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Irvine, California - Tilly’s, Inc. (NYSE:TLYS) shares surged 48% after the company announced its Q4 earnings report, marking its first Q4 profit since fiscal 2021.
For the quarter ending January 31, 2026, the specialty retailer reported adjusted earnings per share of $0.10, well above analysts' expected loss of $0.32 per share.
Revenue reached $155.1 million, up 5.3% year-over-year, surpassing the market consensus of $146.1 million. Comparable store sales soared 10.1%, marking the seventh consecutive month of positive comparable sales growth.
President and CEO Nate Smith said, "Our comparable store net sales momentum accelerated in Q4 of fiscal 2025, achieving our first Q4 profit since fiscal 2021."

Bumble Inc. exceeded expectations in Q4, despite a decline in user numbers. The company has an optimistic outlook, and its stock price rose by 17%. Revenue decreased by 14.3% year-over-year but still surpassed expectations. Revenue for Q1 2026 is expected to be in line with analyst estimates. The CEO stated that the focus will be on enhancing the member experience.

Caesars Entertainment stock price rose by 4.7% as billionaire Fetti plans to acquire at approximately $34 per share, with a total transaction value of about $7 billion, surpassing Icahn Enterprises' $33 cash offer. Caesars has not yet rejected Icahn's proposal, and the outcome of the negotiations remains uncertain.

California Governor Newsom confirmed that despite receiving warnings about a potential drone attack by Iran, law enforcement officials consider the threat to be not credible. The information is for preventive purposes, and the state government has taken coordinated measures. Public support for Iran conflicts is low, increasing concerns about the current situation.

California Governor Newsom stated that the state government has taken note of the potential drone attack threat and pointed out that the FBI has warned that Iran may attack the West Coast. The state government is organizing a task force to address this issue.

Stitch Fix's second-quarter performance exceeded expectations, with revenue increasing 9.4% year-over-year to $341.3 million, and adjusted loss per share of -$0.02. Despite a decline in active customers, customer engagement improved. The company’s revenue forecast for the third quarter is slightly below market expectations, while it raised its revenue outlook for fiscal year 2026 to $1.33 billion-$1.35 billion.

Oracle Financial Software's credit risk indicators have significantly improved, with the five-year debt default protection cost dropping to 1.52%, a one-month low. This change stems from the company's quarterly report alleviating investor concerns over AI-related expenditures.

Analyst Wolfe has raised the target price for Eli Lilly's experimental oral weight loss drug orforglipron, expecting strong long-term demand and potential dominance in the obesity treatment market. The analysis indicates that the drug's annual peak revenue is expected to reach $44 billion, surpassing market consensus. Its launch is expected to drive growth in the obesity market.

On Wednesday, three commercial ships were attacked near the Strait of Hormuz, including a cargo ship flying the Thai flag that sent a distress signal and was forced to evacuate. 20 crew members were injured, and 3 are missing. The UK maritime authorities confirmed the attack.

Saudi Arabia significantly increased its oil production in February to 10.882 million barrels per day to respond to the potential U.S. attack on Iran. This production boost was an emergency measure to prevent disruptions in Middle Eastern supply, causing oil prices to surge after the attack on February 28. OPEC maintains an optimistic outlook for global oil demand growth.

U.S. consumer prices increased by 2.4% over the 12 months ending in February, unchanged from the previous month. Data from the Department of Labor show a month-on-month increase of 0.3%, while the "core" consumer prices, excluding volatile items, rose 2.5% year over year.

Schlumberger's stock price fell by 2% as it became the first S&P 500 company to issue a negative warning regarding Middle East events. The company has suspended travel to the Middle East and expects first-quarter revenue to be below expectations, with an additional 6 to 9 cents per share in expenses. This warning reflects the financial risks faced by companies operating in the region due to the Middle East conflict.

UBS has upgraded the energy and agriculture sectors to "Moderate Overweight," citing improved macro conditions and strong market signals. Despite recent declines in oil prices, short-term upside risks remain for crude oil. Investors are advised to actively adjust their commodity exposure to capitalize on price support driven by structural factors.

Velo3D Inc (NASDAQ:VELO) stock rose 9% as the company converted debt to equity through the CEO and board members, reducing debt by 60% to approximately $10 million. The CEO stated that this move reflects confidence in the company's long-term value. Velo3D focuses on additive manufacturing technology for aerospace and defense sectors.

Diamondback Energy Inc. stock price fell about 3.2% on Wednesday after the company completed a public offering of 11 million common shares, priced slightly below $173 per share, for total proceeds of approximately $1.9 billion. The company will not profit from it.

According to OPEC's monthly data, Russia's oil production in February decreased by approximately 56,000 barrels per day from January to 9.184 million barrels per day, remaining stable despite sanctions pressure. Oil exports to India have decreased, but sales have started to recover since February.

Bank of America reports that despite the S&P 500 index falling by 2.8%, clients actively bought US stocks last week, marking the highest capital inflow since 2008. Institutional investors led the buying, while small-cap stocks continued to outflow. The technology and communication services sectors attracted funds, with energy ETFs performing particularly well.

U.S. stock index futures fluctuated slightly on Wednesday, with attention on the Iran conflict and upcoming inflation data. Some individual stocks performed well, such as Oracle, which surged after beating earnings expectations, and Campbell's Soup, which declined due to lowered guidance amid declining revenue. Uber's partnership with Amazon helped push its stock price higher.

As tensions in the Middle East escalate and push up oil prices, the Canadian economy faces complex challenges that could intensify inflationary pressures. UBS analysis indicates that rising oil prices are unfavorable for consumers and may lead to an overall increase in inflation. The central bank needs to balance inflation with economic oversupply and is expected to maintain its current monetary policy, with market rate hike expectations possibly being premature.