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UBS Reassesses Rollins (ROL) Ahead of Earnings, Maintains Neutral View

Rollins, Inc. (NYSE:ROL) is included among the 13 Best February Dividend Stocks to Buy.

On January 21, UBS lifted its price target on Rollins, Inc. (NYSE:ROL) to $65 from $61 while keeping a Neutral rating on the stock. The firm said the setup heading into fourth-quarter results looks fairly balanced. Organic growth and EBITDA are expected to come in slightly ahead of consensus estimates, with a modest pickup from the third quarter. UBS added that management’s outlook for 2026, which calls for organic growth of 7% to 8% and incremental EBITDA margins around 30%, is largely already priced in, limiting the chances of a major surprise.

At its sell-side analyst conference in December, Rollins outlined how it has been using scaled acquisitions to enter new markets, expand into additional geographies, and strengthen customer acquisition. The company also pointed to a sharp increase in shareholder returns, with its regular dividend up roughly 80% since 2022. In addition, Rollins has been active on buybacks, including a $300 million repurchase tied to a secondary offering in 2023 and another $200 million repurchase alongside its 2025 secondary offering.

Looking ahead, Rollins’ performance will hinge on its ability to retain customers, run efficiently, stay compliant with regulations, and use its scale to compete effectively. The company continues to invest in the salesforce development and marketing to defend its position against both smaller local operators and larger national competitors such as Rentokil and Ecolab.

Rollins, Inc. (NYSE:ROL) is a global consumer and commercial services company that provides essential pest and wildlife control services.

While we acknowledge the potential of ROL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ROL and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds and Retirement Stock Portfolio: 12 Low Risk Investments

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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