Tuya Inc.

NYSE:TUYA Voorraadrapport

Marktkapitalisatie: US$1.1b

Tuya Beheer

Beheer criteriumcontroles 3/4

De CEO Tuya is Jerry Wang, benoemd in Jan2014, heeft een ambtstermijn van 12.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 18.79M, bestaande uit 1.1% salaris en 98.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 19.36% van de aandelen van het bedrijf, ter waarde $ 221.97M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 12.4 jaar en 3.9 jaar.

Belangrijke informatie

Jerry Wang

Algemeen directeur

US$18.8m

Totale compensatie

Percentage CEO-salaris1.05%
Dienstverband CEO12.4yrs
Eigendom CEO19.4%
Management gemiddelde ambtstermijn12.4yrs
Gemiddelde ambtstermijn bestuur3.9yrs

Recente managementupdates

Recent updates

Narratiefupdate 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
Narratiefupdate 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
Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...

Analyse CEO-vergoeding

Hoe is Jerry Wang's beloning veranderd ten opzichte van Tuya's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 18.79M ) Jerry } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 3.70M ).

Compensatie versus inkomsten: De vergoeding van Jerry is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Jerry Wang (43 yo)

12.4yrs
Tenure
US$18,789,000
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 datageen gegevensgeen gegevens
King Yin Tang
Company Secretaryno datageen gegevensgeen gegevens
Xuechen Wang
Associate Director of Investor Relationsno datageen gegevensgeen gegevens
12.4yrs
Gemiddelde duur
43yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TUYA is doorgewinterd en ervaren (gemiddelde ambtstermijn van 12.4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
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$50.00kgeen gegevens
Pak Tung Yip
Independent Non-Executive Director3.9yrsUS$50.00kgeen gegevens
3.9yrs
Gemiddelde duur
43yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TUYA wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.9 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/21 14:57
Aandelenkoers aan het einde van de dag2026/06/18 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Tuya Inc. wordt gevolgd door 9 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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