TICKERNERD
Menu
ORLYORLYConsumer Cyclical · Auto Parts

ORLY Stock Forecast: O'Reilly Automotive, Inc. Price Predictions for 2026-2027

Last close, 17 Sept 2026
$85
+1.45% on the day

The 28 Wall Street analysts covering O'Reilly Automotive, Inc. hold a median 12-month price target of $110 — +29.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 16 Sept 2026 — in the upper half.

Market cap
$70.6B
Ticker Nerd rank
59 / 100
Median analyst target
$110
Analysts covering
28
Revenue$4.9B+8.1% y/y
Operating income$985.7M
Net income$715.1M
Free cash flow$698.9M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−0.7%
1M
−5.9%
YTD
−6.9%
1Y
−18.8%
From 52W high
−21.3%
From 52W low
+2.6%
$83
$108
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ORLY stock analysis: one number for the whole business

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.

Where the model ranks itAs at 16 Sept 2026
59 / 100

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
Quality
92
Revisions
81
Growth
58
Issuance
56
Momentum
43
Value
42
Accruals
34
Size
4

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.

Wall Street

ORLY stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ORLY, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$90$100$110$120Oct 25Jan 26Apr 26Jul 26ORLYHigh $120Median $110Low $89

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

What Wall Street says28 analysts
23 Buy5 Hold0 Sell
Low $89Median $110High $120

The green dot is the last close — the median target sits +29.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
3 Aug 2026CitigroupMaintainsBuy$104 → $106
31 July 2026TD CowenMaintainsBuy$117 → $110
30 July 2026Morgan StanleyMaintainsOverweight$112 → $108
22 July 2026DA DavidsonMaintainsBuy$114
22 July 2026DA DavidsonMaintainsBuy—
7 July 2026DA DavidsonMaintainsBuy—
7 July 2026DA DavidsonMaintainsBuy$114
8 May 2026MizuhoMaintainsOutperform—
1 May 2026CitigroupMaintainsBuy—
1 May 2026DA DavidsonMaintainsBuy—
1 May 2026Evercore ISI GroupMaintainsOutperform—
1 May 2026TD CowenMaintainsBuy—
1 May 2026UBSMaintainsBuy—
30 Apr 2026Wells FargoMaintainsOverweight—
7 Apr 2026Evercore ISI GroupMaintainsOutperform—
9 Feb 2026CitigroupMaintainsBuy—
6 Feb 2026DA DavidsonMaintainsBuy—
6 Feb 2026JP MorganMaintainsOverweight—
6 Feb 2026MizuhoMaintainsOutperform—
6 Feb 2026RBC CapitalMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

ORLY vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 17 Sept 2026, O'Reilly Automotive, Inc. returned −18.8% against +17.0% for the S&P 500, dividends included.

ORLY vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Oct 25Jan 26Apr 26Jul 26ORLYS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ORLY analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+0.8%
Analysts raising
11
Analysts cutting
2
Fundamentals

O'Reilly Automotive, Inc. (ORLY) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
27.7×

Cheaper than 28% of US stocks

Price / sales
3.8×

Cheaper than 32% of US stocks

Price / book
−39.2×

Cheaper than 99% of US stocks

EV / EBITDA
19.2×

Cheaper than 16% of US stocks

Growth & margins
Revenue growth (YoY)
8.1%

Higher than 47% of US stocks

Earnings growth (YoY)
7.0%

Higher than 44% of US stocks

Gross margin
51.4%

Higher than 64% of US stocks

Operating margin
20.2%

Higher than 79% of US stocks

Net margin
14.3%

Higher than 76% of US stocks

Returns & dividend
Return on equity
−332.5%

Higher than 5% of US stocks

Return on assets
13.7%

Higher than 96% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

O'Reilly Automotive, Inc. (ORLY) statistics: revenue, profit & scale

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 $70.6B and an enterprise value of $79.9B.

  • 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.

  • Shares outstanding: 816.2M.

  • Trailing P/E: 27.7×; forward P/E: 23.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • O'Reilly Automotive, Inc. employs 95,822 people — $194K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 17 Sept 2026

Data provided by Twelve Data

Peers

ORLY vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAuto Parts
CompanyMarket capTKN rank
ORLYO'Reilly Automotive, Inc.$70.6B
59
AZOAutoZone, Inc.$47.4B
43
GPCGenuine Parts Co.$18.2B
56
BWABorgWarner, Inc.$12.8B
96
AURAurora Innovation, Inc.$12.5B
20
ALSNAllison Transmission Holdings, Inc.$9.9B
52
MODModine Manufacturing Co.$9.5B
34

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 →

News

Latest ORLY news & analysis

Zacks Industry Outlook O'Reilly and Advance Auto Parts

Zacks Investment Research · 16 Sept 2026neutral

Zacks Investment Research published an Industry Outlook article that highlights O'Reilly Automotive and Advance Auto Parts. The excerpt indicates both companies were featured in the piece, though it provides no further details.

Why it matters — ORLY watchers would care because the article places O'Reilly within the broader auto-parts retail landscape alongside a key peer, offering industry-level context.

2 Auto Retail Parts Stocks Worth Watching as Aftermarket Demand Grows

Zacks Investment Research · 15 Sept 2026positive

A Zacks Investment Research article notes that an aging vehicle fleet and resilient vehicle demand are supporting auto parts retailers, and identifies ORLY and AAP as positioned to benefit from the aftermarket opportunity.

Why it matters — ORLY watchers would care because the article highlights favorable aftermarket conditions that could support the company's performance.

Why Is O'Reilly Automotive (ORLY) Up 0.5% Since Last Earnings Report?

Zacks Investment Research · 28 Aug 2026neutral

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 Plunges 21% as Revenue Miss Overshadows Earnings Beat; AutoZone Falls 4%, O'Reilly Automotive Slips

24/7 Wall Street · 20 Aug 2026negative

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.

Here's Why O'Reilly Automotive (ORLY) is a Strong Growth Stock

Zacks Investment Research · 3 Aug 2026positive

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.

FAQ

Frequently asked questions about ORLY stock

What is the ORLY stock price forecast for 2026-2027?

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.

Is ORLY stock a buy right now?

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 16 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ORLY?

As at 16 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).

Will ORLY stock go up?

No one can know that. What the data says: the median 12-month target from 28 analysts implies +29.6% from the last close, and Ticker Nerd's factor model ranks O'Reilly Automotive, Inc. 59 out of 100 as at 16 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ORLY stock forecast for 2030?

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.

How has ORLY stock performed over the past year?

O'Reilly Automotive, Inc. returned -18.8% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does O'Reilly Automotive, Inc. do?

O'Reilly Automotive Inc. is a specialty retailer and distributor of automotive aftermarket parts, tools, supplies, equipment, and accessories.

What is the latest news on ORLY?

The most recent item we track (Zacks Investment Research, 16 Sept 2026): "Zacks Industry Outlook O'Reilly and Advance Auto Parts". Zacks Investment Research published an Industry Outlook article that highlights O'Reilly Automotive and Advance Auto Parts. The excerpt indicates both companies were featured in the piece, though it provides no further details.

Company

About O'Reilly Automotive, Inc.

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