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Sea Limited Stock Price

NYSE:SE Community·US$73.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 435 Fair Values set on narratives written by author

SE Share Price Performance

US$118.32
-67.92 (-36.47%)
US$140.50
Fair Value
US$118.32
-67.92 (-36.47%)
15.8% undervalued intrinsic discount
US$140.50
Fair Value
Price US$118.32
AnalystConsensusTarget US$140.50
AnalystHighTarget US$192.11
AnalystLowTarget US$111.03

SE Community Narratives

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Fair Value US$140.5 15.8% undervalued intrinsic discount

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

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·
Fair Value US$192.11 38.4% undervalued intrinsic discount

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

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·
Fair Value US$111.03 6.6% overvalued intrinsic discount

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

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US$192.11
38.4% undervalued intrinsic discount
Revenue
26.28% p.a.
Profit Margin
9.81%
Future PE
30.75x
Price in 2029
US$247.11
US$140.5
15.8% undervalued intrinsic discount
Revenue
20.3% p.a.
Profit Margin
8.86%
Future PE
28.68x
Price in 2029
US$180.1

Trending Discussion

No trending discussion available.

Updated Narratives

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SE: Heavy Reinvestment And Margin Pressures Will Test Sustainability Of Recent Earnings Beat

Fair Value: US$111.03 6.6% overvalued intrinsic discount
2 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: Q2 Business Momentum Will Support Higher Long Term Earnings Potential

Fair Value: US$192.11 38.4% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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SE: Future Upside Will Stem From AI Moat Expansion And Q1 Execution

Fair Value: US$140.5 15.8% undervalued intrinsic discount
145 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
4 Rewards

Sea Limited Key Details

US$27.7b

Revenue

US$15.4b

Cost of Revenue

US$12.3b

Gross Profit

US$10.7b

Other Expenses

US$1.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.67
44.34%
5.91%
17.0%
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

Narrative Update Aug 25

SE: Heavy Reinvestment And Margin Pressures Will Test Sustainability Of Recent Earnings Beat

Sea’s updated fair value estimate has moved from $101.00 to about $111.03 as analysts reflect higher long term revenue growth expectations, slightly lower projected profit margins, and a richer future P/E multiple following recent Q2 beats and raised price targets across the Street. Analyst Commentary Street research on Sea highlights a mix of optimism around Q2 execution and a fair amount of caution on how sustainable the current pace of growth and profitability might be.

Recent updates

No updates