What is ORLY stock price target for 2026?

WallStSmart's 12-month price target for O’Reilly Automotive Inc is $88.12, representing 3.9% downside from the current price of $91.69.

What is ORLY stock forecast?

O’Reilly Automotive Inc forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

Is ORLY undervalued based on price targets?

Our DCF intrinsic value for O’Reilly Automotive Inc is $364.77, against a current price of $91.69. The margin of safety is 74.20%.

ORLY

O’Reilly Automotive Inc

NASDAQ: ORLY · CONSUMER CYCLICAL · AUTO PARTS

$91.69

+0.13% today

Updated 2026-04-29

Market cap

$78.09B

P/E ratio

31.36

P/S ratio

4.39x

EPS (TTM)

$2.97

Dividend yield

—

52W range

$87 – $109

Volume

5.5M

Market cap

$78.09B

P/E ratio

31.36

P/S ratio

4.39x

EPS (TTM)

$2.97

Dividend yield

—

52W range

$87 – $109

Volume

5.5M

O’Reilly Automotive Inc (ORLY) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$91.69

Consensus

$111.59

+21.70%

2030 Target

$356.54

+288.85%

DCF

$364.77

+74.20% MoS

Current price

$91.69

Analyst consensus

$111.59

+21.70%

2030 Target

$356.54

+288.85%

Intrinsic (DCF)

$364.77

+74.20% MoS

17 analysts:

9 Buy1 Hold1 Sell

Management guidance

O'Reilly Automotive plans to open up to 235 new stores in 2026, signaling aggressive domestic and international expansion. Management provided FY2026 EPS guidance of $3.10-$3.20 (vs. consensus ~$3.29). No specific revenue dollar targets disclosed, but store expansion and professional segment growth are key drivers.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$585.09

$24.8B Rev × 20x P/S

Base case (2030)

$356.54

$24.8B Rev × 12x P/S

Bear case (2030)

$237.69

$24.8B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$15.8B	$16.7B	$17.8B	$19.3B	$20.5B	$21.9B	$23.3B	$24.8B
Revenue growth	—	5.7%	6.4%	8.6%	6.2%	6.5%	6.5%	6.5%
EPS	$2.56	$2.70	$2.96	$3.29	$3.64	$4.01	$4.42	$4.87
P/S ratio	—	—	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	—	—	$274.26	$292.54	$310.83	$329.11	$356.54

Catalysts & risks

Growth catalysts

+ Up to 235 new store openings in 2026 expanding domestic footprint and entering international markets

+ Strong professional/do-it-for-me segment growth offsetting DIY softness

+ Aging vehicle fleet (avg. age 12+ years) driving sustained aftermarket parts demand

+ E-commerce expansion and omnichannel integration improving customer reach

Key risks

- Consumer spending weakness and economic slowdown reducing discretionary automotive spending

- Rising labor and operating costs pressuring margins despite revenue growth

- Electric vehicle adoption reducing demand for traditional aftermarket parts long-term

- Competitive intensity from AutoZone, Genuine Parts, and Amazon in auto parts retail

Methodology

O’Reilly Automotive Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 17 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.