TD Cowen raises O'Reilly PT on strong market share outlook

OReilly Automotive

15/09/2025 12:37

** TD Cowen lifts PT on auto parts retailer O'Reilly Automotive ORLY.O to $125 from $112; new PT is a 11.6% premium from stock's last close

** Maintains "buy" rating

** Brokerage says consumer sentiment appears resilient despite economic uncertainty, supported by steady industry trends such as increased miles driven and an aging vehicle fleet

     ** Adds co's strong execution, industry leadership, and recent investments position it for continued market share gains, especially as weaker competitors lose ground in a consolidating aftermarket space

   ** 23 of 31 brokerages rate the stock "buy" or higher, 8 "hold"; their median PT is $110- data compiled by LSEG

** As of last close, stock had risen 36% YTD compared with a 29.7% YTD increase in the S&P 500 Automotive Retail sub-index .SPLRCAUTR

 (Reporting by Apratim Sarkar)

 ((Apratim.Sarkar@thomsonreuters.com))