Sohn speakers see value in unloved stocks amid macro uncertainty
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 15 2025
0mins
Source: SeekingAlpha
Investment Highlights from Sohn Conference: The Sohn Investment Conference showcased bullish investment ideas, with fund managers pitching opportunities in international exchanges like the Tel Aviv Stock Exchange, cloud software firms such as nCino, and growth potential in companies like Robinhood and Adobe, emphasizing their strong market positions and future prospects.
Broader Market Trends and Insights: Discussions included the importance of diversification beyond U.S. equities, with recommendations for UK bonds and emerging market currencies, while some investors expressed caution regarding a potential recession despite positive market trends.
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: 122.830
Low
138.00
Averages
184.58
High
226.00
Current: 122.830
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.
