• 1Lsp1Lsp
      ·11-14
      $Sea Ltd(SE)$  wooooooow very good
      325Comment
      Report
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11-12

      Sea's Q3 Growth-First Strategy: Bold Vision or Reckless Bet?

      Southeast Asian tech giant $Sea Ltd(SE)$ released its third-quarter financial results for the period ending September 30, 2025, on November 11 (pre-market) Eastern Time.Overall, this earnings report presents a stark sense of dichotomy: On one hand, all three major business segments are surging ahead, with total revenue significantly exceeding expectations and both core e-commerce GMV and game bookings achieving robust growth. On the other hand, GAAP earnings per share (EPS) unexpectedly fell well below market consensus, triggering an over 8% drop in the stock price.Sea's latest pivot between "growth" and "short-term profits" appears to leverage the robust recovery in gaming and financial services to fund larger investments in e-commerce—particularly
      2.47K2
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      Sea's Q3 Growth-First Strategy: Bold Vision or Reckless Bet?
    • xc__xc__
      ·11-12

      🚨 Sea Stock Plunges: EPS Flop Signals Trouble Ahead? 🚨

      $Sea Ltd(SE)$ Sea Limited just dropped a bombshell with their Q3 2025 earnings, and the market isn't thrilled! 😱 Shares tumbled over 4% as the EPS came in at a disappointing $0.59, way below the street's whisper of around $1.02. But hold up—revenue smashed expectations, clocking in at a whopping $5.99 billion against forecasts of $5.65 billion. 📈 That's a solid beat, fueled by explosive growth in e-commerce via Shopee and gaming powerhouse Garena. Yet, the profit miss has investors scratching their heads: is this the end of Sea's red-hot uptrend, or just a speed bump on the road to dominance? 🤔 Let's break it down, folks. Sea's been on a tear, pivoting from wild growth to laser-focused profitability. This quarter, digital entertainment revenue surge
      1.08KComment
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      🚨 Sea Stock Plunges: EPS Flop Signals Trouble Ahead? 🚨
    • Billy_bobBilly_bob
      ·11-11
      $Sea Ltd(SE)$  We trust in Forrest Li's management to bring this company to greater heights
      410Comment
      Report
    • The Tiger TraderThe Tiger Trader
      ·11-11
      $Sea Ltd(SE)$  Remains the top e-commerce platform within SEA and with multiple localisation initiatives and a strong ecosystem it'll be the platform to beat. [Miser]  
      1.32KComment
      Report
    • InspiretionInspiretion
      ·11-11
      $Sea Ltd(SE)$   sea has reported earnings that have beaten the market in the previous quarters, and is expected to beat the market on 11/11 again, a date shich reminds the market how dominant they are in ecommerce (shopee) in south east asia. This is why its shares have already risen 500%, and more upside is likely.
      3.42KComment
      Report
    • KSGKSG
      ·11-11
      $Sea Ltd(SE)$   Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile October, $SEA is once again in the spotlight as it prepares to release its next earnings report. Expectations are high: analysts forecast earnings of about $0.77 per share and revenue climbing 30.5% year over year to roughly $5.65 billion, up from $4.33 billion a year earlier. The numbers suggest a company that has regained its footing after a rough couple of years—but investors want to know whether this growth is sustainable or just a short-term rebound. Last Friday’s sharp pullback in the stock wiped out a good chunk of the recent rally, yet something interesting
      1.84K3
      Report
    • BrandykopioBrandykopio
      ·11-11
      $Sea Ltd(SE)$ I am relatively bullish in the short run. But long run bullish.  Shopper dominates the e coms scene in South East asia...
      848Comment
      Report
    • ShyonShyon
      ·11-10
      I've been watching $Sea Ltd(SE)$  closely these past few weeks, and I have to admit the recent price action has been a rollercoaster. Last Friday's sharp drop felt like a punch in the gut—watching the stock gap down hard after what looked like a solid setup was frustrating. But seeing it fill that gap almost immediately and climb back gave me some relief. It reminded me why I still hold a decent chunk of my portfolio in Sea Limited: the market tends to overreact to short-term noise, and SEA has a habit of proving the skeptics wrong when earnings roll around. The numbers heading into this report look promising on paper. Analysts are calling for $0.77 EPS and revenue up 30.5% YoY to $5.65B, which would be a nice acceleration from last quarte
      1.61K4
      Report
    • LanceljxLanceljx
      ·11-10
      $Sea Ltd(SE)$  The core tension for this print is exactly that: does management re-open the “spend to grow” chapter — or stay disciplined? Sea is always a two-body problem: Garena cashflow vs Shopee growth posture. What the numbers imply 30%+ top-line acceleration is strong — but investors have burnt memories of the prior hyper-growth / deep-loss cycle. So even if they beat EPS, the share-price reaction hinges more on “forward cost signalling” than the reported quarter. In other words: EPS beat = optional upside Guidance discipline = required condition If Yanjun & Forrest talk about re-accelerating GMV with softened cost discipline, the market will not reward the beat. Is US$150 attractive? At ~US$150, you are not buying panic — you are buy
      614Comment
      Report
    • antitiantiti
      ·11-10
      $Sea Ltd(SE)$ The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 27 "strong buy" or "buy," 4 "hold" and 1 "sell" or "strong sell."The mean earnings estimate of analysts had fallen by about 5.2% in the last three months. ​Wall Street's median 12-month price target for Sea Ltd is $198.00, about 22.4% above its last closing price of $153.56
      787Comment
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    • nerdbull1669nerdbull1669
      ·11-10

      Sea (SE) Shopee's Profitability (EBITDA) and GMV Performance To Watch

      $Sea Ltd(SE)$ is scheduled to report its Q3 2025 results on Monday, November 11, 2025, before the U.S. market opens. Q3 2025 Earnings Forecast Analyst consensus suggests significant year-over-year revenue and EPS growth, though recent estimate revisions have trended slightly downward. Summary of Sea Limited (SE) Fiscal Q2 2025 Earnings Sea Limited (SE) delivered a strong financial performance in the fiscal second quarter of 2025 (period ended June 30, 2025), driven by robust growth and improved profitability across all three segments: E-commerce (Shopee), Digital Financial Services (SeaMoney), and Digital Entertainment (Garena). Key Performance Highlights (Q2 2025 vs. Q2 2024) Segment Breakdown Shopee (E-Commerce): Saw strong momentum with Gross Mer
      503Comment
      Report
      Sea (SE) Shopee's Profitability (EBITDA) and GMV Performance To Watch
    • KYHBKOKYHBKO
      ·11-09

      (Part 2 of 5) consider Sea Limited? Earnings for the week starting 10Nov25

      Earnings Calendar (10Nov25) EARNINGS We are monitoring the upcoming earnings reports for a portfolio of key companies, including Monday, Occidental, Cisco, Disney and Sea Limited. Let us look at Sea Limited in detail. Market Performance and Outlook Year-over-Year Stock Performance: The stock price has experienced a significant increase, rising 60.3% from a year ago. Analyst Consensus and Price Target: The consensus analyst sentiment is a Strong Buy rating. The established price target of $196.56 implies a substantial 31.16% potential upside from the current share price. Technical Analysis: Current technical indicators are recommending a Strong Sell rating, which presents a divergence from fundame
      1.32K2
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      (Part 2 of 5) consider Sea Limited? Earnings for the week starting 10Nov25
    • ARKF Investment TrackerARKF Investment Tracker
      ·11-08
      ARKF Investment Tracker position change: Decreased position in Sea Ltd by 960 shares, the number of shares held decreased 0.67% compared to the previous period and now represents 2.24% of the total position.
      503Comment
      Report
    • Am3n_TaoAm3n_Tao
      ·11-08
      $Sea Ltd(SE)$ diving with the SEA. great company
      552Comment
      Report
    • Am3n_TaoAm3n_Tao
      ·11-08
      $Sea Ltd(SE)$ average down a bit of Sea. 
      639Comment
      Report
    • TigerAITigerAI
      ·11-08

      Q: What is Sea Ltd 2025/Q3 Earnings Preview?

      TigerGPT Answer: **Financial Forecast Data** - **Earnings Per Share (EPS):** The forecast for Q3 2025 is $0.77, compared to $0.24 in Q3 2024. This represents a 220.83% increase, indicating significant growth in profitability. - **Total Revenue:** The forecast for Q3 2025 is $5,649,943,310, compared to $4,328,233,000 in Q3 2024. This is a 30.56% increase, suggesting strong revenue growth. - **EBIT:** The forecast for Q3 2025 is $582,925,000, compared to $202,415,000 in Q3 2024. This is a 187.92% increase, highlighting substantial improvement in operating income. The significant increases in EPS, revenue, and EBIT suggest robust financial health and operational efficiency improvements. **Quarterly Important News** - **Shopee's Market Position:** Shopee
      768Comment
      Report
      Q: What is Sea Ltd 2025/Q3 Earnings Preview?
    • BrandykopioBrandykopio
      ·11-06
      $Sea Ltd(SE)$  I think Q3 earnings are going to be spectacular and the stock will rally. Similar to Amazon. Just before Q3 earnings are AMZ was trading shy of 220... when it slowly crept up... I believe institution buyers are slowly adding positions... similar to SEA. Its slowly creeping up too before earnings from a fair valuation.  
      1.15KComment
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    • 许智玮许智玮
      ·10-22

      Is Sea Stock’s Overvalued?

      Shares of Southeast Asian internet giant $Sea Ltd(SE)$  Sea Limited experienced significant volatility this past week, posting substantial declines even as fundamental valuation metrics showed notable improvement. The stock's 11.48% weekly drop compounded its already negative three-month performance, which now stands at -4.20%. Despite the recent downturn, a compelling narrative emerges when examining Sea's broader performance timeline. The company's shares have delivered impressive gains of 61.74% when measured over the past twelve months, highlighting the contrast between short-term turbulence and longer-term strength. The recent price correction triggered an important reassessment from research firm Morningstar, which elevated its ratin
      2.12K3
      Report
      Is Sea Stock’s Overvalued?
    • LazyCat InvestsLazyCat Invests
      ·10-20

      Cash Boost Lucky Draw

      Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!
      812Comment
      Report
      Cash Boost Lucky Draw
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11-12

      Sea's Q3 Growth-First Strategy: Bold Vision or Reckless Bet?

      Southeast Asian tech giant $Sea Ltd(SE)$ released its third-quarter financial results for the period ending September 30, 2025, on November 11 (pre-market) Eastern Time.Overall, this earnings report presents a stark sense of dichotomy: On one hand, all three major business segments are surging ahead, with total revenue significantly exceeding expectations and both core e-commerce GMV and game bookings achieving robust growth. On the other hand, GAAP earnings per share (EPS) unexpectedly fell well below market consensus, triggering an over 8% drop in the stock price.Sea's latest pivot between "growth" and "short-term profits" appears to leverage the robust recovery in gaming and financial services to fund larger investments in e-commerce—particularly
      2.47K2
      Report
      Sea's Q3 Growth-First Strategy: Bold Vision or Reckless Bet?
    • nerdbull1669nerdbull1669
      ·11-10

      Sea (SE) Shopee's Profitability (EBITDA) and GMV Performance To Watch

      $Sea Ltd(SE)$ is scheduled to report its Q3 2025 results on Monday, November 11, 2025, before the U.S. market opens. Q3 2025 Earnings Forecast Analyst consensus suggests significant year-over-year revenue and EPS growth, though recent estimate revisions have trended slightly downward. Summary of Sea Limited (SE) Fiscal Q2 2025 Earnings Sea Limited (SE) delivered a strong financial performance in the fiscal second quarter of 2025 (period ended June 30, 2025), driven by robust growth and improved profitability across all three segments: E-commerce (Shopee), Digital Financial Services (SeaMoney), and Digital Entertainment (Garena). Key Performance Highlights (Q2 2025 vs. Q2 2024) Segment Breakdown Shopee (E-Commerce): Saw strong momentum with Gross Mer
      503Comment
      Report
      Sea (SE) Shopee's Profitability (EBITDA) and GMV Performance To Watch
    • xc__xc__
      ·11-12

      🚨 Sea Stock Plunges: EPS Flop Signals Trouble Ahead? 🚨

      $Sea Ltd(SE)$ Sea Limited just dropped a bombshell with their Q3 2025 earnings, and the market isn't thrilled! 😱 Shares tumbled over 4% as the EPS came in at a disappointing $0.59, way below the street's whisper of around $1.02. But hold up—revenue smashed expectations, clocking in at a whopping $5.99 billion against forecasts of $5.65 billion. 📈 That's a solid beat, fueled by explosive growth in e-commerce via Shopee and gaming powerhouse Garena. Yet, the profit miss has investors scratching their heads: is this the end of Sea's red-hot uptrend, or just a speed bump on the road to dominance? 🤔 Let's break it down, folks. Sea's been on a tear, pivoting from wild growth to laser-focused profitability. This quarter, digital entertainment revenue surge
      1.08KComment
      Report
      🚨 Sea Stock Plunges: EPS Flop Signals Trouble Ahead? 🚨
    • KSGKSG
      ·11-11
      $Sea Ltd(SE)$   Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile October, $SEA is once again in the spotlight as it prepares to release its next earnings report. Expectations are high: analysts forecast earnings of about $0.77 per share and revenue climbing 30.5% year over year to roughly $5.65 billion, up from $4.33 billion a year earlier. The numbers suggest a company that has regained its footing after a rough couple of years—but investors want to know whether this growth is sustainable or just a short-term rebound. Last Friday’s sharp pullback in the stock wiped out a good chunk of the recent rally, yet something interesting
      1.84K3
      Report
    • ShyonShyon
      ·11-10
      I've been watching $Sea Ltd(SE)$  closely these past few weeks, and I have to admit the recent price action has been a rollercoaster. Last Friday's sharp drop felt like a punch in the gut—watching the stock gap down hard after what looked like a solid setup was frustrating. But seeing it fill that gap almost immediately and climb back gave me some relief. It reminded me why I still hold a decent chunk of my portfolio in Sea Limited: the market tends to overreact to short-term noise, and SEA has a habit of proving the skeptics wrong when earnings roll around. The numbers heading into this report look promising on paper. Analysts are calling for $0.77 EPS and revenue up 30.5% YoY to $5.65B, which would be a nice acceleration from last quarte
      1.61K4
      Report
    • KYHBKOKYHBKO
      ·11-09

      (Part 2 of 5) consider Sea Limited? Earnings for the week starting 10Nov25

      Earnings Calendar (10Nov25) EARNINGS We are monitoring the upcoming earnings reports for a portfolio of key companies, including Monday, Occidental, Cisco, Disney and Sea Limited. Let us look at Sea Limited in detail. Market Performance and Outlook Year-over-Year Stock Performance: The stock price has experienced a significant increase, rising 60.3% from a year ago. Analyst Consensus and Price Target: The consensus analyst sentiment is a Strong Buy rating. The established price target of $196.56 implies a substantial 31.16% potential upside from the current share price. Technical Analysis: Current technical indicators are recommending a Strong Sell rating, which presents a divergence from fundame
      1.32K2
      Report
      (Part 2 of 5) consider Sea Limited? Earnings for the week starting 10Nov25
    • TigerAITigerAI
      ·11-08

      Q: What is Sea Ltd 2025/Q3 Earnings Preview?

      TigerGPT Answer: **Financial Forecast Data** - **Earnings Per Share (EPS):** The forecast for Q3 2025 is $0.77, compared to $0.24 in Q3 2024. This represents a 220.83% increase, indicating significant growth in profitability. - **Total Revenue:** The forecast for Q3 2025 is $5,649,943,310, compared to $4,328,233,000 in Q3 2024. This is a 30.56% increase, suggesting strong revenue growth. - **EBIT:** The forecast for Q3 2025 is $582,925,000, compared to $202,415,000 in Q3 2024. This is a 187.92% increase, highlighting substantial improvement in operating income. The significant increases in EPS, revenue, and EBIT suggest robust financial health and operational efficiency improvements. **Quarterly Important News** - **Shopee's Market Position:** Shopee
      768Comment
      Report
      Q: What is Sea Ltd 2025/Q3 Earnings Preview?
    • LanceljxLanceljx
      ·11-10
      $Sea Ltd(SE)$  The core tension for this print is exactly that: does management re-open the “spend to grow” chapter — or stay disciplined? Sea is always a two-body problem: Garena cashflow vs Shopee growth posture. What the numbers imply 30%+ top-line acceleration is strong — but investors have burnt memories of the prior hyper-growth / deep-loss cycle. So even if they beat EPS, the share-price reaction hinges more on “forward cost signalling” than the reported quarter. In other words: EPS beat = optional upside Guidance discipline = required condition If Yanjun & Forrest talk about re-accelerating GMV with softened cost discipline, the market will not reward the beat. Is US$150 attractive? At ~US$150, you are not buying panic — you are buy
      614Comment
      Report
    • Mickey082024Mickey082024
      ·10-17

      Sea Dives Again: Growth Waves Return Just as Investors Jump Ship

      $Sea Ltd(SE)$ Sea Limited (NYSE: SE) shares sank nearly 10% in a single session, extending a volatile pattern that has defined the Southeast Asian tech giant’s trading history. The drop wiped out weeks of gains, coming amid a broader tech selloff and renewed investor anxiety about global risk assets. Yet, for long-term investors, the sharp decline has reopened an old question — is Sea’s valuation still too high, or could this be a buying opportunity ahead of its next earnings report? Performance Overview: A Sharp Reversal After Weeks of Optimism Sea’s decline came abruptly, breaking a short-lived rally that began after signs of stabilization in its e-commerce and fintech businesses. The company’s stock had been trending upward since mid-September as
      2.75K3
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      Sea Dives Again: Growth Waves Return Just as Investors Jump Ship
    • BlinkfansBlinkfans
      ·10-05

      Sea limited my profit roller Cash Boost Lucky Draw

      $Sea Ltd(SE)$   Find out more here: Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now! ⸻ Key Strengths 1. Multiple Business Lines / Diversification Sea isn’t just an e-commerce company. It has three core divisions: • Shopee (e-commerce) • Garena (gaming / digital entertainment) • SeaMoney (digital financial services / fintech) Having multiple sources of revenue means if one segment slows, others can help off
      1.46K5
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      Sea limited my profit roller Cash Boost Lucky Draw
    • 许智玮许智玮
      ·10-22

      Is Sea Stock’s Overvalued?

      Shares of Southeast Asian internet giant $Sea Ltd(SE)$  Sea Limited experienced significant volatility this past week, posting substantial declines even as fundamental valuation metrics showed notable improvement. The stock's 11.48% weekly drop compounded its already negative three-month performance, which now stands at -4.20%. Despite the recent downturn, a compelling narrative emerges when examining Sea's broader performance timeline. The company's shares have delivered impressive gains of 61.74% when measured over the past twelve months, highlighting the contrast between short-term turbulence and longer-term strength. The recent price correction triggered an important reassessment from research firm Morningstar, which elevated its ratin
      2.12K3
      Report
      Is Sea Stock’s Overvalued?
    • antitiantiti
      ·11-10
      $Sea Ltd(SE)$ The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 27 "strong buy" or "buy," 4 "hold" and 1 "sell" or "strong sell."The mean earnings estimate of analysts had fallen by about 5.2% in the last three months. ​Wall Street's median 12-month price target for Sea Ltd is $198.00, about 22.4% above its last closing price of $153.56
      787Comment
      Report
    • 1Lsp1Lsp
      ·11-14
      $Sea Ltd(SE)$  wooooooow very good
      325Comment
      Report
    • InspiretionInspiretion
      ·11-11
      $Sea Ltd(SE)$   sea has reported earnings that have beaten the market in the previous quarters, and is expected to beat the market on 11/11 again, a date shich reminds the market how dominant they are in ecommerce (shopee) in south east asia. This is why its shares have already risen 500%, and more upside is likely.
      3.42KComment
      Report
    • The Tiger TraderThe Tiger Trader
      ·11-11
      $Sea Ltd(SE)$  Remains the top e-commerce platform within SEA and with multiple localisation initiatives and a strong ecosystem it'll be the platform to beat. [Miser]  
      1.32KComment
      Report
    • Billy_bobBilly_bob
      ·11-11
      $Sea Ltd(SE)$  We trust in Forrest Li's management to bring this company to greater heights
      410Comment
      Report
    • BrandykopioBrandykopio
      ·11-11
      $Sea Ltd(SE)$ I am relatively bullish in the short run. But long run bullish.  Shopper dominates the e coms scene in South East asia...
      848Comment
      Report
    • MrzorroMrzorro
      ·10-16
      Sea Shares Tumble Nearly 10% Amid Valuation Concerns $Sea Ltd(SE)$   experienced a sharp 9.6% decline overnight, erasing gains accumulated over several weeks. Market observers and analysts are debating the growth outlook of Shopee versus the company's currently high valuation. The stock now trades at a price-to-earnings ratio of approximately 94, a level that suggests even modest profit expectations are fully priced in. Despite strong business momentum reported in Q2 2025—with Shopee's e-commerce sales growing 33.7%, Garena's gaming bookings rising nearly 23%, and SeaMoney (rebranded as Monee) fintech revenue soaring 70%—concerns about the stretched valuation weigh heavily on investor sentiment. While Shopee
      2.38KComment
      Report
    • BrandykopioBrandykopio
      ·11-06
      $Sea Ltd(SE)$  I think Q3 earnings are going to be spectacular and the stock will rally. Similar to Amazon. Just before Q3 earnings are AMZ was trading shy of 220... when it slowly crept up... I believe institution buyers are slowly adding positions... similar to SEA. Its slowly creeping up too before earnings from a fair valuation.  
      1.15KComment
      Report
    • ARKF Investment TrackerARKF Investment Tracker
      ·11-08
      ARKF Investment Tracker position change: Decreased position in Sea Ltd by 960 shares, the number of shares held decreased 0.67% compared to the previous period and now represents 2.24% of the total position.
      503Comment
      Report