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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
PaaS Growth And Customer ScaleAccelerating platform revenue and a large premium-customer base indicate continued adoption of Tuya’s core cloud infrastructure. Because customers use the platform to connect and manage devices over time, this growth can support recurring usage, ecosystem depth, and durable relevance across brands and OEMs.
Conservative Balance SheetMinimal leverage and a large equity base give Tuya substantial capacity to fund AI development, product expansion, and operating needs without relying heavily on debt. This conservative structure should improve resilience through demand or margin variability and preserve flexibility for longer-term capital allocation.
Developer Ecosystem And AI ExpansionMore than 2.09 million registered developers, CoBuilder coverage across 30 categories, and early AI companion-device commercialization show that Tuya is extending beyond connectivity into tools and applications. A broader developer ecosystem can deepen platform engagement and create additional monetization avenues.
Bears Say
AI Application Growth DecelerationAI applications and others grew only 3.9% year over year, down from roughly 17% prior-quarter growth, while mix shifted toward lower-growth B2B custom projects. Slower adoption and less recurring mix could limit the pace and quality of expansion in a strategically important growth area.
Margin Pressure And Low-Margin ProductsSemiconductor cost volatility, mix changes, and delayed cost pass-through are causing margin fluctuations, while smart home and robot products carry only a 21.9% gross margin. These pressures can restrain consolidated profitability until pricing and input costs stabilize.
Uneven Earnings HistoryRecent profitability has improved, but deep losses in 2022–2023 and highly volatile margins weaken confidence that the current earnings level is fully durable. The uneven record may constrain planning, reinvestment consistency, and reliance on near-term profit trends.

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 €2.24 in the past 12 months.
    What is Tuya’s market cap?
    Tuya’s market cap is €905.77M.
      When is Tuya’s upcoming earnings report date?
      Tuya’s upcoming earnings report date is Nov 23, 2026 which is in 66 days.
        How were Tuya’s earnings last quarter?
        Tuya released its earnings results on Aug 24, 2026. The company reported €0.026 earnings per share for the quarter.
          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 543,206,900 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. Following the earnings report the stock price went up 4.138%.
                  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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                    Neutral
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                    Learn more about TipRanks Smart Score

                    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

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a generally positive operational and financial picture: revenue growth accelerated with strong PaaS and smart home/robot product performance, improved operating profitability, healthy cash reserves, and clear AI product and developer progress (CoBuilder and AI companion devices). However, notable headwinds include slower growth and margin pressure in the AI application segment, supply-chain semiconductor cost volatility compressing margins, mixed demand across product categories and regions, and non-operating losses (FX and lower financial income). On balance, the positive growth, margin stability at the operating level, strong balance sheet and tangible AI commercialization progress outweigh the mid-term margin and mix challenges.View all DE:785 earnings summaries
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