Tuya Inc Stock Price, News & Analysis

Tuya Smart (NYSE: TUYA) showcased a portfolio of AI toys at Spielwarenmesse 2026 in Nuremberg (Jan 27–31, 2026), including the Nebula Plush, Walulu, an AI Learning Camera, AI robotic dogs and an AI Clock. The company presented an end-to-end AI toy solution for developers, brands and retailers.

Key claims: development cycles cut by more than 60%, time-to-market as short as 15 days, R&D and implementation cost reduction of 30–50%, global support across 200+ countries and 60+ languages, with security frameworks aligned to GDPR and CCPA.

Tuya Smart (NYSE: TUYA) unveiled Aura, its first AI-powered pet companion robot, at CES 2026 on January 12, 2026. Aura combines voice, feeding, play, robotic mobility, and a charging dock with integrated GenAI capabilities to interpret pet emotions via behavior and sound recognition, provide interactive play (laser, treats, simulated sounds, animated eyes), and capture photos/videos with AI pet recognition and tracking. It navigates homes with V-SLAM and binocular vision, returns to dock for charging, and links to Tuya's developer ecosystem and local pet services for boarding, health, training, grooming, and customization.

Aura is positioned as a physical AI companion for pets and a platform for future home-service applications such as elder care and home monitoring.

Tuya Smart (NYSE: TUYA) announced at CES 2026 a strategic partnership with Robopoet to develop a cellular-enabled version of the AI companion Fuzozo. The collaboration aims to move AI emotional companionship from Wi‑Fi bound, indoor use to always‑connected, mobile experiences by integrating cellular connectivity, cloud–edge–device collaboration, and Tuya's global cloud infrastructure. The partnership positions Fuzozo as a mobile, real‑time emotional companion for commutes, travel, and full‑scenario use.

Tuya (NYSE: TUYA) hosted "Tuya Developer Day" on January 7, 2026 at CES 2026 to showcase advances in Physical AI and AI-native devices. Industry leaders from Google Cloud, AWS, Bluetooth SIG, Wi‑Fi Alliance, Connectivity Standards Alliance, Silicon Labs and others discussed multimodal perception, enterprise agentic AI, interoperability, and standards to scale AI-enabled hardware. Keynotes highlighted AI companions, parenting applications, and integrated home experiences that combine vision, language and audio for proactive services. Tuya said it will collaborate with global partners to accelerate deployment of AI-native devices.

Tuya Smart (NYSE: TUYA) on Dec 25, 2025 launched Hey Tuya, a Super AI Life Assistant built to extend AI beyond screens into homes, offices, wearables and toys.

Hey Tuya uses Tuya's proprietary PAE (Physical AI Engine) with AD-RTN edge acceleration, T-RTC real-time communication, OmniMem long-term memory, and engines for conversational, vision, and IoT intelligence. It supports multi-device collaboration, short- and long-term memory, proactive recommendations, and roles spanning security, energy management, health, work productivity and personal task management.

Developers have created over 12,000 AI Agents on Tuya's platform and the company reports 155 million daily AI interactions. Hey Tuya is live with initial capabilities via the Tuya App and Tuya.AI.

Tuya (NYSE: TUYA) reported third quarter 2025 unaudited results for the period ended September 30, 2025. Total revenue was US$82.5M, up ~1.1% year‑over‑year. PaaS revenue was US$59.2M (+2.4%), SaaS and others was US$11.5M (+15.4%) and Smart solution revenue was US$11.8M (‑14.6%).

Profitability improved: gross margin rose to 48.3%, operating margin turned positive at 4.6%, and GAAP net profit was US$15.0M versus a loss a year ago. Net cash from operations was US$30.0M and total cash and investments were US$1,026.5M as of Sept 30, 2025.

Tuya Smart (NYSE: TUYA) attended COP30 in Belém, Brazil and participated in the official launch of the United Nations Solutions Hub (UNSH) on November 20, 2025. Tuya showcased AIoT use cases for energy optimization across homes, commercial buildings, cities and municipal street lighting, citing a platform with over 3,000 product categories. The company highlighted partner HEMS deployments in France that can cut household electricity consumption by 25%–30%, and partnerships in Brazil with WEG and Hometree for smart-home energy management. Tuya said it will leverage the UNSH platform to promote public-private collaboration and scale AI-driven sustainability solutions.

Tuya (NYSE: TUYA) will report its third quarter 2025 unaudited financial results after market close on Monday, November 24, 2025.

Management will host a conference call at 7:30 P.M. Eastern Time on November 24, 2025 (08:30 A.M. Hong Kong Time on November 25, 2025). Participants must complete online registration in advance to receive dial-in details and a unique PIN.

A live and archived webcast will be available on Tuya's investor relations website at https://ir.tuya.com.

Tuya Smart (NYSE: TUYA) presented keynote insights at "The Dialogue on AI & Cyber Governance" in London on October 8, 2025, addressing corporate AI security in the physical AI era. The company showcased security initiatives including international third‑party certifications, a dedicated Tuya Security Team, six global data centers, and partnerships with AWS and Google Cloud.

Panelists from leading universities and policy labs discussed the need for cross‑border public‑private collaboration and universal AI cybersecurity norms to manage AI‑introduced vulnerabilities while leveraging AI as a defensive tool.