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O'Reilly Auto (ORLY)
NASDAQ:ORLY
ORLY Analyst Ratings
Strong Buy
19 Buy
3 Hold
0 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
ORLY Stock 12 Month Forecast
Average Price Target
$113.28
▲(16.46% Upside)
| Highest Price Target$125.00 | Average Price Target$113.28 | Lowest Price Target$91.00 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
Barclays
$86→$91
Hold
-6.45%
Downside
Reiterated
10/27/25
TR | OpenAI - 4o
$105→$102
Hold
4.86%
Upside
Reiterated
10/26/25
AI Generated ArticleAI Generated Article
TD Cowen
$125
Buy
28.51%
Upside
Reiterated
10/26/25
Oppenheimer
$97
Hold
-0.28%
Downside
Reiterated
10/24/25
Goldman Sachs
$108→$121
Buy
24.40%
Upside
Reiterated
10/24/25
D.A. Davidson
―
Buy
―
Reiterated
10/24/25
Roth MKM
$112
Buy
15.14%
Upside
Reiterated
10/24/25
BMO Capital
$110
Buy
13.09%
Upside
Reiterated
10/24/25
Truist Financial
―
Buy
―
Reiterated
10/23/25
UBS
$120
Buy
23.37%
Upside
Reiterated
10/23/25
O'Reilly Auto's Strong Performance and Growth Potential Justify Buy Ratingaccelerating inflationary benefit provides support heading into 4Q. It’s easy to see how the bulls and the bears are going to react to this print. The bulls are going to say that ORLY is clearly putting up the best in class comps, it's generating gross margin expansion, it’s a clean story and estimates should continue to move higher. The bears are going to point to ORLY’s persistently elevated growth in SG&A per store, its below the line boost to EPS guidance (the lower tax rate drove much of the upward revision) and its full valuation. In our view, the push or pull point will be how the company’s message informs the market's view of '26 EPS. Assuming that it points to these mid-single comps persisting, further modest gross margin expansion, and slower growth in operating costs, there should be line of sight to EPS of $3.40-$3.50. In this case, the valuation looks a bit less imposing.
Wells Fargo
$115
Buy
18.23%
Upside
Reiterated
10/23/25
Bank of America Securities
$120
Buy
23.37%
Upside
Reiterated
10/23/25
O'Reilly Auto: Strong Pro Segment Performance and Strategic Growth Drive Buy RatingWe model 2025E EPS of $2.96 to reflect our 2025 comp forecast of 4.5% (vs. raised guidance of 4%-5%) supported by MSD same SKU benefit in 4Q. We forecast 51.6% gross margin in 4Q (32bp margin expansion) as ORLY navigates tariff cost pressures through negotiations and pass-throughs. We model 7.4% SG&A growth, with average SG&A per store growing 3.9% in 2025, as ORLY continues to see investment opportunities to support top-line growth and gain share from the current 10% in North America. It has begun servicing stores from its new Stafford DC, which should improve average delivery time and allow ORLY to expand in the mid-Atlantic market.
Evercore ISI
$112
Buy
15.14%
Upside
Reiterated
10/23/25
Guggenheim
$110
Buy
13.09%
Upside
Reiterated
10/23/25
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Barclays
$86→$91
Hold
-6.45%
Downside
Reiterated
10/27/25
TR | OpenAI - 4o
$105→$102
Hold
4.86%
Upside
Reiterated
10/26/25
AI Generated ArticleAI Generated Article
TD Cowen
$125
Buy
28.51%
Upside
Reiterated
10/26/25
Oppenheimer
$97
Hold
-0.28%
Downside
Reiterated
10/24/25
Goldman Sachs
$108→$121
Buy
24.40%
Upside
Reiterated
10/24/25
D.A. Davidson
―
Buy
―
Reiterated
10/24/25
Roth MKM
$112
Buy
15.14%
Upside
Reiterated
10/24/25
BMO Capital
$110
Buy
13.09%
Upside
Reiterated
10/24/25
Truist Financial
―
Buy
―
Reiterated
10/23/25
UBS
$120
Buy
23.37%
Upside
Reiterated
10/23/25
O'Reilly Auto's Strong Performance and Growth Potential Justify Buy Ratingaccelerating inflationary benefit provides support heading into 4Q. It’s easy to see how the bulls and the bears are going to react to this print. The bulls are going to say that ORLY is clearly putting up the best in class comps, it's generating gross margin expansion, it’s a clean story and estimates should continue to move higher. The bears are going to point to ORLY’s persistently elevated growth in SG&A per store, its below the line boost to EPS guidance (the lower tax rate drove much of the upward revision) and its full valuation. In our view, the push or pull point will be how the company’s message informs the market's view of '26 EPS. Assuming that it points to these mid-single comps persisting, further modest gross margin expansion, and slower growth in operating costs, there should be line of sight to EPS of $3.40-$3.50. In this case, the valuation looks a bit less imposing.
Wells Fargo
$115
Buy
18.23%
Upside
Reiterated
10/23/25
Bank of America Securities
$120
Buy
23.37%
Upside
Reiterated
10/23/25
O'Reilly Auto: Strong Pro Segment Performance and Strategic Growth Drive Buy RatingWe model 2025E EPS of $2.96 to reflect our 2025 comp forecast of 4.5% (vs. raised guidance of 4%-5%) supported by MSD same SKU benefit in 4Q. We forecast 51.6% gross margin in 4Q (32bp margin expansion) as ORLY navigates tariff cost pressures through negotiations and pass-throughs. We model 7.4% SG&A growth, with average SG&A per store growing 3.9% in 2025, as ORLY continues to see investment opportunities to support top-line growth and gain share from the current 10% in North America. It has begun servicing stores from its new Stafford DC, which should improve average delivery time and allow ORLY to expand in the mid-Atlantic market.
Evercore ISI
$112
Buy
15.14%
Upside
Reiterated
10/23/25
Guggenheim
$110
Buy
13.09%
Upside
Reiterated
10/23/25
Best Analysts Covering O'Reilly Auto
1 Month
xxx
Success Rate
12/16 ratings generated profit
Average Return
+2.21%
reiterated a xxx
rating 22 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 75.00% of your transactions generating a profit, with an average return of +2.21% per trade.
3 Months
xxx
Success Rate
13/15 ratings generated profit
Average Return
+6.80%
reiterated a xxx
rating 2 months ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 86.67% of your transactions generating a profit, with an average return of +6.80% per trade.
1 Year
Success Rate
44/44 ratings generated profit
Average Return
+26.58%
reiterated a buy rating 5 days ago
Copying Scot Ciccarelli's trades and holding each position for 1 Year would result in 100.00% of your transactions generating a profit, with an average return of +26.58% per trade.
2 Years
xxx
Success Rate
44/44 ratings generated profit
Average Return
+52.01%
reiterated a xxx
rating 5 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 100.00% of your transactions generating a profit, with an average return of +52.01% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
ORLY Analyst Recommendation Trends
Rating
Jun 25
Jul 25
Aug 25
Sep 25
Oct 25
Strong Buy
1
1
0
0
0
Buy
37
39
43
32
15
Hold
6
7
6
4
3
Sell
0
0
0
0
0
Strong Sell
0
0
0
0
0
total
44
47
49
36
18
Each month's total comprises the sum of three months' worth of ratings.
ORLY Financial Forecast
ORLY Stock Forecast FAQ
What is ORLY’s average 12-month price target, according to analysts?
Based on analyst ratings, O'Reilly Auto’s 12-month average price target is 113.28.
What is ORLY’s upside potential, based on the analysts’ average price target?
O'Reilly Auto has 16.46% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is ORLY a Buy, Sell or Hold?
O'Reilly Auto has a consensus rating of Strong Buy which is based on 19 buy ratings, 3 hold ratings and 0 sell ratings.
What is O'Reilly Auto’s price target?
The average price target for O'Reilly Auto is 113.28. This is based on 22 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $125.00 ,the lowest forecast is $91.00. The average price target represents 16.46% Increase from the current price of $97.27.
The highest analyst price target is $125.00 ,the lowest forecast is $91.00. The average price target represents 16.46% Increase from the current price of $97.27.
What do analysts say about O'Reilly Auto?
O'Reilly Auto’s analyst rating consensus is a Strong Buy. This is based on the ratings of 22 Wall Streets Analysts.
How can I buy shares of ORLY?
Open a brokerage account, see exclusive account opening deals on our Best Online Brokers page.