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Phillip Securities Reiterates Buy Rating on Sea Ltd. (SE)

Mon, 17 Aug 2026 05:06:31 -0400

(Updated - August 17, 2026 5:06 AM EDT)

Phillip Securities analyst Helena Wang reiterated a Buy rating and $170.00 price target on Sea Ltd. (NYSE: SE).

The analyst comments "2Q26 revenue exceeded expectations slightly due to stronger-than-expected Shopee and Monee growth, while PATMI was in line as elevated sales & marketing expense and provision for credit losses (+52%, +65% YoY, respectively) weighed on earnings. 1H26 revenue/PATMI was at 52%/48% of our FY26e estimates. Revenue delivered strong growth of 48% YoY, supported by strong Shopee growth (+49% YoY) and rapid loan-book expansion at Monee (+59% YoY). Garena shows a slight slowdown, with books

Sea Ltd. (SE) PT Raised to $153 at Morgan Stanley

Thu, 13 Aug 2026 05:52:42 -0400

Morgan Stanley analyst Divya Gangahar Kothiyal raised the price target on Sea Ltd. (NYSE: SE) to $153.00 (from $130.00) while maintaining a Overweight rating.

The analyst comments "Stock view: We consider SE's pivot toward growth investment, while maintaining financial discipline, a tactical reinvestment phase that is quietly strengthening the underlying earnings power of the business. We think this is attractive, given >20% EC GMV growth in 2026-27, an increasingly credible margin ramp and multiple longer-duration growth vectors across Brazil and Monee. SE trades at 14.5x 2027e EV/EBITDA, a ~20% discount to its 3-year average and below MELI (18x). Our revised price

Sea Ltd. (SE) PT Raised to $153 at Morgan Stanley

Thu, 13 Aug 2026 05:52:42 -0400

Morgan Stanley analyst Divya Gangahar Kothiyal raised the price target on Sea Ltd. (NYSE: SE) to $153.00 (from $130.00) while maintaining a Overweight rating.

Sea Ltd. (SE) PT Raised to $156 at Barclays

Thu, 13 Aug 2026 05:38:50 -0400

Barclays analyst Jiong Shao raised the price target on Sea Ltd. (NYSE: SE) to $156.00 (from $122.00) while maintaining a Overweight rating.

Sea Ltd. (SE) PT Raised to $175 at Benchmark on Robust Growth

Wed, 12 Aug 2026 08:50:26 -0400

Benchmark analyst Fawne Jiang raised the price target on Sea Ltd. (NYSE: SE) to $175.00 (from $140.00) while maintaining a Buy rating.

The analyst commented, "SE shares rallied following strong 2Q results, as improving investment ROI began to ease what we believe has been the key investor concern since late last year. Growth remains robust, while Shopee’s stepped-up investments are increasingly showing returns, with UE improving across key initiatives. Importantly, management raised FY26 Shopee adj. EBITDA guidance to >$1bn while maintaining ~25% GMV growth, reinforcing our view that the growth-margin trade-off is more balanced than previously feared. While 2H faces FX

Sea Ltd. (SE) PT Raised to $175 at Benchmark on Robust Growth

Wed, 12 Aug 2026 08:50:26 -0400

Benchmark analyst Fawne Jiang raised the price target on Sea Ltd. (NYSE: SE) to $175.00 (from $140.00) while maintaining a Buy rating.

Sea Limited misses EPS but revenue beat pushes shares higher

Tue, 11 Aug 2026 06:50:30 -0400

Investing.com -- Sea Limited (NYSE:SE) reported second-quarter results that beat revenue expectations but fell short on earnings, with shares rising 5.9% premarket following the announcement.

The company posted adjusted earnings per share of $0.70, missing the analyst consensus of $0.86. Revenue came in at $7.8 billion, surpassing the $7.09 billion estimate and marking a 48.1% increase YoY from $5.3 billion in the second quarter of 2025. Net income reached $458.1 million, up 10.6% YoY.

Adjusted EBITDA increased 10.6% YoY to $917.2 million for the quarter.

"Our strong momentum from the first quarter has continued into the second," said Forrest Li, Sea's

Sea Limited misses EPS but revenue beat pushes shares higher

Tue, 11 Aug 2026 06:50:30 -0400

Investing.com -- Sea Limited (NYSE:SE) reported second-quarter results that beat revenue expectations but fell short on earnings, with shares rising 5.9% premarket following the announcement.

Adjusted EBITDA increased 10.6% YoY to $917.2 million for the quarter.

"Our strong momentum from the first quarter has continued into the second," said Forrest Li, Sea's

Sea Ltd. (SE) Misses Q2 EPS by 13c

Tue, 11 Aug 2026 06:40:21 -0400

Sea Ltd. (NYSE: SE) reported Q2 EPS of $0.70, $0.13 worse than the analyst estimate of $0.83. Revenue for the quarter came in at $7.79 billion versus the consensus estimate of $7.09 billion.

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

Sea Limited Reports Second Quarter 2026 Results