Roth Capital Weighs in on Tilly's' Q3 Earnings (NYSE:TLYS)

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) - Investment analysts at Roth Capital increased their Q3 2026 earnings estimates for shares of Tilly's in a report released on Wednesday, September 3rd. Roth Capital analyst M. Koranda now expects that the specialty retailer will earn ($0.30) per share for the quarter, up from their prior forecast of ($0.37). 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.

Other research analysts have also issued reports about the company. Zacks Research raised Tilly's to a "hold" rating in a research report on Tuesday, August 12th. B. Riley dropped their target price on Tilly's from $2.50 to $2.00 and set a "neutral" rating on the stock in a research report on Thursday, June 5th. Three research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average target price of $2.25.

Tilly's Price Performance

Shares of TLYS stock opened at $1.92 on Monday. Tilly's has a fifty-two week low of $0.57 and a fifty-two week high of $5.35. The stock's 50-day moving average is $1.66 and its two-hundred day moving average is $1.80. The firm has a market cap of $57.89 million, a P/E ratio of -1.26 and a beta of 1.42.

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

Insider Buying and Selling at Tilly's

In other Tilly's news, major shareholder Shay Capital Llc purchased 100,000 shares of the business's stock in a transaction dated Thursday, June 26th. The shares were acquired at an average price of $1.30 per share, for a total transaction of $130,000.00. Following the acquisition, the insider owned 3,067,422 shares of the company's stock, valued at $3,987,648.60. This trade represents a 3.37% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. In the last quarter, insiders have acquired 367,578 shares of company stock worth $548,306. 2.83% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Bank of America Corp DE raised its holdings in shares of Tilly's by 31.4% during the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer's stock valued at $75,000 after purchasing an additional 4,193 shares in the last quarter. Qube Research & Technologies Ltd acquired a new position in Tilly's in the 2nd quarter valued at $27,000. Wedbush Securities Inc. acquired a new position in Tilly's in the 2nd quarter valued at $30,000. Barclays PLC grew its stake in Tilly's by 19.5% in the 4th quarter. Barclays PLC now owns 23,850 shares of the specialty retailer's stock valued at $101,000 after buying an additional 3,895 shares during the last quarter. Finally, Corient Private Wealth LLC acquired a new position in Tilly's in the 2nd quarter valued at $48,000. Institutional investors own 76.38% 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.

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