<div id="readability-page-1"><div><ul> <li>Tuya Inc. recently reported third quarter 2025 earnings, showing sales of US$82.49 million and net income of US$14.97 million, a turnaround from a net loss in the same period last year.</li> <li>This earnings result marks a reversal to profitability and highlights stronger earnings per share, reflecting higher sales and improved company performance.</li> <li>We’ll explore how Tuya’s return to profitability and revenue growth may impact its investment outlook and long-term prospects.</li> </ul><p>Find companies with promising cash flow potential yet trading below their fair value.</p><h2>Tuya Investment Narrative Recap</h2><p> To be a shareholder in Tuya, you need confidence that the company can capitalize on growing demand for smart, AI-driven IoT solutions, leverage its large developer ecosystem, and maintain earnings growth while navigating global trade risks and competitive pressures. The recent earnings turnaround boosts confidence in Tuya’s near-term ability to sustain profitability, but doesn’t materially change the company’s exposure to ongoing margin risks from supply chain and tariff pressures, which remain the primary short-term challenge. </p> <p> Among Tuya’s recent announcements, its participation in the United Nations Solutions Hub (UNSH) at COP30 stands out as most relevant. This announcement closely ties to Tuya’s central growth catalyst: global AIoT adoption in energy management, which drives new platform opportunities and recurring SaaS revenue and potentially improves long-term earnings quality. </p> <p> However, while earnings have improved, investors should be aware that ongoing supply chain shifts and tariff policy uncertainties could still... </p> <p>Read the full narrative on Tuya (it's free!)</p><p>Tuya's outlook anticipates $442.7 million in revenue and $76.0 million in earnings by 2028. This scenario is based on annual revenue growth of 11.6% and a $47.0 million increase in earnings from the current $29.0 million.</p><p>Uncover how Tuya's forecasts yield a $3.32 fair value, a 47% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/719fa273-94e8-4374-ae40-f0f8063eb519/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/719fa273-94e8-4374-ae40-f0f8063eb519/chart/community-fair-value"/><figcaption>TUYA Community Fair Values as at Dec 2025</figcaption></figure> <p> Simply Wall St Community members have published 13 fair value estimates for Tuya, ranging from US$2.11 to US$8.09 per share. While current profitability supports optimism, ongoing margin pressures may influence how wide these opinions remain, explore alternative viewpoints to better inform your understanding. </p><p>Explore 13 other fair value estimates on Tuya - why the stock might be worth 6% less than the current price!</p><h2>Build Your Own Tuya Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>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.</li><li>Our free Tuya research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tuya's overall financial health at a glance.</li></ul><h2>Curious About Other Options?</h2><p>Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:</p><ul><li>Uncover the next big thing with financially sound penny stocks that balance risk and reward.</li><li>Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.</li><li>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</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 Inc.'s stock rose 5.1% after reporting third quarter 2025 earnings with sales of $82.49 million and net income of $14.97 million, marking a return to profitability. The company anticipates $442.7 million in revenue and $76.0 million in earnings by 2028, with a fair value estimate of $3.32 per share, a 47% upside. Despite improved earnings, margin pressures from supply chain and tariff uncertainties remain a challenge.</p>

Why Tuya (TUYA) Is Up 5.1% After Reporting a Return to Profitability and Revenue Growth