StreetInsider.com News Articles

Sea Ltd. (SE) PT Lowered to $163 at JPMorgan

Thu, 14 May 2026 08:14:05 -0400

JPMorgan analyst Ranjan Sharma lowered the price target on Sea Ltd. (NYSE: SE) to $163.00 (from $168.00) while maintaining a Overweight rating.

Sea Ltd. (SE) PT Raised to $122 at Barclays

Thu, 14 May 2026 04:07:15 -0400

Barclays analyst Jiong Shao raised the price target on Sea Ltd. (NYSE: SE) to $122.00 (from $120.00) while maintaining a Overweight rating.

Sea Ltd. (SE) PT Raised to $115.50 at Macquarie

Wed, 13 May 2026 16:10:04 -0400

Macquarie analyst Esme Pau raised the price target on Sea Ltd. (NYSE: SE) to $115.50 (from $105.80) while maintaining a Outperform rating.

Sea Ltd. (SE) PT Raised to $108 at TD Cowen

Wed, 13 May 2026 09:15:37 -0400

TD Cowen analyst John Blackledge raised the price target on Sea Ltd. (NYSE: SE) to $108.00 (from $100.00) while maintaining a Hold rating.

The analyst commented: "Strong Rev & EBITDA Beat, Led By Outperformance at Garena; SE delivered a strong 1Q overall rev beat (+10% vs cons), led by a huge qtr at Garena; meanwhile, overall EBITDA beat consensus by ~30%. Garena 1Q bookings decel'd seq but were +32% vs our est. Mgmt reiterated guide of ~25% y/y Shopee GMV growth in FY26, alongside outlook for flat or improving '26 EBITDA (vs '25). We adjusted estimates; PT to $108.

We slightly lowered

Sea Ltd. (SE) PT Raised to $108 at TD Cowen

Wed, 13 May 2026 09:15:37 -0400

TD Cowen analyst John Blackledge raised the price target on Sea Ltd. (NYSE: SE) to $108.00 (from $100.00) while maintaining a Hold rating.

We slightly lowered

Benchmark Reiterates Buy Rating on Sea Ltd. (SE), Highlights Stronger Growth Visibility

Wed, 13 May 2026 09:01:59 -0400

Benchmark analyst Fawne Jiang reiterated a Buy rating and $140.00 price target on Sea Ltd. (NYSE: SE).

The analyst commented, "SE shares rallied yesterday following strong 1Q results, as the print shifted market perception toward a more balanced investment approach and helped ease, though not fully resolve, key concerns around investment intensity, payback visibility, and margin trajectory that had weighed on the stock since year-end. This reinforces our long-held view: FY26 guidance outlined a base case where incremental investment drives incremental growth, and 1Q execution shows this is being implemented in a disciplined manner with early signs of returns. While investment

Sea Ltd. (SE) PT Raised to $157 at Jefferies

Tue, 12 May 2026 14:46:53 -0400

Jefferies analyst Thomas Chong raised the price target on Sea Ltd. (NYSE: SE) to $157.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "SE reported 1Q results with beating performance across segments (link) and reaffirms full year Shopee guidance. In 2Q, we factor in seasonality for Shopee GMV and booking for Garena. GMV growth maintains fast growth in Brazil with rising user engagement coupled with VIP memberships. On gaming, double-digit booking growth is expected in 2026 with Arena of Valor performed well in 1Q. On Monee, it expands more used cases and risk management is key. Maintain Buy."

Sea Ltd. (SE) PT Raised to $157 at Jefferies

Tue, 12 May 2026 14:46:53 -0400

Jefferies analyst Thomas Chong raised the price target on Sea Ltd. (NYSE: SE) to $157.00 (from $150.00) while maintaining a Buy rating.

Sea Ltd. (SE) June 110 calls as share price up 14.5%

Tue, 12 May 2026 14:28:19 -0400

Sea Ltd. (NYSE: SE) 30-day option implied volatility is at 53; compared to its 52-week range of 32 to 76. Call put ratio 2.5 calls to 1 put with a focus on June 110 calls as share price up 14.5%.

Sea shares surge 12% on revenue beat, gaming strength

Tue, 12 May 2026 08:02:12 -0400

Investing.com -- Sea Ltd (NYSE:SE) shares jumped 12% Thursday after the company reported fourth-quarter revenue that topped Wall Street expectations, driven by stronger-than-anticipated performance in its gaming division.

The Singapore-based technology conglomerate posted revenue of $7.1 billion for the quarter, surpassing the analyst consensus of $6.45 billion and marking a 46.6% increase from $4.8 billion in the same quarter last year. Adjusted earnings per share came in at $0.67, missing the analyst consensus of $0.76.

The revenue beat appeared to ease investor concerns about profitability as the company's investments begin to show returns. Sea's gaming unit Garena delivered results that exceeded expectations,

Morgan Stanley on Sea Ltd. (SE): 'We expect a positive reaction'

Tue, 12 May 2026 07:58:32 -0400

Morgan Stanley analyst Divya Gangahar Kothiyal reiterated an Overweight rating and $121.00 price target on Sea Ltd. (NYSE: SE).

The analyst comments "Stock view: We expect a positive reaction. While the beat on EC is modest, it should alleviate growing investor fears on profitability with investments starting to show returns. The notable beat on Garena should support consolidated forecasts. SE's stock price is down 26% (vs. NDX +19%) in the last 3 months and the results should be supportive esp. given the low valuations."

For an analyst ratings summary and ratings history on Sea Ltd. click here. For more ratings news

Sea Limited shares rise on strong revenue beat

Tue, 12 May 2026 07:16:07 -0400

Investing.com -- Sea Limited (NYSE:SE) reported first-quarter results that exceeded revenue expectations while earnings fell short of analyst estimates, with shares rising 5.4% following the announcement.

The Singapore-based technology conglomerate posted adjusted earnings per share of $0.67, missing the analyst consensus of $0.76 by $0.09. However, revenue reached $7.1 billion, surpassing the $6.45 billion estimate and marking a 46.6% increase from $4.8 billion in the same quarter last year.

CEO Forrest Li attributed the strong revenue growth to strategic investments aimed at deepening competitive advantages while maintaining financial discipline.

The company's e-commerce platform Shopee delivered record performance with gross merchandise value

Sea Limited shares rise on strong revenue beat

Tue, 12 May 2026 07:16:07 -0400

CEO Forrest Li attributed the strong revenue growth to strategic investments aimed at deepening competitive advantages while maintaining financial discipline.

The company's e-commerce platform Shopee delivered record performance with gross merchandise value

Sea Ltd. (SE) Misses Q1 EPS by 9c

Tue, 12 May 2026 06:40:14 -0400

Sea Ltd. (NYSE: SE) reported Q1 EPS of $0.67, $0.09 worse than the analyst estimate of $0.76. Revenue for the quarter came in at $7.1 billion versus the consensus estimate of $6.45 billion.

For earnings history and earnings-related data on Sea Ltd. (SE) click here.

Sea Limited Reports First Quarter 2026 Results

Tue, 12 May 2026 06:30:00 -0400