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Tuya, Inc. (DE:785)
NYSE:785

Tuya (785) Price & Analysis

2 Followers

785 Stock Chart & Stats

€1.98
€0.00(0.00%)
At close: 4:00 PM EST
€1.98
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthTuya's balance sheet is conservatively positioned with minimal debt and substantial equity, giving the company durable financial flexibility. This reduces refinancing and solvency risk, supports multi-year investments in AI and platform expansion, and cushions execution during industry cycles.
Consistent Cash GenerationThe shift to sustained positive operating and free cash flow marks a structural improvement in capital generation. Reliable FCF funds R&D, selective M&A, and working capital for device rollouts without external financing, strengthening the firm's self-funded growth runway.
High‑Margin AI & Platform ScaleRapid AI application growth and very high segment margins shift Tuya's mix toward recurring, software-driven economics. A large developer base and growing premium PaaS customers create network effects and customer stickiness, supporting durable margin expansion and higher lifetime revenues per device.
Bears Say
Thin Operating ProfitabilityWhile net income and margins improved, operating profit is still fragile and close to breakeven, implying earnings may rely on below‑the‑line items or nonrecurring drivers. That raises durability risk: if one-time gains reverse or mix shifts, reported profitability could deteriorate despite healthy headline metrics.
Hardware Transition & Revenue DragManagement's intentional phasing out of low‑margin hardware improves long‑term mix but creates near‑term revenue and device-penetration headwinds. Slower hardware volumes can delay platform monetization and make recurring cloud growth reliant on successful, timely rollout of higher‑value AI‑initial devices.
Supply‑Chain & Component Cost PressurePersisting chipset shortages and rising component prices strain margins and can force higher device retail prices, suppressing demand in price‑sensitive markets. Ongoing cost inflation and procurement volatility could slow device shipments and impede the medium‑term scaling of the platform.

Tuya News

785 FAQ

What was Tuya, Inc.’s price range in the past 12 months?
Tuya, Inc. lowest stock price was €1.62 and its highest was €2.44 in the past 12 months.
    What is Tuya, Inc.’s market cap?
    Tuya, Inc.’s market cap is €1.15B.
      When is Tuya, Inc.’s upcoming earnings report date?
      Tuya, Inc.’s upcoming earnings report date is Aug 31, 2026 which is in 80 days.
        How were Tuya, Inc.’s earnings last quarter?
        Tuya, Inc. released its earnings results on May 11, 2026. The company reported €0.026 earnings per share for the quarter, the consensus estimate of €0.026 by €0.
          Is Tuya, Inc. overvalued?
          According to Wall Street analysts Tuya, Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tuya, Inc. pay dividends?
            Tuya, Inc. does not currently pay dividends.
            What is Tuya, Inc.’s EPS estimate?
            Tuya, Inc.’s EPS estimate is 0.03.
              How many shares outstanding does Tuya, Inc. have?
              Tuya, Inc. has 543,122,860 shares outstanding.
                What happened to Tuya, Inc.’s price movement after its last earnings report?
                Tuya, Inc. reported an EPS of €0.026 in its last earnings report, expectations of €0.026. Following the earnings report the stock price went down -2.475%.
                  Which hedge fund is a major shareholder of Tuya, Inc.?
                  Currently, no hedge funds are holding shares in DE:785
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Tuya Stock Smart Score

                    3
                    Underperform
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                    Company Description

                    Tuya, Inc.

                    Tuya Inc. operates a global cloud platform for the Internet of Things (IoT), providing comprehensive solutions to facilitate smart technology integration. The company delivers an IoT Platform-as-a-Service (PaaS), empowering brands, original equipment manufacturers (OEMs), and developers to conceive, introduce, supervise, and monetize their intelligent devices and related services. Additionally, Tuya offers industry-focused Software-as-a-Service (SaaS) to help businesses implement, link, and manage various types of connected hardware. Beyond its core platforms, Tuya furnishes a suite of cloud-based supplementary services, designed to assist businesses, developers, and end-users in crafting and maintaining their IoT interactions. The firm also directly markets and sells completed smart devices. Tuya's diverse offerings are deployed across numerous sectors, such as smart homes, commercial settings, healthcare, education, agriculture, outdoor and sports industries, and entertainment. Founded in 2014, Tuya Inc. is headquartered in Hangzhou, People's Republic of China.

                    Tuya (785) Earnings & Revenues

                    785 Company Deck

                    785 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominantly positive picture: the company delivered healthy revenue growth (+8.3% YoY), improved profitability (GAAP operating margin ~9.2%, net profit $15.8M) and a strong cash position (~$1B+), while AI-related revenue and ecosystem metrics showed robust expansion (AI Apps +16.9% YoY, developer base ~1.96M). Management candidly highlighted near-term headwinds—chipset shortages, category-specific softness (lighting), a YoY decline in the Smart Home & Robot Products segment (-6.9%) due to deliberate phasing out of low-value hardware, and seasonal softness in AI application usage—but framed these as strategic, short-term tradeoffs to accelerate transition to higher-value AI-initial devices and software services. On balance, the positive operational and financial momentum, high-margin AI software growth, and strong liquidity outweigh the supply-chain and transitional challenges.View all DE:785 earnings summaries
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