Tuya Inc.

Report azionario NYSE:TUYA

Capitalizzazione di mercato: US$1.3b

Tuya Performance degli utili passati

Criteri Il passato verificati 5/6

Tuya ha registrato una crescita degli utili a un tasso medio annuo di 55.3%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 22.5%. I ricavi sono stati in crescita a un tasso medio annuo di 5%. Il ritorno sul capitale proprio di Tuya è 6.2% e ha margini netti di 19.1%.

Informazioni chiave

55.27%

Tasso di crescita degli utili

60.67%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi5.04%
Rendimento del capitale proprio6.23%
Margine netto19.10%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha May 14

Tuya: Back In A Buy Zone, With A Hefty Yield

Summary Tuya Inc. remains a 5% yielding, range-bound stock with steady revenue growth, ideal for income-focused investors and tactical traders. Q1 revenue grew 8.3% to $81M, with notable strength in AI applications and PaaS, though gross margins declined due to higher costs and product mix shifts. Operating expenses fell 19.3%, supporting net income growth, but adjusted net profit and EPS were flat to down year-over-year. With EPS expected to decline 7% in 2024 before rebounding, we recommend buying TUYA stock near $2 and selling around $2.50 while collecting dividends. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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
Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Seeking Alpha Feb 22

Tuya: Positive Short-Term And Long-Term Outlook (Rating Upgrade)

Summary TUYA's prospects for the near term are good, considering the company's focus on profitability improvement and the fact that the inventory overhang issue has become a thing of the past. The company's outlook for the long run is favorable, taking into account the low industry penetration levels and the decrease in competitive intensity driven by competitors' exit. I upgrade my rating for TUYA to a Buy in view of its outlook and valuations. Read the full article on Seeking Alpha
Articolo di analisi Feb 10

Not Many Are Piling Into Tuya Inc. (NYSE:TUYA) Stock Yet As It Plummets 26%

Tuya Inc. ( NYSE:TUYA ) shares have had a horrible month, losing 26% after a relatively good period beforehand. Instead...
Seeking Alpha Nov 29

Tuya: Capital Allocation Approach Draws Attention

Summary TUYA's recent Q3 2023 results bring the company's capital allocation strategy into the spotlight. Tuya's third quarter non-GAAP adjusted earnings beat expectations, but the company would have been loss-making without the interest income derived from its cash. The stock's valuations are undemanding, so it might have been better for TUYA to allocate capital to share buybacks rather than retain a substantial amount of cash to earn interest. I have decided to maintain my Hold rating for Tuya stock, considering both positives and negatives associated with its current capital allocation approach. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Tuya guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:TUYA Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26328635889
31 Dec 25322586490
30 Sep 25319487492
30 Jun 25318298994
31 Mar 25312209894
31 Dec 24299510595
30 Sep 24281-16153105
30 Jun 24260-1610994
31 Mar 24244-4311998
31 Dec 23230-60121102
30 Sep 23211-727696
30 Jun 23195-100119115
31 Mar 23200-112117125
31 Dec 22208-146123145
30 Sep 22238-172135163
30 Jun 22278-188144182
31 Mar 22301-190148187
31 Dec 21302-175147174
30 Sep 21290-145126154
30 Jun 21264-110100123
31 Mar 21218-877696
31 Dec 20180-675577
30 Sep 20151-765569
31 Dec 19106-744952

Guadagni di qualità: TUYA ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di TUYA (19.1%) TUYA sono più alti rispetto allo scorso anno (6.3%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: TUYA è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 55.3% all'anno.

Accelerare la crescita: La crescita degli utili di TUYA nell'ultimo anno ( 220.3% ) supera la media quinquennale ( 55.3% all'anno).

Guadagni vs Settore: La crescita degli utili TUYA nell'ultimo anno ( 220.3% ) ha superato la percentuale del settore Software 11.7%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 6.2% ) di TUYA è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/28 23:05
Prezzo dell'azione a fine giornata2026/05/28 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Tuya Inc. è coperta da 9 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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