• In June 2026, Tuya’s Conow brand made its major European debut at Intersolar Europe in Munich, presenting an AI-native home energy ecosystem featuring wireless balcony solar storage, modular residential batteries, and an AI energy gateway, while Tuya also deepened its AI focus through a new partnership with Zeroth on consumer robotics.
• The combination of Conow’s AI-driven, wireless energy storage platform and Tuya’s embodied-intelligence partnership with Zeroth underscores the company’s push to turn household energy and smart devices into coordinated, autonomous systems rather than isolated hardware.
• We’ll now examine how Conow’s AI-native home energy ecosystem could reshape Tuya’s existing investment narrative around AI+IoT and smart energy.

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Tuya Investment Narrative Recap

For Tuya to make sense in a portfolio, you need to believe its AI+IoT platform can keep moving up the value chain into higher margin, software-like services rather than remaining tied to commoditized hardware. Conow’s AI-native home energy ecosystem supports this shift but does not, by itself, change the near term focus on sustaining SaaS and value added services growth while managing risks from global trade tensions and intensifying AIoT competition.

The most relevant recent announcement alongside Conow is Tuya’s partnership with Zeroth on consumer robotics, which extends the same AI+IoT thesis into embodied devices that can orchestrate home environments. Together, Conow’s energy network and Zeroth powered robots broaden Tuya’s use cases across smart homes and energy management, but they also heighten the importance of maintaining clear product differentiation as more hyperscalers and IoT platforms target similar domains.

Yet behind this AI and energy story, investors still need to be aware of how intensifying global IoT competition could...

Tuya's narrative projects $466.4 million revenue and $92.7 million earnings by 2029. This requires 12.4% yearly revenue growth and a $30.1 million earnings increase from $62.6 million today.

Uncover how Tuya's forecasts yield a $3.42 fair value, a 90% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community currently see Tuya’s fair value between US$2.25 and US$4.63, reflecting very different expectations. When you weigh those views against Tuya’s push into AI powered energy and robotics, it underlines how much its future performance may hinge on successfully differentiating from larger IoT and AI rivals.

Explore 5 other fair value estimates on Tuya - why the stock might be worth over 2x more than the current price!

The Verdict Is Yours

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Tuya research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Tuya research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tuya's overall financial health at a glance.

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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.