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

Tilly's (NYSE:TLYS) updated its Q4 2025 earnings guidance, projecting EPS between -0.190 and -0.120, better than the consensus estimate of -0.320. Revenue guidance is set between $146.0 million and $151.0 million, slightly above the consensus of $146.1 million. The stock rose 20.7% to $1.78, with a market cap of $54.08 million. Analysts have a consensus 'Reduce' rating with a target price of $2.25. Institutional investors own 76.38% of the stock.

U.S. Stock Movement Update: Kala Bio leads with a nearly 19% increase, Vicarious Surgical drops over 12%

Overview of the US Stock Market In the past hour, the US stock market has shown a clear characteristic of sector rotation, with individual stocks in the pharmaceutical and technology sectors performing particularly well. Kala Bio led the way with an increase of 18.92%, indicating strong market interest in pharmaceutical stocks. Meanwhile, technology stocks like UiPath also performed well, with an increase close to 10%. However, some technology stocks such as Vicarious Surgical and Snowflake faced downward pressure, reflecting a differentiated attitude of funds among various technology stocks. The overall market rhythm is fast-paced, with significant short-term enthusiasm. The most active stock in the past hour, Kala Bio, became the market focus with an increase of 18.92%. Its rapid price rise seems to be driven by optimistic expectations regarding its future growth potential, with noticeable capital inflow and heightened short-term sentiment. Strong stocks: 1. Tilly: up 11.11%, stands out in the retail sector with clear signs of capital inflow. 2. Cantor Equity Partners: up 10.64%, investors hold an optimistic view of its future development, driving the stock price upward. 3. UiPath: up 9.96%, one of the highlights in the technology sector, with the market full of expectations for its technological innovation capabilities. 4. Ambow Edu: up 8.93%, with increased capital attention in the education sector, driving the stock price up

Tilly’s Reports Improved Earnings Amid Sales Growth

Tilly’s reported improved Q3 earnings, surpassing its outlook with a 2.0% increase in comparable net sales. Physical store sales rose by 5.3%, while e-commerce sales fell by 9.0%. Gross profit increased to $42.6 million, reducing net loss to $1.4 million from $12.9 million last year. Despite a 5.6% decline in year-to-date net sales, Tilly’s improved its operating and net loss figures. The company remains optimistic about maintaining sales momentum into Q4 and fiscal 2026, focusing on product margins and cost management.

Tilly | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 139.59 M

Tilly's shares are trading higher after the company reported better-than-expected Q3 financial results and issued Q4 GAAP EPS guidance above estimates. Also, the company issued Q4 sales guidance with its midpoint above estimates.