Microsoft 365 Zacks Equity Research Period

CHICAGO, November 18, 2025 (GLOBE NEWSWIRE) – Zacks Investment Research announced the launch of the Zacks Equity Research Agent for Microsoft 365 Copilot. With this new integration, Zacks’ award-winning research and data will be incorporated into businesses’ Microsoft 365 workflows.

This system provides similar guidance offered through Zacks Insight, an AI-powered financial advisory service for individual investors. With Microsoft 365 Copilot, finance professionals will have easy access to Zacks’ proprietary research and data sets, allowing them to instantly transform simple commands into displays, comparative analyses, and summaries.

Zacks’ Microsoft 365 Copilot AI-powered equity research offers analyst-written reports for 1,100 large companies and quantitative research for 3,500 small firms. This information, including core earnings, forecasts, and brokerage data, provides higher accuracy, speed, and reliability in research processes.

Rayna Zacks, Zacks Investment Research Business Development Director, stated, "For 40 years, our purpose has been clear: to provide investors with better and faster answers. Microsoft 365 Copilot is where the work happens. Integrating Zacks into this workflow ensures that professionals can rely on the same research and data they trust—now delivered at the speed of a command."

Chantrelle Nielsen, Microsoft 365 Copilot Product Management Director, added, "Unlocking access to Zacks’ proprietary research and data will allow our customers to get the most trusted information in minutes. This integration breaks down barriers, streamlines workflows, and equips users with the necessary tools to focus on what matters most."

The Zacks Equity Research AI Agent is a tool for financial professionals and advisors. Within Microsoft 365 Copilot, professionals can conduct stock research, perform stock comparisons, prepare for earnings calls, and perform complex data tasks without leaving Outlook, Word, Excel, PowerPoint, or Teams.

Other features and benefits provided through this platform include:

• Data Depth and Compliance Assurance: Access to Zacks’ proprietary research and data – company coverage by 1,100 analysts, along with quantitative research for 3,500 additional firms, including core earnings, forecasts, and brokerage data.
• Instant Real-Time Data: Obtaining displays, comparative analyses, and summaries by asking questions in natural language.
• Seamless Workflow Integration: Customers can easily integrate Zacks’ research into Microsoft 365 applications.

Financial professionals subscribed to Zacks Investment Research services can access the Zacks Equity Research AI Agent today.