SE Sea Limited Loading... : Bullish and Bearish Analyst Opinions
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03:47
Aug 12
Aug 12
Jefferies raises its price target on Sea Limited to 164 dollars from 157 dollars.
Jefferies raises its price target on Sea Limited to 164 dollars from 157 dollars, reflecting a modest upward revision to the stock's valuation outlook.
22:00
Aug 11
Aug 11
Sea Limited strong earnings signal recovery
Sea Limited (SE) reported its best earnings since August 2025, confirming a recovery in its Southeast Asian platform business and helping to lift beaten-down software/platform names.
MED
16:55
Aug 11
Aug 11
SE surges on strong Q2 segment growth
Notes Sea Limited trading significantly higher following strong second-quarter growth across all business segments.
MED
14:10
Aug 11
Aug 11
Sea raised its e-commerce earnings forecast after quarterly sales beat estimates.
Sea raised its e-commerce earnings forecast after quarterly sales beat estimates, signaling strong Southeast Asian demand helps it fend off rivals.
12:53
Aug 11
Aug 11
SE 2Q26 beats revenue, EPS misses
Sea Limited reported 2Q26 revenue above estimates and EPS below estimates, with all segments growing at double-digit rates; no explicit author long/short position.
LOW
11:23
Aug 11
Aug 11
Sea Limited reports strong second quarter earnings with revenue up 48% and CEO expressing.
Sea Limited reports strong second quarter earnings with revenue up 48% and CEO expressing optimism on Shopee and Monee growth.
10:47
Aug 11
Aug 11
SE Q2 revenue beat, EPS miss, EBITDA guidance
SE reported Q2-26 revenue beat ($7.79B vs $7.09B est, +48.1% YoY) with EPS miss ($0.70 vs $0.79 est); management guided Shopee toward $1B full-year adjusted EBITDA milestone. No speaker directional view stated.
LOW
04:36
Aug 11
Aug 11
Author shares detailed earnings reviews and portfolio access for HIMS, APP, SHOP.
Author shares detailed earnings reviews and portfolio access for HIMS, APP, SHOP, and SE but expresses no explicit directional position or trade call.
LOW
03:46
Aug 11
Aug 11
SE earnings ahead amid Singapore optimism
SE reports 2Q results later today after pre-market strength on Singapore GDP optimism; speaker lays out conditional bull/bear scenarios but takes no directional position.
LOW
14:46
Aug 10
Aug 10
SE earnings scheduled before Tuesday open
Reports Sea Limited's scheduled 2Q26 earnings before Tuesday's US open, with revenue/EPS estimates and implied 10% move; no directional stance stated.
LOW
16:07
Aug 06
Aug 06
Author explicitly states they are big buyers of MELI.
Author explicitly states they are big buyers of MELI, framing it as a long-term dominance play against PDD, SE, and AMZN competition.
LOW
15:22
Jul 30
Jul 30
Sea Limited’s FCF swung from -$1.9B to +$4.4B, net income turned positive, and revenue growth is ~47% while the stock is down 40% from highs. This combination of improving profitability, continued growth, and a ~11x forward EV/EBITDA vs MELI’s ~21x suggests a rerating opportunity if the market recognizes the comparable business quality. Position for long-term value convergence as Shopee scales, Monee expands fintech income, and Garena continues funding growth. Competitive pressure from TikTok Shop and MercadoLibre in Brazil could hurt margins; credit quality in Monee could deteriorate; Southeast Asia growth could slow. No other actionable trade ideas explicitly stated in the post.
HIGH
07:45
Jul 17
Jul 17
Author discloses an active long position in SE, up 30% over the past month.
Author discloses an active long position in SE, up 30% over the past month, held as a non-consensus diversifier in a portfolio explicitly avoiding overvalued popular names.
MED
21:04
Jul 10
Jul 10
The author lists five tickers in reply to a parent asking for forgotten favorites to monitor.
The author lists five tickers in reply to a parent asking for forgotten favorites to monitor, making this a watchlist response rather than an explicit position or trade call.
LOW
22:41
Jul 04
Jul 04
Watch e-commerce giants as beneficiaries of physical AI robotics, which can optimize opex.
Watch e-commerce giants as beneficiaries of physical AI robotics, which can optimize opex. Research framing, not an author position.
MED
18:44
Jul 04
Jul 04
Author explicitly lists SE as a current portfolio holding in a monthly holdings update.
LOW
16:34
Jun 22
Jun 22
Goldman Sachs reports that a 5% market move in Korea's leveraged ETF AUM at a record $40.
Goldman Sachs reports that a 5% market move in Korea's leveraged ETF AUM at a record $40 billion could trigger dealer gamma rebalancing impacting mega caps like SE and SK Hynix.
09:00
Jun 17
Jun 17
Singapore internet leader Sea is rolling out a generative-AI chatbot in regions.
Singapore internet leader Sea is rolling out a generative-AI chatbot in regions including the United States.
07:35
May 13
May 13
One highly upvoted comment notes that SE’s earnings were "insane," and the user’s sale before earnings indirectly confirms a positive surprise. Strong earnings suggest upward momentum; the regret narrative often precedes continued buying interest as FOMO sets in. Community sentiment is bullish on SE’s earnings and regional exposure, but the trade is based on a single comment with limited crowd validation. Counter-argument from the thread: No bearish views were presented; the main risk is limited data.
LOW
13:19
May 10
May 10
Notes upcoming earnings reports next week
Notes upcoming earnings reports for next week, no directional view stated.
LOW
10:26
Apr 22
Apr 22
Sea Limited trades at 10x cash earnings, with Shopee's GMV growing 25% and funding reinvestment in a loyalty program. Stock is undervalued relative to growth prospects in Southeast Asia's tech ecosystem. Bullish case for long-term growth as market leader in e-commerce and digital services. Intense competition, profitability challenges, regulatory risks in emerging markets.
HIGH
20:45
Mar 04
Mar 04
The fundamental investment case for Sea Ltd. is intact despite near-term delays.
The fundamental investment case for Sea Ltd. is intact despite near-term delays, warranting a "Strong Buy" rating.
HIGH
13:15
Mar 04
Mar 04
The author believes that recent market panic has unfairly punished Sea Ltd.'s stock.
The author believes that recent market panic has unfairly punished Sea Ltd.'s stock, creating a compelling long entry point.
HIGH
02:25
Mar 04
Mar 04
The trade is to go long Sea Limited, as the market's concerns about competition for its Shopee.
The trade is to go long Sea Limited, as the market's concerns about competition for its Shopee e-commerce platform are viewed as exaggerated.
HIGH
16:07
Mar 03
Mar 03
Sea Ltd (SE) is included in a list of stocks that have recently made a 52-week low. The author advocates for screening stocks at 52-week lows as a method for finding potential value investments. By including SE on the list, the author implicitly suggests it is a name worth investigating for a potential mispricing by the market. High-growth tech stocks like SE can be volatile; a 52-week low may signal a significant shift in growth prospects, profitability outlook, or investor sentiment that is justified.
LOW
23:09
Mar 01
Mar 01
Earnings watch: ASTS SE CRWD AVGO GPRO
Upcoming earnings watchlist for the week of March 2: ASTS, SE, CRWD, AVGO, and GPRO; no directional view is stated.
LOW
20:16
Feb 22
Feb 22
Buy SE as a high‑quality company down 69% from ATH, with a forward P/E of 27.
Buy SE as a high‑quality company down 69% from ATH, with a forward P/E of 27, presenting a deep‑value opportunity.
MED
22:27
Feb 05
Feb 05
Co-mentioned as a higher-quality alternative to narrative-driven names.
Co-mentioned as a higher-quality alternative to narrative-driven names; author expresses preference for holding over hyper-growth stocks, no specific catalyst stated.
MED
13:55
Jan 12
Jan 12
1. THE FACT: "Horrible technicals for $SE after November's break below the trendline.
1. THE FACT: "Horrible technicals for $SE after November's break below the trendline, a death cross in December, and then rejected at the 147 resistance where the 200d MA can be found. Only a big move above 155 could start to turn things around."
2. THE BRIDGE: Multiple bearish technical indicators (trendline break, death cross, resistance rejection) suggest further downside unless a significant reversal occurs.
3. THE VERDICT: Avoid or short SE due to poor technicals, unless it breaks above 155.
00:33
Jan 08
Jan 08
Short Square Enix due to overvaluation driven by 3D Investment's bid and potential Sony.
Short Square Enix due to overvaluation driven by 3D Investment's bid and potential Sony takeover premium; author's personal disappointment with recent FF titles reinforces deteriorating fundamentals.
MED
About SE Analyst Coverage
Buzzberg tracks SE (Sea Limited) across 15 sources. 9 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (26%). 34 total trade ideas tracked. Past 7 days: 1 bullish, 9 watch. Latest voices: FirstSquawk, Park Myung-seok, briantycangco.