O'Reilly Automotive, Inc.ORLYNASDAQ

Overview Intelligence Charts News Fundamentals

Analyst Sentiment

Analysts lean bullish — 90% recommend buying.

Consensus Rating

Buy

20 analysts·High coverage

90%

Rating Distribution

Strong Buy

00%

Buy

1890%

Hold

210%

Sell

00%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 16% higher.

Bear Case

$91.00

-3%

Consensus

$108.62

+16%

Bull Case

$121.00

+29%

Price Range20 analysts

Low

Consensus

High

$91.00

$121.00

Current Target

Current Price

$93.87

Upside to Target

$14.75

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$3.23(18 analysts)

P/E31x

Current: 31.2x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+6.19%

EPS+10.66%

FY2028

Rev+6.24%

EPS+9.82%

FY2029

Rev+2.51%

EPS+4.43%

Earnings Surprises

Beat rate:50%(6/12 quarters)

Avg surprise:-0.1%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 9, 2026Morgan Stanley

O'Reilly Automotive price target lowered to $108 from $110 at Morgan Stanley

Target:$108.00

+16.2%from $92.96

Feb 6, 2026Truist Financial

O'Reilly Automotive price target lowered to $107 from $109 at Truist

Target:$107.00

+15.9%from $92.30

Feb 6, 2026Robert W. Baird

O'Reilly Automotive downgraded to Neutral from Outperform at Baird

Target:$96.00

+4.4%from $91.94

Feb 6, 2026D.A. Davidson

DA Davidson Reiterates Buy Rating on O'Reilly Automotive (ORLY)

Target:$110.00

+19.5%from $92.08

Feb 6, 2026RBC Capital

O'Reilly Automotive price target lowered to $109 from $111 at RBC Capital

Target:$109.00

+18.1%from $92.30

Feb 6, 2026UBS

O'Reilly Automotive price target lowered to $114 from $120 at UBS

Target:$114.00

+23.8%from $92.08

Feb 6, 2026Mizuho Securities

O'Reilly Automotive price target lowered to $105 from $110 at Mizuho

Target:$105.00

+13.1%from $92.86

Jan 30, 2026RBC Capital

O'Reilly Automotive (ORLY) PT Raised to $111 at RBC Capital

Target:$111.00

+12.3%from $98.85

Jan 15, 2026Morgan Stanley

O'Reilly Automotive price target lowered to $110 from $115 at Morgan Stanley

Target:$110.00

+15.8%from $95.02

Dec 16, 2025Evercore ISI

O'Reilly Automotive price target lowered to $110 from $112 at Evercore ISI

Target:$110.00

+16.6%from $94.31

Dec 3, 2025Robert W. Baird

O'Reilly Automotive initiated with an Outperform at Baird

Target:$115.00

+16.6%from $98.61

Nov 5, 2025Raymond James

Raymond James Upgrades O'Reilly Automotive (ORLY) to Outperform

Target:$105.00

+11.9%from $93.83

Oct 27, 2025Barclays

O'Reilly Automotive price target raised to $91 from $86 at Barclays

Target:$91.00

-4.9%from $95.67

Oct 24, 2025Truist Financial

Truist Sees O'Reilly Automotive (ORLY) as 'One of the Best Prints in Retail a Month from Now'

Target:$109.00

+11.1%from $98.12

Oct 24, 2025RBC Capital

O'Reilly Automotive (ORLY) PT Lowered to $110 at RBC Capital

Target:$110.00

+11.9%from $98.27

Oct 24, 2025Goldman Sachs

O'Reilly Automotive price target raised to $121 from $108 at Goldman Sachs

Target:$121.00

+23.1%from $98.27

Oct 23, 2025Morgan Stanley

O'Reilly Automotive price target raised to $115 from $105 at Morgan Stanley

Target:$115.00

+15.0%from $100.00

Oct 20, 2025Mizuho Securities

O'Reilly Automotive price target raised to $112 from $104 at Mizuho

Target:$112.00

+10.2%from $101.60

Oct 15, 2025UBS

O'Reilly Automotive price target raised to $120 from $115 at UBS

Target:$120.00

+16.4%from $103.05

Oct 15, 2025Wells Fargo

O'Reilly Automotive price target raised to $115 from $105 at Wells Fargo

Target:$115.00

+11.6%from $103.05

Sep 17, 2025Wolfe Research

O'Reilly Automotive initiated with an Outperform at Wolfe Research

Target:$121.00

+15.7%from $104.55

Apr 24, 2025UBS

O'Reilly Automotive price target raised to $1,580 from $1,535 at UBS

Target:$1580.00

+16.8%from $1352.17

Oct 14, 2024Truist Financial

O'Reilly Automotive price target raised to $1,290 from $1,204 at Truist

Target:$1290.00

+8.6%from $1187.53

Oct 14, 2024Wells Fargo

O'Reilly Automotive price target raised to $1,325 from $1,250 at Wells Fargo

Target:$1325.00

+11.6%from $1187.53

Aug 22, 2024Evercore ISI

O'Reilly Automotive price target raised to $1,230 from $1,215 at Evercore ISI

Target:$1230.00

+8.1%from $1138.16

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