Tuya Inc. (NASDAQ:TUYA) is one of the Chinese tech stocks to buy now. On November 24, Tuya Inc. (NASDAQ:TUYA) shared its unaudited Q3 2025 results, covering the period ended September 30, 2025. Total revenue reached $82.5 million, up 1.1% compared to Q3 2024, but falling just short of the higher analyst estimate of $83.82 million while beating a lower one of $81.6 million. Management linked the modest rise to cautious spending by manufacturers and brands in a tough global consumer market, offset by stronge ...

Company and Industry Summary Company Overview - The company reported steady growth in revenue and profit for Q3 2025, with total revenue reaching approximately $82.5 million, a year-over-year increase of 1.1% [3] - Total gross profit was $39.8 million, reflecting a 6.1% year-over-year growth, driven by increased sales and price hikes of AI-enabled devices [2][3] Key Financial Metrics - Non-GAAP net profit margin stood at 24.4%, while GAAP net profit margin was 18.2% [2][3] - Operating expenses decreased by 34.1% to $36 million, leading to significant improvements in GAAP operating profit margin to 4.6% and a 23.6 percentage point increase in GAAP net profit margin [8] - Operating cash flow reached $30 million, a 25.7% year-over-year increase [9] AI Integration and Product Development - AI-enabled devices accounted for 93.9% of total shipments, indicating that AI has become a standard feature in smart devices [4] - The company’s AI agent services handle 155 million global user interactions daily, with new AI assistant applications undergoing global testing [4] - The platform has 1.62 million registered developers, a 23% year-over-year increase, with over 12,000 AI agents created [5][10] Market Performance - In the Chinese market, AI toys continue to show healthy growth, with over 50 brand and channel partners [6] - The European market is experiencing rising demand for air-powered solutions, with new industrial clients added [6] - In the Asia-Pacific region, privatization platform deployments are advancing rapidly, with progress in Singapore's housing and sports projects [6] - North America has seen the launch of products like smart bird feeders, validating the commercial potential of emotional value and content interaction [6] Future Outlook - The company anticipates a relatively weak promotional season in Q4 2025 due to global economic uncertainties but remains optimistic about the industry outlook for 2026, driven by AI advancements [7] - The integration of AI features and smartphone combinations is expected to propel the IoT experience into the next phase, enhancing user experience and usability [7] - The company is focusing on strategic high-value categories for product expansion, including video and energy management solutions, while remaining cautious about new product categories [12] Strategic Initiatives - The company is implementing strategic cost control measures to balance growth, scale, and profitability [9] - The AI home assistant is defined as an AR system that interacts with home environments, significantly lowering the barrier for new users, particularly families [10] - The company is exploring new opportunities in the dental experience sector through AI assistants for home users [11] Additional Insights - The company’s seamless integration of AI capabilities across its business models is expected to stimulate new market demand and enhance pricing strategies, contributing to the 7% growth in Q3 [11] - The recent temporary agreement between the US and China is anticipated to stabilize cost levels for importers, aiding demand recovery in 2026 [11]

Core Viewpoint - Tuya Smart (02391) has seen its stock price increase by over 8%, reaching HKD 17.6, with a trading volume of HKD 1.9456 million, following the announcement of its Q3 2025 earnings report [1] Financial Performance - Total revenue for Q3 2025 was USD 82.5 million, marking the ninth consecutive quarter of year-on-year growth [1] - IoT PaaS revenue was approximately USD 59.2 million [1] - SaaS and other revenue was around USD 11.5 million, reflecting a year-on-year growth of approximately 15.4% [1] - Smart solutions revenue amounted to about USD 11.8 million [1] - Net profit reached USD 14.972 million, indicating a turnaround from previous losses [1] Strategic Developments - The company is focused on enhancing platform efficiency by simplifying the development process for AI hardware and expanding the product capabilities of its AI Agent development platform [1] - As of the end of Q3, the penetration of AI in smart devices has accelerated, with developers having created over 12,000 AI Agents on the Tuya platform, covering various smart product categories such as toys, pets, electrical products, home appliances, IPC, and wearable devices [1]

涂鸦智能-W(02391)涨超8%，截至发稿，涨8.17%，报17.6港元，成交额194.56万港元。 公司指，为进一步释放平台效能，涂鸦智能不断简化AI硬件的开发流程，丰富AI Agent开发平台的产品 能力。截至三季度末，AI在智能设备端的渗透进一步加速，开发者基于涂鸦平台累计开发的AI Agent数 量已超过12,000个，覆盖玩具、宠物、电工产品、家电、IPC、穿戴设备等多个智能产品领域。 消息面上，涂鸦智能日前公布2025年第三季度业绩，总收入为8250万美元，连续第九个季度保持同比增 长。其中，IoT PaaS营收约为5920万美元；SaaS及其他收入约为1150万美元，同比增长约15.4%；智慧 解决方案收入约为1180万美元。净利润1497.2万美元，同比扭亏为盈。 ...

Core Viewpoint - Tuya Smart (02391) has seen its stock price increase by over 8%, reaching HKD 17.6, with a trading volume of HKD 1.9456 million [1] Financial Performance - For Q3 2025, Tuya Smart reported total revenue of USD 82.5 million, marking the ninth consecutive quarter of year-on-year growth [1] - IoT PaaS revenue was approximately USD 59.2 million, while SaaS and other revenues were around USD 11.5 million, reflecting a year-on-year growth of about 15.4% [1] - Smart solutions revenue amounted to approximately USD 11.8 million, and the net profit was USD 14.972 million, indicating a turnaround from loss to profit year-on-year [1] Strategic Developments - The company is focused on enhancing platform efficiency by simplifying the development process for AI hardware and enriching the product capabilities of its AI Agent development platform [1] - As of the end of Q3, the penetration of AI in smart devices has accelerated, with over 12,000 AI Agents developed by developers on the Tuya platform, covering various smart product categories such as toys, pets, electrical products, home appliances, IPC, and wearable devices [1]

Market Performance - US stock markets collectively rose, with the three major indices experiencing gains for the third consecutive trading day. The S&P 500 index increased by nearly 1%, while the Dow Jones Industrial Average rose over 1% [1][5] - Specific index performances included: Dow Jones at 47112.45 (+664.18, +1.43%), S&P 500 at 6765.88 (+60.76, +0.91%), and Nasdaq at 23025.59 (+153.58, +0.67%) [2][5] Federal Reserve Developments - The final interviews for the new Federal Reserve Chair candidates are expected to conclude soon, with Kevin Hassett being viewed as the frontrunner for the position [8][9] - Federal Reserve Governor Milan stated that the US economy requires significant interest rate cuts, indicating that current monetary policy is hindering economic growth and contributing to rising unemployment [3][15] - Financial markets anticipate a 25 basis point rate cut during the Federal Reserve's meeting on December 9-10, which would lower the federal funds rate target range from 3.75% to 4% [15] Technology Sector Insights - Nvidia claimed its technology remains "a generation ahead of the industry," asserting it is the only platform capable of running all AI models across various computing scenarios [4][5] - Nvidia's stock faced a significant drop of over 7% before recovering slightly, closing down approximately 2.6%, marking a two-month low in market value [6] International Relations - Reports indicate that Ukraine has tentatively agreed to a peace agreement proposed by the US, although some terms are still under discussion [11][10] - The US and Ukrainian delegations have reached consensus on core terms of the peace agreement, with expectations for Ukrainian President Zelensky to visit the US soon to finalize the deal [11]

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 1.43% at 47112.45 points, the S&P 500 up 0.91% at 6765.88 points, and the Nasdaq up 0.67% at 23025.59 points [1] - Major U.S. tech stocks mostly rose, with Facebook increasing nearly 4%, Google up over 1%, Amazon up more than 1%, Microsoft up 0.63%, Apple up 0.38%, and Tesla up 0.39%. Nvidia, however, fell over 2% [1] - Chinese concept stocks showed mixed results, with Hesai Technology up nearly 11%, Tuya Smart up nearly 9%, and Qifu Technology up over 7%. NIO fell over 4%, Alibaba down over 2%, Atour down nearly 2%, and Baidu down over 1% [1] European Market - European stock indices all closed higher, with Germany's DAX index up 0.89% at 23445.62 points, France's CAC40 index up 0.83% at 8025.8 points, and the UK's FTSE 100 index up 0.78% at 9609.53 points [1] Commodity Markets - International precious metal futures generally rose, with COMEX gold futures up 0.78% at $4126.3 per ounce and COMEX silver futures up 1.50% at $51.08 per ounce [1] - U.S. oil main contract fell 1.24% to $58.11 per barrel, while Brent crude oil main contract dropped 1.2% to $61.97 per barrel [1] Currency and Bond Markets - The U.S. dollar index fell 0.39% to 99.81, while the offshore RMB appreciated by 239 basis points against the dollar to 7.0829 [1] - U.S. Treasury yields collectively declined, with the 2-year yield down 3.62 basis points to 3.459%, the 3-year yield down 2.23 basis points to 3.452%, the 5-year yield down 2.79 basis points to 3.564%, the 10-year yield down 3.07 basis points to 3.996%, and the 30-year yield down 2.05 basis points to 4.650% [1] - European bond yields also fell, with the UK 10-year yield down 0.8 basis points to 4.536%, France's 10-year yield down 2.6 basis points to 3.445%, Germany's 10-year yield down 1.1 basis points to 2.690%, Italy's 10-year yield down 1.9 basis points to 3.438%, and Spain's 10-year yield down 1.4 basis points to 3.193% [1]

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It's TIME. Let's GO. Join the traders at BAD BEAT Investing! For a limited time ONLY, you can join BAD BEAT for 20% off, our only sale of the YEAR ! Why join? We are available all day during market hours to answer questions, and help you learn and grow. Best position yourself to catch rapid-return trades, while finding deep value for the long-term.Today we are checking back in on a stock that we have suggested for trading a few times. The name in question is Tuya Inc. ( TUYA ). We note that the company rema ...

Core Insights - Tuya Inc. is a leading AI cloud platform service provider, recognized for its PaaS and SaaS offerings, with a strong financial performance and strategic focus on product enhancement and customer relationships [1] Financial Performance - For Q3 2025, Tuya reported earnings per share (EPS) of $0.03, meeting estimates, and generated revenue of approximately $82.5 million, exceeding the estimated $81.6 million, marking the ninth consecutive quarter of year-over-year revenue growth [2][6] - The earnings call featured key executives discussing financial performance and strategic direction, attended by analysts from major financial institutions, emphasizing Tuya's market significance [3] Financial Metrics - Tuya's financial metrics indicate a strong market position, with a price-to-earnings (P/E) ratio of approximately 44.81, a price-to-sales ratio of about 4.09, and an enterprise value to sales ratio of 1.83, reflecting investor confidence in its earnings potential [4] - The company has a low debt-to-equity ratio of 0.004, indicating minimal reliance on debt, and a strong current ratio of 9.79, showcasing robust liquidity and the ability to cover short-term liabilities [5][6]