Key Highlights

● O'Reilly Automotive closed at $89.27 on October 16, trading below the analyst target.

● The consensus 12-month price target is $107.35, implying about 20.2% upside.

● Analysts are split 23 Buy, 6 Hold, and 0 Sell on the stock.

● Targets range from $91 to $120 across 9 analysts.

O'Reilly Automotive (NASDAQ:ORLY), in both the S&P 500 and the Nasdaq-100, closed at $89.27 on October 16, 2026. The mean analyst target of $107.35 implies upside of about 20.2%, using market data. The shares are in the lower half of a 52-week range of $82.59 to $102.71, and the third-quarter report is close.

What Is the Latest Analyst Price Target?

Twenty-nine analysts contribute to the consensus: the mean target is $107.35 and the median $109. The high is $120 and the low $91. The source page's analyst figures were captured on 14 October, when the shares closed at $86.69; the upside quoted here uses the later 16 October close. Every target in the range sits above the current price. The consensus target suggests meaningful upside.

What Are Analysts Saying?

The consensus rating is Buy, with 23 analysts at Buy or Strong Buy, six at Hold and none at Sell. Citi maintained Buy with a $106 target and Bernstein maintained a Hold-equivalent rating at $94 on 14 October, after initiating coverage at Market Perform. RBC Capital maintained Buy at $110 on 1 October, Barclays held a Hold at $98 on 21 September and Guggenheim reiterated Buy at $110.

What Could Help the Stock Reach the Price Target?

O'Reilly held an Analyst Day in September and presented fiscal 2026 plans. If steady comparable-store sales, market share gains and professional customer growth continue, the shares could close the gap with the consensus. Solid third-quarter results on 28 October would likely support that case.

What Could Prevent the Stock Reaching the Target?

The market capitalisation of about $72 billion is roughly 17% lower than a year earlier, indicating that the stock has de-rated. A softer consumer, increased competition in auto parts or margin pressure from costs could reduce earnings momentum. Bernstein's cautious initiation and the Hold ratings from Barclays show that not all analysts are convinced of a quick rebound.

What Should Investors Watch Next?

O'Reilly is scheduled to report third-quarter 2026 results on October 28, 2026. Investors may watch comparable-store sales, margin guidance, and any target changes that follow.

Waiting for the Numbers

With a consensus target of $107.35 about 20.2% above the latest close, analysts generally expect further gains. If the consensus proves accurate, upside could be significant, but targets are forecasts and not guarantees.