O'Reilly Automotive

ORLY · NASDAQ

$90.02+$0.95 (+1.07%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $89.07

ORLY analyst rating

BuyConsensus of 15 analysts over the last 12 months. 87% rate it a buy.

Strong buy0
Buy13
Hold2
Underperform0
Sell0

12-month price target · 28 analysts

Average $109.39 (+21.5% upside)

Low: $91.69
Now: $90.02
High: $126.00

Upgrades and downgrades

The latest rating actions, newest first

ORLY analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 20, 2026	Maintains	Outperform	$110.00 → $111.00	54%
Bernstein	Sep 29, 2026	Initiates	Market Perform	$94.00	36%
DA Davidson	Sep 18, 2026	Maintains	Buy	$106.00	62%
DA Davidson	Sep 16, 2026	Maintains	Buy	$106.00	62%
Citigroup	Aug 3, 2026	Maintains	Buy	$104.00 → $106.00	44%
TD Cowen	Jul 31, 2026	Maintains	Buy	$117.00 → $110.00	54%
Morgan Stanley	Jul 30, 2026	Maintains	Overweight	$112.00 → $108.00	61%
DA Davidson	Jul 22, 2026	Maintains	Buy	$114.00	62%
DA Davidson	Jul 7, 2026	Maintains	Buy	$114.00	62%
Mizuho	May 8, 2026	Maintains	Outperform	$105.00 → $110.00	41%

The case for and against

Updated Oct 14, 2026

Bull case

O'Reilly Automotive is favored because its unmatched distribution network, with more square footage than peers and closer-to-market facilities, creates a widening moat through faster delivery, better in-stocks, and steady share gains. Its culture and organizational depth also support execution, as every district manager, regional manager, divisional vice president, and area president has risen through the store hierarchy, reinforcing customer-level insight and consistency that have helped drive comp growth in 9 of the past 11 years. Fundamentally, the company’s near-$18 billion fiscal 2025 sales base, balanced 49% DIY and 49% professional mix, and ability to benefit from inflation and pass-through pricing while maintaining operating margins above most retailers support a positive long-term outlook.

Bear case

O'Reilly Automotive is facing a negative setup because its sales momentum appears vulnerable to macro pressures, with management indicating gas prices would need to remain well above $4 for a sustained period to materially help demand, while retail sales also remain closely tied to employment trends. Tariffs could squeeze both revenue and margins by forcing price increases that weaken unit volumes, and rising e-commerce competition may intensify price transparency and pressure profitability across its nearly 6,600-store footprint. Although fiscal 2025 sales reached nearly $18 billion and the mix is balanced between DIY and professional customers at 49% each, concerns around margin risk, private-label dependence at 55% of sales, and limited EV disruption do not offset the broader cyclical and competitive risks.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.