Tilly’s (NYSE:TLYS) Rating Increased to Strong-Buy at Zacks Research

Zacks Research upgraded shares of Tilly’s (NYSE:TLYS) from a hold rating to a strong-buy rating in a report issued on Monday morning,Zacks reports.

A number of other research firms also recently issued reports on TLYS. Roth Capital reiterated a “neutral” rating and set a $5.50 target price on shares of Tilly’s in a research report on Monday, June 8th. Wall Street Zen upgraded shares of Tilly’s from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Tilly’s in a research note on Monday, June 15th. One analyst has rated the stock with a Strong Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $5.50.

Tilly’s Price Performance

NYSE TLYS opened at $4.16 on Monday. The business has a 50 day simple moving average of $4.00 and a 200 day simple moving average of $3.92. Tilly’s has a one year low of $1.14 and a one year high of $6.25. The stock has a market capitalization of $126.74 million, a P/E ratio of 69.30 and a beta of 0.13.

Tilly’s (NYSE:TLYS) last issued its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.17 by $0.10. The firm had revenue of $163.51 million for the quarter, compared to analyst estimates of $157.00 million. Tilly’s had a return on equity of 2.37% and a net margin of 0.34%.Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. Equities analysts expect that Tilly’s will post 0.08 earnings per share for the current year.

Insider Buying and Selling

In other news, major shareholder Fund 1 Investments, Llc sold 179,970 shares of the stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $4.17, for a total value of $750,474.90. Following the completion of the sale, the insider directly owned 5,801,933 shares of the company’s stock, valued at $24,194,060.61. This represents a 3.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Over the last three months, insiders sold 2,256,335 shares of company stock worth $10,073,354. Insiders own 26.43% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Qube Research & Technologies Ltd purchased a new position in Tilly’s during the 2nd quarter worth $27,000. Bank of America Corp DE lifted its position in shares of Tilly’s by 128.3% during the first quarter. Bank of America Corp DE now owns 11,732 shares of the specialty retailer’s stock valued at $48,000 after purchasing an additional 6,593 shares in the last quarter. Corient Private Wealth LLC purchased a new position in Tilly’s during the second quarter worth about $48,000. Marshall Wace LLP purchased a new position in Tilly’s during the second quarter worth about $70,000. Finally, CIBC Bancorp USA Inc. purchased a new position in Tilly’s during the third quarter worth about $82,000. Hedge funds and other institutional investors own 76.38% of the company’s stock.

Tilly’s News Summary

Here are the key news stories impacting Tilly’s this week:

• Positive Sentiment: Fiscal second-quarter sales increased 8.1% year over year to approximately $163.5 million, while comparable sales rose 12.1%. This marked Tilly’s third consecutive quarter of double-digit comparable-sales growth and its fourth straight quarter of positive comparable sales, indicating improving retail momentum. Tilly’s comparable-sales article
• Positive Sentiment: Tilly’s reported quarterly earnings of $0.27 per share, beating the $0.17 analyst consensus, while revenue exceeded expectations of $157 million. Management expects third-quarter EPS of $0.07 to $0.12, suggesting continued profitability, although at a more modest level.
• Neutral Sentiment: Analyst sentiment remains divided. Wall Street Zen upgraded TLYS to “buy,” while other firms maintain hold, neutral, or sell views. The overall consensus is “Reduce,” with a $5.50 average price target, implying potential upside but limited confidence in the turnaround.
• Negative Sentiment: Major shareholder Fund 1 Investments, LLC sold approximately 2.26 million Tilly’s shares in transactions on September 3, 4, and 8, generating about $10.1 million. The sales included 1.64 million shares at $4.49, 432,110 shares at $4.49, and 179,970 shares at $4.17. The transactions reduced Fund 1’s ownership by roughly 28%, creating meaningful selling pressure and potentially signaling reduced conviction, even though the sales do not directly reflect Tilly’s operating performance. Tilly’s insider trades

About Tilly’s

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.