Sea Rebounds from 16% Plunge! Is it Oversold Post-Earnings?

Sea has hit a turbulent patch, with its stock price plunging over 16% following its latest earnings release. While the tech giant delivered a robust US$6.9 billion in revenue (up 38.4% YoY), it fell short on the bottom lineโ€”reporting an EPS of $0.63, missing the consensus estimate of $0.80. "Golden Trio" showed resilience: Shopee saw GMV jump 28.6% to $36.7 billion, Monee surged 54.3%, and Garena's EBITDA grew 25.6%. Can Seaโ€™s diversified ecosystem offset the rising costs of e-commerce warfare? Will the stock find support, or is the path to recovery blocked by the EPS miss?

avatarAqa
03-06 23:36
$Broadcom(AVGO)$ earnings beat expectations. Broadcom is a global technology company that designs and supplies semiconductor and infrastructure software solutions that are foundational to modern cloud, enterprise, and telecom networks. Broadcomโ€™s strategic position in AI infrastructure is another major competitive advantage for the company. The company is emerging as a core supplier in the global AI build-out. Its custom AI accelerators and systems are co-developed with leading hyperscalers, while its high speed Ethernet switches, routers, and optical components form the fabric connecting large AI clusters. This gives Broadcom exposure to several structural growth drivers at once: AI compute, high-bandwidth networking, and the migration of AI infrastructure toward Ethernet based fabrics. T
avatarxc__
03-05 20:41

Sea (SE) Crashing Waves: Bargain Hunter's Dream at $75? ๐ŸŒŠ๐Ÿ“‰๐Ÿ’Ž

$Sea Ltd(SE)$ Buckle up, investors! Sea Limited just dropped a bombshell Q4 2025 earnings report that's got the stock reelingโ€”but is this dip your ticket to massive gains? ๐Ÿ˜ฒ With shares tumbling to around $75 after a 16%+ plunge, we're diving deep into the numbers, the "Golden Trio" resilience, and whether Sea's ecosystem can sail through e-commerce storms. Spoiler: This might be the buy signal you've been waiting for! ๐Ÿš€ First off, the headlines scream drama: Revenue smashed expectations at a whopping $6.9 billion, surging 38.4% year-over-year. That's no small feat in a cutthroat tech world! ๐Ÿ“ˆ But the EPS? Ouchโ€”it clocked in at $0.63, falling short of the $0.80 whisper number. Net income still rocketed 72.9% to $410.9 million, and adjusted EBITDA cl
Sea (SE) Crashing Waves: Bargain Hunter's Dream at $75? ๐ŸŒŠ๐Ÿ“‰๐Ÿ’Ž
avatarkoolgal
03-05 06:17

Is SEA Ltd "Under the Sea" or on its Way To The Moon?

 ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸThe Fire Horse market of March 2026 saw SEA $Sea Ltd(SE)$  deep blue dip of 16% may just be the buoyancy needed for a lunar launch.  While the "Voting Machine" of the market panicked over a bottom line miss, the "Weighing Machine" is currently building a high speed fortress that looks more like a launchpad than a shipwreck. SEA's Earnings Paradox: Massive Growth But Heavy Investment Sea Ltd delivered an earnings report that was "Good but Expensive" illustrating the price of total market dominance. The Revenue Surge:  Sea delivered a massive USD 6.9 billion in revenue, up 38.4% YoY, beating consensus estimates. The EPS Sinkhole:  Sea's bottom line was the culprit.  Sea reported an EPS o
Is SEA Ltd "Under the Sea" or on its Way To The Moon?
avatarStingray8
03-06 18:39
$Sea Ltd(SE)$  Post-earnings plunged reflects immediate disappointment over an earnings miss and cautious 2026 guidance, I view the sell-off as an "overreaction" that creates an attractive entry point for long-term investors. ๐Ÿš€๐Ÿš€๐Ÿš€
avatarDeonc
03-03
How is SEA Limited Doing this Quarter  $Sea Ltd(SE)$   Sea Limited (SE) is experiencing significant negative pressure following its Q4 2025 earnings report, with the stock down 24.16% to $79.79 as of March 3, 2026, despite beating revenue expectations but facing concerns about high costs overshadowing the quarterly performance. Current Performance Analysis: The stock has experienced a dramatic decline, dropping from $105.21 on March 2 to $79.79 on March 3, representing a 24.16% single-day loss 2. This follows a broader downward trend from its 52-week high of $199.30 to its current level near the 52-week low of $77.05. The trading volume of 14.24 million shares indicates heightened investor activity amid the s

Earnings Spotlight: AVGO, JD, BILI, BEST, CRWD, OKTA

๐Ÿ˜œ Hi Tigers, We invite you to take a closer look at the key earnings reports and major market themes to watch this week. In this post, we have highlighted the key stocks to monitor regarding AI demand, China's consumption recovery, retail tariff impacts, and software SaaS resilience ahead of their upcoming earnings. Before we dive in, check out our related weekly insights: ๐ŸŽ Weekly Higher EPS Estimates: AVGO, COST, PBR, CRWD, MRVL & More https://ttm.financial/post/538199744599576 ๐ŸŽ Capturing Top 10 Ex_dividend: PIPR, GS, LMT, MCD, CI... https://ttm.financial/post/538208507041384 Now, let's dive into the core market themes and key earnings reports you need to watch this week
Earnings Spotlight: AVGO, JD, BILI, BEST, CRWD, OKTA

Option Strategy | Sea Earnings Loom as Implied Volatility Prices in 12% Swing. How to Trade the Wave?

Southeast Asian technology group Sea Limited is set to report quarterly results before the market opens on March 3, with investors closely watching the balance between growth and profitability across its e-commerce, gaming and digital financial services units. Ahead of the release, the options market is signaling expectations of sharp price swings, offering traders opportunities โ€” and elevated risks โ€” in a high-volatility environment. I. Earnings Preview: Key Themes and Market Expectations Consensus estimates for the quarter: Revenue: about $6.45 billion, up roughly 39.5% year-on-year Earnings per share (EPS): about $0.616, up 41.6% EBIT: about $477 million, up 88.5% What investors are watching E-commerce (Shopee) Can order volumes and gross merchandise value (GMV) sustain momentum amid in
Option Strategy | Sea Earnings Loom as Implied Volatility Prices in 12% Swing. How to Trade the Wave?
$Sea Ltd(SE)$  EPS performance is actually not bad if we look at full year results but PE Ratio is too high in the current very volatile environment. Even for a gung-ho investor there are better alternatives to choose from. 
avatarPatmos
03-05 07:46
$Sea Ltd(SE)$  will find support at this price 
avatarRagz
03-04 13:07
$Sea Ltd(SE)$  Each time the trend tries to be bullish, the bears roar back in return [Facepalm]   @Eruditionboy  @HarimauSteve  @HENRYS CAT  @010leo  @Gironkids  @Subramanyan  @Tiger_Merch  @Success88  @Much
avatarYaYa 2025
03-04 16:05
avatarSang13
03-03
$Sea Ltd(SE)$  just did cardio. Letโ€™s see if it cools down or continue running downhill. Panic is instant, clarity takes time. The stock slipped after EPS missed expectations despite revenue beating estimates, showing demand is still strong in Shopee, SeaMoney & Garena. Iโ€™m watching for stabilisation. Long term, Google AI integration and SEA expansion could be long term catalysts, even if the short term sentiment stays weak. Volatility resets expectations, but it doesnโ€™t erase fundamentals overnight. 
avatarDdsl
03-04
avatarNdus
03-04
$Sea Ltd(SE)$ $Sea Ltd(SE)$  should bounce from here
avatarNdus
03-04
$Sea Ltd(SE)$  It's a short option squeeze, pressure won't last till 20March the expiration. 
$Sea Ltd(SE)$  feel like a bear trap, wouldn't be surprise if banks come out with buy rating tomorrow. DYOD
$Sea Ltd(SE)$  will buy at 20
avatarCYK1997
03-03
$Sea Ltd(SE)$  Under the sea already  ๐Ÿซ ๐Ÿซ ๐Ÿซ ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ
$Sea Ltd(SE)$  lol... Gone case