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Yehuda Selberman

Vice President and Senior Equity Analyst at Morgan Stanley

Yehuda Selberman is a Vice President and Senior Equity Analyst at Morgan Stanley, specializing in equity research with a focus on the technology and software sectors. He covers companies such as Microsoft, Salesforce, and Adobe, and is recognized for consistent, data-driven investment insights, holding a success rate in line with top peer averages and delivering alpha-generating recommendations. Selberman began his finance career after graduating from Yeshiva University, advancing through analyst roles at smaller investment firms before joining Morgan Stanley in 2020, where he quickly distinguished himself by earning internal recognition for research excellence. He is a FINRA-registered representative with Series 7 and 63 securities licenses, underlining his compliance and professional expertise.

Yehuda Selberman's questions to ROLLINS (ROL) leadership

Question · Q2 2025

Yehuda Selberman, on for Toni Kaplan from Morgan Stanley, asked about the M&A environment, including valuations and competition, and questioned whether the strong demand in June and July was concentrated in residential or seen across all segments.

Answer

President & CEO Jerry Gahlhoff described the M&A market as competitive, particularly for smaller tuck-in deals, but noted no radical changes in valuations. He highlighted the recent Sela acquisition as a successful example. Gahlhoff confirmed that the strong demand momentum seen in June and carrying into July was broad-based, occurring across all business segments.

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