DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Retail
Author Program NEWCreate Narrative
SE logo

Sea Limited Stock Price

NYSE:SE Community·US$69.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 436 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SE Share Price Performance

US$112.65
-66.13 (-36.99%)
​
US$140.50
Fair Value
US$112.65
-66.13 (-36.99%)
19.8% undervalued intrinsic discount
US$140.50
Fair Value
Price US$112.65
AnalystConsensusTarget US$140.50
AnalystHighTarget US$192.11
AnalystLowTarget US$111.03
Fri, 12 Jun 26
Fair ValueUS$140.50
Share Pricen/a

SE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$140.5 19.8% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
149users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$192.11 41.4% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$111.03 1.5% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
SE logo
Sea
1.5% overvalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 25 Aug
Read Narrative
SE logo
Sea
41.4% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 11 Aug
Read Narrative
SE logo
Sea
19.8% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 12 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
SE logo

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

Fair Value: US$111.03 1.5% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
SE logo

SE: Q2 Business Momentum Will Support Higher Long Term Earnings Potential

Fair Value: US$192.11 41.4% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SE logo

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

Fair Value: US$140.5 19.8% undervalued intrinsic discount
149 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
4 Rewards
View Full Analysis

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

Seeking Alpha • Aug 31

Sea: A Multi-Front Growth Machine With Plenty Of Upside Left

Summary Sea Limited remains a Buy, with valuation still attractive despite a recent ~40% rally and robust Q2 results confirming strong growth momentum. SE's Shopee, Garena, and Monee pillars all delivered double-digit YoY growth, with Shopee targeting $1B adj. EBITDA and Monee's loan book up 62%. Expansion in Brazil and LATAM, alongside Southeast Asia, provides significant multi-region growth potential supported by strong fundamentals. Several macro risks will always persist, but SE's SOTP valuation suggests further upside, trading at an attractive discount. Read the full article on Seeking Alpha
User avatar
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

Sea Limited Competitors

HD logo

Home Depot

Symbol: NYSE:HD
Market cap: US$327.1b
BABA logo

Alibaba Group Holding

Symbol: NYSE:BABA
Market cap: US$275.8b
TJX logo

TJX Companies

Symbol: NYSE:TJX
Market cap: US$147.3b
PDD logo

PDD Holdings

Symbol: NasdaqGS:PDD
Market cap: US$119.6b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide