SE Earnings

SE reported its earnings on 2026-05-12, showcasing a revenue of against an estimate of 6.95B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.7 by 0%. The stock experienced a 13.14% price change on the earnings day and a 3.96% change over the next five days, reflecting market reactions to the results.

Following SE's earnings announcement on 2026-05-12, the stock price moved by 13.14% on the day of the release. Over the subsequent five days, it saw a 3.96% change. Historically, SE's stock price tends to shift by an average of -0.9% in the 10 days leading up to earnings and 2.5% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate SE's annual revenue to reach 6.52B, while the EPS is projected at 1.15. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SE's stock price typically moves by -0.9% in the 10 days before its earnings and 2.5% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.15 and revenue of 6.52B.

Despite the absence of discussions on strategic initiatives and returns, the company's financial performance was strong, with significant revenue growth and a turnaround in adjusted EBITDA. The e-commerce and digital entertainment segments showed robust growth, and operating expenses were well-controlled. While there are risks associated with forward-looking statements and non-GAAP measures, the overall financial health and operational efficiency improvements are likely to positively impact the stock price in the short term.