# Tuya Inc. (TUYA)

> Source: Nexqual · https://nexqual.com/TUYA · data as of 2026-10-23 20:00 UTC · cite as "Nexqual, Tuya Inc. (TUYA), nexqual.com/TUYA" · informational, not investment advice.

**Price:** USD 1.65 (-1.20% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 1.67 · day 1.65–1.67 · 52w 1.6–2.61 · market cap $1.01B · NYQ

## Key facts
- Analysts: Buy (mean 1.75 on a 1–5 scale) (4 analysts), mean target USD 3.17 (range 2.7–3.87).
- Total return with dividends: 1Y -27.7% vs S&P 500 +13.4%; 5Y -72.3% vs S&P 500 +76.9%.
- Next earnings: 2026-11-23, EPS estimate USD 0.03, revenue estimate $95.8M.

## Analysts
Consensus Buy (mean 1.75 on a 1–5 scale), 4 analysts; mean target USD 3.17 (low 2.7, high 3.87).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -27.7% | -72.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -27.7% | -22.6% |
| Volatility (annualized) | 43.6% | 73.4% |
| Max drawdown | -35.7% (Mar 2026→Jul 2026) | -86.8% (Dec 2021→Oct 2022) |

## Peers (Software - Infrastructure)
WIX (Wix.com Ltd.) USD 81.94 -0.74% · BLSH (Bullish) USD 28.21 -3.36% · DLO (DLocal Limited) USD 15.06 +1.48% · TENB (Tenable Holdings, Inc.) USD 44.59 +6.17% · BB (BlackBerry Limited) USD 8.92 +3.84% · RELY (Remitly Global, Inc.) USD 24.82 -1.97%

## More
Full page: https://nexqual.com/TUYA · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in TUYA's own 20-F filed 2026-04-22 (https://www.sec.gov/Archives/edgar/data/1829118/000110465926046399/tuya-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Panasonic | "In 2025, we served approximately 5,900 customers and our AI cloud platform empowered approximately 3,800 brands to develop their smart devices, including leading brands and enterprises such as Calex, Philips, Schneider E…" |
| Partner | Alphabet (Google) (GOOGL) | "We continue to foster an extensive ecosystem by, for example, integrating with Google Home APIs to create a seamless smart home experience and collaborating with Chery to establish a new "vehicle-home interconnectivity" …" |

Other companies that name TUYA in their own reports (relationship from TUYA's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | Grupo Cibest S.A. (CIB) | 20-F 2026-04-08 | "(2)During 2025 and 2024, Cibest Corporate Group's management requested a valuation of the joint venture Tuya S.A. to determine the recoverable amount, which amounted to COP 235,907 and COP 85,993 resp…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.03 | $0.03 | +0.0% | $95.8M | 1 |
| Next quarter (ends 2026-12-31) | $0.03 | $0.03 | +0.0% | $96.5M | 1 |
| Current fiscal year (ends 2026-12-31) | $0.12 | $0.12 | +2.1% | $362.3M | 4 |
| Next fiscal year (ends 2027-12-31) | $0.14 | $0.13 | +1.9% | $404.1M | 4 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-12-18 (includes earnings 2026-11-23): ±30.3%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-12-18 | 55 | 84.3% | ±30.3% |
| 2027-03-19 | 146 | 53.1% | ±25.8% |