Tuya Inc.

NYSE:TUYA 주식 리포트

시가총액: US$1.2b

Tuya 경영진

경영진 기준 점검 3/4

Tuya CEO는 Jerry Wang, Jan2014 에 임명되었습니다 의 임기는 12.42 년입니다. 총 연간 보상은 $18.79M, 1.1% 급여 및 98.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $229.09M 가치에 해당하는 회사 주식의 19.36% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 12.4 년과 3.9 년입니다.

핵심 정보

Jerry Wang

최고경영자

US$18.8m

총 보수

CEO 급여 비율1.05%
CEO 재임 기간12.4yrs
CEO 지분 보유율19.4%
경영진 평균 재임 기간12.4yrs
이사회 평균 재임 기간3.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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
새로운 내러티브 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.
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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 보수 분석

Jerry Wang의 보수는 Tuya의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Jerry의 총 보수(USD18.79M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.69M)보다 높습니다.

보상과 수익: Jerry의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jerry Wang (43 yo)

12.4yrs
재임 기간
US$18,789,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
Xueji Wang
Founder12.4yrsUS$18.79m19.36%
$ 229.1m
Liaohan Chen
Founderno dataUS$136.00k4.7%
$ 55.6m
Yi Yang
Co-founder12.4yrsUS$8.78m1.06%
$ 12.5m
Yan Zhang
VP of Finance & Executive Director1.6yrsUS$70.00k0.021%
$ 244.2k
Reg Chai
Investor Relations Directorno data데이터 없음데이터 없음
King Yin Tang
Company Secretaryno data데이터 없음데이터 없음
Xuechen Wang
Associate Director of Investor Relationsno data데이터 없음데이터 없음
12.4yrs
평균 재임 기간
43yo
평균 나이

경험이 풍부한 관리: TUYA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 12.4 년).


이사회 구성원

이름직위재임 기간보수지분
Xueji Wang
Founderno dataUS$18.79m19.36%
$ 229.1m
Liaohan Chen
Founderno dataUS$136.00k4.7%
$ 55.6m
Yi Yang
Co-founderno dataUS$8.78m1.06%
$ 12.5m
Yan Zhang
VP of Finance & Executive Director1.6yrsUS$70.00k0.021%
$ 244.2k
Xuande Huang
Independent Non-Executive Director3.9yrsUS$331.00k0.029%
$ 342.6k
Changheng Qiu
Independent Non-Executive Director3.9yrsUS$50.00k0.0015%
$ 18.2k
Meng Xiong Kuok
Independent Non-Executive Director3.9yrsUS$50.00k데이터 없음
Pak Tung Yip
Independent Non-Executive Director3.9yrsUS$50.00k데이터 없음
3.9yrs
평균 재임 기간
43yo
평균 나이

경험이 풍부한 이사회: TUYA의 이사회경험이 있음으로 간주됩니다(평균 재임 3.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 04:06
종가2026/06/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Tuya Inc.는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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