O'Reilly Automotive

ORLY

Market cap $85.8B

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John San Marco, Neuberger Berman, joins 'Closing Bell Overtime' to talk

O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?

O'Reilly's stock price has soared more than 610x from its 1993 IPO. The stock is trading at a premium, but that's a reflection of its long history of outperformance.

Presently, the median target price on Palantir Technologies implies 17% upside, but the median target price on O'Reilly Automotive implies 20% upside. Palantir is a leader in artificial intelligence (AI) and machine learning platforms, but the stock trades at an unsustainable valuation.

O'Reilly Automotive, Inc. ( ORLY ) 49th Annual Automotive Symposium November 4, 2025 4:30 PM EST Company Participants Brent Kirby - President Jeremy Fletcher - Executive VP & CFO Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Michael Lasser - UBS Investment Bank, Research Division Bret Jordan - Jefferies LLC, Research Division Maksim Rakhlenko - TD Cowen, Research Division Gregory Melich - Evercore ISI Institutional Equities, Research Division Presentation Brian Sponheimer Gabelli Funds, LLC Okay. Moving along, another absolutely terrific company and one that has been an amazing investment for investors who have entered almost at any point over the course of the last 20 years at O'Reilly Automotive, one of the leading aftermarket parts retailer and distributors that are out there.

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O'Reilly Automotive is upgraded to a buy rating due to continued market share gains, pricing power, and expanding scale advantages. Q3 2025 results highlight strong revenue growth, margin expansion, and outperformance in the professional DIFM segment, supporting robust earnings momentum. ORLY's resilient supply chain, diversified suppliers, and increased inventory per store position it to capitalize on competitor disruptions and maintain an in-stock advantage.

ORLY posts solid Q3 earnings and sales growth, but trims full-year free cash flow guidance amid higher expenses.