ORLY is the ticker for O'Reilly Automotive, Inc., the Springfield, Missouri-based specialty retailer and one of the largest sellers of aftermarket auto parts in the United States. This is a stock, not an exchange-traded fund, so its price targets come from sell-side equity research.
A review of 16 recent, individually identifiable analyst price targets produces a low-to-high range of roughly $96 to $122. The arithmetic mean of those targets is approximately $108, which rounds to a central target of $110. This is a calculated figure, not an officially published consensus, though it is consistent with independent aggregator estimates that cluster in the mid-to-high $100s.
Views are predominantly constructive but not uniform. On the bullish end, UBS carries a $122 target, Jefferies $115, and Goldman Sachs $113, the latter after adding the shares to its US Conviction List. RBC Capital and Roth MKM sit at $111, while Evercore ISI, TD Cowen, and Raymond James cluster near $110. More cautious firms include Morgan Stanley at $108, Truist at $108, Barclays at $98, and Bernstein at $96 with a Market Perform rating. Baird's Neutral stance at $100 reflects a more measured view of the risk-reward. The dispersion between the low $90s and low $120s highlights genuine disagreement about how much valuation the market will award the company's steady growth.
The shares closed at $89.89 on November 6, 2026, near the lower half of their 52-week range of roughly $80.64 to $108.55. Reaching $110 would require a gain of about 22%, which qualifies as a substantial move rather than a marginal one.
The path is underpinned by real operating momentum. In third-quarter 2026 results reported October 28, the company posted comparable store sales growth of 7.2%, GAAP EPS (earnings per share) of $0.97 that beat estimates, and revenue of $5.12 billion that also came in ahead of expectations. Management raised full-year comparable store sales guidance to a range of 5.5% to 6.5%. A move toward $110 would require the market to price continued growth at a stable or modestly higher multiple, or for earnings to compound enough to justify a higher share price even without multiple expansion.
The shares have pulled back from a 52-week high near $108.55 and now trade near the upper $80s to low $90s. The $88–$90 zone has acted as recent support, while the prior peak around $108–$110 forms a meaningful resistance area that aligns closely with the central target. A sustained move to $110 would require clearing that prior high, making it both a price objective and a technical hurdle. The psychological $100 level also sits midway and may influence short-term sentiment.
Analyst price targets generally reflect a roughly 12-month research horizon, though individual firms differ in their modeling periods. Investors should watch quarterly comparable sales and EPS trends, full-year guidance updates, analyst rating and target revisions, and macro signals on consumer spending and interest rates. The next earnings report and management commentary will be pivotal in confirming whether the recent comparable sales acceleration is durable enough to support further upside.
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The question of whether O'Reilly Automotive can reach $110 hinges on a roughly 22% advance from its current level. The central target is the mean of 16 analyst targets, rounded from about $108, with a wide range from roughly $96 to $122. Supportive factors include strong comparable sales growth, raised guidance, share gains, and a defensive aftermarket model, while a premium valuation, competitive pressure, and potential multiple compression present the principal obstacles. Analyst disagreement is meaningful, and the prior 52-week high near $108.55 makes the target a technical resistance zone as much as a valuation milestone. Whether the stock approaches $110 will ultimately depend on sustained comparable sales momentum, disciplined margin execution, and the market's willingness to keep awarding a premium multiple.
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A.I.dvisor indicates that over the last year, ORLY has been loosely correlated with AAP. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if ORLY jumps, then AAP could also see price increases.
| Ticker / NAME | Correlation To ORLY | 1D Price Change % | ||
|---|---|---|---|---|
| ORLY | 100% | -0.11% | ||
| AAP - ORLY | 52% Loosely correlated | +0.97% | ||
| CPRT - ORLY | 45% Loosely correlated | +1.56% | ||
| LKQ - ORLY | 37% Loosely correlated | +1.80% | ||
| MUSA - ORLY | 36% Loosely correlated | -2.32% | ||
| KMX - ORLY | 36% Loosely correlated | +5.11% | ||
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| Ticker / NAME | Correlation To ORLY | 1D Price Change % |
|---|---|---|
| ORLY | 100% | -0.11% |
| Producer Manufacturing category (348 stocks) | -4% Poorly correlated | +4.88% |
| Auto Parts: OEM category (54 stocks) | -4% Poorly correlated | +1.86% |
| ORLY category (2 stocks) | -8% Poorly correlated | +0.49% |