Tuya: Lock In The Rapid Returns, Hold A House Position

2025-02-26 13:54:31 ET

Summary

• Tuya Inc. was recommended for a speculative trade at $1-$1.50 in November, now suggesting taking profit and holding a house position.
• Q4 earnings showed strong revenue growth of 27.5% YOY to $82.1 million, with margin expansion and a $1 million top-line beat.
• Segment performance was robust, with IoT PaaS revenue up 25.7%, SaaS revenue up 21.1%, and Smart Solutions revenue up 45.5%.
• Despite reported losses, adjusted net income surged 75.8% YOY to $22.1 million, and the company is now consistently profitable on an adjusted basis.
• How to handle TUYA stock from here.

Tuya Inc. ( TUYA ) is a stock we suggested publicly for a trade back in November. At the time, the stock was about $1.50. We told you that we thought this made for a possible rapid-return , speculative trade in the $1-$1.50 range. This was because of the valuation was quite fair for the growth on display....

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