What Are Wall Street Analysts' Target Price for O'Reilly Automotive Stock?

Company Overview - O'Reilly Automotive, Inc. (ORLY) is a leading automotive aftermarket retailer based in Springfield, Missouri, with a market valuation of approximately $78.3 billion, providing replacement parts, maintenance supplies, tools, equipment, and private-label products to professional repair shops and do-it-yourself customers [1] Stock Performance - Over the past 52 weeks, O'Reilly's shares have increased nearly 9%, slightly underperforming the S&P 500 Index, which gained 11.7% during the same period [1] - Year-to-date (YTD), O'Reilly's stock has risen 3.3%, outperforming the broader index's modest increase [1] - The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rose 2.8% over the last 52 weeks but fell 2.7% YTD, indicating O'Reilly's relative stability amid sector volatility [2] Q4 Fiscal 2025 Earnings - In Q4 fiscal 2025, O'Reilly reported a revenue increase of 7.8% year-over-year to $4.41 billion, aligning closely with the analyst estimate of $4.39 billion [5] - Earnings per share (EPS) for the quarter was $0.71, slightly below the $0.72 estimate, but represented a 12.7% growth from the previous year [5] Comparable Store Sales and Future Guidance - Comparable store sales increased by 5.6% in Q4, leading to a full-year 2025 comparable sales growth of 4.7%, reaching the high end of revised guidance [6] - For fiscal 2026, management has guided EPS to a range of $3.10 to $3.20, indicating a midpoint growth of 6.1% over 2025 [6] - The company plans to open 225 to 235 net new stores in 2026, including expansion into Canada [6] Analyst Ratings and Expectations - For the full fiscal year 2026, analysts expect diluted EPS to grow 8.1% year-over-year to $3.21 [7] - O'Reilly has consistently operated within a close range of expectations, beating EPS estimates in two of the past four quarters and missing in the other two [7] - Wall Street maintains an overall "Strong Buy" rating for ORLY stock, with 20 out of 28 analysts recommending "Strong Buy," three suggesting "Moderate Buy," and five calling for "Hold" [7][8]