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Sea Limited (SE) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Internet Retail

Sell if holding. Momentum 4.3/10 is below the 5.0 floor at $83.18 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (4); Elevated risk factors.

Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally. The company operates through E-commerce, Digital Financial Services, and Digital Entertainment segments. It offers Garena, a digital... Read more

$83.18+49.3% A.UpsideScore 5.9/10#3 of 18 Internet Retail
Stop $77.17Target $123.88(analyst − 10%)A.R:R 5.9:1
Analyst target$137.64+65.5%29 analysts
$123.88our TP
$83.18price
$137.64mean
$195

Sell if holding. Momentum 4.3/10 is below the 5.0 floor at $83.18 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (4); Elevated risk factors. Chart setup: Death cross but MACD improving, RSI 43. Score 5.9/10, moderate confidence.

Passes 5/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

Thesis

Rewards
Strong growth profile
Analyst upside: 49%
Risks
Consecutive earnings misses (4)
Elevated risk factors
Below 200-MA, MA slope -7.4%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)33.0
P/E (Fwd)16.6
Mkt Cap$51.0B
EV/EBITDA18.6
Profit Mgn6.9%
ROE15.3%
Rev Growth38.4%
Beta1.70
DividendNone
Rating analysts38

Quality Signals

Piotroski F9/9

Options Flow

P/C2.10bearish
IV79%elevated
Max Pain$55-33.9% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 0B/4MEarnings in 12 days
GatesMomentum 4.3<4.5Death cross (50MA < 200MA)EARNINGS PROXIMITY 12d<=14d (soft)A.R:R 5.9 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
43 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $79.00Resistance $93.44

Price Targets

$77
$124
A.Upside+48.9%
A.R:R5.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Momentum score 4.3/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-05-12 (12d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SE stock a buy right now?

Sell if holding. Momentum 4.3/10 is below the 5.0 floor at $83.18 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (4); Elevated risk factors. Chart setup: Death cross but MACD improving, RSI 43. Prior stop was $77.17. Score 5.9/10, moderate confidence.

What is the SE stock price target?

Take-profit target: $123.88 (+49.3% upside). Prior stop was $77.17. Stop-loss: $77.17.

What are the risks of investing in SE?

Consecutive earnings misses (4); Elevated risk factors; Below 200-MA, MA slope -7.4%/30d (confirmed downtrend).

Is SE overvalued or undervalued?

Sea Limited trades at a P/E of 33.0 (forward 16.6). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about SE?

38 analysts cover SE with a consensus score of 4.2/5. Average price target: $138.

What does Sea Limited do?Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of...

Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally. The company operates through E-commerce, Digital Financial Services, and Digital Entertainment segments. It offers Garena, a digital entertainment platform for users to access mobile and PC online games, as well as promotes eSports operations and develops games. The company also operates the Shopee e-commerce platform, a mobile-centric marketplace that provides integrated payments, logistics and fulfillment infrastructure, and other value-added services. In addition, it offers Monee digital financial services comprising consumer, and small and medium-sized enterprises (SME) credit, e- wallets, payment processing, banking, Insurtech, and wealth services; and acts as an underwriter for various life and non-life insurance products under the MoneeInsure tradename, as well as insurance agency services. It serves buyers, such as individuals and households; and sellers, including small and medium businesses, brands, and large retailers. The company was formerly known as Garena Interactive Holding Limited and changed its name to Sea Limited in April 2017. Sea Limited was incorporated in 2009 and is headquartered in Singapore.

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