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Tuya (DE:785)
FRANKFURT:785

Tuya (785) Price & Analysis

2 Followers

785 Stock Chart & Stats

€1.40
€0.07(5.00%)
At close: 4:00 PM EDT
€1.40
€0.07(5.00%)

Bulls Say, Bears Say

Bulls Say
Very Strong, Low‑leverage Balance SheetTuya’s exceptionally low leverage and roughly $1B in cash/time deposits provide lasting financial flexibility. This enables sustained R&D and AI investment, selective M&A, and tolerance for cyclical shocks without forcing dilutive financing, supporting durable strategic execution over months.
High‑margin, Fast‑growing AI Application RevenueAI Application revenue is expanding faster than the company average and carries very high gross margins. Structural growth in AI services diversifies Tuya away from hardware cyclicality and supports scalable, repeatable margin expansion as AI adoption and developer integrations deepen across verticals.
Stable, Recurring PaaS Revenue With Premium CustomersThe core PaaS business delivers recurring, usage-linked revenue with healthy gross margins and a growing base of premium customers. That recurring platform economics underpins predictable cash flows, customer stickiness, and the ability to upsell higher‑margin AI services over the medium term.
Bears Say
Weaker Cash Conversion Vs. Reported EarningsAlthough cash flow is positive on a TTM basis, operating cash converts to reported earnings at only about half, indicating working‑capital timing or noncash components. This weak conversion elevates risk that profit improvements may not fully translate to sustainable free cash flow under stress or rapid growth.
Supply‑chain And Chipset Cost PressureRising component costs and persistent shortages are structural headwinds for device economics. Higher BOMs can compress hardware margins, raise retail prices in price‑sensitive markets, and slow device deployments that underpin recurring cloud usage, creating durable pressure on demand and unit economics.
Hardware Segment Contraction & Strategic Product CutsManagement’s deliberate phasing‑out of low‑value hardware improves long‑term margin mix but creates a structural near‑term revenue drag and uneven recovery across categories and regions. This transition raises execution risk and elongates the timeline to achieve full benefits from higher‑value hardware.

Tuya News

785 FAQ

What was Tuya’s price range in the past 12 months?
Tuya lowest stock price was €1.36 and its highest was €2.44 in the past 12 months.
    What is Tuya’s market cap?
    Tuya’s market cap is €902.13M.
      When is Tuya’s upcoming earnings report date?
      Tuya’s upcoming earnings report date is Aug 31, 2026 which is in 27 days.
        How were Tuya’s earnings last quarter?
        Tuya 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 overvalued?
          According to Wall Street analysts Tuya’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tuya pay dividends?
            Tuya does not currently pay dividends.
            What is Tuya’s EPS estimate?
            Tuya’s EPS estimate is 0.03.
              How many shares outstanding does Tuya have?
              Tuya has 543,122,860 shares outstanding.
                What happened to Tuya’s price movement after its last earnings report?
                Tuya 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?
                  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

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                    Underperform
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                    Company Description

                    Tuya

                    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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