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Sea Ltd. (SE) PT Lowered to $121 at Morgan Stanley

Fri, 13 Mar 2026 07:15:41 -0400

Morgan Stanley analyst Divya Gangahar Kothiyal lowered the price target on Sea Ltd. (NYSE: SE) to $121.00 (from $173.00) while maintaining a Overweight rating.

The analyst comments "We expect SE's top-line growth to remain strong but expect reinvestments in EC & Monee to drive a notable deceleration in EBITDA growth in 2026. While we expect EBITDA to reaccelerate in 2027, visibility is low given the uncertainty around the magnitude of investments."

Sea Ltd. (SE) PT Lowered to $121 at Morgan Stanley

Fri, 13 Mar 2026 07:15:41 -0400

Morgan Stanley analyst Divya Gangahar Kothiyal lowered the price target on Sea Ltd. (NYSE: SE) to $121.00 (from $173.00) while maintaining a Overweight rating.

Sea Ltd. (SE) PT Lowered to $125 at BofA Securities: "see favorable risk-reward post the recent correction"

Mon, 09 Mar 2026 09:32:22 -0400

BofA Securities analyst Sachin Salgaonkar lowered the price target on Sea Ltd. (NYSE: SE) to $125.00 (from $150.00) while maintaining a Buy rating.

The analyst commented, "Sea’s stock price has corrected 30% YTD (vs Nasdaq down 3.7%), mainly on concerns of higher competition in e-com (leading to higher investments) and consensus downgrades. While expectations have been reset downwards, we note that the visibility of e-com margin improvement is limited as investments would be determined by competitive factors. For 2026, we expect e-com EBITDA margins to be lower in 1H26 as we expect continued investments towards fulfilment, logistics, and discounts/coupons, etc. We

Sea Ltd. (SE) PT Lowered to $125 at BofA Securities: "see favorable risk-reward post the recent correction"

Mon, 09 Mar 2026 09:32:22 -0400

BofA Securities analyst Sachin Salgaonkar lowered the price target on Sea Ltd. (NYSE: SE) to $125.00 (from $150.00) while maintaining a Buy rating.

Sea Ltd. (SE) Being Defended at Aletheia: 'We see the recent correction as an interesting buying opportunity'

Fri, 06 Mar 2026 05:10:08 -0400

Sea Ltd. (NYSE: SE) Being Defended at Aletheia: 'We see the recent correction as an interesting buying opportunity'.

The analyst comments "Sea Ltd released yet another stellar set of results with e-commerce and Monee revenues and profits hitting record levels in 2025. The company continues to see increasing take rates and increasing market penetration, with improving logistics capabilities. The company has seen strong loan growth of +70% YoY at Monee, with its loan book growing to more than US$9bn, with stable credit quality. The company’s gaming business continues to book higher and more profitable growth. Management guidance for 2026 remains upbeat

Sea Ltd. (SE) Being Defended at Aletheia: 'We see the recent correction as an interesting buying opportunity'

Fri, 06 Mar 2026 05:10:08 -0400

Sea Ltd. (NYSE: SE) Being Defended at Aletheia: 'We see the recent correction as an interesting buying opportunity'.

Sea Ltd. (SE) PT Lowered to $120 at Barclays

Thu, 05 Mar 2026 05:24:40 -0400

Barclays analyst Jiong Shao lowered the price target on Sea Ltd. (NYSE: SE) to $120.00 (from $226.00) while maintaining a Overweight rating.

Sea Ltd. (SE) PT Lowered to $140 at Benchmark, Buy Rating Reaffirmed as 'Reaction Likely Overdone'

Wed, 04 Mar 2026 09:30:59 -0400

(Updated - March 4, 2026 9:30 AM EST)

Benchmark analyst Fawne Jiang lowered the price target on Sea Ltd. (NYSE: SE) to $140.00 (from $176.00) while maintaining a Buy rating.

The analyst commented, "SE shares sold off sharply despite a solid 4Q and upbeat FY26 GMV guidance of +25% (vs. ~20% expectations). We believe the pressure reflects disappointment around a margin narrative reset: Shopee margins are no longer expanding and are likely to contract moderately in our FY26 base case as the business pivots decisively back into investment mode (fulfillment, VIP, content). The concern is understandable given limited visibility on payback, particularly

Sea Ltd. (SE) PT Lowered to $140 at Benchmark, Buy Rating Reaffirmed as 'Reaction Likely Overdone'

Wed, 04 Mar 2026 09:30:59 -0400

(Updated - March 4, 2026 9:30 AM EST)

Benchmark analyst Fawne Jiang lowered the price target on Sea Ltd. (NYSE: SE) to $140.00 (from $176.00) while maintaining a Buy rating.

Sea Ltd. (SE) PT Lowered to $150 at Bernstein SocGen Group

Wed, 04 Mar 2026 07:16:48 -0400

Bernstein SocGen Group analyst Venugopal Garre lowered the price target on Sea Ltd. (NYSE: SE) to $150.00 (from $170.00) while maintaining an Outperform rating.

The analyst commented: "The last time Sea Ltd. traded at these levels, the company was reporting e-commerce losses, had an early-stage fintech venture, and was facing a moderating gaming business. Today, with EBITDA over three times higher, a healthier business mix, and an increasingly asset-light model, the recent share price correction might appear puzzling. What’s driving this decline and is there still a case for bottom-fishing?

The gaming segment delivered strong results through 2025, but growth is expected

Sea Ltd. (SE) PT Lowered to $150 at Bernstein SocGen Group

Wed, 04 Mar 2026 07:16:48 -0400

Bernstein SocGen Group analyst Venugopal Garre lowered the price target on Sea Ltd. (NYSE: SE) to $150.00 (from $170.00) while maintaining an Outperform rating.

The gaming segment delivered strong results through 2025, but growth is expected

NBA All-Star and Champion Metta World Peace’s 37 Partners Launches Perpetual Celebrity Commerce with an AI-Powered Digital Likeness for Live Commerce and Fan Engagement

Wed, 04 Mar 2026 07:00:00 -0400