O'Reilly Automotive, Inc. — Wall Street Analyst Estimates & Price Targets

ORLY

NASDAQConsumer CyclicalSpecialty RetailCIK 0000898173oreillyauto.comAbout ORLY

Last close · Oct 16, 202689.27+0.77 (+0.87%)

Market cap$72.2B

6 firms' latest targets, last 90 days: median $103.00 ($94.00–$111.00), 15% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 6 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-09-29	Bernstein	$94.00	—	—	+9%	+5%
2026-07-31	Roth Capital	$111.00	$109.00	▲ 2%	+25%	+24%
2026-07-31	D.A. Davidson	$106.00	$114.00	▼ 7%	+20%	+19%
2026-07-31	Raymond James	$110.00	$115.00	▼ 4%	+24%	+23%
2026-07-31	Baird	$100.00	$110.00	▼ 9%	+14%	+12%
2026-07-24	Wells Fargo	$100.00	$110.00	▼ 9%	+16%	+12%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$15.8B	+10%	$2.56	+15%	est. $15.9B+0%	est. $2.56	16
2024reported	$16.7B	+6%	$2.71	+6%	est. $16.7B+0%	est. $2.73	19
2025reported	$17.8B	+6%	$2.97	+10%	est. $17.8B+0%	est. $2.98	17
2026	$19.1B	+8%	$3.29	+10%	$19.0B–$19.3B	$3.23–$3.34	20
2027	$20.3B	+6%	$3.66	+11%	$19.9B–$20.6B	$3.57–$3.77	20
2028	$21.5B	+6%	$4.06	+11%	$20.9B–$22.0B	$3.89–$4.24	14
2029	$22.7B	+5%	$4.35	+7%	$22.2B–$22.9B	$4.25–$4.42	8
2030	$23.3B	+3%	$4.67	+7%	$22.8B–$23.5B	$4.55–$4.74	12

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$103.00median target, 15% above the last close

Firms with a target · last 90 days: 6
Lowest – highest target: $94.00 – $111.00
Current grades of 13 firms: positive / neutral / negative: 12 / 1 / 0
Upgrades / downgrades · 12 months: 0 / 0
Consensus revenue growth · next 3 FY: +7% a year

Current grades

each firm's latest · 13 firms

As of	Firm	Grade
2026-09-18	D.A. Davidson	“Buy”
2026-08-03	Citigroup	“Buy”
2026-07-31	TD Cowen	“Buy”
2026-07-30	Morgan Stanley	“Overweight”
2026-05-08	Mizuho	“Outperform”
2026-05-01	Evercore ISI	“Outperform”
2026-05-01	UBS	“Buy”
2026-04-30	Wells Fargo	“Overweight”
2026-02-06	Truist	“Buy”
2026-02-06	J.P. Morgan	“Overweight”

3 more

2026-02-06	RBC Capital	“Outperform”
2025-10-27	Barclays	“Equal Weight”
2025-10-24	Goldman Sachs	“Buy”

Grade changes

last 24 months · 1

Date	Firm	Grade
2025-01-21	Morgan Stanley	“Equal Weight” → “Overweight” upgrade

51 older than 24 months

2023-10-06	Oppenheimer	“Outperform” → “Perform” downgrade
2023-10-06	Citigroup	“Neutral” → “Buy” upgrade
2022-06-29	D.A. Davidson	“Neutral” → “Buy” upgrade
2022-05-10	Bank of America	“Neutral” → “Buy” upgrade
2022-01-14	J.P. Morgan	“Neutral” → “Overweight” upgrade
2021-09-17	Bank of America	“Buy” → “Neutral” downgrade
2021-08-27	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2021-07-27	Raymond James	“Outperform” → “Market Perform” downgrade
2020-10-19	Raymond James	“Market Perform” → “Outperform” upgrade
2020-04-21	Guggenheim	“Neutral” → “Buy” upgrade
2020-04-02	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2020-01-31	J.P. Morgan	“Overweight” → “Neutral” downgrade
2020-01-23	Atlantic Equities	“Neutral” → “Underweight” downgrade
2020-01-09	Evercore ISI	“In Line” → “Outperform” upgrade
2019-12-09	Goldman Sachs	“Buy” → “Neutral” downgrade
2019-09-13	Citigroup	“Buy” → “Neutral” downgrade
2019-06-27	Northcoast Research	“Buy” → “Neutral” downgrade
2019-03-01	Atlantic Equities	“Overweight” → “Neutral” downgrade
2018-12-14	Raymond James	“Strong Buy” → “Buy” downgrade
2018-10-19	J.P. Morgan	“Neutral” → “Overweight” upgrade
2018-06-25	MoffettNathanson	“Buy” → “Neutral” downgrade
2017-12-19	RBC Capital	“Sector Perform” → “Outperform” upgrade
2017-07-18	Northcoast Research	“Neutral” → “Buy” upgrade
2017-07-07	Bank of America	“Buy” → “Neutral” downgrade
2017-07-06	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2017-07-06	Credit Suisse	“Outperform” → “Neutral” downgrade
2017-06-20	Susquehanna	“Positive” → “Neutral” downgrade
2017-04-25	Deutsche Bank	“Buy” → “Hold” downgrade
2017-04-03	Cleveland Research	“Buy” → “Neutral” downgrade
2016-08-25	Susquehanna	“Positive” → “Outperform” revised
2016-04-14	Cleveland Research	“Neutral” → “Buy” upgrade
2016-04-12	Wolfe Research	“Peer Perform” → “Outperform” upgrade
2016-03-22	Oppenheimer	“Market Perform” → “Outperform” upgrade
2016-01-25	Deutsche Bank	“Hold” → “Buy” upgrade
2016-01-25	Sterne Agee	“Neutral” → “Buy” upgrade
2016-01-25	Sterne Agee	“Neutral” → “Buy” upgrade
2015-12-17	Citigroup	“Neutral” → “Buy” upgrade
2015-01-13	Goldman Sachs	“Neutral” → “Sell” downgrade
2015-01-09	RBC Capital	“Outperform” → “Sector Perform” downgrade
2014-11-17	Gabelli & Co.	“Buy” → “Hold” downgrade
2014-07-18	Stifel	“Buy” → “Hold” downgrade
2014-04-24	Raymond James	“Market Perform” → “Strong Buy” upgrade
2014-02-04	Northcoast Research	“Neutral” → “Buy” upgrade
2013-10-24	Raymond James	“Strong Buy” → “Market Perform” downgrade
2013-06-26	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2013-01-24	Stifel	“Hold” → “Buy” upgrade
2013-01-07	Piper Sandler	“Overweight” → “Neutral” downgrade
2012-07-12	Gabelli & Co.	“Hold” → “Buy” upgrade
2012-06-27	Gabelli & Co.	“Hold” → “Buy” upgrade
2012-04-24	J.P. Morgan	“Underweight” → “Neutral” upgrade
2012-02-10	Deutsche Bank	“Buy” → “Hold” downgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.