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TuSimple Holdings Inc. (TSPH) Stock Fundamental Analysis & AI Rating 2026

TSPH OTC Services-Computer Integrated Systems Design DE CIK: 0001823593
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2023-09-30
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 TSPH Key Takeaways

Revenue: $307.0K
Net Margin: -71,885.0%
Free Cash Flow: $-218.9M
Current Ratio: 21.32x
Debt/Equity: 0.00x
EPS: $-0.97
AI Rating: STRONG SELL with 95% confidence
TuSimple Holdings Inc. (TSPH) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $307.0K, net profit margin of -71,885.0%, and return on equity (ROE) of -28.6%, TuSimple Holdings Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete TSPH stock analysis for 2026.

Is TuSimple Holdings Inc. (TSPH) a Good Investment?

Claude

TuSimple is a severely unprofitable company with negative gross margins (-145.6%), indicating fundamental business model dysfunction. Massive operating losses of $248.6M combined with negative free cash flow of $218.9M annually means the company will deplete its $249.2M cash position within 14 months at current burn rates, despite a strong balance sheet. Minimal revenue ($307K) and zero insider activity suggest no operational viability or management confidence.

Why Buy TuSimple Holdings Inc. Stock? TSPH Key Strengths

Claude
  • + Strong balance sheet with $249.2M cash equivalents
  • + Minimal debt burden ($2.8M long-term debt)
  • + Excellent liquidity ratios (21.32x current ratio)
  • + Revenue growth momentum at 49.6% YoY

TSPH Stock Risks: TuSimple Holdings Inc. Investment Risks

Claude
  • ! Negative gross margins of -145.6% indicate fundamental business model failure
  • ! Unsustainable cash burn of $218.9M annually in free cash flow
  • ! Operating losses of $248.6M on only $307K revenue violates basic unit economics
  • ! Less than 14 months of cash runway at current burn rates
  • ! Data freshness is September 2023 (2.5+ years old); situation likely deteriorated
  • ! Zero insider Form 4 filings in last 90 days indicates management lack of confidence

Key Metrics to Watch

Claude
  • * Quarterly cash position depletion rate and runway
  • * Gross margin trajectory toward profitability
  • * Operating cash flow sustainability
  • * Revenue scale and path to positive unit economics
  • * Insider trading activity as confidence indicator

TuSimple Holdings Inc. (TSPH) Financial Metrics & Key Ratios

Revenue
$307.0K
Net Income
$-220.7M
EPS (Diluted)
$-0.97
Free Cash Flow
$-218.9M
Total Assets
$848.5M
Cash Position
$249.2M

💡 AI Analyst Insight

Strong liquidity with a 21.32x current ratio provides a solid financial cushion.

TSPH Profit Margin, ROE & Profitability Analysis

Gross Margin -145.6%
Operating Margin -80,988.3%
Net Margin -71,885.0%
ROE -28.6%
ROA -26.0%
FCF Margin -71,295.1%

TSPH vs Technology Sector: How TuSimple Holdings Inc. Compares

How TuSimple Holdings Inc. compares to Technology sector averages

Net Margin
TSPH -71,885.0%
vs
Sector Avg 18.0%
TSPH Sector
ROE
TSPH -28.6%
vs
Sector Avg 22.0%
TSPH Sector
Current Ratio
TSPH 21.3x
vs
Sector Avg 2.5x
TSPH Sector
Debt/Equity
TSPH 0.0x
vs
Sector Avg 0.5x
TSPH Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is TuSimple Holdings Inc. Stock Overvalued? TSPH Valuation Analysis 2026

Based on fundamental analysis, TuSimple Holdings Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-28.6%
Sector avg: 22%
Net Profit Margin
-71,885.0%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

TuSimple Holdings Inc. Balance Sheet: TSPH Debt, Cash & Liquidity

Current Ratio
21.32x
Quick Ratio
21.32x
Debt/Equity
0.00x
Debt/Assets
9.1%
Interest Coverage
N/A
Long-term Debt
$2.8M

TSPH Revenue & Earnings Growth: 5-Year Financial Trend

TSPH 5-year financial data: Year 2021: Revenue $6.3M, Net Income -$84.8M, EPS $-2.47. Year 2022: Revenue $9.4M, Net Income -$177.9M, EPS $-3.37.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: TuSimple Holdings Inc.'s revenue has grown significantly by 50% over the 5-year period, indicating strong business expansion. The most recent EPS of $-3.37 indicates the company is currently unprofitable.

TSPH Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-71,295.1%
Free cash flow / Revenue

TSPH Quarterly Earnings & Performance

Quarterly financial performance data for TuSimple Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2023 N/A -$59.5M $-0.27
Q2 2023 $92.0K -$78.0M $-0.34
Q1 2023 $215.0K -$79.9M $-0.36
Q3 2022 $1.8M -$108.6M $-0.50
Q2 2022 $1.5M -$108.6M $-0.49
Q1 2022 $944.0K -$111.7M $-0.50
Q3 2021 $584.0K -$25.8M $-0.54
Q2 2021 $263.0K -$25.8M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

TuSimple Holdings Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$217.9M
Cash generated from operations
Stock Buybacks
$67.0K
Shares repurchased (TTM)
Capital Expenditures
$945.0K
Investment in assets
Dividends
None
No dividend program

TSPH SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for TuSimple Holdings Inc. (CIK: 0001823593)

📋 Recent SEC Filings

Date Form Document Action
Dec 16, 2024 SC 13D sc13d14283002_11272024.htm View →
Mar 21, 2024 SC 13D formsc13d.htm View →
Jan 29, 2024 8-K d104340d8k.htm View →
Jan 25, 2024 4 xslF345X05/wk-form4_1706224387.xml View →
Jan 25, 2024 4 xslF345X05/wk-form4_1706224339.xml View →

Frequently Asked Questions about TSPH

What is the AI rating for TSPH?

TuSimple Holdings Inc. (TSPH) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TSPH's key strengths?

Claude: Strong balance sheet with $249.2M cash equivalents. Minimal debt burden ($2.8M long-term debt).

What are the risks of investing in TSPH?

Claude: Negative gross margins of -145.6% indicate fundamental business model failure. Unsustainable cash burn of $218.9M annually in free cash flow.

What is TSPH's revenue and growth?

TuSimple Holdings Inc. reported revenue of $307.0K.

Does TSPH pay dividends?

TuSimple Holdings Inc. does not currently pay dividends.

Where can I find TSPH SEC filings?

Official SEC filings for TuSimple Holdings Inc. (CIK: 0001823593) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TSPH's EPS?

TuSimple Holdings Inc. has a diluted EPS of $-0.97.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TSPH a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, TuSimple Holdings Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TSPH stock overvalued or undervalued?

Valuation metrics for TSPH: ROE of -28.6% (sector avg: 22%), net margin of -71,885.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy TSPH stock in 2026?

Our dual AI analysis gives TuSimple Holdings Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TSPH's free cash flow?

TuSimple Holdings Inc.'s operating cash flow is $-217.9M, with capital expenditures of $945.0K. FCF margin is -71,295.1%.

How does TSPH compare to other Technology stocks?

Vs Technology sector averages: Net margin -71,885.0% (avg: 18%), ROE -28.6% (avg: 22%), current ratio 21.32 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2023-09-30 | Powered by Claude AI