
Sea (SE) Stock Forecast & Price Target
Sea (SE) Analyst Ratings
Bulls say
Sea's stock outlook appears positive due to robust performance metrics, with gross merchandise value (GMV) accelerating by 25% year-over-year and a 65 basis points increase in the third-party take rate. Additionally, the fintech segment exhibited significant growth, with revenue increasing by 70% year-over-year and adjusted EBITDA rising by over 50%, highlighting the diversification and strength of Sea's business model beyond gaming. Garena's continued growth is evidenced by a 23% increase in bookings, further solidifying the company's momentum across its various segments.
Bears say
Sea's EBITDA margin reached only 0.8% of gross merchandise value (GMV), reflecting a slight quarter-over-quarter decline attributed to ongoing reinvestment efforts. This low margin indicates potential challenges in profitability amid substantial operational costs associated with business expansion and competitive pressures in the e-commerce sector. Additionally, the persistent focus on reinvestment in a low-margin environment raises concerns about the company's ability to achieve sustained profitability in the near future.
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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