O'Reilly Automotive Inc

O'Reilly Automotive Inc (ORLY) Stock Analysis

$86.690

+0.668 (+0.77%)At close

Loading chart…
High
86.900
Open
86.030
VWAP
86.49
Volume
4.88M
Mkt Cap
62.28B
Low
85.885
Amount
422.12M
EV/EBITDA, TTM
17.06

O’Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States (U.S.), selling its products to both do-it-yourself (DIY) and professional service provider customers. Its stores carry various product lines, including new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting, oil, and wiper blades and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer services and programs, including battery diagnostic testing; battery, wiper, and bulb replacement; a loaner tool program; custom hydraulic hoses, drum and rotor resurfacing, electrical and module testing, used oil, oil filter, and battery recycling; and others.

AI analysis of O'Reilly Automotive Inc (ORLY)

Buy

O'Reilly Automotive Inc is a good buy right now due to its current price of $86.45, which is significantly below the analyst consensus target price of $109.39, indicating a potential upside of 27.09%. Additionally, the company has shown strong financial performance with a gross margin of 51.45% in Q2 2026 and a forward P/E ratio of 23.42, which is attractive compared to its historical average. However, a risk to consider is the recent insider selling, which has increased by 1675.30% over the last month, signaling potential concerns among insiders.

Analyst Ratings (26)

+27.75% upside
Buy
16 Buy
10 Hold
0 Sell
Current: 86.69
Low
91.00
Average
110.75
High
125.00

Bernstein

2026-09-29

Price Target

$94

Market Perform

Citi

2026-08-03

Price Target

$106

Buy

Goldman Sachs

2026-08-03

Price Target

$113

Buy

DA Davidson

2026-07-31

Price Target

$106

Buy

Roth Capital

2026-07-31

Price Target

$111

Buy

Valuation Metrics

The current forward P/E ratio for O'Reilly Automotive Inc (ORLY) is 23.42, compared to its 5-year average forward P/E of 25.34.

Forward P/E

Fair
5Y Average P/E
25.34
Current P/E
23.42
Overvalued
29.42
Undervalued
21.26

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
18.14
Current EV/EBITDA
17.06
Overvalued
20.49
Undervalued
15.78

Forward P/S

Fair
5Y Average P/S
3.68
Current P/S
3.43
Overvalued
4.16
Undervalued
3.19

Alphio AI Price Scenarios for ORLY

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%ORLY

$1,586.01

Scenario price

B

Base

Base · 50%ORLY

$1,474.17

Scenario price

B

Bear

Bear · 25%ORLY

$1,458.90

Scenario price

Whales holding ORLY

B

Banque Pictet & Cie SA

+ HoldingORLY

+11.36%

3M Return

S

SOCIETE GENERALE INVESTMENT SOLUTIONS (FRANCE)

+ HoldingORLY

+8.67%

3M Return

A

Assenagon Asset Management S.A.

+ HoldingORLY

+8.58%

3M Return

O

Oak Ridge Investments, LLC

+ HoldingORLY

+8.37%

3M Return

S

Squarepoint OPS LLC

+ HoldingORLY

+8.30%

3M Return

W

William Blair Investment Management, LLC

+ HoldingORLY

+7.88%

3M Return

Events Timeline

2026-07-29 (ET)

17:00:00

O'Reilly Reports Q2 Revenue of $4.89B

17:00:00

Sees FY26 Revenue at $18.9B-$19.2B

2026-07-21 (ET)

14:30:00

Genuine Parts Confirms No Talks with Competitors, O'Reilly Shares Up Nearly 4%

11:00:00

Genuine Parts Denies Rival Acquisition Rumors, O'Reilly Shares Rise

2026-07-06 (ET)

10:30:00

O'Reilly Automotive Shares Down 6.8% to $84.07

News

ORLY FAQ — answered by Alphio AI

O’Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States (U.S.), selling its products to both do-it-yourself (DIY) and professional service provider customers. Its stores carry various product lines, including new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting, oil, and wiper blades and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer services and programs, including battery diagnostic testing; battery, wiper, and bulb replacement; a loaner tool program; custom hydraulic hoses, drum and rotor resurfacing, electrical and module testing, used oil, oil filter, and battery recycling; and others. It operates in the Consumer Cyclicals sector (RETAIL-AUTO & HOME SUPPLY STORES industry).

O'Reilly Automotive Inc is a good buy right now due to its current price of $86.45, which is significantly below the analyst consensus target price of $109.39, indicating a potential upside of 27.09%. Additionally, the company has shown strong financial performance with a gross margin of 51.45% in Q2 2026 and a forward P/E ratio of 23.42, which is attractive compared to its historical average. However, a risk to consider is the recent insider selling, which has increased by 1675.30% over the last month, signaling potential concerns among insiders.

26 analysts cover ORLY: 16 rate it Buy, 10 Hold and 0 Sell. The average price target is 110.75.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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