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

Last close, 4 Nov 2026
$92
+2.59% on the day

The 29 Wall Street analysts covering O'Reilly Automotive, Inc. hold a median 12-month price target of $108 — +17.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 3 Nov 2026 — in the upper half.

Market cap
$72.4B
Ticker Nerd rank
57/ 100
Median analyst target
$108
Analysts covering
29
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
+2.1%
1M
+8.7%
YTD
+1.2%
1Y
−1.6%
From 52W high
−9.2%
From 52W low
+11.6%
$83
$102
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 3 Nov 2026
57/ 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
96
Quality
92
Revisions
77
Growth
59
Issuance
53
Momentum
47
Value
39
Accruals
34
Size
4

Volatility (96): 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 systematic trader with 15+ 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$120Jan 26Apr 26Jul 26Oct 26ORLYHigh $122Median $108Low $91

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 says29 analysts
23 Buy6 Hold0 Sell
Low $91Median $108High $122

The green dot is the last close — the median target sits +17.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
31 Oct 2026UBSMaintainsBuy—
30 Oct 2026UBSMaintainsBuy$120 → $122
29 Oct 2026Wells FargoMaintainsOverweight$100 → $105
26 Oct 2026Evercore ISI GroupMaintainsOutperform$115 → $110
20 Oct 2026RBC CapitalMaintainsOutperform—
20 Oct 2026RBC CapitalMaintainsOutperform$110 → $111
29 Sept 2026BernsteinInitiatesMarket Perform$94
29 Sept 2026BernsteinInitiatesMarket Perform—
18 Sept 2026DA DavidsonMaintainsBuy—
18 Sept 2026DA DavidsonMaintainsBuy$106
16 Sept 2026DA DavidsonMaintainsBuy—
16 Sept 2026DA DavidsonMaintainsBuy$106
3 Aug 2026CitigroupMaintainsBuy—
3 Aug 2026CitigroupMaintainsBuy$104 → $106
31 July 2026TD CowenMaintainsBuy$117 → $110
31 July 2026TD CowenMaintainsBuy—
30 July 2026Morgan StanleyMaintainsOverweight$112 → $108
30 July 2026Morgan StanleyMaintainsOverweight—
22 July 2026DA DavidsonMaintainsBuy$114
22 July 2026DA DavidsonMaintainsBuy—

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.

ORLY appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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The AI build-out map
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  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

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  • AI networking and serversIn full

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  • Data centre power

    VRTCEGGEVVST

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 4 Nov 2026, O'Reilly Automotive, Inc. returned −1.6% against +12.9% for the S&P 500, dividends included.

ORLY vs S&P 500, last 12 monthsTotal return, rebased to 100
859095100105110115120Jan 26Apr 26Jul 26Oct 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 movingThis fiscal year
EPS revision, 90 days
+1.0%
Analysts raising
2
Analysts cutting
0
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
27.6×

Cheaper than 27% of US stocks

Price / sales
3.8×

Cheaper than 31% of US stocks

Price / book
−40.5×

Cheaper than 99% of US stocks

EV / EBITDA
19.3×

Cheaper than 15% of US stocks

Growth & margins
Revenue growth (YoY)
8.8%

Higher than 50% of US stocks

Earnings growth (YoY)
8.2%

Higher than 47% of US stocks

Gross margin
51.4%

Higher than 64% of US stocks

Operating margin
21.4%

Higher than 81% 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
13.9%

Higher than 96% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

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 $72.4B and an enterprise value of $83.1B.

  • Revenue in the twelve months to 30 June 2026: $18.6B. The latest quarter grew 8.8% 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: 27.6×; forward P/E: 24.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • O'Reilly Automotive, Inc. employs 96,820 people — $192K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 4 Nov 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.$72.4B57
AZOAutoZone, Inc.$53.2B41
GPCGenuine Parts Co.$17.3B46
BWABorgWarner, Inc.$10.6B96
ALSNAllison Transmission Holdings, Inc.$9.8B63
APTVAptiv Plc$8.8B65
ALVAutoliv, Inc.$8.7B81

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

O'Reilly Automotive, Inc. (ORLY) Presents at 50th Annual Automotive Symposium Transcript

Seeking Alpha · 4 Nov 2026neutral

O'Reilly Automotive CEO Brad Beckham and CFO Jeremy Fletcher participated in the 50th Annual Automotive Symposium on November 3, 2026. The excerpt identifies the company and conference participants but provides no substantive presentation details.

Why it matters — The appearance offers ORLY watchers a company-update venue, but the supplied excerpt does not include information about business performance or outlook.

O'Reilly Automotive Details Supply Chain Edge, Store Growth and Canada Plans

MarketBeat · 4 Nov 2026positive

O'Reilly Automotive executives presented its promote-from-within culture, metropolitan distribution network and inventory availability strategy as key elements of its market-share ambitions. The presentation also addressed store growth and plans in Canada.

Why it matters — The presentation highlights the operational priorities and expansion plans relevant to investors tracking O'Reilly's growth strategy.

ORLY Q3 Earnings Beat Estimates on Strong Sales & Tariff Refunds

Zacks Investment Research · 30 Oct 2026positive

O'Reilly Automotive's Q3 2026 earnings beat estimates, supported by robust sales and tariff refunds. Strong professional demand and margin gains contributed to a higher 2026 outlook.

Why it matters — ORLY watchers may note the earnings beat and the factors behind the company's higher 2026 outlook.

O'Reilly Automotive Has A Long Growth Runway, But The Price Keeps Me At Hold

Seeking Alpha · 30 Oct 2026neutral

Seeking Alpha maintained a Hold view on O'Reilly Automotive, citing strong Q3 U.S. comparable sales growth of 7.2% and professional-segment gains above 10%, offset by stretched valuation. It noted a one-off tariff refund contributed to margin expansion and that international growth opportunities in Mexico and Canada may have limited near-term impact.

Why it matters — ORLY watchers may weigh the strong operating results and international runway against valuation concerns and the limited immediate contribution from expansion.

O'Reilly Automotive, Inc. (ORLY) Q3 2026 Earnings Call Transcript

Seeking Alpha · 29 Oct 2026neutral

O'Reilly Automotive held its Q3 2026 earnings call on October 29, 2026, with company executives and analysts participating. The excerpt provides call details but no results or management commentary.

Why it matters — The excerpt identifies the quarterly call and participants, but offers no substantive information about O'Reilly's financial performance or outlook.

FAQ

Frequently asked questions about ORLY stock

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

The 29 Wall Street analysts covering O'Reilly Automotive, Inc. have a median 12-month price target of $108, with estimates ranging from $91 to $122. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ORLY stock a buy right now?

Of the 29 analysts covering O'Reilly Automotive, Inc., 23 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks O'Reilly Automotive, Inc. 57 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ORLY?

As at 3 Nov 2026, O'Reilly Automotive, Inc. ranks 57 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 (96 of 100).

Will ORLY stock go up?

No one can know that. What the data says: the median 12-month target from 29 analysts implies +17.0% from the last close, and Ticker Nerd's factor model ranks O'Reilly Automotive, Inc. 57 out of 100 as at 3 Nov 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: $91 to $122 over the next 12 months.

How has ORLY stock performed over the past year?

O'Reilly Automotive, Inc. returned -1.6% over the 12 months to 4 Nov 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 (Seeking Alpha, 4 Nov 2026): "O'Reilly Automotive, Inc. (ORLY) Presents at 50th Annual Automotive Symposium Transcript". O'Reilly Automotive CEO Brad Beckham and CFO Jeremy Fletcher participated in the 50th Annual Automotive Symposium on November 3, 2026. The excerpt identifies the company and conference participants but provides no substantive presentation 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.

96,820 employees · United States · https://www.oreillyauto.com