-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年のPER（株価収益率）を31.1倍と想定し、過去平均を上回った妥当な水準として、12ヶ月目標株価を5ドル引き上げ、115ドルとします。2026年のEPS（1株当たり利益）予想は3.30ドルから3.35ドルに、2027年のEPS予想は3.65ドルから3.70ドルにそれぞれ引き上げます。ORLYの第1四半期決算発表と通期業績見通しの上方修正を受け、業績予想と目標株価を引き上げます。これに伴い、ORLY株の投資判断を「買い」に据え置きます。ORLYの第1四半期決算は、既存店売上高が8.1%増と2023年第3四半期以来の好調な伸びを示し、予想を上回る業績となりました。この好調な業績は、今年後半にさらなる業績見通しの上方修正につながるものと見ています。さらに、同社は第1四半期に自社株買いを9億2300万ドルと、直近の四半期平均を大幅に上回り、市場に強いシグナルを送りました。堅調な既存店売上高の伸び、新規店舗のオープン（2025年には207店舗、2026年には225～235店舗のオープンを予定）、そしてEPSを押し上げる自社株買いの組み合わせにより、ORLYは自動車アフターマーケット小売業者にとって好ましい環境の中で、株主価値の創造を継続していくと当社は考えています。
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