Bernstein sets USD 94 target for O'Reilly Automotive stock

Published on 10/13/2026 at 12:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 4.89 billion, up 8.10 percent year over year. O'Reilly Automotive stock costs EUR 78.06 on October 13, 2026.

Bernstein SocGen Group initiated coverage on September 29, 2026, with a USD 94.00 price target and Market Perform rating.
O'Reilly Automotive reported USD 4.89 billion in second-quarter 2026 revenue, up 8.10 percent year over year.
O'Reilly Automotive stock was trading at EUR 78.06 at Lang & Schwarz on October 13, 2026, at 12:09 p.m. CEST.
The company is scheduled to release third-quarter 2026 results on October 28, 2026.

Schwarzweißfoto eines Mechanikers, der unter einem angehobenen Fahrzeug in der Werkstatt arbeitet — O'Reilly Automotive (US67103H1077) Aktienbild: Schwarzweiß-Reportagefoto eines Mechanikers in einer Kfz-Werkstatt bei der Arbeit, Illustration mit AI erstellt.

O'Reilly Automotive (ISIN US67103H1077) received a USD 94.00 price target when Bernstein SocGen Group initiated coverage with a Market Perform rating on September 29, 2026, according to Investing.com. For investors, the USD 94.00 target sets a concrete valuation marker while the latest euro quote remains below that level in a separate currency and venue.

Three events shape the stock

On July 29, 2026, O'Reilly reported second-quarter revenue of USD 4.89 billion, up 8.10 percent year over year, with diluted earnings per share of USD 0.86, according to MarketBeat. On September 18, 2026, Analyst Day highlighted a plan for 232 new stores in 2026, including 20 to 25 stores in Mexico, as Yahoo Finance reported. Bernstein's September 29, 2026, initiation is the latest dated event in this sequence, with its USD 94.00 target and Market Perform rating reported by Investing.com.

What does 232 stores mean for growth?

The expansion plan gives the company an operating metric to watch beyond quarterly revenue. O'Reilly operated 6,695 stores as of June 30, 2026, across 48 U.S. states, Puerto Rico, Mexico, and Canada, according to the company's Investor Relations page.

Management also reported comparable-store sales growth of 7 percent through the second quarter, while proprietary brands exceeded 55 percent of sales, according to Yahoo Finance. The combination of store additions and same-store growth makes execution, inventory availability, and margin control the key operating measures for the next report.

Results date is October 28

O'Reilly is scheduled to release third-quarter 2026 results after 3:30 p.m. Central Time on October 28, 2026, followed by a conference call at 10:00 a.m. Central Time on October 29, 2026, according to the company release published through Yahoo Finance. The release will test whether the second-quarter pattern of USD 4.89 billion in revenue and 8.10 percent year-over-year growth carried into the next reporting period.

Euro quote stays in trading

O'Reilly Automotive stock was trading at EUR 78.06 at Lang & Schwarz on October 13, 2026, at 12:09 p.m. CEST. The Nasdaq quote was last at USD 86.65 on October 12, 2026, at 4:00 p.m. ET, with a 52-week range of USD 82.59 to USD 104.06 and market capitalization of USD 71.8 billion on that date. The further course of trading is shown by the continuously updated real-time quote of O'Reilly Automotive stock.