Ticker brief
ORLY O'REILLY AUTOMOTIVE INC
Consumer, Cyclical · Retail
last close
$88.50
1 day
+0.8%
14 days
-2.8%
mkt cap
$74.8B
signals 14d
9
authors 14d
7
crowd 14d
+0.4σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 26% mid · 41 pctile own 1y | IV/HV 0.74× |
| Skew — 25Δ RR 30d | +0.005 96 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | -0.01 thin | 5-session Δ -0.04 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-07-07 (z=2.4) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-26 · now +0.45 (−1 bearish … +1 bullish)
Who spoke7
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @InvestiBrew | A | +4.14 | 2 | +0.25 |
| @_inpractise | B | -0.30 | 2 | +0.40 |
| @bugra_kurtoglu | C | +1.08 | 1 | +0.20 |
| @Apollo_21mil | B | -0.15 | 1 | +0.05 |
| @PythiaR | A | -0.07 | 1 | +0.30 |
| @MattJMcClintock | A | +1.02 | 1 | +0.20 |
| @TylerHardt | A | +0.17 | 1 | +0.30 |
Recent signals9of 9 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-26 | @_inpractise | +0.45 | Former merchandise director highlights a 30-year store-manager capability gap. | -1.2% | tweet ↗ |
| 2026-08-24 | @InvestiBrew | +0.25 | Highlights flows and relative strength across consumer and automotive stocks outside AI. | -2.4% | tweet ↗ |
| 2026-08-24 | @_inpractise | +0.35 | Former AutoZone director explains why mechanics consistently call O'Reilly first. | -2.4% | tweet ↗ |
| 2026-08-20 | @TylerHardt | +0.30 | Calls APP incompetent relative to AutoZone and O'Reilly. | -0.7% | tweet ↗ |
| 2026-08-20 | @InvestiBrew | +0.25 | AAP's 15% decline does not make it cheap as same-store sales deteriorate versus peers. | -0.7% | tweet ↗ |
| 2026-08-18 | @MattJMcClintock | +0.20 | Argues investors wrongly dismiss footwear barriers while contrasting them with the auto-parts duopoly. | -2.5% | tweet ↗ |
| 2026-08-17 | @PythiaR | +0.30 | Argues companies should repurchase shares and grow, citing AZO and ORLY as positive examples. | -1.9% | tweet ↗ |
| 2026-08-16 | @Apollo_21mil | +0.05 | Flags ORLY as interesting while questioning whether it will test a moving average. | -2.8% | tweet ↗ |
| 2026-08-16 | @bugra_kurtoglu | +0.20 | Ranks aggressive US corporate repurchasers and explains the per-share benefit; six-ticker cap applied. | -2.8% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.