Price (90d)
$123.32Signal Score (90d)
60Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $22.94B | $1.58B | $2.65 |
| 2024 | $16.82B | $444.32M | $0.77 |
| 2023 | $13.06B | $150.73M | $0.27 |
| 2022 | $12.45B | $-1.65B | $-2.96 |
| 2021 | $9.96B | $-2.05B | $-3.84 |
Social Signal Score
Earnings
Tue, Nov 10(in 3 months)
Consensus estimate $1.16 per share
Typical surprise -14.1% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 11$0.86 vs $0.86beat
- Tue, May 12$0.84 vs $0.83beat
- Tue, Mar 3$0.66 vs $0.82miss
- Tue, Nov 11$0.78 vs $1.03miss
- Tue, Aug 12$0.85 vs $0.99miss
- Tue, May 13$0.86 vs $0.93miss
Estimates and results for SE via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $3.90
- Implied price
- $187.06
- Return from $121.94
- 8.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $93.00 — -23.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 34 | 41 | 48 | 55 | 62 |
|---|---|---|---|---|---|
| -2.0% | -7.7% | -4.2% | -1.2% | 1.6% | 4.0% |
| 3.0% | -3.0% | 0.7% | 3.9% | 6.8% | 9.3% |
| 8.0% | 1.7% | 5.6% | 8.9% | 11.9% | 14.7% |
| 13.0% | 6.4% | 10.4% | 14.0% | 17.1% | 20.0% |
| 18.0% | 11.1% | 15.3% | 19.0% | 22.3% | 25.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (12)
- Newszacks.com·2d ago·Neutral
SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y Sea Limited's Q2 revenues jump 48.1% as Shopee and Monee grow, but higher costs and spending pressure margins and contribute to an earnings miss.
View source ↗ - Newsfool.com·2d ago·Negative
Missed Out on Amazon? This Stock Could Be Your Second Chance to Profit From Owning a Growing E-Commerce Conglomerate Sea Limited's Shopee segment is the largest e-commerce company in Southeast Asia. The market cap of Sea Limited is about one-fortieth of Amazon's, suggesting potential for growth.
View source ↗ - Newszacks.com·3d ago·Neutral
SE Q2 Earnings Call Keeps Shopee Growth Outlook Intact Sea Limited keeps Shopee's 25% GMV growth outlook and $1B-plus EBITDA goal intact while expanding monetization, fulfillment, Monee and Garena.
View source ↗ - Newsseekingalpha.com·4d ago·Positive
Wall Street Lunch: Anthropic To Watermark AI-Generated Content In EU Anthropic will embed persistent watermarks and provenance metadata in all AI-generated content from its Claude models in the EU, starting August 2. Sea Limited (SE) rallies after a Q2 revenue beat, driven by strong e-commerce, digital financial services, and gaming growth.
View source ↗ - News247wallst.com·4d ago·Negative
Sea Limited and Shopify Both Soar After Earings. Is E-Commerce Set a Massive Rebound? Shares of Sea Limited (NYSE:SE | SE Price Prediction) are up 13.81% at midday Tuesday, trading near $130.65, after fresh quarterly results reignited investor enthusiasm for the Southeast Asia e-commerce, fintech, and gaming platform.
View source ↗ - Newsinvezz.com·4d ago·Neutral
Why Sea Limited stock's post-earnings rally is an opportunity to sell Sea Limited (SE) stock soared on Tuesday morning after the tech conglomerate posted better-than-expected Q2 revenue and raised its guidance for the full year. Management now expects $1 billion in adjusted EBITDA from Shopee – up from a previous floor for $881 million – while expectations for GMV growth have been reaffirmed at 25%.
View source ↗ - Newsseekingalpha.com·4d ago·Positive
Sea Limited (SE) Q2 2026 Earnings Call Transcript Sea Limited (SE) Q2 2026 Earnings Call Transcript
View source ↗ - Newszacks.com·4d ago·Neutral
Sea Limited (SE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates Although the revenue and EPS for Sea Limited (SE) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
View source ↗ - Newsbusinesswire.com·4d ago·Positive
Sea Limited Reports Second Quarter 2026 Results SINGAPORE--(BUSINESS WIRE)--Sea Limited (NYSE: SE) (“Sea” or the “Company”) today announced its financial results for the second quarter ended June 30, 2026. In the second quarter of 2026, Sea's GAAP revenue was US$7.8 billion, up 48.1% year-on-year. The Company also achieved gross profit of US$3.5 billion, up 47.3% year-on-year, and net income of US$458.1 million, up 10.6% year-on-year. Adjusted EBITDA1 increased by 10.6% year-on-year to reach US$
View source ↗ - Newszacks.com·4d ago·Negative
Sea's AI Push With OpenAI Could Deepen Shopee's Competitive Edge Now SE's OpenAI partnership could expand Shopee's AI-powered discovery, seller tools and automation as it works to improve engagement and efficiency.
View source ↗ - Newszacks.com·5d ago·Neutral
Is Sea Stock a Buy Now as Growth Accelerates but Margins Tighten? SE's growth is accelerating across e-commerce, fintech and gaming, but heavier spending and credit provisions are pressuring near-term margins.
View source ↗ - Newszacks.com·5d ago·Positive
Sea Stock Jumps 35% in 3 Months. Can Its Strong Rally Keep Going? SE's 35% three-month rally is backed by broad growth, but rising investment and credit costs could test further upside.
View source ↗