<div id="readability-page-1"><div><p>Tuya (NYSE:TUYA) just posted third-quarter earnings that caught investor attention, as the company moved from a net loss to a net profit and delivered higher sales compared to last year.</p> <p>See our latest analysis for Tuya.</p> <p>Tuya’s recent move into profitability has come alongside a series of announcements about smart energy solutions and green tech partnerships, but the latest earnings beat had the most significant impact on sentiment. The share price has experienced short-term swings, yet momentum is building, helping push the 1-year total shareholder return to 38.2% and 100% over three years. This signals renewed confidence in Tuya’s long-term potential as it positions itself in the expanding AI and smart device ecosystem.</p> <p>If this kind of smart tech performance caught your attention, the next logical step is to check out the full landscape with our curated list: See the full list for free.</p> <p>So with shares up sharply after Tuya’s return to profitability and strong annual gains, is the stock still undervalued with more upside ahead? Or have investors already factored in its future growth prospects?</p> <h2>Most Popular Narrative: 33.4% Undervalued</h2> <p>Tuya’s current share price of $2.21 sits well below the most widely followed narrative’s fair value estimate of $3.32. This suggests analysts expect significant upside if the company delivers on its ambitious growth transition and global expansion plans. This sets the stage for a more detailed look at what is fueling optimism around Tuya’s earnings power and platform shift.</p> <blockquote> <p><em>Ongoing expansion of SaaS and value-added services, with SaaS segment revenue growing at a faster rate than PaaS and achieving over 70% gross margin, is structurally shifting Tuya's business model toward higher-margin, recurring revenue. This supports long-term gross margin improvement and greater earnings visibility.</em></p> </blockquote> <p>Read the complete narrative.</p> <p>What happens when a company dramatically transforms how it makes money? Learn which unusual margin leap and recurring earnings move the narrative expects to drive a powerful re-rating. The story behind these numbers could change the way you see Tuya’s future forever.</p> <p><strong>Result: Fair Value of $3.32 (UNDERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, Tuya’s outlook could change if supply chain challenges worsen or if global trade tensions persist, as both factors could pressure revenue and margins unexpectedly.</p> <p>Find out about the key risks to this Tuya narrative.</p> <h2> Build Your Own Tuya Narrative</h2> <p>If you see Tuya’s story differently, consider diving into the numbers and building your own perspective. It takes only a few minutes to uncover new insights. Do it your way</p> <p>A great starting point for your Tuya research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.</p> <h2>Looking for More Investment Ideas?</h2> <p>Smart investors know the real edge comes from looking where others aren’t. Don’t miss your chance to tap into data-driven opportunities you might be overlooking; there’s more potential waiting just a click away.</p> <ul> <li>Capture high yields by targeting income growth with these 15 dividend stocks with yields &gt; 3%, packed with stocks generating attractive dividends and solid fundamentals.</li> <li>Seize momentum in the AI revolution by using these 25 AI penny stocks and spot the emerging leaders powering tomorrow’s technology landscape.</li> <li>Take advantage of hidden value by acting on these 926 undervalued stocks based on cash flows, where you’ll find shares trading far below their intrinsic worth.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

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<p>Tuya (NYSE:TUYA) reported a net profit in Q3, boosting investor confidence and share price. Analysts see potential upside, valuing shares at $3.32, above the current $2.21. Tuya's shift to higher-margin SaaS services supports long-term growth. Risks include supply chain issues and trade tensions. Investors are encouraged to explore Tuya's narrative and other investment opportunities.</p>

Tuya (NYSE:TUYA) Valuation: Assessing Upside After Net Profit Turnaround in Latest Earnings