DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Software
Updated 2h ago
TUYA logo

Tuya Inc.NYSE:TUYA Stock Report

Market Cap US$1.1b
Updated 2h ago
Share Price
n/a
1Y-28.2%
7D-2.7%
1D-2.7%
Portfolio Value
​
View

Tuya Inc.

NYSE:TUYA Stock Report

Market Cap: US$1.1b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Tuya (TUYA) Stock Overview

Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China. More details

TUYA fundamental analysis
Snowflake Score
Valuation6/6
Future Growth1/6
Past Performance5/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 63.4% below our estimate of its fair value

Earnings are forecast to grow 11.35% per year

Earnings grew by 136.8% over the past year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 75%

Risk Analysis

No risks detected for TUYA from our risk checks.

TUYA Community Fair Values

Create Narrative

See what 47 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystLowTarget
33.0% undervalued intrinsic discount
AnalystLowTarget
•10d ago

Slow Recovery In Smart Home And AI Tools Will Eventually Support Modest Upside Potential

4
0
1
AN
AnalystConsensusTarget
47.0% undervalued intrinsic discount
AnalystConsensusTarget
•3mo ago

AI And IoT Integration Will Expand Global Technology Markets

282
0
21

Top Analyst Narratives

AN
AnalystLowTarget
33.0% undervalued intrinsic discount
AnalystLowTarget
•10d ago

Slow Recovery In Smart Home And AI Tools Will Eventually Support Modest Upside Potential

4
0
1
AN
AnalystConsensusTarget
47.0% undervalued intrinsic discount
AnalystConsensusTarget
•3mo ago

AI And IoT Integration Will Expand Global Technology Markets

282
0
21
View all narratives

Tuya Inc. Competitors

Red Violet

Symbol: NasdaqCM:RDVT
Market cap: US$1.2b

NCR Voyix

Symbol: NYSE:VYX
Market cap: US$1.2b

PagerDuty

Symbol: NYSE:PD
Market cap: US$1.0b

Viant Technology

Symbol: NasdaqGS:DSP
Market cap: US$896.1m

Price History & Performance

Summary of share price highs, lows and changes for Tuya
Historical stock prices
Current Share PriceUS$1.81
52 Week HighUS$2.71
52 Week LowUS$1.61
Beta0.55
1 Month Change-2.16%
3 Month Change-17.73%
1 Year Change-28.17%
3 Year Change18.30%
5 Year Change-82.34%
Change since IPO-92.76%

Recent News & Updates

User avatar
New Narrative • Aug 30

Slow Recovery In Smart Home And AI Tools Will Eventually Support Modest Upside Potential

Catalysts About Tuya Tuya provides an IoT and AI platform that helps brands and developers create and manage smart devices and related services. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Aug 25

Tuya: Staying Bullish After Q2 Growth Acceleration

Summary I maintain a 'Buy' rating for Tuya after assessing its results and outlook. TUYA's revenue growth accelerated from +8% in 1Q2026 to +16% for 2Q2026; the actual topline was equivalent to a 5.8% beat. My take is that it should continue to deliver a sales expansion of over +10% going forward, given positive leading indicators like developer base expansion. Read the full article on Seeking Alpha

Recent updates

User avatar
New Narrative • Aug 30

Slow Recovery In Smart Home And AI Tools Will Eventually Support Modest Upside Potential

Catalysts About Tuya Tuya provides an IoT and AI platform that helps brands and developers create and manage smart devices and related services. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Aug 25

Tuya: Staying Bullish After Q2 Growth Acceleration

Summary I maintain a 'Buy' rating for Tuya after assessing its results and outlook. TUYA's revenue growth accelerated from +8% in 1Q2026 to +16% for 2Q2026; the actual topline was equivalent to a 5.8% beat. My take is that it should continue to deliver a sales expansion of over +10% going forward, given positive leading indicators like developer base expansion. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jun 04

TUYA: AI Agents And Smart Energy Ecosystem Will Drive Future Upside

Analysts have trimmed their price target on Tuya to reflect a slightly adjusted fair value estimate of $3.42. The updated assumptions include a moderate change in revenue growth, a higher projected profit margin and a lower future P/E multiple.
User avatar
Narrative Update • May 03

TUYA: AI Ecosystems And Cash Returns Will Drive Future Upside

Analysts now place Tuya's fair value at $3.43, compared with the prior $3.32, reflecting updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Board meeting scheduled for May 11, 2026 to review unaudited results for the quarter ended March 31, 2026 and to address other business items (Board Meeting).
User avatar
New Narrative • Apr 23

Advancing AI, Hardware And Ecosystems Will Shape Our Future

Expansion into hardware solutions and AI R&D could drive smart device penetration and boost revenue growth across various sectors.
Analysis Article • Apr 05

Investors Give Tuya Inc. (NYSE:TUYA) Shares A 30% Hiding

The Tuya Inc. ( NYSE:TUYA ) share price has softened a substantial 30% over the previous 30 days, handing back much of...
Analysis Article • Mar 05

Shareholders Can Be Confident That Tuya's (NYSE:TUYA) Earnings Are High Quality

Investors were underwhelmed by the solid earnings posted by Tuya Inc. ( NYSE:TUYA ) recently. Our analysis says that...
Seeking Alpha • Feb 26

Tuya: Lock In The Rapid Returns, Hold A House Position

Summary Tuya Inc. was recommended for a speculative trade at $1-$1.50 in November, now suggesting taking profit and holding a house position. Q4 earnings showed strong revenue growth of 27.5% YOY to $82.1 million, with margin expansion and a $1 million top-line beat. Segment performance was robust, with IoT PaaS revenue up 25.7%, SaaS revenue up 21.1%, and Smart Solutions revenue up 45.5%. Despite reported losses, adjusted net income surged 75.8% YOY to $22.1 million, and the company is now consistently profitable on an adjusted basis. How to handle TUYA stock from here. Read the full article on Seeking Alpha
Analysis Article • Feb 14

Revenues Not Telling The Story For Tuya Inc. (NYSE:TUYA) After Shares Rise 79%

Tuya Inc. ( NYSE:TUYA ) shareholders have had their patience rewarded with a 79% share price jump in the last month...
Analysis Article • Dec 10

Improved Revenues Required Before Tuya Inc. (NYSE:TUYA) Stock's 26% Jump Looks Justified

Despite an already strong run, Tuya Inc. ( NYSE:TUYA ) shares have been powering on, with a gain of 26% in the last...
Seeking Alpha • Oct 17

Tuya: Staying Positive On Shareholder Return And Financial Improvement Potential

Summary My Buy rating for Tuya Inc. is unchanged, considering the potential for an improvement in the company's future financial performance and capital return. Tuya's recent special dividend distribution increases the likelihood of the company paying out recurring dividends in the coming years. I expect Tuya to achieve faster revenue growth and profit margin expansion going forward, considering the favorable change in the client mix and the positive effects of operating leverage. Read the full article on Seeking Alpha
Analysis Article • Oct 06

Optimistic Investors Push Tuya Inc. (NYSE:TUYA) Shares Up 31% But Growth Is Lacking

Tuya Inc. ( NYSE:TUYA ) shareholders would be excited to see that the share price has had a great month, posting a 31...
Seeking Alpha • Aug 07

Harnessing AI And Smart Lighting: Tuya's Path To Market Growth

Summary Tuya Inc. is a leader in the smart home and IoT sector, utilizing advanced smart lighting solutions and generative AI technology. Despite competition from big companies like Google and Amazon, Tuya's strategic alliances and innovation make it resilient and poised for growth. Tuya's financial performance shows significant revenue growth and improved profitability, with my forecasts indicating an 18% rise in revenue and a positive valuation. Read the full article on Seeking Alpha
Analysis Article • Jul 15

Sentiment Still Eluding Tuya Inc. (NYSE:TUYA)

There wouldn't be many who think Tuya Inc.'s ( NYSE:TUYA ) price-to-sales (or "P/S") ratio of 3.9x is worth a mention...
Analysis Article • May 23

Tuya Inc. (NYSE:TUYA) Just Reported First-Quarter Earnings And Analysts Are Lifting Their Estimates

Shareholders might have noticed that Tuya Inc. ( NYSE:TUYA ) filed its first-quarter result this time last week. The...
Seeking Alpha • May 21

Tuya: This Speculative Stock Should Be On Your Radar

Summary Tuya Inc. reported strong Q1 earnings with total revenue increasing by 29.9% year-over-year. The Internet of Things PaaS segment saw a significant revenue jump of 35.7%. Tuya's margins expanded, operating expenses declined, and the company moved closer to breakeven, showing positive EPS. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Tuya's Losses Narrow, But Stock Still Looks Pricey

Summary Tuya’s revenue jumped 42.2% in last year’s fourth quarter, with its platform as a service business as the biggest contributor. The company’s stock could be vulnerable if major shareholder Tencent decides to sell down its stake, or if the company gets caught in a flareup of China-U.S. tensions. Despite its stock gains last year, Tuya shares still trade about 20% below the HK$19.30 price for the company’s Hong Kong listing in 2022, which complemented its listing in New York a year earlier. Read the full article on Seeking Alpha

Shareholder Returns

TUYAUS SoftwareUS Market
7D-2.7%-1.6%0.9%
1Y-28.2%-5.9%15.5%

Return vs Industry: TUYA underperformed the US Software industry which returned -5.9% over the past year.

Return vs Market: TUYA underperformed the US Market which returned 15.5% over the past year.

Price Volatility

Is TUYA's price volatile compared to industry and market?
TUYA volatility
TUYA Average Weekly Movement7.2%
Software Industry Average Movement9.2%
Market Average Movement6.9%
10% most volatile stocks in US Market15.6%
10% least volatile stocks in US Market3.0%

Stable Share Price: TUYA has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TUYA's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20141,453Jerry Wangwww.tuya.com

Tuya Inc. provides artificial intelligence (AI) cloud platform services in the People’s Republic of China. Its AI cloud developer platform delivers a suite of offerings, including platform-as-a-service (PaaS), software-as-a-service (SaaS), and smart solutions to developers of smart device, commercial applications, and industries. The company’s PaaS offering enables original equipment manufacturers and brands, and developers to develop, launch, manage, and monetize software-enabled smart devices and services.

Tuya Inc. Fundamentals Summary

How do Tuya's earnings and revenue compare to its market cap?
TUYA fundamental statistics
Market capUS$1.14b
Earnings (TTM)US$68.70m
Revenue (TTM)US$340.79m
16.2x
P/E Ratio
3.3x
P/S Ratio

Is TUYA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TUYA income statement (TTM)
RevenueUS$340.79m
Cost of RevenueUS$179.80m
Gross ProfitUS$160.99m
Other ExpensesUS$92.29m
EarningsUS$68.70m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.11
Gross Margin47.24%
Net Profit Margin20.16%
Debt/Equity Ratio0%

How did TUYA perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 22:06
End of Day Share Price 2026/09/09 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tuya Inc. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yue Hang ChanBofA Global Research
Liping ZhaoChina International Capital Corporation Limited
Junyun ChenCitic Securities Co., Ltd.

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide