Tuya（TUYA）株式概要
Tuya Inc.は中華人民共和国で人工知能（AI）クラウドプラットフォームサービスを提供している。 詳細
TUYA Community Fair Values
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Analyst Price Targets
Tuya Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$2.12 |
| 52週高値 | US$2.95 |
| 52週安値 | US$1.99 |
| ベータ | 0.44 |
| 1ヶ月の変化 | -10.17% |
| 3ヶ月変化 | -14.86% |
| 1年変化 | -12.40% |
| 3年間の変化 | 0.95% |
| 5年間の変化 | -91.66% |
| IPOからの変化 | -91.52% |
最新ニュース
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
ナラティブの更新 • 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).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ナラティブの更新 • 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).
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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分析記事 • 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株主還元
| TUYA | US Software | US 市場 | |
|---|---|---|---|
| 7D | 2.4% | 8.6% | 1.6% |
| 1Y | -12.4% | -0.9% | 28.5% |
業界別リターン: TUYA過去 1 年間で-0.7 % の収益を上げたUS Software業界を下回りました。
リターン対市場: TUYAは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。
価格変動
| TUYA volatility | |
|---|---|
| TUYA Average Weekly Movement | 5.4% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: TUYA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TUYAの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 1,441 | Jerry Wang | www.tuya.com |
Tuya Inc.は中華人民共和国で人工知能（AI）クラウドプラットフォームサービスを提供している。同社のAIクラウド開発者プラットフォームは、プラットフォーム・アズ・ア・サービス（PaaS）、ソフトウェア・アズ・ア・サービス（SaaS）、スマートソリューションを含む一連のサービスをスマートデバイス、商用アプリケーション、産業の開発者に提供している。同社のPaaSは、相手先商標製品メーカーやブランド、開発者がソフトウェア対応のスマートデバイスやサービスを開発、発売、管理、収益化することを可能にする。同社のSaaSは、企業がさまざまな垂直シナリオでスマートデバイスを導入、接続、管理し、空間インテリジェンスとクラウドベースのソフトウェア付加価値サービスを提供することで、自律的で制御可能な独自のスマートビジネスプラットフォームを構築することを可能にする。同社のソリューションには、キューブプライベートクラウド、スマートホスピタリティ、スマートレジデンシャル、商業照明、スマートハウスと不動産が含まれる。同社はまた、企業、開発者、エンドユーザー向けにIoTエクスペリエンスを開発・管理する能力を強化するため、その他のクラウドベースの付加価値サービスも幅広く提供している。さらに、AIやインテリジェントなソフトウェア機能を統合したスマートデバイス向けのスマートソリューションも提供している。同社は、スマートホームやビジネス、再生可能エネルギー、教育、農業、アウトドアやスポーツ、エンターテインメントなど、さまざまな業界のブランド、OEMメーカー、業界事業者、システムインテグレーターにサービスを提供している。Tuya Inc.は2014年に設立され、中華人民共和国の杭州を拠点としている。
Tuya Inc. 基礎のまとめ
| TUYA 基礎統計学 | |
|---|---|
| 時価総額 | US$1.30b |
| 収益（TTM） | US$62.65m |
| 売上高(TTM) | US$327.99m |
20.7x
PER（株価収益率4.0x
P/SレシオTUYA は割高か？
公正価値と評価分析を参照収益と収入
| TUYA 損益計算書（TTM） | |
|---|---|
| 収益 | US$327.99m |
| 売上原価 | US$171.30m |
| 売上総利益 | US$156.69m |
| その他の費用 | US$94.04m |
| 収益 | US$62.65m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.10 |
| グロス・マージン | 47.77% |
| 純利益率 | 19.10% |
| 有利子負債／自己資本比率 | 0% |
TUYA の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
5.7%
現在の配当利回り112%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/31 07:21 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Tuya Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Yue Hang Chan | BofA Global Research |
| Liping Zhao | China International Capital Corporation Limited |
| Junyun Chen | Citic Securities Co., Ltd. |