EQNR's Deimos well in the Barents Sea comes up dry, with no commercial hydrocarbons found despite extensive drilling efforts.
Aker BP and its partners have made a significant oil discovery that adds substantial new resources to its Yggdrasil field area of the North Sea, the company said in a statement on Thursday.
Sea Limited (SE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
2Q25 results further prove Shopee monetization, which has a long runway and may drive margins from 0% to 15% by 2028. The Shopee monetization plus fintech expansion and cash cow from gaming may lead to over 20% earnings growth through 2028. Valuation remains attractive at a 1.1x PEG, with my upgraded price target of $241 for 2026, implying 42% upside potential.
Sea Limited's Rally Still Has Legs - Growth Flywheel Accelerating
Sea Limited's strong Q2 results, with 38% revenue growth and robust profitability, highlight its superior execution and international scale. E-commerce and Digital Financial Services segments are key growth drivers, with impressive GMV, take-rate, and loan book expansion while maintaining low credit risk. Valuation remains reasonable given >30% revenue growth and margin expansion; long-term EPS growth could drive significant stock upside.
SE's Q2 earnings miss estimates, but surging e-commerce, gaming and fintech revenues power a 38% jump in sales.
I'm upgrading Sea to a buy as its e-commerce segment achieves profitability and drives a 20% post-earnings stock surge. The company benefits from exposure to Southeast Asia's rapidly growing economies and an expanding middle class, fueling robust e-commerce GMV growth. Sea's synergistic business model spans e-commerce, gaming, and financial services, with a strong cash position supporting future growth.
Although the revenue and EPS for Sea Limited (SE) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sea Limited (NYSE:SE ) Q2 2025 Earnings Call August 12, 2025 7:30 AM ET Company Participants Tony Tianyu Hou - Chief Financial Officer Xiaodong Li - Founder, Chairman & CEO Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Divya Gangahar Kothiyal - Morgan Stanley, Research Division Hyungwook Choi - Daiwa Securities Co. Ltd., Research Division Jiong Shao - Barclays Bank PLC, Research Division Pang Vittayaamnuaykoon - Goldman Sachs Group, Inc., Research Division Piyush Choudhary - HSBC Global Investment Research Thomas Chong - Jefferies LLC, Research Division Operator [indiscernible] to all, and welcome to the Sea Limited Second Quarter 2025 Results Conference Call.
Shares of Sea Ltd (NYSE:SE) are soaring this morning, after the Singapore-based tech conglomerate reported second-quarter earnings of $0.65 per share on revenue of $5.26 billion, sailing past estimates.
Margin pressure from competition and higher shipping costs are likely to have hurt SE's Q2 performance, yet Shopee's GMV and ad growth are likely to have aided.