What Happened?
Shares of auto parts and accessories retailer O’Reilly Automotive (NASDAQ: ORLY) jumped 4.8% in the afternoon session after the company reported strong second-quarter 2025 financial results and raised its full-year outlook. The auto parts retailer announced a 4.1% increase in comparable store sales and an 11% rise in diluted earnings per share to $0.78 for the second quarter. Total revenue for the period grew 6% to $4.53 billion, while net income rose 7% to $669 million. Following the strong performance, O'Reilly raised its full-year 2025 guidance for comparable store sales. The positive report prompted favorable reactions from Wall Street analysts. For instance, UBS raised its price target on the stock to $115, and Wells Fargo increased its target to $105.
After the initial pop the shares cooled down to $99.44, up 4.1% from previous close.
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What Is The Market Telling Us
O'Reilly’s shares are not very volatile and have only had 1 move greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
O'Reilly is up 25.7% since the beginning of the year, and at $99.44 per share, has set a new 52-week high. Investors who bought $1,000 worth of O'Reilly’s shares 5 years ago would now be looking at an investment worth $3,374.
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