Added to YB: 2025-07-10
Pitch date: 2025-07-04
TUYA [bullish]
Tuya Inc.
-8.87%
current return
Author Info
No bio for this author
Company Info
Tuya Inc. provides AI cloud platform services in the People’s Republic of China. The company through, its TuyaOpen open-source development framework and universal AI Agent engines, including the AI Agent development platform, integrates AI capabilities to lower barriers for AI development.
Market Cap
$1.3B
Pitch Price
$18.87
Price Target
N/A
Dividend
4.84%
EV/EBITDA
579.41
P/E
29.01
EV/Sales
1.23
Sector
Software
Category
growth
Weird Shit Investing 2025 - Tuya Inc.
TUYA: IoT PaaS leader (16% market share) with headwinds reversing. $1.5B market cap with $1B net cash (90% outside China). 2024: $300M revenue, $23M net income, $67M FCF. Targeting 10%+ OPM in 2-3 years. Est. 2029: $600M revenue, 16% EBITDA margins. Temasek-backed PE invested $100M. Dual-listed (US/HK).
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