Analysts expect Tuya Inc. to report Q2 2026 revenue of $87.83 million and earnings per share of $0.03, while the stock currently trades at $1.78, well below the average analyst price target of $3.69.
The primary focus for investors this quarter is the adoption and monetization of the newly launched "Tuya AI Coding" no-code platform, which is intended to expand the company's AI+IoT developer ecosystem.
Despite trading near multi-year lows, the company has seen increased institutional investment following its Q1 revenue beat and sustained profitability. Markets are closely watching if the company's strategic pivot toward physical AI solutions can drive higher-margin revenue growth amidst broader volatility in the software sector.