Should I buy O’Reilly Automotive (ORLY) stock or is it too late?

O’Reilly Automotive · Consumer Discretionary · price $86

See the full O’Reilly Automotive (ORLY) profile

⭐ What the most reliable analysts say · those who beat their sector, targets replayed on real prices

⭐ The most reliable of them, either direction: Citigroup — 64% of its targets hit on this sector (624 calls tested). It aims for $106 (+23 %), call made on August 4, 2026, maturing on August 4, 2027 (71 d ago).

The 5 reliable analysts $106+23 %

The 4 other firms $113+31 %

How to read it: the 5 reliable firms are not filtered by optimism — 5 aim above the price, 0 below, hence their $106 median. “The 4 others” are the firms that don't pass our reliability filter on this sector.

Firm-by-firm track record on O’Reilly Automotive

Here the hit rate is measured <b>on this stock specifically</b> (matured targets replayed against real prices, minimum 5 calls tested) — the green block above measures reliability <b>across the whole sector</b>, which is the criterion behind JPI selections. “Aims for” = the firm's most recent target on this stock; “—” means it hasn't published one recently.

Firm	% right	Gain vs sector	Calls	Aims for
Barclays	83 %	+31.5 %	6	$91 +6%
Morgan Stanley	100 %	+29.8 %	10	$108 +26%
Stephens & Co.	100 %	+28.1 %	11	$71 -18%
Wells Fargo	96 %	+27.1 %	28	$110 +28%
UBS	90 %	+25.4 %	21	$120 +39%
RBC Capital	86 %	+24.7 %	14	$109 +27%
Truist Securities	94 %	+22.2 %	16	$107 +24%
Evercore ISI Group	87 %	+21.7 %	15	$115 +34%

In short — Should you invest in O’Reilly Automotive? Is it too late, still worth it? Analysts are overwhelmingly positive (89% buy, median target $110, i.e. +28%), and the most reliable on ORLY targets even higher. But the stock is volatile, it pays virtually no dividend. We give you both sides, with the numbers — not advice.

✅ Reasons to believe

89% of analysts rate it a buy (Buy consensus, 9 ratings) — a sign of market conviction.
Median price target $110, i.e. +28% from the current price ($86).
The most reliable firm on ORLY, Morgan Stanley (100% hit rate, 10 scored calls), targets $108 (call made on July 30, 2026, maturing on July 30, 2027) (+26%) in its most recent call, and $115 (call made on October 23, 2025, maturing on October 23, 2026) (+34%) in the one coming due soonest.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 9 ratings, 1 is neutral.
A 12-month target is not a guaranteed path: the price can fall in the meantime.
Volatile stock: sharp swings — including steep drops — are part of its profile.
No dividend: your return depends only on price appreciation.

The analyst consensus on ORLY

Median target $110 (+28%) · 9 ratings · Buy consensus

Strong Buy00%

Buy889%

Hold111%

Sell00%

Strong Sell00%

⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.

Frequently asked questions

Should you invest in O’Reilly Automotive now?

We won't decide for you. The facts: 89% of analysts rate it a buy, median target $110 (+28%), and Morgan Stanley (most reliable on ORLY, 100%) targets $108. Weigh that against valuation (P/E ~27) and volatility. This is not personalized advice.

Is it too late to invest in O’Reilly Automotive?

Not according to analysts: the median target ($110) is still +28% above the current price ($86) (most reliable on ORLY: Morgan Stanley, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.

Is O’Reilly Automotive still worth investing in?

It depends on the gap between the price ($86) and its estimated value: analysts target $110 on median (+28%), with 89% buys (most reliable on ORLY: Morgan Stanley, 100%). Cross-check with their real reliability on ORLY and the cautions above. Information, not advice.

What's the main risk in buying ORLY?

The consensus is not unanimous: of 9 ratings, 1 is neutral.

→ Go deeper: the full O’Reilly Automotive profile (consensus, analyst reliability, price target, performance).