How Tuya’s AI Emotional Companion Launch At Tuya (TUYA) Has Changed Its Investment Story

• Tuya Smart recently announced a partnership with Robopoet to launch “Fuzozo,” a cellular-enabled AI emotional companion that will use Tuya’s global cloud infrastructure to provide continuous support beyond the home, with a public debut planned at CES 2026.
• This collaboration highlights how Tuya is extending its AI and IoT platform beyond traditional smart-home devices into emotionally aware, mobile companion hardware that can operate globally.
• Next, we’ll examine how this AI emotional companion launch, built on Tuya’s cloud platform, could influence the company’s existing investment narrative.

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Tuya Investment Narrative Recap

To own Tuya, you need to believe its AI cloud and IoT platform can scale into higher margin, recurring revenue as connected devices proliferate globally. The Fuzozo partnership reinforces that thesis by extending Tuya’s cloud into mobile, emotionally aware companions, but it does not materially change the near term picture where execution on profitable growth and exposure to global trade and regulatory risks remain the key swing factors.

In that context, Tuya’s recent Q3 2025 results, showing US$82.49 million in sales and positive net income of US$14.97 million, look important. They underline that the company is already profitable while investing in new AI use cases like Fuzozo, which could be supportive for its platform stickiness and the ongoing shift toward higher margin services if Tuya can sustain this trajectory.

Yet against this potential, the growing competition from global IoT and AI platform providers is a risk investors should be aware of because...

Read the full narrative on Tuya (it's free!)

Tuya's narrative projects $442.7 million revenue and $76.0 million earnings by 2028. This requires 11.6% yearly revenue growth and a $47.0 million earnings increase from $29.0 million today.

Uncover how Tuya's forecasts yield a $3.32 fair value, a 50% upside to its current price.

Exploring Other Perspectives

Thirteen members of the Simply Wall St Community currently value Tuya between US$2.11 and US$8.09 per share, reflecting a very wide spread of expectations. Set against the IoT and AI catalyst highlighted by the Fuzozo launch, this gap in views underlines why it can be useful to compare several independent perspectives before deciding how Tuya might fit into your own portfolio.

Explore 13 other fair value estimates on Tuya - why the stock might be worth just $2.11!

Build Your Own Tuya Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Tuya research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Tuya research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tuya's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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