Zacks Highlights Recruit, Iron Mountain, Verisk in Business Information Industry

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2▲3 ▼0Impact / 5
Summary · why it matters

Zacks Equity Research has identified Recruit Holdings, Iron Mountain, and Verisk Analytics as stocks to watch in the business information services industry. The industry is benefiting from increased technology adoption and demand for risk mitigation, cost reduction, and productivity improvement solutions. Recruit Holdings, with a Zacks Rank #1 (Strong Buy), saw its fiscal 2026 EPS estimate rise 3.9% to 53 cents, driven by its HR Technology and Marketing Matching Technologies segments. Iron Mountain, rated #3 (Hold), reported a 21.6% revenue increase to $1.94 billion in the first quarter of 2026, with its data center business revenues surging 47.1% to $254.7 million. Verisk Analytics, also a #3 (Hold), is transitioning to a subscription-driven model with over 80% of 2025 revenues from subscriptions, and its 2026 EPS estimate edged up to $7.63.

Impact on assets 3

Industrials▲
Recruit Holdings Co., Ltd.
6098
▲ PositiveCapitalrelevance

Fiscal 2026 EPS estimate rose 3.9% to 53 cents, driven by HR Technology and Marketing Matching Technologies segments.

Cloud & Digital Infrastructure▲
Iron Mountain Incorporated
IRM
▲ PositiveDemandrelevance

Data center business revenues surged 47.1% to $254.7 million, indicating strong end-customer demand.

Climate Adaptation & Water▲
Verisk Analytics Inc
VRSK
▲ PositiveTechnologyrelevance

Transitioning to a subscription-driven model with over 80% of 2025 revenues from subscriptions, a strategic product shift.