Tilly’s (NYSE:TLYS) Issues Q4 2025 Earnings Guidance

Tilly’s (NYSE:TLYS) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of -0.190–0.120 for the period, compared to the consensus EPS estimate of -0.320. The company issued revenue guidance of $146.0 million-$151.0 million, compared to the consensus revenue estimate of $146.1 million.

Analysts Set New Price Targets

Several research firms have recently commented on TLYS. Zacks Research lowered Tilly’s from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Roth Capital reiterated a “neutral” rating on shares of Tilly’s in a research note on Thursday, September 4th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Tilly’s in a research note on Monday. Four analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus price target of $2.25.

Tilly’s Stock Performance

Shares of TLYS opened at $1.76 on Friday. The stock has a 50-day simple moving average of $1.57 and a 200-day simple moving average of $1.56. Tilly’s has a 1 year low of $0.57 and a 1 year high of $4.75. The stock has a market capitalization of $53.66 million, a PE ratio of -1.54 and a beta of 1.14.

Tilly’s (NYSE:TLYS) last issued its quarterly earnings results on Wednesday, December 3rd. The specialty retailer reported ($0.05) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.30) by $0.25. Tilly’s had a negative net margin of 6.24% and a negative return on equity of 38.93%. The company had revenue of $139.59 million during the quarter, compared to the consensus estimate of $136.90 million. During the same quarter in the previous year, the firm earned ($0.43) earnings per share. Tilly’s has set its Q4 2025 guidance at -0.190–0.120 EPS. Analysts predict that Tilly’s will post -1.08 EPS for the current year.

Institutional Investors Weigh In On Tilly’s

Several hedge funds and other institutional investors have recently made changes to their positions in the business. CIBC Bancorp USA Inc. purchased a new position in Tilly’s in the third quarter valued at approximately $82,000. Two Sigma Investments LP lifted its position in Tilly’s by 109.1% in the third quarter. Two Sigma Investments LP now owns 272,496 shares of the specialty retailer’s stock valued at $561,000 after acquiring an additional 142,165 shares during the last quarter. Squarepoint Ops LLC purchased a new stake in shares of Tilly’s in the third quarter valued at about $97,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Tilly’s by 133.1% during the third quarter. Arrowstreet Capital Limited Partnership now owns 60,645 shares of the specialty retailer’s stock worth $125,000 after buying an additional 34,627 shares during the period. Finally, MUFG Securities EMEA plc purchased a new position in shares of Tilly’s during the second quarter worth about $345,000. Institutional investors and hedge funds own 76.38% of the company’s stock.

About Tilly’s

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.