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.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Zacks.com users have recently been watching Sea Limited (SE) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Sea Limited (SE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
Sea Limited Sponsored ADR (SE) concluded the recent trading session at $147.54, signifying a -2.58% move from its prior day's close.
Rockhopper Exploration PLC (AIM:RKH) has launched a $140 million equity raise to fund the Phase 1 Sea Lion oil field development in the Falklands. New shares will be sold at a price of 53p, and investors will also receive share warrants (exercisable at 80p).
Recently, Zacks.com users have been paying close attention to Sea Limited (SE). This makes it worthwhile to examine what the stock has in store.