Company Growth: O'Reilly Automotive has experienced significant growth, with shares increasing over 230% in the last five years and plans to open 200-210 new stores by 2025.
Valuation Concerns: While growth investors may find O'Reilly appealing, value investors might consider its current stock price too high, trading at 34 times forward earnings compared to 25 two years ago.
Market Position: O'Reilly is one of the largest auto parts retailers in the U.S., but it still has room for expansion, particularly in the Northeast where it has fewer than 100 stores.
Investment Recommendations: Despite O'Reilly's strong performance, it was not included in a recent list of top stocks recommended by Motley Fool's Stock Advisor, which highlights other potential investment opportunities.
ORLY
$93.47+Infinity%1D
Analyst Views on ORLY
Wall Street analysts forecast ORLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORLY is 112.44 USD with a low forecast of 91.00 USD and a high forecast of 125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
Wall Street analysts forecast ORLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORLY is 112.44 USD with a low forecast of 91.00 USD and a high forecast of 125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Buy
2 Hold
0 Sell
Strong Buy
Current: 95.140
Low
91.00
Averages
112.44
High
125.00
Current: 95.140
Low
91.00
Averages
112.44
High
125.00
Baird
NULL -> Outperform
initiated
$115
2025-12-03
Reason
Baird
Price Target
$115
2025-12-03
initiated
NULL -> Outperform
Reason
Baird initiated coverage of O'Reilly Automotive with an Outperform rating and $115 price target.
Baird
Outperform
initiated
$115
2025-12-03
Reason
Baird
Price Target
$115
2025-12-03
initiated
Outperform
Reason
As previously reported, Baird initiated coverage of O'Reilly Automotive with an Outperform rating and $115 price target, calling the company a "value creation machine with a consistent track record of consolidating share while generating exceptional ROIC." The firm is "highly confident" in management's ability to execute, adds the analyst, who also cites "superior" comp visibility and the prospect for an inflection in EBIT margins for the firm's bullish view.
Raymond James
Market Perform -> Outperform
upgrade
$105
2025-11-05
Reason
Raymond James
Price Target
$105
2025-11-05
upgrade
Market Perform -> Outperform
Reason
Raymond James upgraded O'Reilly Automotive to Outperform from Market Perform with a $105 price target. The company reported a "clean" Q3 report and the stock's 14% pullback from the 52-week high brings an attractive entry point, the analyst tells investors in a research note. The firm sees pricing tailwinds for the remainder of 2025 and early 2026 supporting comp sales growth for O'Reilly.
Barclays
Seth Sigman
Equal Weight
maintain
$86 -> $91
2025-10-27
Reason
Barclays
Seth Sigman
Price Target
$86 -> $91
2025-10-27
maintain
Equal Weight
Reason
Barclays analyst Seth Sigman raised the firm's price target on O'Reilly Automotive to $91 from $86 and keeps an Equal Weight rating on the shares. The firm upped estimates slightly to reflect the company's better margins and lower tax rate.
About ORLY
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.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
