Shares of Sea Limited (SE.N) experienced a notable uptick today, crossing above the 5-day simple moving average (SMA) as investors reacted positively to the company's newly authorized share repurchase program. The program allows Sea to buy back up to $1 billion of its American depositary shares, signaling strong confidence in its long-term growth potential despite recent earnings challenges.
The stock's movement indicates a shift in market sentiment, with the buyback serving as a catalyst for renewed interest among investors. Analysts have continued to support Sea Limited's outlook, emphasizing the company's robust performance in digital entertainment and e-commerce, particularly through its key platforms, Garena and Shopee.
While the recent earnings call revealed a profit miss, the share repurchase initiative is seen as a strategic move to bolster shareholder value and reflect the company's commitment to its core businesses. As Sea navigates market conditions, the timing and execution of the buybacks will be closely monitored by investors.
Wall Street analysts forecast SE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SE is 184.58 USD with a low forecast of 138.00 USD and a high forecast of 226.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast SE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SE is 184.58 USD with a low forecast of 138.00 USD and a high forecast of 226.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 126.550
Low
138.00
Averages
184.58
High
226.00
Current: 126.550
Low
138.00
Averages
184.58
High
226.00
Maybank
Hussaini Saifee
Hold
to
Buy
upgrade
$156
2026-01-02
Reason
Maybank
Hussaini Saifee
Price Target
$156
AI Analysis
2026-01-02
upgrade
Hold
to
Buy
Reason
Maybank analyst Hussaini Saifee upgraded Sea Limited to Buy from Hold with an unchanged price target of $156. The risks are priced in after the shares dropped 36% from their 2025 peak, the analyst tells investors in a research note. Maybank views the correction as overdone and sees an attractive risk/reward at current levels. The firm believes Sea's investments in its VIP program and fulfilment will strengthen Shopee's competitive position
Wedbush
Outperform
downgrade
$190 -> $170
2025-12-19
Reason
Wedbush
Price Target
$190 -> $170
2025-12-19
downgrade
Outperform
Reason
Wedbush lowered the firm's price target on Sea Limited to $170 from $190 and keeps an Outperform rating on the shares. Consumer internet companies delivered strong returns in 2025, averaging 23% across 24 covered companies versus 19% for the NASDAQ, the analyst tells investors in a research note. In 2026, performance is expected to diverge as investors weigh factors such as AV disruption, AI monetization, ongoing investment cycles, and growing adoption of agentic AI, the firm says.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SE
Unlock Now
Phillip Securities
Neutral -> Buy
upgrade
$170
2025-11-16
Reason
Phillip Securities
Price Target
$170
2025-11-16
upgrade
Neutral -> Buy
Reason
Phillip Securities upgraded Sea Limited to Buy from Neutral with an unchanged price target of $170 following the Q3 report. The firm increased the fiscal 2025 and 2026 revenue estimates to reflect improved growth in all three of the company's segments. Phillip cites the recent pullback in the shares for the upgrade. Shopee maintained strong momentum in Q3 while Garena had its best quarter in four years, the analyst tells investors in a research note.
Barclays
Jiong Shao
Overweight
maintain
$214 -> $226
2025-11-13
Reason
Barclays
Jiong Shao
Price Target
$214 -> $226
2025-11-13
maintain
Overweight
Reason
Barclays analyst Jiong Shao raised the firm's price target on Sea Limited to $226 from $214 and keeps an Overweight rating on the shares. The company's Q3 results were solid and the flattish e-commerce margin outlook in the near term is the result of Sea making investments to strengthen its dominant positioning, the analyst tells investors in a research note.
About SE
Sea Limited is a consumer Internet company. The Company, through its subsidiaries, operates three core businesses of e-commerce, digital financial services, and digital entertainment, known as Shopee, SeaMoney and Garena. Its segments are e-commerce, digital financial services, and digital entertainment. The platform of Garena offers mobile and personal computer online games and develops mobile games for the global market. It offers e-sports and provides access to other entertainment content and social features, such as live-streaming of gameplay, user chat, and online forums. The platform of Shopee is a mobile-centric, social-focused marketplace. It provides users a shopping environment with integrated payment, logistics infrastructure, and seller services. SeaMoney provides digital financial services and products, including mobile wallet services, payment processing, credit, banking, and Insurtech. It operates in Indonesia, Taiwan, Thailand, Singapore, Malaysia, and the Philippines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
