For over 20 years we have provided superior-performing equity research to institutional investors. Our research has earned the respect of both institutional and individual equity investors due to our long history of quality and innovation.
Our stock research methodology represents a blend of quantitative and fundamental research, with analyst written research reports on approximately 1,100 stocks.
Zacks Research consistently achieves top results among all research providers, and is regularly honored for our performance in industry awards.
In addition to the report data, Zacks analysts provide a Summary and Overview of the company, reasons to either Buy or Sell the stock depending on the Zacks Rank and a Risk section for the associated course of action.
Strong Buy and Buy ranked stocks have a Target Price and a Valuation section explaining the Target Price. Most often the valuation is a multiple of current fiscal year consensus earnings estimates, although other metrics are also used.
For all stocks, the analyst provides a “Reasons to Buy” and a “Reasons to Sell” section to assist investors with their decision making relative to their own portfolio needs. The analyst also provides a detailed analysis of each company's last earnings report.
Zacks Equity Research Reports are now distributed through:
Factset • Refinitiv • S&P Capital IQ • Bloomberg
When you subscribe to Zacks Advisor Tools, you get access to all the equity research described above on whichever platform you use, plus:
Zacks analysts build complete financial models for the companies they follow that forecast each company’s financial statements (income statement, balance sheet, cash flow statement) into the future for up to 16 quarters.
These Zacks analyst models are available to all Bloomberg users, but a separate subscription is required to the access Zacks Research that supports these models. Click here to learn more.
For 30 years Zacks has been providing quant models to select stocks that are proven to work. These models allow you to further analyze stocks using quant factors through a simplified user interface designed to optimize your process.
Use our quant models for strategy development and stock picking, as a metric for screening and table building, or as an alpha factor in multi-factor models
A 5-part monthly report covering Investing & Market Insights, Sector and Industry Ranks & Valuation, Allocation & Style Boxes, Buy-Side & Sell Side Macro Consensus, and Macro Update.
Quant-based reports for 3,600 companies not followed by Zacks analysts.
Weekly reports, analysis and forecasts of company earnings written by Sheraz Mian, Zacks Director of Research.
Earnings Trends reports are available to all Bloomberg users as part of the Zacks Research Package.
Click here to learn more.
Market-beating model portfolios including the Zacks #1 Ranked Stocks, the Zacks Focus List, the Earnings Certain Family of Portfolios and more.
Zacks #1 Rank stocks have generated an annualized return of +24.17% since 1988 vs. +10.82% for the S&P 500 index (through 9/4/2023).
To learn more about accessing our research reports through platforms like Factset, Refinitiv, S&P Capital IQ, or Bloomberg, reach out to us today. We'd also love to discuss the other indispensable research you can find on Advisor Tools.
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