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Tuya Inc. (NYSE:TUYA) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

Tuya Inc. (NYSE:TUYA) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

Tuya Inc.(纽约证券交易所代码:TUYA)上周公布了财报,分析师已经上调了预期
Simply Wall St ·  05/22 06:33

It's been a good week for Tuya Inc. (NYSE:TUYA) shareholders, because the company has just released its latest quarterly results, and the shares gained 4.1% to US$2.04. Revenues were US$62m, and Tuya came in a solid 16% ahead of expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

对于Tuya Inc.(纽约证券交易所代码:TUYA)的股东来说,这是美好的一周,因为该公司刚刚发布了最新的季度业绩,股价上涨了4.1%,至2.04美元。收入为6200万美元,Tuya的收入比预期高出16%。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。根据这些结果,我们收集了最新的法定预测,以了解分析师是否改变了盈利模式。

earnings-and-revenue-growth
NYSE:TUYA Earnings and Revenue Growth May 22nd 2024
纽约证券交易所:TUYA收益和收入增长 2024年5月22日

Taking into account the latest results, the most recent consensus for Tuya from five analysts is for revenues of US$280.5m in 2024. If met, it would imply a meaningful 15% increase on its revenue over the past 12 months. The loss per share is expected to ameliorate slightly, reducing to US$0.07. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$263.4m and losses of US$0.08 per share in 2024. So it seems there's been a definite increase in optimism about Tuya's future following the latest consensus numbers, with a favorable reduction in the loss per share forecasts in particular.

考虑到最新业绩,五位分析师对Tuya的最新共识是,2024年的收入为2.805亿美元。如果得到满足,这意味着其收入在过去12个月中将大幅增长15%。预计每股亏损将略有改善,降至0.07美元。然而,在最新财报公布之前,分析师一直预测2024年收入为2.634亿美元,每股亏损0.08美元。因此,在最新的共识数据公布后,人们对Tuya未来的乐观情绪似乎明显增强,特别是每股亏损的预测出现了有利的下调。

Despite these upgrades,the analysts have not made any major changes to their price target of US$2.98, implying that their latest estimates don't have a long term impact on what they think the stock is worth. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Tuya analyst has a price target of US$3.50 per share, while the most pessimistic values it at US$2.70. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

尽管进行了这些上调,但分析师并未对2.98美元的目标股价做出任何重大调整,这意味着他们的最新估计不会对他们认为该股的价值产生长期影响。但是,固定单一价格目标可能是不明智的,因为共识目标实际上是分析师目标股价的平均值。因此,一些投资者喜欢查看估计范围,看看对公司的估值是否有任何分歧。最乐观的Tuya分析师将目标股价定为每股3.50美元,而最悲观的分析师则将其估值为2.70美元。尽管如此,由于估计范围如此之窄,这表明分析师对他们认为该公司的价值有了很好的了解。

Of course, another way to look at these forecasts is to place them into context against the industry itself. One thing stands out from these estimates, which is that Tuya is forecast to grow faster in the future than it has in the past, with revenues expected to display 20% annualised growth until the end of 2024. If achieved, this would be a much better result than the 8.3% annual decline over the past three years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 13% annually. So it looks like Tuya is expected to grow faster than its competitors, at least for a while.

当然,看待这些预测的另一种方法是将它们与行业本身联系起来。从这些估计中可以看出一件事,那就是预计Tuya未来的增长速度将比过去更快,预计到2024年底,收入将实现20%的年化增长。如果实现,这将比过去三年8.3%的年下降幅度好得多。相比之下,分析师对整个行业的估计表明,(总计)行业收入预计每年将增长13%。因此,看来Tuya的增长速度将超过其竞争对手,至少在一段时间内是如此。

The Bottom Line

底线

The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

要了解的最重要的一点是,分析师重申了明年的每股亏损预期。令人高兴的是,他们还上调了收入预期,并预测其增长速度将超过整个行业。共识目标股价没有实际变化,这表明根据最新估计,该业务的内在价值没有发生任何重大变化。

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Tuya going out to 2026, and you can see them free on our platform here.

根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。我们对Tuya的预测将持续到2026年,你可以在我们的平台上免费查看。

It is also worth noting that we have found 1 warning sign for Tuya that you need to take into consideration.

还值得注意的是,我们发现了Tuya的1个警告信号,你需要考虑。

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