O’Reilly Automotive Today
O’Reilly Automotive
As of 10/23/2025 at 04:00 PM ET
- 52 week range
- $76.22
▼
$108.71
- P/E ratio
- 34.04
- Price target
- $111.12
Investors are wondering if O’Reilly Automotive Nasdaq: ORLY The upward trend will continue in 2026, and you can rest assured that the third quarter earnings report provides no reason to believe that will not happen. The report wasn’t strong, but it’s in line with trends that suggest this company will maintain moderately high single-digit growth pace and margin strength for the foreseeable future.
One important point is that O’Reilly, like its competitor AutoZone New York Stock Exchange: AZOis a cash flow and stock buyback machine, reducing its share count significantly each year, and is expected to continue doing so long into the future.
There is some concern about O’Reilly’s assessment, however Premium worth. The stock trades at 35 times current year’s earnings, compared to 25 times AutoZone’s and about 23 times earnings of the average S&P 500 company, with pricing in outperformance, growth expectations and share buybacks. Like its competitor, O’Reilly has been aggressively buying back shares and is on track to reduce its share count by more than 3% on average in the current fiscal year.
The primary difference is that AutoZone grew more slowly in calendar 2025; However, it is expected to accelerate in 2026, matching O’Reilly’s pace of growth, suggesting it is a better value in 2025. In this scenario, both stocks could trend higher in 2026, but AZO could outperform as its market reevaluates the outlook. The two retail stocks trade at 10 to 13 times earnings compared to 2035 forecasts and could double in price over the coming years.
O’Reilly Automotive’s quarterly outperformance and upside are consistent with long-term trends
O’Reilly Automotive had a strong quarter with revenue growing 8% to $4.71 billion. The growth compares well with AutoZone’s 0.6% growth in the comparable quarter and the consensus estimate, beating it by more than 40 basis points. Increasing the number of stores and market penetration has led to increased strength. Comps grew 5.6%, and the company reported gains in market share. The number of stores grew approximately 4% year-over-year and is expected to continue increasing at a low-single-digit pace next year.
Margin is another area of strength. The company was able to control costs and the effects of tariffs, improving its tight profit margin Income growth accelerated. Operating margin improved by 20 basis points, resulting in a 9% increase in operating and net income and a 12% increase in GAAP earnings.
O’Reilly’s guidance is consistent with the upside for stock prices, including improved outlook for full-year growth and earnings quality to be in line with consensus MarketBeat estimates. Revenue is expected to grow approximately 6% for the year, driven by 4% to 5% growth and new stores.
Analysts and institutions are driving this market
O’Reilly Automotive stock forecast today
$111.12
13.07% upModerate purchase
Based on 20 analyst ratings
| Current price | $98.27 |
|---|---|
| High expectations | $125.00 |
| Average expectations | $111.12 |
| Low expectations | $86.00 |
O’Reilly Automotive stock forecast details
Analysts and institutional investors are bullish on this market, which increases its stock price. Not only are analysts bullish on this stock — 90% of the 20 stocks tracked by MarketBeat rate it a Buy — but the target price revision trend is positive, and institutions are buying.
As of late October, the consensus forecast of $111 suggests a new all-time high, with recent targets, including the first target to be released after the third-quarter report, pointing to higher prices. The maximum range is $125 and can be reached by mid-calendar 2026.
Risks for investors It is a recent stock split. This market is unlikely to lead to a reversal, but it could cause volatility in the coming quarters. Stocks that split tend to experience a volatile period after a split as portfolios are readjusted and profits are taken: this stock hasn’t experienced one yet.
Besides, this market is in a bullish technical trend and is likely to continue rising in the long term. Volatility in late 2025 or early 2026, causing prices to decline, will be an opportunity to buy.
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