Since 1978 · Independent · Quantamental · Empirically Validated

Our Research. Your Success.

Zacks Investment Research is one of the investment industry's most enduring and empirically validated research engines. For more than four decades, we have delivered independent, evidence-based insights that help institutional investors, wealth managers, and individuals make better decisions.

27%+
Annualized Returns Over the Past 30 Years
2.4x
Annualized S&P 500 Returns
30+
Years of Consistent Performance
100+
Credentialed Analysts on Staff
The Zacks Research Platform

Comprehensive Coverage Across Companies, Funds, Sectors, Strategy, and Data

Eight core capabilities — combining quantitative models with analyst expertise to deliver research that explains what matters, insights that alert in real time, and data that powers models and validation.

Equity Research

1,150+ analyst-written equity research reports covering company fundamentals, valuation, earnings dynamics, and investment thesis.

Quantitative Research

4,000 model-driven quant reports surfacing the most predictive earnings-related signals — objective, no analyst input, updated continuously.

Industry & Sector Outlooks

Institutional-grade industry intelligence clarifying positioning, fundamentals, and forward earnings direction across ~240 industry groups.

Macro & Strategy Research

High-frequency, multi-horizon market intelligence — weekly, monthly, and quarterly — covering macro trends, allocation signals, and strategist consensus.

ETF Reports

1,000 ranked, analyst-interpreted ETF evaluations combining structured profiles with forward-looking thematic and macro insight.

Mutual Fund Reports

6,000 comprehensive, ranked fund evaluations unifying performance, risk, holdings, and cost transparency into a single decision-ready view.

Earnings & News Analysis

Real-time analyst-written earnings intelligence — previews, post-earnings analysis, Earnings ESP, and breaking news interpretation.

Zacks Data

25+ years of point-in-time, survivorship-bias-free datasets covering estimates, fundamentals, institutional ownership, insider activity, and corporate events. Delivered via feeds, APIs, hosted pages, or DaaS.

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About Zacks

Our Research. Your Success.

Independent, evidence-based research grounded solely in data, earnings information, and model-driven indicators — with no investment banking and no issuer-driven conflicts.

Research Framework

Earnings-Revision Dynamics

Zacks is built on a foundational insight: changes in earnings expectations are among the most reliable drivers of equity price performance. The framework integrates real-time monitoring of analyst estimate revisions across the entire market, a quantamental approach blending model-driven signals with forward-looking analyst interpretation, and style-agnostic applicability effective across both growth and value environments. The result is a transparent, repeatable methodology that consistently identifies companies with improving earnings trajectories and flags those with deteriorating fundamentals.

Analyst Organization

100+ Analyst Team

More than 100 professionally credentialed analysts provide the interpretive layer required when quantitative indicators demand contextual judgment. Analysts typically cover 15–20 equities each and bring 10+ years of average equity research tenure, advanced credentials (CFA, master's, doctoral degrees), and deep exposure to sector cycles, earnings behavior, and firm-specific dynamics.

Performance

A Proven Record of Excess Returns

Zacks' performance is independently tracked and consistently ranked among the top research providers. The Zacks Indicator Model has delivered 27%+ annualized returns over the past 30 years — approximately 16 percentage points of outperformance versus the S&P 500 — with a multi-decade record of consistency across market regimes.

Independence

Unbiased, Objective Research

No investment banking. No corporate finance. No issuer-driven commercial relationships. Zacks operates as a pure research organization, ensuring that every rating, signal, and recommendation is grounded solely in data and model-driven indicators rather than business development incentives.

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