Zacks Rank Performance and Featured Stocks

Shares of Curtiss-Wright Corporation (Ticker: CW) and Organigram Global Inc. (Ticker: OGI) have gained +25.95% (versus the S&P 500’s +7.68% advance) and +16.94% (versus the S&P 500’s +6.9% increase) since they were upgraded to Zacks Rank #2 (Buy) on May 13th and May 14th, respectively.

Shares of Caleres, Inc. (Ticker: CAL) and Air Industries Group (Ticker: AIRI) have lost -17.2% (versus the S&P 500’s +6.18% increase) and -2.23% (versus the S&P 500’s +8.36% increase) since they were downgraded to Zacks Rank #5 (Strong Sell) on May 28th and May 26th, respectively.

Zacks Rank, our short-term rating system, has earnings estimate revisions at its core. Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The Zacks Rank is a powerful predictive tool for timing investment decisions ahead of most other systems. A Zacks Rank of #1 or 2 signals strong potential for market outperformance. Conversely, a Zacks Rank #4 (Sell) or #5 (Strong Sell) serves as an early warning of potential weakness, providing investors the opportunity to lock in profits and avoid unnecessary losses.

A hypothetical portfolio of Zacks Rank # 1 (Strong Buy) stocks returned +6.51% in May 2025, which compares to +4.47% for the S&P 500 index and +4.12% for the equal-weight version of the index. This follows the Zacks Rank # 1 stocks’ +17.96% return in April vs. +15.04% for the S&P 500 index.

This hypothetical portfolio has returned -2.59% in 2025 (through June 2nd) vs. -1.12% for the S&P 500 index and -4.41% for the equal-weight version of the index.

This portfolio returned +22.4% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index.

This hypothetical portfolio returned +20.65% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index.

The Zacks Model Portfolio – consisting of Zacks Rank #1 stocks – has outperformed the S&P index by more than 12 percentage points since 1988 (through June 2nd, 2025, the Zacks # 1 Rank stocks generated an annualized average return of +23.5% vs. +11% for the S&P 500 index).

Zacks Recommendation Featured Stocks

Shares of Phibro Animal Health Corporation (Ticker: PAHC) and Shore Bancshares, Inc. (Ticker: SHBI) have gained +26.49% (versus the S&P 500’s +7.68% increase) and +16.46% (versus the S&P 500’s +8.36% increase) since their Zacks Recommendation was upgraded to Outperform on May 22nd and May 26th, respectively.

While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months.

Zacks Focus List Model Portfolio Performance and Featured Stocks

Shares of Micron Technology, Inc. (Ticker: MU) from the Zacks Focus List have gained +71.4% over the past three months. The stock was added to the Focus List on December 27th, 2016. Another Focus-List holding, Quanta Services, Inc. (Ticker: PWR), which was added to the portfolio on December 23rd, 2021, has returned +58.93% over the past three months. The S&P 500 advanced by +22.13% over this period.

The 50-stock Focus List portfolio returned +12.17% in the second quarter of 2025 vs. +10.94% for the S&P 500 index. The portfolio returned +8.84% in 2025 (through June 30th, 2025) vs. +6.20% for the S&P 500 index and +4.82% for the equal-weight version of the index.

The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned -15.2% vs. the S&P 500 index’s -17.96%.

The portfolio leads the broader market over the preceding one, three, five and ‘since 2004’ periods. These annualized return comparisons are: +22.27% for the Focus List vs. +15.18% for the index over the one-year period, +22.61% vs. +19.71% over the 3-year period, +17.79% vs. +16.64% over the 5-year period, and +11.85% vs. +11.44% since 2004.

Zacks ECAP Performance and Featured Stocks

Oracle Corporation (Ticker: ORCL) has gained +99.85% over the past three months. Another ECAP stock, Tractor Supply Company (Ticker: TSCO), has returned +14.1% over the same period.

The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned +0.20% in the second quarter of 2025 vs. the S&P 500 index’s +10.94% gain (SPY ETF). In the year-to-date period through June 30th, the portfolio returned +3.93% vs. +6.20% gain for the S&P 500 index.

For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF).

In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.

Zacks ECDP Performance and Featured Stocks

Starbucks Corporation (Ticker: SBUX) has gained +16.26% over the past three months. Another ECDP stock, Fastenal Company (Ticker: FAST), has returned +14.73% over the same time frame.

The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -3.17% in 2025 Q2 vs. the S&P 500 index’s -2.41% pullback and the Dividend Aristocrats ETF’s (NOBL) -0.09% return. Year-to-date (through June 30th), the portfolio returned +2.38% vs. +2.18% gain for the Dividend Aristocrat ETF.

For the full year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL.

The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.

Zacks Top 10 Stocks

Credo Technology Group Holding Ltd (Ticker: CRDO), from the Zacks Top 10 Stocks for 2025, has gained +39.07% since the list was released on January 2nd. During this period, the S&P 500 has increased by +7.13%.

The Top 10 portfolio returned +11.8% this year (through the end of June 2025) vs. +6.2% for the S&P 500 index and +4.8% for the equal-weight version of the index.

The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index.

Since 2012, the Top 10 portfolio has produced a cumulative return of +2,246.8% through the end of June 2025 vs. +502.3% for the S&P 500 index and +373.4% for the equal-weight version of the index. The portfolio has produced an average return of +26.3% in the period 2012 through June 30, 2025, vs. +14.3% for the S&P 500 index and +12.2% for the equal-weight version of the index.