Research Analysts Set Expectations for Tilly's Q3 Earnings

Key Points

• Roth Capital has raised Tilly's Q3 2026 earnings estimate to a loss of ($0.30) per share, an improvement from their prior forecast of ($0.37).
• The stock currently holds an average rating of "Hold" with a target price of $2.25, as noted by multiple research analysts.
• Tilly's has reported its quarterly earnings surpassing expectations, with earnings of $0.10 per share against a consensus estimate of ($0.04).

Tilly's, Inc. (NYSE:TLYS - Free Report) - Equities research analysts at Roth Capital upped their Q3 2026 earnings per share estimates for Tilly's in a note issued to investors on Wednesday, September 3rd. Roth Capital analyst M. Koranda now forecasts that the specialty retailer will earn ($0.30) per share for the quarter, up from their previous estimate of ($0.37). Roth Capital has a "Neutral" rating on the stock. The consensus estimate for Tilly's' current full-year earnings is ($1.08) per share. Roth Capital also issued estimates for Tilly's' Q4 2026 earnings at ($0.32) EPS, FY2026 earnings at ($1.25) EPS, Q1 2027 earnings at ($0.71) EPS, Q2 2027 earnings at $0.10 EPS, Q3 2027 earnings at ($0.30) EPS, Q4 2027 earnings at ($0.30) EPS and FY2027 earnings at ($1.20) EPS.

TLYS has been the topic of a number of other reports. B. Riley dropped their target price on shares of Tilly's from $2.50 to $2.00 and set a "neutral" rating on the stock in a report on Thursday, June 5th. Zacks Research raised shares of Tilly's to a "hold" rating in a report on Tuesday, August 12th. Four investment analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $2.25.

Tilly's Stock Performance

NYSE TLYS traded down $0.07 during trading hours on Monday, hitting $1.89. 128,013 shares of the company traded hands, compared to its average volume of 268,306. The business's 50-day moving average is $1.69 and its 200-day moving average is $1.77. Tilly's has a twelve month low of $0.57 and a twelve month high of $5.35. The stock has a market capitalization of $56.98 million, a price-to-earnings ratio of -1.24 and a beta of 1.42.

Tilly's (NYSE:TLYS - Get Free Report) last issued its quarterly earnings results on Wednesday, September 3rd. The specialty retailer reported $0.10 EPS for the quarter, beating the consensus estimate of ($0.04) by $0.14. Tilly's had a negative return on equity of 48.33% and a negative net margin of 8.28%.The firm had revenue of $151.26 million during the quarter, compared to analysts' expectations of $153.22 million. Tilly's has set its Q3 2025 guidance at -0.350--0.230 EPS.

Hedge Funds Weigh In On Tilly's

Several institutional investors and hedge funds have recently added to or reduced their stakes in TLYS. Qube Research & Technologies Ltd bought a new position in Tilly's in the 2nd quarter valued at approximately $27,000. Wedbush Securities Inc. bought a new position in Tilly's in the 2nd quarter valued at approximately $30,000. Corient Private Wealth LLC bought a new position in Tilly's in the 2nd quarter valued at approximately $48,000. Ground Swell Capital LLC bought a new position in Tilly's in the 2nd quarter valued at approximately $56,000. Finally, Marshall Wace LLP bought a new position in Tilly's in the 2nd quarter valued at approximately $70,000. Institutional investors own 76.38% of the company's stock.

Insider Buying and Selling at Tilly's

In other news, major shareholder Shay Capital Llc purchased 25,000 shares of the business's stock in a transaction dated Monday, August 11th. The stock was bought at an average price of $1.29 per share, with a total value of $32,250.00. Following the acquisition, the insider owned 3,360,000 shares in the company, valued at approximately $4,334,400. The trade was a 0.75% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Over the last ninety days, insiders have purchased 367,578 shares of company stock worth $548,306. Corporate insiders own 2.83% of the company's stock.

Tilly's Company Profile

Tilly's, Inc engages in the retail of casual apparel, footwear, and accessories. Its stores are located in retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company was founded by Hezy Shaked and Tilly Levine in 1982 and is headquartered in Irvine, CA.