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O'Reilly Automotive, Inc.

ORLY · Nasdaq

Analyst Consensus

Buy

23 analysts

$87

Current

—

Low

$110

Average

—

High

Average target implies +26.09% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy across 23 analysts, with a mean price target of $110; the supplied data provide neither a low nor a high target, so target clustering and dispersion cannot be measured. No named analyst or firm is identified as most or least bullish, and no target or rating revisions are reported for the past week. The substantive disagreement therefore cannot be attributed to specific analysts or quantified target assumptions. The available evidence instead shows a uniformly positive aggregate stance alongside a Q2 earnings beat, 6% comparable-store-sales growth, 10% diluted-EPS growth, professional-customer momentum, and an improved 2026 outlook.

Rating Actions

No individual rating actions have been captured for ORLYyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

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EDWARD JONES

EVERCORE ISI

GUGGENHEIM SEC.

JEFFERIES & CO.

JP MORGAN SECUR

MORGAN STANLEY

NORTHCOAST RESE

OPPENHEIMER HLD

RAYMOND JAMES

RBC CAPITAL

STEPHENS INC

TD COWEN

TRUIST SECURITI

UBS

WEDBUSH SECURIT

WELLS FARGO SEC

WILLIAM BLAIR

ZACKS RESEARCH

Symbol: ORLY
Type: Stock
Sector: Consumer Discretionary
Industry: Retail-Auto & Home Supply Stores
Exchange: Nasdaq

O'Reilly Automotive, Inc. was founded in 1957 by the O'Reilly family and is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, serving both the do-it-yourself and professional service provider markets. Visit the Company's website at www.OReillyAuto.com for additional information about O'Reilly, including access to online shopping and current promotions, store locations, hours and services, employment opportunities, and other programs. As of June 30, 2026, the Company operated 6,695 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada.

Key Issues

Bullish view

Comparable-store sales rose 6%, diluted EPS increased 10%, and professional-customer growth helped lift the 2026 outlook, indicating broad operating momentum.

Bearish view

The stock fell sharply on the earnings date despite the reported beat, showing that investors may question how durable the quarter's growth is.

Analyst Consensus

See all

Buy

23 analysts

$87

Current

—

Low

$110

Average

—

High

Average target implies +26.09% versus the current price.

Earnings History

BeatMissNo estimate

O'Reilly Automotive, Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers