Tilly's (NYSE:TLYS) Releases Q3 2026 Earnings Guidance

Key Points

• Tilly’s issued Q3 2026 guidance for EPS of $0.07–$0.12 and revenue of $150 million–$155 million, above consensus estimates of -$0.07 EPS and $140.8 million revenue.
• Shares fell 3.9% to $3.81 in heavy trading, with volume of about 4.2 million shares versus an average of roughly 663,000.
• Analyst sentiment remains cautious, with an average rating of “Reduce” and a consensus price target of $5.50; institutional investors own 76.38% of the company.

Tilly's (NYSE:TLYS - Get Free Report) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.070-0.120 for the period, compared to the consensus EPS estimate of -0.070. The company issued revenue guidance of $150.0 million-$155.0 million, compared to the consensus revenue estimate of $140.8 million.

Tilly's Stock Down 3.9%

Tilly's stock traded down $0.15 during trading hours on Wednesday, hitting $3.81. The stock had a trading volume of 4,201,438 shares, compared to its average volume of 662,852. The stock has a market capitalization of $116.04 million, a P/E ratio of -34.61 and a beta of 0.13. Tilly's has a 12-month low of $1.14 and a 12-month high of $5.90. The stock's 50-day moving average price is $4.00 and its 200-day moving average price is $3.82.

Tilly's (NYSE:TLYS - Get Free Report) last posted its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $0.27 EPS for the quarter, beating analysts' consensus estimates of $0.17 by $0.10. Tilly's had a negative net margin of 0.57% and a negative return on equity of 3.98%. The firm had revenue of $163.51 million for the quarter, compared to analysts' expectations of $157.00 million. Tilly's has set its Q3 2026 guidance at 0.070-0.120 EPS. On average, research analysts expect that Tilly's will post -0.05 EPS for the current fiscal year.

Analysts Set New Price Targets

• Betting On Tilly’s Inc NYSE: TLYS 12% Yield

A number of brokerages have commented on TLYS. Zacks Research cut Tilly's from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 4th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Tilly's in a research report on Monday, June 15th. Finally, Roth Capital reiterated a "neutral" rating and set a $5.50 price objective on shares of Tilly's in a research note on Monday, June 8th. Two research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Reduce" and a consensus target price of $5.50.

Institutional Trading of Tilly's

A number of institutional investors have recently bought and sold shares of TLYS. Bank of America Corp DE raised its holdings in shares of Tilly's by 31.4% in the fourth quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer's stock worth $75,000 after buying an additional 4,193 shares during the period. State Street Corp grew its position in Tilly's by 10.5% in the 4th quarter. State Street Corp now owns 107,108 shares of the specialty retailer's stock valued at $213,000 after acquiring an additional 10,200 shares during the last quarter. Bridgeway Capital Management LLC increased its stake in Tilly's by 27.9% in the fourth quarter. Bridgeway Capital Management LLC now owns 65,931 shares of the specialty retailer's stock worth $131,000 after purchasing an additional 14,400 shares during the period. Qube Research & Technologies Ltd purchased a new stake in Tilly's in the second quarter worth $27,000. Finally, Arrowstreet Capital Limited Partnership increased its stake in Tilly's by 133.1% in the third quarter. Arrowstreet Capital Limited Partnership now owns 60,645 shares of the specialty retailer's stock worth $125,000 after purchasing an additional 34,627 shares during the period. 76.38% of the stock is currently owned by institutional investors.

About Tilly's

Tilly's, Inc is an American specialty retailer of casual apparel, footwear, accessories and hardgoods. Founded in 1982 by Hezy Shaked and Tilly Levine, the company has grown from a single denim and tops store in Garden Grove, California, to a nationwide retail chain. Headquartered in Irvine, California, Tilly's serves a youth-oriented market with an emphasis on surf, skate and streetwear brands.

The company's merchandise assortment includes products from leading lifestyle brands such as Vans, Nike, Billabong and Quiksilver, alongside its own private-label offerings.

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