Roth Capital Issues Negative Forecast for Tilly’s Earnings

Tilly’s, Inc. (NYSE:TLYS) – Equities researchers at Roth Capital decreased their Q3 2025 EPS estimates for Tilly’s in a research report issued to clients and investors on Tuesday, December 3rd. Roth Capital analyst M. Koranda now expects that the specialty retailer will earn ($0.37) per share for the quarter, down from their previous estimate of ($0.26). The consensus estimate for Tilly’s’ current full-year earnings is ($0.92) per share. Roth Capital also issued estimates for Tilly’s’ Q4 2025 earnings at ($0.20) EPS, FY2025 earnings at ($1.05) EPS, Q1 2026 earnings at ($0.43) EPS, Q2 2026 earnings at ($0.08) EPS, Q3 2026 earnings at ($0.20) EPS, Q4 2026 earnings at ($0.04) EPS, FY2026 earnings at ($0.75) EPS and FY2027 earnings at ($0.58) EPS.

A number of other equities analysts also recently weighed in on the company. StockNews.com raised Tilly’s from a “sell” rating to a “hold” rating in a research report on Friday, September 6th. B. Riley decreased their target price on Tilly’s from $6.00 to $5.00 and set a “neutral” rating on the stock in a report on Friday.

Tilly’s Price Performance

Shares of TLYS stock opened at $4.22 on Friday. The company has a fifty day moving average price of $4.25 and a two-hundred day moving average price of $4.93. Tilly’s has a one year low of $3.57 and a one year high of $7.93. The stock has a market cap of $127.23 million, a P/E ratio of -3.08 and a beta of 1.60.

Institutional Investors Weigh In On Tilly’s

Several hedge funds have recently bought and sold shares of TLYS. Vanguard Group Inc. increased its stake in shares of Tilly’s by 0.7% during the first quarter. Vanguard Group Inc. now owns 1,282,467 shares of the specialty retailer’s stock worth $8,721,000 after purchasing an additional 8,547 shares during the period. GSA Capital Partners LLP acquired a new position in Tilly’s in the 3rd quarter valued at $297,000. First Eagle Investment Management LLC increased its position in Tilly’s by 2.2% during the 2nd quarter. First Eagle Investment Management LLC now owns 438,157 shares of the specialty retailer’s stock worth $2,642,000 after buying an additional 9,500 shares during the period. Long Focus Capital Management LLC lifted its holdings in shares of Tilly’s by 17.5% during the second quarter. Long Focus Capital Management LLC now owns 2,151,931 shares of the specialty retailer’s stock worth $12,976,000 after buying an additional 320,000 shares in the last quarter. Finally, Rothschild Investment LLC bought a new stake in shares of Tilly’s in the second quarter valued at about $39,000. 76.38% of the stock is currently owned by institutional investors and hedge funds.

Tilly’s Company Profile

Tilly's, Inc operates as a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men and women, and boys and girls in the United States. Its apparel merchandise includes tops, outerwear, bottoms, swim, and dresses; and accessories merchandise comprises backpacks, hydration bottles, hats, sunglasses, small electronics and accessories, handbags, watches, jewelry, and others.