Group 1 - RBC Capital Markets raised its price target on Rollins, Inc. to $70 from $62 while maintaining an Outperform rating, citing steady operating performance in a shifting macroeconomic environment [1] - Rollins is expected to generate revenue growth of 7% to 8%, driven by mid-single-digit growth in residential pest control, high-single-digit growth in commercial services, and low-double-digit growth in termite and ancillary offerings [2] - Incremental margins are projected at 30% to 35%, consistent with the company's mid-term guidance [2] Group 2 - Rollins remains well positioned to perform in a choppy macro backdrop due to the essential nature of its services and the resilience of demand [3] - The stock has re-rated modestly above its five-year average price-to-earnings multiple, with future appreciation expected to align with low- to mid-teens earnings growth in 2026 [3]

Welcome back to Market on Close. I'm Marley Kaden here in Chicago. Joining us now in studio is Marta Norton, the chief investment strategist at Empower.Marta, always great to have you with us. Now, let's talk about the data that we've gotten of late. This it seems to have been digested.Okay. But we got our our CPI, our delayed CPI, our our delayed jobs report beat expectations, 4.6% unemployment. We got GDP today.Economy grew more than expected. But I continue to hear this echoed sentiment that people are n ...

All right, Tom. So, 2023 we turned in 24%. 2024 we turned in 23%.Pretty good this year, too. 17%. Next year, we fill in the blank with what sounds reasonable to you.>> Um, I think it's still possible to have a double digit year. There have been 12 times in the last 100 years where markets posted three years of 20% gains. This year hasn't finished yet.um globally half the time markets do even better in the following year. So I think next year is a year where the debate's going to be is the bull cycle over or ...

So that's Tim Orbanowitz. He is the chief investment strategist at Innovator Capital Management. Tim, I've got to imagine, listen, that's Apollo.They've got their own thing. But it can't be a bad idea for your clients to have a little cash. What do they call it.Dry powder. Kelly said when things go down, they can buy them or should they be 100% invested right now. >> Well, Brian, you always want to be focused on managing risk.That that is front and center no matter what we're doing, especially when we we we ...

I think for the near-term and near-term in this context, May being 2026, I think we should expect more M&A. And one of the reasons why I say that is because on one hand, you're seeing reasonably strong equity markets and some stability in rates. And, you know, you look at Treasury volatility, that's much lower.Rates may not be as low as some would like, but the rate volatility is lower. It sets a better platform. But I think the other sort of overarching theme here is that, you know, we have this k-shaped e ...

I said we're we're going to investigate the key questions for stocks in 2026 which we've listed as such and I I think you'll agree and we'll debate whether we've missed some of them or there are more pressing questions too. Can the AI trade get beyond the bubble banter. That's number one.Is the broadening trend durable. Right. That's what we're hearing a lot about.And can the rally one run without rate cuts. Critical questions, Joe. Um are those the three most pressing questions.Did we leave something out. ...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the stocks Jim Cramer offered insights on. A caller sought Cramer’s thoughts on the stock, and he stated: “Credo’s a winner. Credo’s, boy, there’s a lot of insider selling in that one. But no, we think that Credo has one of the great growth stories, and I’m not going to back away from it. Look, this is… Right now, people hate what’s inside the data center, but there is good business being done inside the data center. And just because we haven’t fi ...

Scott Croniner joins us from uh city. He's US equity strategist. Scott, not to ask how much you can deadlift, but feel free to offer, you know, [laughter] >> let's just say, Kelly, I can lift my weight, but that's about it.>> Which is looking like a little less than that. All right. So, you do think a more dovish Fed is is a plank of this bull market story.>> Yeah, it's it's kind of interesting. We just published a note that hit a few minutes ago that I I titled uh the data is dead, long live the data. And ...

Valued at a market cap of $64.2 billion, Truist Financial Corporation (TFC) is one of the largest U.S. regional financial services companies, formed in 2019 through the merger of BB&T and SunTrust. Headquartered in Charlotte, North Carolina, Truist provides a broad range of services including consumer and commercial banking, lending, wealth and asset management, insurance, and investment banking. The company is expected to announce its fiscal Q4 earnings soon. Before this event, analysts expect this bank ...

Valued at $24.2 billion by market cap, Birmingham, Alabama-based Regions Financial Corporation (RF) operates as a financial holding company, providing banking and financial services to individuals and corporations. Regions operates through Corporate Bank, Consumer Bank, and Wealth Management segments. The banking major is set to unveil its fourth-quarter results before the markets open on Friday, Jan. 16. Ahead of the event, analysts expect RF to deliver an adjusted profit of $0.61 per share, up 3.4% fro ...