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TUTUYA

Tuya Inc.

$TUYA·$1.0B·Software - Infrastructure·Technology
$1.65-3.5%YTD-20.4%1Y-28.9%
Price updated 9h ago·X counts updated 5d ago
TUTUYA
$TUYATuya Inc.
$1.65-3.51%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TUYA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TUYA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Tuya is a Chinese IoT PaaS at 52-week lows — Q1 revenue grew 117%, Nov 23 is the test.

Tuya Inc. is a Chinese IoT platform-as-a-service provider — the toll-booth on connected consumer devices with meaningful AI-smart-home adjacency.

  • The business is accelerating: Q1 revenue +117% YoY at a 6.4% operating margin and ROIC of 2.6% — strong top-line growth with modest profitability returning, with PE 22.4x reflecting the growth cadence.
  • At 2.7x sales for a 100%+ revenue grower the valuation is cheap for the setup — the market is pricing in continued Chinese macro drag plus ADR-structure discount.
  • 52-week range position is 11% with vol at just 20% of average — near 52-week lows on thin trading, which is lukewarm positioning ahead of Nov 23 earnings.

Nov 23 Q3 is the gate — any confirmed revenue growth plus operating-margin expansion extends the stock off the floor. A soft IoT-customer print or margin reversion and the stock stays range-bound at the lows.

What to watch: Nov 23 Q3 — IoT-platform revenue growth, operating-margin trajectory, customer-net-adds, and FY27 guide. A revenue deceleration or margin reversion is the clear invalidator.

On the calendar: 2026-11-23 — Q3 earnings

Read the AI verdict on $TUYA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

China-based IoT cloud platform enabling hardware manufacturers to build and connect smart devices across home and commercial markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $TUYA.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $TUYA

Partial — China-based IoT cloud platform enabling hardware manufacturers to build and connect smart devices across home and commercial markets.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 24, 2026$0.03$0.030.0%
Q1 2026May 11, 2026$0.03$0.030.0%
Q4 2025Mar 2, 2026$0.03$0.030.0%
Q3 2025Nov 24, 2025$0.03$0.030.0%
Next earningsMon, Nov 23·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$173.8M+116.9%46.6%9.7%$0.06—
Q1 FY26$81.1M+8.6%46.9%5.2%$0.03$6.4M
Q4 FY25$84.9M+3.4%47.6%6.4%$0.03$16.4M
Q3 FY25$82.6M+1.2%48.3%0.7%$0.02$30.0M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$364.5M$355.5M – $374.8M$0.12$0.12 – $0.133
FY27$406.5M$396.4M – $417.9M$0.14$0.13 – $0.143
FY28$465.8M$451.4M – $492.6M$0.15$0.15 – $0.163
FY29$514.5M$501.7M – $528.9M$0.18$0.17 – $0.191
FY30$573.3M$559.1M – $589.4M$0.20$0.19 – $0.212

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 468.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (3 others · 1 inkind · 1 exempt) in window

See when $TUYA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsJul 83/A
AI summary

An officer or director of Tuya Smart filed an amendment (Form 3/A) correcting or supplementing their initial beneficial ownership report, now showing direct ownership of 277,500 American Depositary Shares with footnoted details on ownership. Amendment to an original Form 3; updates the reported beneficial ownership figure for a Tuya Smart insider.

3/ANew insider — initial holdingsMay 153/A
3/ANew insider — initial holdingsMay 153/A
+ 18 other (17 6-Ks · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Tuya's 2026 Outlook: Software Strategy Drives Sustained Margin Expansionfool.com·11d agoAnalyzing Marchex (NASDAQ:MCHX) and Tuya (NYSE:TUYA)defenseworld.net·26d agoTuya Smart lleva la IA integral a la vida cotidiana en IFA 2026prnewswire.com·40d agoTuya Smart bringt auf der IFA 2026 Full-Stack-KI in den Alltagprnewswire.com·40d agoTuya Smart intègre l'IA full-stack au quotidien au cours d'IFA 2026prnewswire.com·40d ago

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Voices on X · last 7 days

No standout posts about $TUYA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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