Tilly’s (NYSE:TLYS) Releases Q1 2026 Earnings Guidance

Tilly’s (NYSE:TLYS) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of -0.340–0.270 for the period, compared to the consensus earnings per share estimate of -0.700. The company issued revenue guidance of $119.0 million-$125.0 million, compared to the consensus revenue estimate of $106.5 million.

Tilly’s Stock Performance

Tilly’s stock opened at $2.45 on Friday. The stock has a 50-day simple moving average of $1.57 and a 200-day simple moving average of $1.68. Tilly’s has a fifty-two week low of $0.57 and a fifty-two week high of $2.98. The company has a market capitalization of $74.77 million, a P/E ratio of -4.16 and a beta of 1.15.

Tilly’s (NYSE:TLYS) last issued its quarterly earnings results on Wednesday, March 11th. The specialty retailer reported $0.10 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.15) by $0.25. Tilly’s had a negative return on equity of 21.52% and a negative net margin of 3.15%.The company had revenue of $155.13 million for the quarter, compared to analysts’ expectations of $148.70 million. Tilly’s has set its Q1 2026 guidance at -0.340–0.270 EPS. As a group, analysts forecast that Tilly’s will post -1.08 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on TLYS. Zacks Research cut Tilly’s from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Tilly’s in a report on Monday, December 22nd. Three investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Reduce” and a consensus price target of $2.25.

Hedge Funds Weigh In On Tilly’s

A number of hedge funds have recently made changes to their positions in TLYS. Qube Research & Technologies Ltd acquired a new position in shares of Tilly’s during the 2nd quarter valued at $27,000. Corient Private Wealth LLC acquired a new position in shares of Tilly’s in the second quarter valued at $48,000. Marshall Wace LLP acquired a new position in shares of Tilly’s during the second quarter worth $70,000. Bank of America Corp DE boosted its holdings in 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 acquiring an additional 4,193 shares in the last quarter. Finally, CIBC Bancorp USA Inc. purchased a new stake in Tilly’s in the 3rd quarter worth about $82,000. Institutional investors and hedge funds own 76.38% of the company’s stock.

Tilly’s Company Profile

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.