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    Tuya (TUYA) Valuation Check As Aura AI Pet Robot Expands Into Consumer Robotics And Pet Care

    Simply Wall St·01/14/2026 21:31:06
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    Tuya (TUYA) has put physical AI in the spotlight at CES 2026 by unveiling Aura, an AI-powered pet companion robot that links its cloud platform to consumer robotics and pet care services.

    See our latest analysis for Tuya.

    For context, Tuya’s share price is at US$2.27, with a 1 year total shareholder return of 36.95% and a 3 year total shareholder return of 10.74%. Its 1 day share price return of a 3.81% decline and 90 day share price return of a 5.02% decline suggest recent momentum has cooled, even as CES 2026 launches like Aura and the Robopoet partnership keep attention on its AI and robotics ambitions.

    If Aura has you thinking more broadly about AI, it could be a useful moment to see what else is out there across high growth tech and AI stocks that might fit your watchlist.

    With Tuya trading at US$2.27, modest intrinsic and price target discounts sit alongside double digit revenue and net income growth. Is Aura’s physical AI story an underappreciated kicker, or already fully baked into expectations?

    Most Popular Narrative: 31.6% Undervalued

    With Tuya at US$2.27 and a narrative fair value of US$3.32, the story leans toward upside potential tied closely to earnings power.

    The continued global proliferation of IoT devices, evidenced by strong growth in developer numbers, cross-category AI adoption, and expansion into new product verticals (such as AI energy solutions, toys, and pet care), positions Tuya to benefit from expanding end markets, which should drive sustained top-line growth and increased diversification of revenue streams.

    Read the complete narrative.

    Curious how that IoT expansion translates into the valuation gap? The narrative leans heavily on compounding revenue, rising margins and a future earnings multiple higher than the wider software group. The numbers behind that mix are where the story really gets interesting.

    Result: Fair Value of $3.32 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this upside story still runs into real hurdles, including intense IoT and AIoT competition, as well as geopolitical or regulatory shocks that could unsettle revenue and margins.

    Find out about the key risks to this Tuya narrative.

    Build Your Own Tuya Narrative

    If that thesis does not quite fit how you see Tuya, you can stress test the numbers yourself and shape a custom narrative in minutes, starting with Do it your way.

    A great starting point for your Tuya research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If Tuya has sparked your interest, do not stop here. Line up a few more ideas that match your style before the next opportunity slips by.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.