O’Reilly Automotive stock price target raised to $110 by BMO on sales beat

Published 27/07/2025, 00:50
O’Reilly Automotive stock price target raised to $110 by BMO on sales beat

Investing.com - BMO Capital has raised its price target on O’Reilly Automotive (NASDAQ:ORLY) to $110.00 from $100.00 while maintaining an Outperform rating on the stock. According to InvestingPro data, 14 analysts have recently revised their earnings estimates upward, with analyst targets ranging from $62 to $120.

The price target increase follows O’Reilly’s second-quarter 2025 earnings report, which showed same-store sales growth of 4.1%, exceeding market expectations of 3.8%.

While the auto parts retailer’s earnings per share were in line with analyst forecasts, both revenue and comparable sales outperformed market projections for the quarter.

O’Reilly has slightly increased its 2025 earnings guidance, though BMO notes this revised outlook remains below consensus estimates but above BMO’s own projections.

BMO Capital believes O’Reilly’s same-store sales guidance is likely conservative given inflationary tailwinds, and expects the company to continue outperforming competitors and gaining market share, particularly as its distribution center expansion reaches underserved regions.

In other recent news, O’Reilly Automotive has seen several analysts raise their price targets, reflecting the company’s strong performance and market position. UBS increased its price target to $115, citing a 4.1% growth in second-quarter comparable sales as an indication of O’Reilly’s market share gains in the automotive aftermarket sector. RBC Capital also raised its price target to $104, following O’Reilly’s second-quarter results that met expectations despite higher-than-anticipated selling, general, and administrative expenses. Evercore ISI adjusted its price target to $107, noting O’Reilly’s effective strategy in managing tariffs and expanding market share. TD Cowen increased its price target to $112, maintaining a Buy rating and highlighting the company’s resilience against tariff challenges. DA Davidson reiterated its Buy rating with a price target of $107, emphasizing O’Reilly’s positive momentum by consistently beating comparable sales expectations. These developments underscore the company’s robust growth outlook and strategic positioning in the market.

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