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Sea Limited Stock Price

NYSE:SE Community·US$50.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 409 Fair Values set on narratives written by author

SE Share Price Performance

US$82.94
-75.25 (-47.57%)
US$140.50
Fair Value
US$82.94
-75.25 (-47.57%)
41.0% undervalued intrinsic discount
US$140.50
Fair Value
Price US$82.94
AnalystConsensusTarget US$140.50
AnalystLowTarget US$105.00
AnalystHighTarget US$188.34

SE Community Narratives

·
Fair Value US$140.5 41.0% undervalued intrinsic discount

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

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139users have followed this narrative
·
Fair Value US$105 21.0% undervalued intrinsic discount

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

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3users have followed this narrative
·
Fair Value US$188.34 56.0% undervalued intrinsic discount

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

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1users have followed this narrative
US$140.5
41.0% 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
56.0% undervalued intrinsic discount
Revenue
26.6% p.a.
Profit Margin
10.28%
Future PE
32.06x
Price in 2029
US$239.95
US$105
21.0% undervalued intrinsic discount
Revenue
13.57% p.a.
Profit Margin
8.37%
Future PE
30.41x
Price in 2029
US$133.72

Trending Discussion

Updated Narratives

SE logo

SE: Future Upside Will Stem From AI Moat Expansion And Q1 Execution

Fair Value: US$140.5 41.0% undervalued intrinsic discount
139 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SE logo

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

Fair Value: US$188.34 56.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SE logo

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

Fair Value: US$105 21.0% 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

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 Jun 13

Sea: Many Positive Offsets For The Shopee Profitability Problem

Summary Sea Limited remains a strong buy as I focus on deeply sold-off stocks decoupled from market highs. Q1 results showed improved Shopee monetization and soaring profitability in Monee and Garena, supporting my conviction. Despite Shopee's GMV guidance of 25%+ y/y growth, EBITDA margins face pressure from competitive discounting. I am patient as SE's operational improvements set the stage for a market re-rating amid ongoing volatility. Read the full article on Seeking Alpha
Narrative Update Jun 12

SE: Future Upside Will Stem From AI Moat Expansion And Q1 Execution

Sea's analyst fair value nudged higher by about $0.36 to roughly $140.50 as analysts adjusted their targets in response to mixed but generally constructive Q1 research updates, which included several price target raises alongside a few modest trims. Analyst Commentary Analysts are adjusting their Sea targets in response to the Q1 update, with a mix of higher and lower fair value estimates and varied views on execution risk.

Recent updates

No updates