Tuya (ADR)
Enables brands and developers to build and manage AI-enabled smart devices.
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Profile
Providing PaaS, SaaS, and Smart Solutions through an AI-cloud platform. Its developer base includes brands, OEMs, system integrators, and ISVs building and managing AI-enabled smart devices.
Providing PaaS, SaaS, and Smart Solutions through an open AI-cloud developer platform. The platform supplies shared infrastructure, ready-to-use software, development tools, and services that help brands, OEMs, system integrators, ISVs, and other developers build and manage AI-enabled smart devices and solutions.
Based in Hangzhou, the business serves a global developer community rather than operating as a single consumer-device brand. Recent product development has added AIoT Engine, Tuya.AI, and TuyaOpen to its developer tools, alongside conventional IoT use cases. Its operating model rests on developers using shared platform capabilities across device development and management.
Company facts
Categories
Key statistics
Year to date −13.7% · Average volume (30d) 591.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Mar 3, 2026 | Jefferies | Target | $3.61 | $3.69 |
| Nov 25, 2025 | Jefferies | Target | $3.49 | $3.61 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026Q2 FY26 | $0.03 | $0.03 | 0.0% | $87.8M | $92.9M | +5.8% | +1.70% |
| May 11, 2026Q1 FY26 | $0.03 | $0.03 | 0.0% | $80.7M | $80.9M | +0.3% | −4.07% |
| Mar 2, 2026Q4 FY25 | $0.03 | $0.03 | 0.0% | $79.5M | $84.5M | +6.2% | +0.40% |
| Nov 24, 2025Q3 FY25 | $0.03 | $0.03 | 0.0% | $81.6M | $82.5M | +1.1% | +8.88% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $74.7M | $80.1M | $82.6M | $84.9M | $81.1M | $173.8M | |
| Gross profit | $36.3M | $38.9M | $39.9M | $40.4M | $38.0M | $80.9M | |
| Operating income | −$1.5M | $1.1M | $540.6K | $5.5M | $4.2M | $16.8M | |
| Net income | $11.0M | $12.6M | $15.0M | $19.4M | $15.8M | $34.4M | |
| Diluted EPS | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.06 | |
| Gross margin | 48.5% | 48.5% | 48.3% | 47.6% | 46.9% | 46.6% | |
| Operating margin | -1.9% | 1.4% | 0.7% | 6.4% | 5.2% | 9.7% |
Fiscal years (4-quarter sums)FY21 $302.1M · FY22 $208.2M · FY23 $230.0M · FY24 $298.6M · FY25 $322.3M
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $979.9M · Total debt $9.3M · Total assets $1.17B · Shareholders' equity $1.03B
Dividends
Last raised to $0.0605 from $0.054 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Mar 18, 2026 | Mar 18 | Apr 21 | $0.0605 | raised from $0.054 |
| Sep 11, 2025 | Sep 11 | Oct 20 | $0.054 | raised from $0.05 |
| Mar 13, 2025 | Mar 13 | Apr 15 | $0.05 | |
| Sep 11, 2024 | Sep 11 | Oct 15 | $0.0589 | special dividend |
Ownership
Shares outstanding 613.11M · Float 468.37M · 76.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 74.63M | 12.17% | 13F | May 15, 2026 |
| New Enterprise Associates 14, L.P. | 39.46M | 7.40% | 13G | Feb 14, 2025 |
| Liaohan Chen · director, officer: President | 28.80M | 4.70% | Form 4 | Apr 28, 2026 |
| Yi (Alex) Yang · director, officer: CFO, COO | 13.00M | 2.12% | Form 4 | May 15, 2026 |
| Vanguard Capital Management LLC | 11.72M | 1.91% | 13F | May 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Amazon
Cloud IoT connectivity, fleet management, and edge runtime overlap
- Microsoft
Cloud-to-edge device operations and developer tooling overlap
- Alibaba Group (ADR)
China-focused device-cloud platform and lifecycle services overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tuya (ADR) | $1.88 | −0.53% | $1.15B | 13.7 | — | 2.7 | +16.0% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Alibaba Group (ADR) | $118.57 | −0.26% | $284.99B | 27.1 | 18.1 | 1.8 | +14.8% |
| Median | 27.1 | 26.2 | 3.7 | +17.8% |