Analysts Adjust Price Targets on Sea Limited (SE) After Q1 Report

Sea Limited (NYSE:SE) is among the 10 Stocks That Will Make You Rich Over the Next Decade. On May 14, J.P. Morgan analyst Ranjan Sharma cut the firm’s price target on the stock to $163 from $168 and reiterated an Overweight rating. The adjustment came after the company reported financial results for the first quarter.

Analysts Adjust Price Targets on Sea Limited (SE) After Q1 Report

Photo by Arturo Añez on Unsplash

On the same day, Barclays lifted its price target on the company’s shares by $2 to $122 and retained an Overweight rating. The bank described the financial performance in Q1 as ‘robust’ in a research note to investors.

As of the close of business on May 15, Sea Limited (NYSE:SE) is a Strong Buy based on the recommendations from 14 analysts and has an average share price upside potential of 68%.

GAAP revenue for the first quarter expanded 46.6% year-over-year to reach $7.1 billion, with growth across Shopee, Monee, and Garena, the three reported segments. The company’s gross profit was $3.1 billion, improving 40.7% from the prior year’s period, while net income rose 6.7% to $438.2 million. Adjusted EBITDA came in at $1 billion, representing a 9.3% increase from the same period last year.

In other news, Sea Limited (NYSE:SE) repurchased 1.8 million shares worth around $168.4 million during the first quarter, as part of its $1 billion share repurchase program announced in November 2025.

Institutional interest in the stock remains strong. According to Insider Monkey’s database for Q4 2025, 113 hedge funds held a stake in the company, up from 102 in the previous quarter.

Sea Limited (NYSE:SE) is a consumer internet company, operating three core business segments across digital entertainment, financial services, and e-commerce, named Garena, Monee, and Shopee.

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