Sea Limited Aktie News

Target's challenges are likely baked into its stock price. Sea Limited continues to grow rapidly amid concerns about competition.

Maintaining a watch list of high-quality stocks is a good way for investors to keep track of potential opportunities. The new year is a good time to think about which stocks to scoop up at a discount if there is a market sell-off at some point in the future.

Sea Limited is upgraded to Buy after a 30%+ correction, with a $140 target price and 15% upside potential. Q3 results showed record e-commerce GMV/orders, 38% revenue growth, and all segments profitable, despite net profit missing consensus due to higher taxes. SE's valuation now trades at a discount to historical averages, with strong balance sheet, negative net debt, and a $1B buyback program...

Sea Limited is rated Buy, offering 39% upside to a $169.5 fair value, driven by GARP principles and strong e-commerce growth. Shopee leads Southeast Asia with 52% market share, but SE's overall moat is narrow, and profitability remains modest amid intense competition. Financial flexibility is robust with $9B cash, under $3B debt, and a new $1B buyback, supporting continued organic and inorganic...

Sea Limited offers a compelling long-term Buy opportunity after a major price correction, with current valuation discounting significant deterioration. Shopee's e-commerce segment shows robust ~35% revenue growth and positive adjusted EBITDA, but faces intense competition and limited near-term margin expansion. Digital financial services deliver ~61% YoY growth and high ~87% gross margins, yet ...

Sea Limited is an even more compelling Buy after the -37% stock correction from recent highs, as robust fundamentals persist across all business segments. The e-commerce, digital entertainment, and fintech divisions are delivering accelerating growth, improved margins, and strong cross-segment synergies, justifying the elevated investments/partnerships. Thanks to the meltdown, SE is even cheape...

The Touchstone Sands Capital International Growth Fund (Class A Shares, Load Waived) underperformed the MSCI ACWI ex-U.S. Index for the quarter ended September 30, 2025. The top absolute contributors to investment results during the quarter were Shopify, Taiwan Semiconductor, and Sea Ltd. The top absolute detractors to investment results were Constellation Software, CTS Eventim AG, and MercadoL...

Sea Limited offers a compelling growth opportunity, trading at a reasonable 15.5x EV/FY26 adjusted EBITDA after a 30% pullback from September highs. SE's Shopee division delivered 28% GMV growth and 35% e-commerce revenue growth, with improved take rates and rapid expansion in Brazil and Indonesia. All three core segments—e-commerce, gaming, and financial services—are now profitable, driving a ...