Sea Limited Revenue Set to Grow Over 30% in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
0mins
Source: Fool
- E-commerce Dominance: Sea Limited's Shopee processed 10 billion orders worth $90.6 billion in the first three quarters of 2025, solidifying its position as Southeast Asia's largest e-commerce platform, thereby enhancing the company's competitiveness in the digital economy.
- Financial Services Expansion: Sea's Monee platform provides loans to Shopee merchants and offers 'buy now, pay later' services, which are expected to further increase user engagement and market share as merchants grow their businesses.
- Gaming Development Strength: Garena, as one of the world's top game development studios, has launched hits like Free Fire and Call of Duty: Mobile, boosting Sea's influence in the global gaming market and driving revenue growth.
- Market Outlook Analysis: Despite Sea's stock being down 35% from its 52-week high, the company is projected to achieve its fastest revenue growth in four years at over 30% in 2025, presenting a compelling entry point for long-term investors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SE?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SE
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
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 121.900
Low
138.00
Averages
184.58
High
226.00
Current: 121.900
Low
138.00
Averages
184.58
High
226.00
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.
Sea Limited's Optimistic Outlook for 2026
- Significant Performance Growth: Sea Limited's overall revenue increased by 40% year-over-year in Q3 2025, with e-commerce revenue up 35% and digital finance loan balances growing nearly 70%, showcasing strong performance across all business segments and reinforcing its market position.
- Improved Profitability: Adjusted EBITDA grew by 68% year-over-year, reflecting a notable enhancement in Sea's profitability; despite changing market perceptions of its valuation, it remains considered attractively valued relative to its growth prospects.
- Strong Advertising Revenue: Shopee's advertising revenue surged over 70%, becoming a high-margin growth driver, indicating significant potential in the digital advertising space that could further boost overall performance in the future.
- Broad Market Opportunities: The Monee platform is experiencing strong loan growth, particularly from outside the Shopee ecosystem, with this segment currently representing less than 10% of total loans, highlighting Sea's expansion potential in financial services, akin to PayPal's early rapid growth.
Continue Reading
Stocks to Consider Buying in 2026: Insights from Our Roundtable Experts, Including DoorDash and LVMH
Stock Picks Overview: The second installment of the 2026 Barron’s Roundtable features 30 stock picks from five investment experts, highlighting both well-known companies and lesser-known options.
Familiar Names Included: Among the stock picks are recognizable brands such as Home Depot, Starbucks, and Nike, indicating a mix of established and emerging investment opportunities.
Biodegradable Innovation: The article hints at a British company that has recently acquired a manufacturer of biodegradable sneaker midsoles, showcasing a trend towards sustainable products in the footwear industry.
Investment Insights: The Roundtable serves as a platform for sharing diverse investment strategies and insights, appealing to both seasoned investors and those looking to explore new market trends.
Continue Reading