
Sea (SE) Stock Forecast & Price Target
Sea (SE) Analyst Ratings
Bulls say
Sea has demonstrated significant growth in its e-commerce segment, with gross merchandise value (GMV) accelerating by 25% year-over-year and an increase of 65 basis points in the third-party take rate, indicating effective monetization strategies. Additionally, SeaMoney has shown exceptional performance, with fintech revenue rising by 70% year-over-year and adjusted EBITDA increasing by over 50%, reflecting the strong demand for its financial services. Furthermore, the gaming division, Garena, has also contributed positively, with bookings growing by 23% in the second quarter of 2025, showcasing overall robust business momentum across all segments.
Bears say
Sea's financial outlook appears negative primarily due to the declining EBITDA margin, which has reached only 0.8% of gross merchandise value (GMV), reflecting pressures from ongoing reinvestments. This margin decrease, observed on a quarter-over-quarter basis, suggests challenges in profitability despite the company's extensive operations in e-commerce and gaming sectors. Additionally, the heavy reliance on reinvestment raises concerns about the sustainability of current revenue growth and profitability in a highly competitive market.
This aggregate rating is based on analysts' research of Sea and is not a guaranteed prediction by Public.com or investment advice.
Sea (SE) Analyst Forecast & Price Prediction
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