Tuya Inc.

NYSE:TUYA 株式レポート

時価総額:US$1.1b

Tuya マネジメント

マネジメント 基準チェック /34

Tuyaの CEO はJerry Wangで、 Jan2014年に任命され、 の在任期間は 12.42年です。 の年間総報酬は$ 18.79Mで、 1.1%給与と98.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の19.36%を直接所有しており、その価値は$ 221.97M 。経営陣と取締役会の平均在任期間はそれぞれ12.4年と3.9年です。

主要情報

Jerry Wang

最高経営責任者

US$18.8m

報酬総額

CEO給与比率1.05%
CEO在任期間12.4yrs
CEOの所有権19.4%
経営陣の平均在職期間12.4yrs
取締役会の平均在任期間3.9yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
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).
User avatar
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 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
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...

CEO報酬分析

Tuya の収益と比較して、Jerry Wang の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$63m

Dec 31 2025n/an/a

US$58m

Sep 30 2025n/an/a

US$48m

Jun 30 2025n/an/a

US$29m

Mar 31 2025n/an/a

US$20m

Dec 31 2024US$19mUS$198k

US$5m

Sep 30 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$16m

Mar 31 2024n/an/a

-US$43m

Dec 31 2023US$19mUS$250k

-US$60m

Sep 30 2023n/an/a

-US$72m

Jun 30 2023n/an/a

-US$100m

Mar 31 2023n/an/a

-US$112m

Dec 31 2022US$19mUS$146k

-US$146m

Sep 30 2022n/an/a

-US$172m

Jun 30 2022n/an/a

-US$188m

Mar 31 2022n/an/a

-US$190m

Dec 31 2021US$18mUS$132k

-US$175m

報酬と市場: Jerryの 総報酬 ($USD 18.79M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Jerryの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jerry Wang (43 yo)

12.4yrs
在職期間
US$18,789,000
報酬

Mr. Xueji Wang, also known as Jerry, serves as Chief Executive Officer and Director of Tuya Inc. and serves as its Director and serves as its Co-Chairman. Mr. Wang founded Tuya in 2014. Prior to founding T...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Xueji Wang
Founder12.4yrsUS$18.79m19.36%
$ 222.0m
Liaohan Chen
Founderno dataUS$136.00k4.7%
$ 53.9m
Yi Yang
Co-founder12.4yrsUS$8.78m1.06%
$ 12.2m
Yan Zhang
VP of Finance & Executive Director1.6yrsUS$70.00k0.021%
$ 236.6k
Reg Chai
Investor Relations Directorno dataデータなしデータなし
King Yin Tang
Company Secretaryno dataデータなしデータなし
Xuechen Wang
Associate Director of Investor Relationsno dataデータなしデータなし
12.4yrs
平均在職期間
43yo
平均年齢

経験豊富な経営陣: TUYAの経営陣は経験豊富で経験豊富です(平均在職期間は12.4年)。


取締役

名称ポジション在職期間報酬所有権
Xueji Wang
Founderno dataUS$18.79m19.36%
$ 222.0m
Liaohan Chen
Founderno dataUS$136.00k4.7%
$ 53.9m
Yi Yang
Co-founderno dataUS$8.78m1.06%
$ 12.2m
Yan Zhang
VP of Finance & Executive Director1.6yrsUS$70.00k0.021%
$ 236.6k
Xuande Huang
Independent Non-Executive Director3.9yrsUS$331.00k0.029%
$ 331.9k
Changheng Qiu
Independent Non-Executive Director3.9yrsUS$50.00k0.0015%
$ 17.7k
Meng Xiong Kuok
Independent Non-Executive Director3.9yrsUS$50.00kデータなし
Pak Tung Yip
Independent Non-Executive Director3.9yrsUS$50.00kデータなし
3.9yrs
平均在職期間
43yo
平均年齢

経験豊富なボード: TUYAの 取締役会経験豊富 であると考えられます ( 3.9年の平均在任期間)。


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2026/06/21 12:10
終値2026/06/18 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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