Sea Limited Sponsored ADR (SE) | Rumor.io

Sea

Attention (50-day avg)0.01%

Attention rank (50-day avg)#554

Bullish sentiment (50-day avg)98%

Price to earnings ratio38.4

Market capitalization60.6B

Earnings per share2.59

Dividend yield (TTM)—

Revenue (annual)22.9B

Net income (annual)1.6B

Social

What share of all stock conversation is about SE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% -0.01	0.04% -0.01

Aug 12

Sea Limited stock surged 13.75% after beating Q2 revenue estimates, with Shopee growing 48% and Monee 59%.
To achieve $1B in adjusted EBITDA, Shopee must deliver $521M more in the next two quarters, with analysts seeing up to 8.9% upside from current levels.
The company's Q2 call is expected to provide more detail on its strong first-half performance, driven by recurring Affiliate membership revenue and a global clinic network.

Generated by AI

Sentiment

Of the messages about SE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	42.86% +17.86	28.13% -50	65.88% -32.85	72.69% -24.92
Bearish	57.14% -17.86	71.88% +50	34.12% +32.85	27.31% +24.92

Bullish· Aug 11

The company's e-commerce platform, Shopee, has shown impressive growth, with GMV increasing by 28.4% to $38.3B and core marketplace revenue growing 65.6%.
The company's strong EBITDA growth, with Shopee EBITDA hitting $255M (+12.2%) and a target of $1B EBITDA in FY26, suggests a bright future for the company.
With a projected GMV of $300B and 4% GMV/EBITDA, the company is expected to achieve a valuation of $1T and generate $20B EBITDA by 2030, making it a promising long-term investment opportunity.

Bearish· May 22

$SE is expected to underperform due to disappointing expectations.
$SE's recent performance is considered poor, with the company being described as "shittttyyyyy".
$SE's future prospects are negatively impacted by a large options position, which may limit its upside.

Generated by AI

Topics

Of the messages about SE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	3.14%	2.38%
Macro	—	—	32.98%	49.68%
Earnings	—	—	31.94%	2.15%
Announcements	—	—	0%	3.04%
Analysts	—	—	31.94%	42.62%
Controversies	—	—	0%	0.13%

Earnings· May 12

Sea Limited reported Q1 FY26 earnings with revenue of $7.1B, a 47% year-over-year increase and a $700M beat on estimates.
The company's revenue growth was driven by its Shopee e-commerce platform, which saw a 30.2% year-over-year increase in gross merchandise value to $37.3B.
Sea Limited's net income grew 6.7% year-over-year to $438.2M, but the company missed earnings per share estimates by $0.03, coming in at $0.67.

Analysts· Oct 16

BofA Securities upgraded Sea Limited ($SE) to Buy from Neutral and raised the price target to $215 from $206.
The upgrade was based on strong fundamentals across the company's e-commerce and digital businesses, including solid traction with Shopee and Free-Fire's popularity.
BofA analysts believe concerns about expansion in Latin America are overdone and see a clear buying opportunity, with 32% upside potential.

Announcements· May 12

Sea Limited's Q1 2026 earnings report shows a strong revenue growth of 46.6% YoY, with gross profit up 40.7% to $3.1B and adjusted EBITDA reaching $1.0B.
The company's Shopee platform delivered a record-setting quarter in GMV, orders, and revenue, with GMV reaching $37.3B and gross orders up 29.3% to 4.0B.
Sea Limited's CEO Forrest Li emphasized the company's focus on deepening competitive moats and maintaining financial discipline, while also highlighting the effectiveness of AI investments in driving unit economics and efficiency across the platform.

Controversies· Feb 15

India banned Sea Limited's Free Fire game, causing a 18.4% drop in $SE shares on Monday.
The ban may not have a significant impact on Sea Limited's revenue, as India only accounted for 5% of their top line in 2021.
Sea Limited's Shopee service has not been banned, but the company's Chinese ownership may be a concern for the Indian government.

Macro· Mar 3

Sea Limited's Q4 earnings report led to a 25% stock drop, with investors concerned about expected adj EBITDA and potential margin compression due to competition.
The company's focus on FCF profitability and guidance for 25% GMV growth in FY26 has raised concerns about the sustainability of its business model and the impact of macroeconomic trends in LATAM.
Sea Limited's stock has been volatile, with a 16% single-day drop following the earnings report, and investors are questioning whether this is a "falling knife" to avoid or a generational buying opportunity for long-term investors.

Technical Analysis· Mar 3

$SE has dropped through $100 and is now trading at $89 premarket, with a trend that is likely to continue downward.
The stock has formed a pattern of moving up along a line of $5.95/mo for 21 straight months, but has fallen below this line in broad market crashes.
The weekly setup for $SE is still pure, with the MACD looking primed for a cross, and the price has opened below the VWAP ahead of earnings, suggesting a potential spike in volume.

Generated by AI

Community

Of the messages about SE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	93.94%	54.59%	48.52%
Newcomers	0%	6.06%	45.41%	51.48%

Regulars· Aug 11

The regulars are optimistic about Sea Limited's (SE) future, expecting it to reach a $1T valuation and a GMV of $500B, with a 4% Long Term GMV to EBITDA ratio.
They believe that Sea's earnings report showed a strong sales beat and a re-accelerating EBITDA growth in Shopee, with Monee's NPL-CAC and marketing expenses growing at 140%.
The regulars expect a significant price increase, with some predicting a price tag of $1000 in a few years, and others expecting a target of $180-$220 soon, based on upcoming brokerage upgrades.

Newcomers· Aug 11

Sea Limited's Shopee platform saw significant growth, with GMV increasing 28.4% to $38.3B and revenue growing 48.2%.
The company's focus on building a diversified digital ecosystem, including e-commerce, digital entertainment, and financial services, is paying off, with AERT's revenue growth of 43% year over year.
Sea Limited's earnings are sending a strong signal about digital commerce growth in South America, with the company's strong revenue growth and expanding logistics, fintech, and credit capabilities making it a key player in the region.

Generated by AI

News

Here's Why Sea Limited Sponsored ADR (SE) Fell More Than Broader Market

In the most recent trading session, Sea Limited Sponsored ADR (SE) closed at $100.73, indicating a -2.48% shift from the previous trading day.

5d agoYahoo Finance

Insider Sale: Executive Parts Ways With 2,400 Shares of Tech Stock | The Motley Fool

Sale executed under pre-established Rule 10b5-1 trading plan, representing just 0.21% of total equity stake. Stock down 45% over past year.

6d agoThe Motley Fool

Is Sea (SE) Still Undervalued Following Its Recent Pullback?

Sea (NYSE:SE) is back in focus after Chief Operating Officer Gang Ye executed a pre-planned sale of 40,000 Class A shares, a US$4.2 million transaction that still leaves his multibillion-dollar stake largely intact. The share price tells a more mixed story than the insider sale. Sea is trading at US$101.27, with the stock down 12.9% on a 30 day share price basis and 23.0% year to date. It still carries a 10.9% 90 day share price gain, while the 1 year total shareholder return is down 46.9%...

11d agoYahoo Finance Singapore

Sea Limited Sponsored ADR (SE) Stock Dips While Market Gains: Key Facts

Sea Limited Sponsored ADR (SE) closed at $101.19 in the latest trading session, marking a -2.23% move from the prior day.

12d agoYahoo Finance

Sea Limited COO Gang Ye Sells $4.2 Million in Shares | The Motley Fool

Gang Ye executed a pre-planned stock sale under Rule 10b5-1, maintaining a $2.18 billion stake in the e-commerce and fintech giant.

12d agoThe Motley Fool

Sea Limited Sponsored ADR (SE) is Attracting Investor Attention: Here is What You Should Know

Recently, Zacks.com users have been paying close attention to Sea Limited (SE). This makes it worthwhile to examine what the stock has in store.

12d agoYahoo Finance

Also Discussed

Investors talking about SE also mention

#	Name	Attention
1	MercadoLibre Inc.MELI	0%-0.1
2	Cloudflare, Inc. Class A Common StockNET	0.01%-0.19
3	Fastly, Inc.FSLY	0.01%0
4	Teladoc Health Inc.TDOC	0%+0
5	Gravity Co., Ltd. Sponsored ADRGRVY	0%new
6	StoneCo Ltd. Class A Common SharesSTNE	0%-0.01
7	Datadog IncDDOG	0.01%-0.01
8	Fiverr International Ltd.FVRR	0.01%+0.01
9	Coupang Inc.CPNG	0%-0.07
10	Etsy Inc.ETSY	0.01%0

Sea Limited Sponsored ADR

Consumer Cyclical
Internet Retail

Sea Limited Sponsored ADR is a consumer internet company that operates across digital entertainment, e-commerce, and digital financial services. Through Garena, it offers mobile and PC online games and supports esports-related activities. Its Shopee platform provides a mobile-focused online marketplace with integrated payments, logistics, and fulfillment services for consumers and merchants. Sea also offers digital financial services that include consumer and SME credit, payments, banking, insurance, and wealth-related solutions. The company serves users and businesses across Southeast Asia, Latin America, and other international markets, making it a diversified platform in the digital economy. Sea Limited Sponsored ADR is headquartered in Singapore and represents the company’s American depositary shares in the U.S. market.

Website

Location

1 Fusionopolis Place

Singapore, 138522

Singapore

Social

What share of all stock conversation is about SE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% -0.01	0.04% -0.01

Aug 12

Sea Limited stock surged 13.75% after beating Q2 revenue estimates, with Shopee growing 48% and Monee 59%.
To achieve $1B in adjusted EBITDA, Shopee must deliver $521M more in the next two quarters, with analysts seeing up to 8.9% upside from current levels.
The company's Q2 call is expected to provide more detail on its strong first-half performance, driven by recurring Affiliate membership revenue and a global clinic network.

Generated by AI

Sentiment

Of the messages about SE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	42.86% +17.86	28.13% -50	65.88% -32.85	72.69% -24.92
Bearish	57.14% -17.86	71.88% +50	34.12% +32.85	27.31% +24.92

Bullish· Aug 11

The company's e-commerce platform, Shopee, has shown impressive growth, with GMV increasing by 28.4% to $38.3B and core marketplace revenue growing 65.6%.
The company's strong EBITDA growth, with Shopee EBITDA hitting $255M (+12.2%) and a target of $1B EBITDA in FY26, suggests a bright future for the company.
With a projected GMV of $300B and 4% GMV/EBITDA, the company is expected to achieve a valuation of $1T and generate $20B EBITDA by 2030, making it a promising long-term investment opportunity.

Bearish· May 22

$SE is expected to underperform due to disappointing expectations.
$SE's recent performance is considered poor, with the company being described as "shittttyyyyy".
$SE's future prospects are negatively impacted by a large options position, which may limit its upside.

Generated by AI

Topics

Of the messages about SE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	3.14%	2.38%
Macro	—	—	32.98%	49.68%
Earnings	—	—	31.94%	2.15%
Announcements	—	—	0%	3.04%
Analysts	—	—	31.94%	42.62%
Controversies	—	—	0%	0.13%

Earnings· May 12

Sea Limited reported Q1 FY26 earnings with revenue of $7.1B, a 47% year-over-year increase and a $700M beat on estimates.
The company's revenue growth was driven by its Shopee e-commerce platform, which saw a 30.2% year-over-year increase in gross merchandise value to $37.3B.
Sea Limited's net income grew 6.7% year-over-year to $438.2M, but the company missed earnings per share estimates by $0.03, coming in at $0.67.

Analysts· Oct 16

BofA Securities upgraded Sea Limited ($SE) to Buy from Neutral and raised the price target to $215 from $206.
The upgrade was based on strong fundamentals across the company's e-commerce and digital businesses, including solid traction with Shopee and Free-Fire's popularity.
BofA analysts believe concerns about expansion in Latin America are overdone and see a clear buying opportunity, with 32% upside potential.

Announcements· May 12

Sea Limited's Q1 2026 earnings report shows a strong revenue growth of 46.6% YoY, with gross profit up 40.7% to $3.1B and adjusted EBITDA reaching $1.0B.
The company's Shopee platform delivered a record-setting quarter in GMV, orders, and revenue, with GMV reaching $37.3B and gross orders up 29.3% to 4.0B.
Sea Limited's CEO Forrest Li emphasized the company's focus on deepening competitive moats and maintaining financial discipline, while also highlighting the effectiveness of AI investments in driving unit economics and efficiency across the platform.

Controversies· Feb 15

India banned Sea Limited's Free Fire game, causing a 18.4% drop in $SE shares on Monday.
The ban may not have a significant impact on Sea Limited's revenue, as India only accounted for 5% of their top line in 2021.
Sea Limited's Shopee service has not been banned, but the company's Chinese ownership may be a concern for the Indian government.

Macro· Mar 3

Sea Limited's Q4 earnings report led to a 25% stock drop, with investors concerned about expected adj EBITDA and potential margin compression due to competition.
The company's focus on FCF profitability and guidance for 25% GMV growth in FY26 has raised concerns about the sustainability of its business model and the impact of macroeconomic trends in LATAM.
Sea Limited's stock has been volatile, with a 16% single-day drop following the earnings report, and investors are questioning whether this is a "falling knife" to avoid or a generational buying opportunity for long-term investors.

Technical Analysis· Mar 3

$SE has dropped through $100 and is now trading at $89 premarket, with a trend that is likely to continue downward.
The stock has formed a pattern of moving up along a line of $5.95/mo for 21 straight months, but has fallen below this line in broad market crashes.
The weekly setup for $SE is still pure, with the MACD looking primed for a cross, and the price has opened below the VWAP ahead of earnings, suggesting a potential spike in volume.

Generated by AI

Community

Of the messages about SE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	93.94%	54.59%	48.52%
Newcomers	0%	6.06%	45.41%	51.48%

Regulars· Aug 11

The regulars are optimistic about Sea Limited's (SE) future, expecting it to reach a $1T valuation and a GMV of $500B, with a 4% Long Term GMV to EBITDA ratio.
They believe that Sea's earnings report showed a strong sales beat and a re-accelerating EBITDA growth in Shopee, with Monee's NPL-CAC and marketing expenses growing at 140%.
The regulars expect a significant price increase, with some predicting a price tag of $1000 in a few years, and others expecting a target of $180-$220 soon, based on upcoming brokerage upgrades.

Newcomers· Aug 11

Sea Limited's Shopee platform saw significant growth, with GMV increasing 28.4% to $38.3B and revenue growing 48.2%.
The company's focus on building a diversified digital ecosystem, including e-commerce, digital entertainment, and financial services, is paying off, with AERT's revenue growth of 43% year over year.
Sea Limited's earnings are sending a strong signal about digital commerce growth in South America, with the company's strong revenue growth and expanding logistics, fintech, and credit capabilities making it a key player in the region.

Generated by AI

Sea

Social

Aug 12

Bullish· Aug 11

Bearish· May 22

Earnings· May 12

Analysts· Oct 16

Announcements· May 12

Controversies· Feb 15

Macro· Mar 3

Technical Analysis· Mar 3

Regulars· Aug 11

Newcomers· Aug 11

Here's Why Sea Limited Sponsored ADR (SE) Fell More Than Broader Market

Insider Sale: Executive Parts Ways With 2,400 Shares of Tech Stock | The Motley Fool

Is Sea (SE) Still Undervalued Following Its Recent Pullback?

Sea Limited Sponsored ADR (SE) Stock Dips While Market Gains: Key Facts

Sea Limited COO Gang Ye Sells $4.2 Million in Shares | The Motley Fool

Sea Limited Sponsored ADR (SE) is Attracting Investor Attention: Here is What You Should Know

Also Discussed

Sea Limited Sponsored ADR

Company Information

Location

Here's Why Sea Limited Sponsored ADR (SE) Fell More Than Broader Market

Insider Sale: Executive Parts Ways With 2,400 Shares of Tech Stock | The Motley Fool

Is Sea (SE) Still Undervalued Following Its Recent Pullback?

Sea Limited Sponsored ADR (SE) Stock Dips While Market Gains: Key Facts

Sea Limited COO Gang Ye Sells $4.2 Million in Shares | The Motley Fool

Sea Limited Sponsored ADR (SE) is Attracting Investor Attention: Here is What You Should Know

Also Discussed

Social

Aug 12

Bullish· Aug 11

Bearish· May 22

Earnings· May 12

Analysts· Oct 16

Announcements· May 12

Controversies· Feb 15

Macro· Mar 3

Technical Analysis· Mar 3

Regulars· Aug 11

Newcomers· Aug 11