Zacks Investment Research has long been a staple for US investors, but in 2025, it’s starting to pique the interest of Australians eager to sharpen their stock-picking skills. With global markets more accessible than ever and Australian investors increasingly looking abroad, Zacks’ data-driven approach and stock rating system are under the local spotlight. But how does Zacks stack up for Aussies, and what’s changed in the global investment landscape to make it relevant now?
What Is Zacks Investment Research?
Zacks Investment Research is a US-based independent investment research firm best known for its quantitative stock rating system, equity research reports, and screening tools. Founded in 1978 by Len Zacks, the firm’s proprietary Zacks Rank system rates stocks from #1 (Strong Buy) to #5 (Strong Sell), based on earnings estimate revisions and other fundamental metrics.
Its platform offers:
- Stock screening and ranking: Quantitative ratings for thousands of US-listed stocks, ETFs, and mutual funds.
- Research reports: Analyst-driven insights and fundamental analysis.
- Portfolio tools: Watchlists, performance tracking, and alerts.
- Educational content: Webinars, tutorials, and newsletters for investors at all levels.
While Zacks primarily covers US equities, its research has global relevance—particularly for Australians investing in US stocks via platforms like Stake, SelfWealth, and Superhero.
Why Are More Australians Turning to Zacks in 2025?
Several trends are converging in 2025 to make Zacks more relevant for Australian investors:
- Global diversification: According to recent ASX data, nearly 1 in 3 Australian retail investors now own US shares, up from 1 in 5 just three years ago.
- Rise of low-cost brokers: Platforms like Stake and Superhero allow Australians to trade US stocks with minimal fees, making American equities more accessible.
- Search for independent research: With increased market volatility and macroeconomic uncertainty, investors are hungry for unbiased, data-driven insights.
- Technology and automation: Zacks’ quantitative rankings appeal to investors who want a systematic approach to stock selection rather than relying solely on news headlines or social media sentiment.
In 2025, recent updates to Australian tax policy have also made it easier to declare and manage international investment income, further encouraging overseas stock picking.
Pros and Cons of Zacks for Australian Investors
Is Zacks a smart pick for Australians? Here’s what stands out—and what to watch out for:
- Pro: Data-driven ratings – The Zacks Rank system is based on analyst earnings revisions, a proven indicator of stock performance, and offers a systematic edge over pure speculation.
- Pro: Breadth of coverage – Zacks covers thousands of US-listed stocks, including many tech, pharma, and growth names popular with Australians.
- Pro: Educational resources – The platform’s tutorials and newsletters help new investors build confidence in overseas markets.
- Con: Limited ASX coverage – Zacks does not provide research or ratings for Australian-listed companies, so its utility is limited to offshore equities.
- Con: Subscription cost – Premium features (like Zacks Premium and Zacks Ultimate) require monthly or annual fees, so investors should weigh the value against their trading volume and investment goals.
- Con: US-centric terminology – Some aspects of the research may assume knowledge of US tax laws or trading conventions, which can be confusing for newcomers.
As a real-world example, consider an Australian investor using Stake to buy shares in Nvidia or Tesla. Zacks’ “Strong Buy” or “Hold” rankings, backed by analyst consensus and earnings momentum, offer a useful screening layer before committing funds—especially when local brokerage research may be limited.
How to Get the Most Out of Zacks in 2025
To maximise the value of Zacks as an Australian investor, consider these practical tips:
- Use Zacks as a starting point—always cross-check with other research, including Australian financial news and brokerage reports.
- Take advantage of the free content and trial periods before committing to a paid subscription.
- Keep an eye on currency risk and US tax implications, as these can impact the net returns on international investments.
- Remember that Zacks ratings are best used as part of a diversified, long-term strategy—not for day trading or speculative punts.
The Bottom Line
With more Australians investing globally in 2025, Zacks Investment Research is a tool worth considering—especially for those focused on US stocks. While it won’t replace local research or common sense, its data-driven approach and proven track record can help Aussies cut through the noise and make more informed decisions. Whether you’re a first-timer or a seasoned investor looking for an edge, Zacks could be the missing piece in your international investing toolkit.
