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TLFTLFConsumer Cyclical · Specialty Retail

TLF Stock Forecast: Tandy Leather Factory, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$2.62
+0.77% on the day

Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 10 Sept 2026 — in the lower half.

Market cap
$21.3M
Ticker Nerd rank
37 / 100
Median analyst target
—
Analysts covering
0
Revenue$18.0M+1.5% y/y
Operating income$543K
Net income$409K
Free cash flow−$3.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.4%
1M
+8.3%
YTD
+18.6%
1Y
+6.2%
From 52W high
−1.1%
From 52W low
+25.4%
$2.09
$2.65
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TLF stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Tandy Leather Factory, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Sept 2026
37 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
98
Size
88
Momentum
64
Issuance
41
Growth
41
Accruals
37
Value
32
Quality
31
Revisions
25

Volatility (98): The share price has been relatively steady.

Revisions (25): Analysts have, on balance, been cutting their forecasts.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

TLF stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TLF, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$2.10$2.20$2.30$2.40$2.50$2.60$2.70Oct 25Jan 26Apr 26Jul 26TLF

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TLF appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

TLF vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, Tandy Leather Factory, Inc. returned +6.2% against +17.5% for the S&P 500, dividends included.

TLF vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Oct 25Jan 26Apr 26Jul 26TLFS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

TLF analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Fundamentals

Tandy Leather Factory, Inc. (TLF) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
2.2×

Cheaper than 69% of US stocks

Price / sales
0.3×

Cheaper than 90% of US stocks

Price / book
0.5×

Cheaper than 86% of US stocks

EV / EBITDA
56.9×

Cheaper than 4% of US stocks

Growth & margins
Revenue growth (YoY)
1.5%

Higher than 31% of US stocks

Earnings growth (YoY)
1.5%

Higher than 38% of US stocks

Gross margin
64.8%

Higher than 78% of US stocks

Operating margin
3.0%

Higher than 51% of US stocks

Net margin
−2.1%

Higher than 27% of US stocks

Returns & dividend
Return on equity
−3.2%

Higher than 41% of US stocks

Return on assets
−0.3%

Higher than 42% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Tandy Leather Factory, Inc. (TLF) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Tandy Leather Factory, Inc. has a market value of $21.3M and an enterprise value of $43.6M.

  • Revenue in the twelve months to 30 June 2026: $77.2M. The latest quarter grew 1.5% year on year.

  • Net income over the same four quarters: −$1.7M, a −2.1% net margin.

  • Free cash flow in the twelve months to 30 June 2026: −$2.3M.

  • Tandy Leather Factory, Inc. spent $6.1M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 8.2M.

  • Trailing P/E: 2.2×; forward P/E: 4.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Tandy Leather Factory, Inc. employs 401 people — $193K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 11 Sept 2026

Data provided by Twelve Data

Peers

TLF vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSpecialty Retail
CompanyMarket capTKN rank
TLFTandy Leather Factory, Inc.$21.3M
37
RECTRectitude Holdings Ltd.$19.9M
11
PTLEPTL Ltd. (Singapore)$44.0M
6
ABLVAble View Global, Inc.$46.9M
24
SPWHSportsman's Warehouse Holdings, Inc.$48.5M
65
CGTLCreative Global Technology Holdings Ltd.$6.9M
49
BQBoqii Holding Ltd.$6.6M
36

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Tandy Leather Factory, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest TLF news & analysis

Tandy Rallies 15% in Three Months: Reason to Buy the Stock Now?

Zacks Investment Research · 10 Sept 2026positive

Zacks Investment Research reports that Tandy Leather Factory's stock has rallied 15% over the past three months. The article notes that TLF's sales growth, extensive store network, and commercial capabilities support its long-term growth and financial flexibility.

Why it matters — A TLF watcher would care because the report highlights the company's sales growth, store network, and commercial capabilities as factors supporting its long-term growth and financial flexibility.

TLF Stock Up 7% as It Posts Q2 Earnings on Pricing Gains

Zacks Investment Research · 18 Aug 2026positive

Tandy Leather reported its Q2 earnings per share, aided by improved product mix and pricing changes that helped expand gross margin, while higher nontraditional sales supported growth. The stock rose 7% on the news.

Why it matters — The report signals improving profitability for TLF driven by pricing and product-mix gains alongside rising nontraditional sales.

Tandy Leather Factory Reports Second Quarter 2026 Results

GlobeNewsWire · 11 Aug 2026positive

Tandy Leather Factory reported second quarter 2026 results with revenues of $18.0 million, up 1.5% from the prior year, and net income of $0.4 million compared to a net loss of $0.2 million in 2025. The company also saw operating income rise 722.9% and gross margins improve to 64.8% from 59.5%.

Why it matters — TLF watchers would note the significant swing to profitability and improved margins, indicating a stronger operational performance compared to the same quarter last year.

FAQ

Frequently asked questions about TLF stock

How does Ticker Nerd's model rank TLF?

As at 10 Sept 2026, Tandy Leather Factory, Inc. ranks 37 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (98 of 100).

What is the TLF stock forecast for 2030?

No analyst covering Tandy Leather Factory, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TLF are extrapolating price history, which says nothing about the business.

How has TLF stock performed over the past year?

Tandy Leather Factory, Inc. returned +6.2% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Tandy Leather Factory, Inc. do?

Tandy Leather Factory, Inc. is a specialty retailer and distributor of leather and leathercraft-related products.

What is the latest news on TLF?

The most recent item we track (Zacks Investment Research, 10 Sept 2026): "Tandy Rallies 15% in Three Months: Reason to Buy the Stock Now?". Zacks Investment Research reports that Tandy Leather Factory's stock has rallied 15% over the past three months. The article notes that TLF's sales growth, extensive store network, and commercial capabilities support its long-term growth and financial flexibility.

Company

About Tandy Leather Factory, Inc.

Tandy Leather Factory, Inc. is a specialty retailer and distributor of leather and leathercraft-related products. The company offers a broad assortment of leather, leatherworking tools, buckles, belt adornments, dyes and finishes, saddle and tack hardware, and do-it-yourself kits. It also provides related services and manufactured items such as leather lace, cut leather pieces, and selected kit components. Tandy Leather Factory serves hobbyists, artisans, schools, camps, commercial customers, and other businesses through company-owned stores, websites, and direct account representatives. Its product portfolio is sold under brands including Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson’s, and TandyPro. Headquartered in Fort Worth, Texas, Tandy Leather Factory operates as a focused specialty retail business within the leathercraft market.

CEO Mr. Johan Hedberg M.B.A. · 401 employees · United States · https://www.tandyleather.com