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Sea Limited Stock Price

NYSE:SE Community·US$64.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 417 Fair Values set on narratives written by author

SE Share Price Performance

US$99.50
-58.37 (-36.97%)
US$140.50
Fair Value
US$99.50
-58.37 (-36.97%)
29.2% undervalued intrinsic discount
US$140.50
Fair Value
Price US$99.50
AnalystConsensusTarget US$140.50
AnalystLowTarget US$101.00
AnalystHighTarget US$188.34

SE Community Narratives

·
Fair Value US$140.5 29.2% undervalued intrinsic discount

SE: Rising Engagement And Fintech Momentum Will Drive Share Price Higher

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142users have followed this narrative
·
Fair Value US$101 1.5% undervalued intrinsic discount

Logistics Strains And Credit Risks Will Persist Yet Long Term Commerce Tailwinds Will Support

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·
Fair Value US$188.34 47.2% undervalued intrinsic discount

Logistics Expansion And Fintech Ecosystem Will Support Powerful Long Term Earnings Trajectory

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US$101
1.5% undervalued intrinsic discount
Revenue
11.82% p.a.
Profit Margin
7.79%
Future PE
29.19x
Price in 2029
US$129.46
US$140.5
29.2% undervalued intrinsic discount
Revenue
20.3% p.a.
Profit Margin
8.86%
Future PE
28.68x
Price in 2029
US$180.1
US$188.34
47.2% undervalued intrinsic discount
Revenue
26.6% p.a.
Profit Margin
10.28%
Future PE
32.06x
Price in 2029
US$239.95

Trending Discussion

No trending discussion available.

Updated Narratives

SE logo

SE: Q1 Execution And Reinvestment Plans Will Test Profitability Trajectory

Fair Value: US$101 1.5% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SE: Future Upside Will Stem From AI Moat Expansion And Q1 Execution

Fair Value: US$140.5 29.2% undervalued intrinsic discount
142 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Logistics Expansion And Fintech Ecosystem Will Support Powerful Long Term Earnings Trajectory

Fair Value: US$188.34 47.2% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

0 Risks
3 Rewards

Sea Limited Key Details

US$25.2b

Revenue

US$14.0b

Cost of Revenue

US$11.2b

Gross Profit

US$9.6b

Other Expenses

US$1.6b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.62
44.27%
6.36%
15.1%
View Full Analysis

About SE

Founded
2009
Employees
102700
CEO
Xiaodong Li
WebsiteView website
www.sea.com

Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally. The company operates through E-commerce, Digital Financial Services, and Digital Entertainment segments. It offers Garena, a digital entertainment platform for users to access mobile and PC online games, as well as promotes eSports operations and develops games. The company also operates the Shopee e-commerce platform, a mobile-centric marketplace that provides integrated payments, logistics and fulfillment infrastructure, and other value-added services. In addition, it offers Monee digital financial services comprising consumer, and small and medium-sized enterprises (SME) credit, e- wallets, payment processing, banking, Insurtech, and wealth services; and acts as an underwriter for various life and non-life insurance products under the MoneeInsure tradename, as well as insurance agency services. It serves buyers, such as individuals and households; and sellers, including small and medium businesses, brands, and large retailers. The company was formerly known as Garena Interactive Holding Limited and changed its name to Sea Limited in April 2017. Sea Limited was incorporated in 2009 and is headquartered in Singapore.

Recent SE News & Updates

Seeking Alpha Jul 17

Sea Limited: 3 Growth Engines, 1 Undervalued Stock

Summary Sea Limited integrates Shopee, Monee, and Garena into a synergistic business model spanning e-commerce, financial services, and gaming. Q1 2026 results demonstrated robust growth across all segments, with revenue surpassing $7 billion, up 47% year-over-year. Adjusted EBITDA exceeded $1 billion for the first time, signaling operational efficiency and a clear path to sustainable profitability. I see SE’s diversified growth and expanding profitability as strong justification for a bullish stance at current price levels. Read the full article on Seeking Alpha
Narrative Update Jun 27

SE: Q1 Execution And Reinvestment Plans Will Test Profitability Trajectory

The analyst price target for Sea has been trimmed by $4 to $101, as analysts factor in slightly lower revenue growth, profit margin and future P/E assumptions, alongside a modestly higher discount rate, even as recent research cites robust Q1 performance and refreshed longer term estimates. Analyst Commentary Recent Street research on Sea highlights a mix of optimism around Q1 execution and more cautious valuation work, as analysts refresh long term models and price targets.

Recent updates

No updates