ORLY O'Reilly Auto Parts Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
10:14
03 авг
03 авг
Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied.
Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied Materials and Delta while removing four others including Broadcom and ServiceNow.
10:13
03 авг
03 авг
Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others.
Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others, reflecting a routine portfolio rebalancing with no explicit price targets or directional commentary from named analysts.
15:00
30 июл
30 июл
Management raised full-year comp guidance driven by strong first-half performance and double-digit professional business growth, while maintaining a cautious stance on back-half consumer demand and inflation moderation.
Выс.
10:56
08 июн
08 июн
Barclays analysis shows rising gas prices impact retailers unevenly.
Barclays analysis shows rising gas prices impact retailers unevenly, with Tractor Supply most exposed and Williams-Sonoma least affected.
14:00
26 мая
26 мая
Management expects same-skew inflation to moderate to ~4% in Q4 from +7% in Q3, but cautions that energy prices and tariffs could introduce additional cost pressures, particularly in lubricants. — If AutoZone sees continued inflation, competitors will face similar supply-side pressures, which could enable pricing power across the industry or signal margin compression if they cannot pass through costs.
Сред.
17:12
22 мая
22 мая
Auto parts sector resilient on vehicle maintenance.
The auto parts sector, including AutoZone and O'Reilly, is a good area for consumer spending exposure because consumers prioritize maintaining existing vehicles over buying new ones. Inflation from tariffs has been passed on, and same-store sales growth remains in the mid-single digits.
Сред.
15:00
30 апр
30 апр
Management expressed confidence in the strong start to the year and maintained its full-year comp guidance, while raising EPS guidance, but remained cautious about consumer spending amid fuel price increases.
Выс.
04:45
28 фев
28 фев
Author flags ORLY at 29x earnings as exposed to long-term auto-parts demand risk from lower car.
Author flags ORLY at 29x earnings as exposed to long-term auto-parts demand risk from lower car ownership; bearish/avoid, not explicit short.
Сред.
16:00
05 фев
05 фев
Management is guiding to solid mid-single-digit comp growth for 2026 (3-5%), driven by continued professional business strength and stable industry fundamentals. While cautious on the DIY consumer, they are investing in new store growth and capacity, signaling confidence in their competitive position and long-term market share gains.
Выс.
Об аналитическом покрытии ORLY
Buzzberg отслеживает ORLY (O'Reilly Auto Parts) в 5 источниках. Бычьих сигналов: 1, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (11%). Всего отслеживается 9 торговых идей. Последние спикеры: DeItaone, zerohedge, Brad Beckham.