couter

TUYATuya Inc.

Information TechnologyApplication Software

This is the year Tuya has to prove it’s not just a flash in the pan — and the next catalyst is the Annual Tuya Global Developer Conference on September 22, 2026, where the stock is expected to anchor at $1.82, with a bull target of $2.10 and a bear fallback of $1.70 (lean 50%, next step bull). The event is a high-stakes test of the company’s ability to deliver meaningful innovation and ecosystem growth, and it’s the first of several key milestones that could either solidify Tuya’s position in the smart home and IoT space or expose lingering weaknesses in its product roadmap and market execution.

Nov 9, 2026 — Q3 2026 Earnings Release
Chart by TradingView

The schedule

  • Mon9Nov

    Quarterly earnings report with guidance on revenue, margins, and strategic initiatives.

  • Tue5Jan

    Major product launch event at CES 2027, focusing on new smart home platforms and IoT solutions.

  • Tue9Feb
  • Mon12Apr

    Policy update affecting the US-China IoT supply chain, with potential implications for Tuya's operations and partnerships.

  • Mon10May

    Quarterly earnings report with guidance on revenue, margins, and strategic initiatives.

  • Mon9Aug

Past

  • Tue22Sep

    Annual developer conference where new product launches, partnerships, and platform updates are announced.

  • Mon11May

    Actual outcome: Bear · $2.10 at outcome

    Tuya reported in-line Q1 EPS of $0.03 alongside an 8.3% year-over-year increase in revenue to $81 million, supported by traction in its AI-related businesses. Despite the top-line growth and a 19.3% reduction in operating expenses, the stock fell 14.6% and breached the bear floor due to concerns over declining gross margins, which were pressured by higher costs, product mix shifts, and semiconductor supply chain volatility.

    Tuya reported in-line Q1 EPS of $0.03 alongside an 8.3% year-over-year increase in revenue to $81 million, supported by traction in its AI-related businesses. Despite the top-line growth and a 19.3% reduction in operating expenses, the stock fell 14.6% and breached the bear floor due to concerns over declining gross margins, which were pressured by higher costs, product mix shifts, and semiconductor supply chain volatility.