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

Tilly’s (NYSE:TLYS) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of -0.190–0.120 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

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

Tilly’s Stock Up 20.7%

TLYS traded up $0.31 during trading hours on Wednesday, hitting $1.78. 4,399,580 shares of the company’s stock were exchanged, compared to its average volume of 275,479. The stock has a market cap of $54.08 million, a price-to-earnings ratio of -1.17 and a beta of 1.14. Tilly’s has a 1-year low of $0.57 and a 1-year high of $4.75. The stock’s 50-day moving average is $1.58 and its two-hundred day moving average is $1.55.

Tilly’s (NYSE:TLYS) last issued its quarterly earnings results on Wednesday, December 3rd. The specialty retailer reported ($0.05) EPS for the quarter, topping the consensus estimate of ($0.30) by $0.25. The firm had revenue of $139.59 million for the quarter, compared to analysts’ expectations of $136.90 million. Tilly’s had a negative net margin of 8.28% and a negative return on equity of 48.33%. During the same period in the previous year, the firm posted ($0.43) EPS. Tilly’s has set its Q4 2025 guidance at -0.190–0.120 EPS. On average, equities research analysts anticipate that Tilly’s will post -1.08 EPS for the current year.

Institutional Trading of Tilly’s

A number of large investors have recently added to or reduced their stakes in the company. Qube Research & Technologies Ltd bought a new stake in shares of Tilly’s during the 2nd quarter worth about $27,000. Corient Private Wealth LLC acquired a new stake in Tilly’s during the second quarter worth approximately $48,000. Marshall Wace LLP bought a new stake in shares of Tilly’s during the second quarter worth approximately $70,000. Bank of America Corp DE boosted its holdings in shares of Tilly’s by 31.4% during 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 during the period. Finally, CIBC Bancorp USA Inc. acquired a new position in shares of Tilly’s in the third quarter valued at approximately $82,000. Institutional investors and hedge funds 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.