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O’Reilly Automotive price target raised to $104 from $98 at RBC Capital

RBC Capital raised the firm’s price target on O’Reilly Automotive (ORLY) to $104 from $98 and keeps an Outperform rating on the shares. O’Reilly’s headline Q2 results matched expectations, but SG&A is running higher than anticipated, leading RBC Capital to take a slightly more conservative stance on cost for the remainder of the year, further improving the setup heading into 2026, the analyst tells investors in a research note.

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