Key Highlights

● ORLY closed at $86.45 on 9 October 2026.

● Market data consensus target is $107.26, implying about 24.1% upside.

● Targets range from $91.00 to $120.00.

● Several brokers trimmed targets after the late-July results: Raymond James from $115 to $110.

O'Reilly Automotive (NASDAQ:ORLY), a constituent of both the S&P 500 and the Nasdaq-100, closed at $86.45 on Friday 9 October 2026. Analyst targets sit well above that level, with the consensus implying upside of about 24.1%.

What Is the Latest Analyst Price Target?

Market data reports a consensus price target of $107.26 from 20 analysts, with a high of $120.00 and a low of $91.00. Against the $86.45 close, that implies upside of about 24.1%. The second data set, which counts 29 analysts through third-party data, shows a very similar mean of $107.35, a median of $109, a high of $120 and a low of $91.

What Are Wall Street Analysts Saying?

Ratings are positive but not unanimous. Market data records 16 Buy and four Hold ratings with no Sells, a Moderate Buy consensus. The second data set shows 23 Buy or Strong Buy ratings, six Holds and no Sells.

Recent named actions from market data include Bernstein initiating coverage with a Market Perform rating and a $94 target on 29 September, DA Davidson reiterating Buy with a $106 target on 16 September, Citigroup lifting its target from $104 to $106 on 3 August, and Roth Capital raising from $109 to $111 on 31 July. Several brokers trimmed targets after the late-July results: Raymond James from $115 to $110, BNP Paribas Exane from $116 to $115, TD Cowen from $117 to $110, and Morgan Stanley from $112 to $108. The second data set also lists RBC Capital at $110, Guggenheim at $110, Goldman Sachs at $113 and Barclays at $98 (Hold) in September and October. Views therefore range from cautious to supportive.

What Could Help the Stock Reach the Price Target?

Market data says second-quarter revenue of $4.89 billion beat the $4.86 billion consensus and rose 8.1% year on year, and that full-year earnings per share guidance is $3.20 to $3.30 against a consensus of $3.25. Steady same-store sales, professional customer demand and continued store openings would support earnings growth. An ageing vehicle fleet and consumers keeping cars longer generally help demand for replacement parts, and a recovery in sentiment towards consumer retailers could narrow the gap between price and targets.

What Could Prevent the Stock Reaching the Target?

Slower growth in same-store sales, competition from other parts retailers and online sellers, tariffs and higher input costs, and weaker consumer spending are the main risks. Because earnings guidance appears to be in line with consensus rather than ahead of it, there may be little room for disappointment. Several recent target reductions suggest analysts have lowered expectations since July, and further cuts would pull the consensus down.

What Should Investors Watch Next?

Investors may watch comparable-store sales, gross margin, inventory levels and any change to full-year guidance. Further broker revisions after the results will also change the consensus.

O'Reilly Automotive Versus Its Analyst Targets

O'Reilly Automotive closed at $86.45 on 9 October 2026, against a market data consensus target of $107.26. Several brokers trimmed targets after the late-July results: Raymond James from $115 to $110, BNP Paribas Exane from $116 to $115, TD Cowen from $117 to $110, and Morgan Stanley from $112 to $108.