Why Rollins Stock Is Plummeting Lower Today
Shares of Rollins (NYSE: ROL), North America's largest pest control provider, fell 10% on July 23, 2026, after reporting Q2 earnings that missed profit expectations despite beating revenue estimates. Sales grew 8% year-over-year, but adjusted EPS growth of 7% fell short of analyst forecasts. Organic sales rose 6%, with management guiding for 6% full-year organic growth plus 2-3 percentage points from acquisitions. A Bank of America analyst cut the price target from $55 to $35, citing ongoing pressure on the consumer unit and noting that residential organic growth of 3.6% missed the 5.4% consensus. The stock has declined 34% in 2026, as the market reassesses its premium valuation. The article notes that 75% of Rollins' business comes from recurring service agreements, providing some stability, but the company faces challenges from AI-driven changes in online search and a recent FTC non-compete case loss. The author remains bullish long-term, viewing the dip as a buying opportunity.
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