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Sea (SE) Stock Forecast & Price Target

Sea (SE) Analyst Ratings

Based on 8 analyst ratings
Buy
Strong Buy 38%
Buy 50%
Hold 13%
Sell 0%
Strong Sell 0%

Bulls say

Sea is attractive fundamentally because its three businesses are all compounding at once: 2Q26 GAAP revenue rose 48% y/y to $7.8bn, Shopee GMV increased 28% to $38.3bn, Monee revenue grew 59%, and Garena bookings climbed 15%. The key bullish driver is improving quality of growth, as Shopee is showing visible ROI from logistics, fulfillment, ads, and VIP initiatives, with management guiding to >$1bn of FY26 Shopee adj. EBITDA while still targeting ~25% GMV growth. Meanwhile, Garena’s Free Fire remains durable with >100m average DAUs in its ninth year and Monee’s loan book reached $11.1bn with a stable 1.0% 90-day NPL, supporting earnings durability and margin expansion.

Bears say

Sea is pressured by macroeconomic uncertainty, geo-political tension, currency exposure, and intensifying competition across e-commerce, gaming, and fintech, which could blunt growth and profitability even as it maintains leadership in Southeast Asia. Shopee’s 1Q26 revenue rose 44% y/y to $4.5BN and take rate improved to 12.1% from 10.9%, but management’s ‘26 EBITDA guidance implies margin compression as fulfillment penetration is doubled and VIP loyalty is ramped, while value-added services fell 8.1% y/y due to higher shipping subsidies. Garena remains vulnerable to the hit-driven nature of Free Fire, and Monee’s expansion into lending and off-Shopee use cases adds credit and execution risk despite strong momentum in average loan per user and Brazil’s still-low SPayLater penetration.

Sea (SE) has been analyzed by 8 analysts, with a consensus rating of Buy. 38% of analysts recommend a Strong Buy, 50% recommend Buy, 13% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Sea and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Sea (SE) Forecast

Analysts have given Sea (SE) a Buy based on their latest research and market trends.

According to 8 analysts, Sea (SE) has a Buy consensus rating as of Oct 10, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $160.50, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $160.50, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Sea (SE)


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