
Sea (SE) Stock Forecast & Price Target
Sea (SE) Analyst Ratings
Bulls say
Sea has demonstrated robust growth across its key business segments, with gross merchandise value (GMV) accelerating by 25% year-over-year, complemented by a 65 basis points increase in the third-party take rate. The company's fintech division, SeaMoney, showcased a significant revenue spike of 70% year-over-year, alongside adjusted EBITDA growth of over 50%. Additionally, Garena, the gaming segment, continued its positive trajectory with bookings rising by 23%, further solidifying Sea's overall strong financial performance and enhancing its long-term growth prospects.
Bears say
Sea's EBITDA margin has contracted to 0.8% of gross merchandise value (GMV), indicating a slight decline quarter-over-quarter due to ongoing reinvestment efforts. This narrowing margin raises concerns regarding the company's profitability as it scales its operations across its various business segments, including e-commerce and gaming. Given these financial metrics, the sustainability of Sea's growth trajectory may be in jeopardy, particularly if reinvestment strategies do not translate into improved margins in the near term.
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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