Bernstein upgrades O'Reilly Automotive stock to Hold at USD 94.00
Published on 10/07/2026 at 15:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
O'Reilly Automotive (ISIN US67103H1077) was trading at EUR 76.20 at Lang & Schwarz on October 7, 2026 at 3:03 p.m. CEST, up 1.20 percent versus the EUR 75.30 prior close. According to MarketBeat on October 1, 2026, Sanford C. Bernstein upgraded the stock to Hold and assigned a USD 94.00 price target. The rating change puts the current market discussion beside a still profitable second quarter.
Bernstein turns more cautious
MarketBeat reported that Bernstein moved O'Reilly Automotive to Hold in a research report issued to clients on October 1, 2026. The same report cited a broader Moderate Buy consensus and a USD 106.50 average target, but the USD 94.00 Bernstein target signals a more restrained view than the wider analyst group.
That contrast matters because the Lang & Schwarz euro quote remains above its prior close while the US-listed share was last shown at USD 85.14 on October 6, 2026 at 4:00 p.m. ET. The primary Nasdaq quote carried a 52-week range of USD 82.59 to USD 104.06 and a market capitalization of USD 70.6 billion on that date.
Second-quarter growth stays measurable
In the second quarter of fiscal 2026, O'Reilly generated USD 4.89 billion in revenue, up 8.10 percent from USD 4.53 billion a year earlier, according to Financial Report Insights. Net income increased 7.00 percent to USD 715.0 million, while diluted earnings per share rose 10.30 percent to USD 0.86 from USD 0.78.
The mix behind the result was uneven. Professional-customer sales grew 12.50 percent in the quarter, compared with 4.90 percent for do-it-yourself sales, while operating margin held at 20.20 percent. The figures show why buybacks lifted per-share growth faster than net income, but they also leave the weaker do-it-yourself transaction trend as an important operating counterweight.
Third-quarter date is set
According to Markets Insider on October 1, 2026, O'Reilly will release third-quarter 2026 results on October 28, 2026, after 3:30 p.m. Central Time, followed by a conference call on October 29, 2026, at 10:00 a.m. Central Time. The next report will test whether professional demand can offset softer do-it-yourself activity while the company maintains its margin profile.
Quote stays above prior close
At Lang & Schwarz, O'Reilly Automotive stock was trading at EUR 76.20 on October 7, 2026 at 3:03 p.m. CEST, plus 1.20 percent versus the EUR 75.30 prior close of October 6, 2026. 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 7, 2026, 3:03 p.m. CEST: EUR 76.20
- Change versus prior close: plus 1.20 percent
- Prior close Lang & Schwarz October 6, 2026: EUR 75.30
- Market capitalization: USD 70.6 billion as of October 6, 2026
- 52-week range: USD 82.59-104.06 as of October 6, 2026
- Sector / Industry: Consumer Cyclical / Specialty Retail
