ORLYConsumer Cyclical · Auto PartsThe 28 Wall Street analysts covering O'Reilly Automotive, Inc. hold a median 12-month price target of $110 — +25.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 2 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores O'Reilly Automotive, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (94): The share price has been relatively steady.
Accruals (34): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ORLY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +25.9% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Aug 2026 | Citigroup | Maintains | Buy | $104 → $106 |
| 31 July 2026 | TD Cowen | Maintains | Buy | $117 → $110 |
| 30 July 2026 | Morgan Stanley | Maintains | Overweight | $112 → $108 |
| 22 July 2026 | DA Davidson | Maintains | Buy | $114 |
| 22 July 2026 | DA Davidson | Maintains | Buy | — |
| 7 July 2026 | DA Davidson | Maintains | Buy | — |
| 7 July 2026 | DA Davidson | Maintains | Buy | $114 |
| 8 May 2026 | Mizuho | Maintains | Outperform | — |
| 1 May 2026 | Citigroup | Maintains | Buy | — |
| 1 May 2026 | DA Davidson | Maintains | Buy | — |
| 1 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 1 May 2026 | TD Cowen | Maintains | Buy | — |
| 1 May 2026 | UBS | Maintains | Buy | — |
| 30 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 7 Apr 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 9 Feb 2026 | Citigroup | Maintains | Buy | — |
| 6 Feb 2026 | DA Davidson | Maintains | Buy | — |
| 6 Feb 2026 | JP Morgan | Maintains | Overweight | — |
| 6 Feb 2026 | Mizuho | Maintains | Outperform | — |
| 6 Feb 2026 | RBC Capital | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ORLY appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, O'Reilly Automotive, Inc. returned −15.9% against +21.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 28% of US stocks
Cheaper than 33% of US stocks
Cheaper than 99% of US stocks
Cheaper than 16% of US stocks
Higher than 47% of US stocks
Higher than 44% of US stocks
Higher than 64% of US stocks
Higher than 79% of US stocks
Higher than 76% of US stocks
Higher than 5% of US stocks
Higher than 96% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
O'Reilly Automotive, Inc. has a market value of $71.1B and an enterprise value of $81.2B.
Revenue in the twelve months to 30 June 2026: $18.6B. The latest quarter grew 8.1% year on year.
Net income over the same four quarters: $2.7B, a 14.3% net margin.
Diluted earnings per share, trailing twelve months: $3.14.
Free cash flow in the twelve months to 30 June 2026: $2.2B.
O'Reilly Automotive, Inc. spent $3.4B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 27.9×; forward P/E: 24.1× — the forward figure prices analyst consensus estimates, not reported earnings.
O'Reilly Automotive, Inc. employs 95,822 people — $194K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own O'Reilly Automotive, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
O'Reilly Automotive reported earnings 30 days ago, and its stock has risen 0.5% since that report. The article examines what may be next for the company's share price following the earnings announcement.
Why it matters — ORLY watchers would want to understand the stock's modest post-earnings performance and what factors may influence its direction in the coming period.
Advance Auto Parts shares fell 21% after its Q2 2026 results paired an earnings beat with a revenue miss and negative comparable sales. AutoZone dropped 4%, and O'Reilly Automotive also slipped in the wake of the sector news.
Why it matters — O'Reilly shares moved lower alongside its auto parts retail peers, reflecting sector-wide pressure from Advance Auto Parts' weak revenue and comparable sales.
A Zacks Investment Research article identifies O'Reilly Automotive (ORLY) as a strong growth stock. The piece introduces the Zacks Style Scores as a tool for picking market-beating stocks, framing the article around that methodology.
Why it matters — ORLY watchers would care because the article cites the company as a standout growth stock, indicating a positive assessment based on Zacks' scoring framework.
Zacks Investment Research highlighted O'Reilly Automotive as one of two retail and wholesale stocks that could beat quarterly earnings estimates, using their Zacks Earnings ESP tool to identify potential outperformers.
Why it matters — ORLY watchers would care because the article suggests the company could be poised to exceed quarterly earnings expectations, a signal that may influence investor attention heading into the earnings report.
O'Reilly Automotive, Inc. held its Q2 2026 earnings call, and a transcript of the call was published by Seeking Alpha. The excerpt provided does not include specific financial results or forward-looking statements.
Why it matters — ORLY watchers would care because earnings call transcripts provide detailed management commentary on the company's performance and outlook beyond the headline numbers.
The 28 Wall Street analysts covering O'Reilly Automotive, Inc. have a median 12-month price target of $110, with estimates ranging from $89 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 28 analysts covering O'Reilly Automotive, Inc., 23 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks O'Reilly Automotive, Inc. 59 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, O'Reilly Automotive, Inc. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (94 of 100).
No one can know that. What the data says: the median 12-month target from 28 analysts implies +25.9% from the last close, and Ticker Nerd's factor model ranks O'Reilly Automotive, Inc. 59 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering O'Reilly Automotive, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ORLY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $89 to $120 over the next 12 months.
O'Reilly Automotive, Inc. returned -15.9% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
O'Reilly Automotive Inc. is a specialty retailer and distributor of automotive aftermarket parts, tools, supplies, equipment, and accessories.
The most recent item we track (Zacks Investment Research, 28 Aug 2026): "Why Is O'Reilly Automotive (ORLY) Up 0.5% Since Last Earnings Report?". O'Reilly Automotive reported earnings 30 days ago, and its stock has risen 0.5% since that report. The article examines what may be next for the company's share price following the earnings announcement.
O'Reilly Automotive Inc. is a specialty retailer and distributor of automotive aftermarket parts, tools, supplies, equipment, and accessories. O'Reilly Automotive serves both professional service providers and do-it-yourself customers through a broad product range that supports vehicle repair, maintenance, and customization. The company’s offerings include replacement parts, batteries, brakes, filters, fluids, and diagnostic tools, along with related services such as parts sourcing and local delivery for repair shops. Its business is centered on keeping vehicles operating efficiently by providing essential components and support across everyday maintenance and repair needs. O'Reilly Automotive plays an important role in the automotive aftermarket by connecting consumers and professionals with the parts and services needed to maintain and extend the life of vehicles.
95,822 employees · United States · https://www.oreillyauto.com
