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Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology

Sea (SE) Stock Is Up, What You Need To Know

SE Cover Image

What Happened?

Shares of e-commerce and gaming company Sea (NYSE: SE) jumped 2.6% in the afternoon session after several Wall Street analysts raised their price targets on the stock, citing strong growth prospects across its e-commerce, gaming, and fintech businesses. 

JPMorgan increased its price target to $230 from $208, maintaining an Overweight rating. The bank's optimism stems from the potential of Sea's e-commerce platform, Shopee, to improve monetization, reinvest in growth, and benefit from lower logistics costs. Similarly, Maybank Securities lifted its target to $238, noting that Shopee recently raised commissions with minimal pushback, signaling a more rational competitive landscape. Adding to the positive sentiment, DBS Group Research set a new target of $241. DBS highlighted the gaming division as a key driver, with management expecting bookings to grow over 30% in fiscal year 2025, alongside impressive growth in the company's fintech loan book.

After the initial pop the shares cooled down to $197.39, up 2.2% from previous close.

Is now the time to buy Sea? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Sea’s shares are quite volatile and have had 15 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 9 days ago when the stock dropped 5.2% on the news that the major indices continued to retreat (Nasdaq -1.5%, S&P 500 -1.2%) amid profit-taking and renewed concerns about tariffs. The ruling has caused market uncertainty, with the tariffs remaining in place pending appeal. This news contributed to a general sell-off in tech stocks to start the week. 

Adding to the negative market sentiment, September is also known for being a historically challenging month for Wall Street. The downward move occurred despite some neutral commentary from Bank of America, which raised its price target on Sea Limited to $200 from $180 but maintained a "Neutral" rating on the shares. The firm noted that competitive intensity in Southeast Asia is stable, with Sea's e-commerce platform Shopee continuing to gain market share.

Sea is up 88.2% since the beginning of the year, and at $197.39 per share, has set a new 52-week high. Investors who bought $1,000 worth of Sea’s shares 5 years ago would now be looking at an investment worth $1,415.

Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.

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