising upside in the current volatile market. Results on recent buys include:
• 78% increase in value on a technology stock purchased 5 months ago
• 22% increase in value on an oil exploration and production stock purchased 6 weeks ago
• 14% increase on another oil exploration and production stock purchased 5 weeks ago
• 2.8% decline in value on an oil driller purchased 5 weeks ago (they don't all go up!)
• 10% increase in value on an oil and gas pipeline stock purchased 4 weeks ago
Combing Zacks' Best Industries rankings for stocks with high Zacks Ranks and scores for Value, Growth and Momentum has made me a believer in their mantra – "buy the best stocks in the best industries." I find the earnings and technical data Zacks provides on securities and funds very helpful for making purchase and exit decisions. Fees are reasonable and offer more value than competitive services I have used in the past. I highly recommend Zacks to any investor serious about growing wealth.

Date of experience: November 13, 2022
Florida
1 review
6 helpful votes
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A Retail Investor CAN Beat the Market
March 21, 2021

"I'm currently following and adding positions from Zacks Ultimate, including Technology Innovators, Healthcare Innovators and Blockchain Innovators. In 2020 I followed Home Run Investor, Value Investor, Top 10 and Stocks Under $10. In past 12 months, my wife's IRA is up 86% and my IRA is up 56% - this is directly correlated to when I began Zacks. Can't say thank you enough."

Date of experience: March 21, 2021
Cambodia
1 review
3 helpful votes
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The best investment
June 30, 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

Date of experience: June 29, 2023