Tuya Inc

TUYA

Market cap $1.24B

Tuya is rated bullish with a $3.26 target, implying 31% upside, driven by accelerating AIoT adoption and a strong cash position. TUYA's high single-digit revenue growth, expanding EBIT margin (9.2% vs. -2% YoY), and SaaS segment outperformance support the investment thesis. Gross margin pressure from semiconductor supply chain volatility is viewed as transitory, with SaaS growth expected to offset future hardware cyclicality.

Tuya NYSE: TUYA reported higher first-quarter 2026 revenue and improved profitability as management said demand continued to recover and the company's artificial intelligence-related businesses gained traction across software, hardware and developer tools.

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.

SANTA CLARA, Calif., May 13, 2026 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading AI cloud platform service provider, today announced that it will hold an annual general meeting of the Company's shareholders (the "AGM") at 2:00 p.m.

Tuya Inc. (TUYA) Q1 2026 Earnings Call Transcript

SANTA CLARA, Calif., May 11, 2026 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading AI cloud platform service provider, today announced its unaudited financial results for the first quarter ended March 31, 2026.

SANTA CLARA, Calif., April 27, 2026 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading AI cloud platform service provider, today announced that it will report its first quarter 2026 unaudited financial results after the market closes on Monday, May 11, 2026.

SHENZHEN, China, April 24, 2026 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), a leading global AI cloud platform service provider, today unveiled its newly upgraded Hey Tuya at the 2026 TUYA Global Developer Summit. Tuya also presented its strategic focus on three core AI application ecosystems: AI Home, AI Robot, and AI Energy.

SANTA CLARA, Calif., April 22, 2026 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading AI cloud platform service provider, today announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with the Securities and Exchange Commission (the "SEC") on April 22, 2026, U.S. Eastern Time.

NEW YORK, March 24, 2026 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), a global AI cloud platform service provider, has officially launched TuyaClaw, the AI agent that connects the digital and physical worlds. Built on the OpenClaw architecture, it significantly reduces deployment barriers while combining "digital employee" and "home manager" capabilities, extending AI's value from screens into real-world environments.