Bernstein keeps O'Reilly Automotive stock at Hold
Published on 10/09/2026 at 15:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSKey points in brief
- Bernstein analyst Zhihan Ma maintained a Hold rating on October 7, 2026, with a USD 94.00 price target.
- Second-quarter revenue rose 8.10 percent to USD 4.89 billion, while net income reached USD 715.06 million.
- The Lang & Schwarz price was EUR 77.06 on October 9, 2026, up 0.43 percent versus the prior close.
- O'Reilly Automotive operates 6,695 stores across the United States, Puerto Rico, Mexico, and Canada.
O'Reilly Automotive (ISIN US67103H1077) was trading at EUR 77.06 at Lang & Schwarz on October 9, 2026 at 3:36 p.m. CEST, plus 0.43 percent versus the prior close. According to Markets Insider on October 7, 2026, Bernstein analyst Zhihan Ma maintained a Hold rating and set a USD 94.00 price target.
Bernstein keeps a cautious target
The USD 94.00 target lies 8.97 percent above the Nasdaq price of USD 86.26 recorded at 9:41 a.m. ET on October 9, 2026. The target is also below the USD 107.35 average target shown in recent analyst coverage, underscoring a more cautious view than the broader consensus.
Three dates mark the story
On July 29, 2026, O'Reilly reported second-quarter revenue of USD 4.89 billion and net income of USD 715.06 million, according to MarketBeat. On September 18, 2026, the company outlined store expansion plans at its Analyst Day, including more than 100 stores in Mexico and potential capacity for more than 1,000 locations, as reported by MarketBeat. On October 7, 2026, Bernstein maintained its Hold rating and set the USD 94.00 target, according to Markets Insider.
What does the next report test?
Professional service-provider sales grew 12.50 percent for a fourth consecutive quarter, while do-it-yourself demand remained softer, according to MarketBeat. That split gives the October report a clear operating test: continued professional growth must offset weaker household demand while the company maintains its margin profile.
Next dates are October 28 and 29
O'Reilly Automotive scheduled its third-quarter 2026 earnings release for October 28, 2026, after 3:30 p.m. Central Time, followed by the conference call on October 29, 2026, at 10:00 a.m. Central Time. The company operated 6,695 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada as of June 30, 2026.
EUR 77.06 in afternoon trading
At Lang & Schwarz, O'Reilly Automotive was trading at EUR 77.06 on October 9, 2026 at 3:36 p.m. CEST, plus 0.43 percent versus the prior close of EUR 76.73. On Nasdaq, ORLY was last at USD 86.26 on October 9, 2026 at 9:41 a.m. ET. The further course of trading is shown by the continuously updated real-time quote of O'Reilly Automotive stock.
O'Reilly Automotive stock facts
- Company: O'Reilly Automotive, Inc.
- ISIN: US67103H1077
- Ticker: ORLY
- Primary exchange: Nasdaq
- Price Lang & Schwarz as of October 9, 2026, 3:36 p.m. CEST: EUR 77.06
- Change versus prior close: plus 0.43 percent
- Prior close Lang & Schwarz: EUR 76.73
- Market capitalization: USD 71.5 billion as of October 9, 2026
- Sector / Industry: Consumer Cyclical / Specialty Retail
Market context: Market report Nasdaq Composite.
