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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Sea Director Ye Gang Sells 40,000 Ordinary Shares for Approximately 4.43 Million Dollars
Sea director Ye Gang sold 40,000 ordinary shares on August 3 and 4, with the total amount reaching approximately 4.43 million dollars. According to a filing disclosed by the U.S. Securities and Exchange Commission on August 5, the sales were executed at an average price of 110.65 dollars per share.
Visa and ShopeePay launch Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan
Visa has partnered with ShopeePay to officially launch Visa Payment Passkey in Thailand, allowing consumers to verify online transactions using their fingerprint, face, or device PIN, eliminating the need for passwords or OTPs. The feature will initially be available on the Shopee platform, one of the country's leading e-commerce platforms. Eligible Visa cardholders can activate it upon receiving a notification and complete payments with participating merchants in four simple steps. Biometric data is securely stored only on the device and is never transmitted externally. Anthony Watson, Visa's Country Manager for Thailand, stated that Visa Payment Passkey marks a significant step in payment authentication, benefiting consumers, merchants, and financial institutions alike. Meanwhile, Supavit Hongamornsilp, Chief Executive of Money Thailand, said the collaboration enhances security and convenience in identity verification across the entire ShopeePay ecosystem.
Analysts Cut Sea Limited EPS Forecasts and Assign Bearish Rating Ahead of Results
Analysts have trimmed earnings-per-share estimates for Sea Limited and assigned a bearish Zacks Rank #4 (Sell) even while still projecting year-over-year earnings and revenue growth. The downgrades come ahead of the company's forthcoming results and highlight sensitivity to earnings expectations, though the key short-term catalyst remains the upcoming release and any margin guidance. Sea is also executing a US$1,000.0 million share repurchase program, with about US$182.9 million already deployed by March 2026, signaling management's willingness to commit capital amid a sharp single-day share price drop. The most optimistic analysts had previously assumed revenue could reach about US$46.5 billion and earnings US$4.8 billion, views that may need revisiting as the new estimate cuts and sentiment shifts play through.
Sea Stock Falls 5.13% Ahead of Earnings as Analysts See 28.8% Upside
Sea Limited shares dropped 5.13% in the latest trading session, underperforming the broader market ahead of an earnings report expected to show higher revenue and earnings. The stock closed at US$100.00, with a one-month return of 7.82% and a 90-day gain of 17.04%, but remains down 23.95% year-to-date and 36.59% over the past year. The most-followed analyst narrative pegs Sea's fair value at about US$140.50, implying the stock is 28.8% undervalued, based on assumptions of 20.3% annual revenue growth over the next three years and profit margins expanding from 6.4% to 8.9%. However, the current price-to-earnings ratio of 38.2 times sits well above the global Multiline Retail industry average of 19.7 times and a peer average of 25 times, signaling that much optimism may already be priced in.
StockStory highlights Sea, Dick's, and Super Micro as growth stocks with explosive upside
StockStory identified Sea, Dick's Sporting Goods, and Super Micro Computer as three growth stocks with significant upside potential. Sea reported one-year revenue growth of 39.3%, driven by a 22.7% annual increase in paying users and a 12.6% annual rise in average revenue per user, while its free cash flow margin expanded by 18.4 percentage points. Dick's posted one-year revenue growth of 41.2%, supported by a 3.6% average same-store sales growth over two years and projected revenue growth of 17.2% for the next 12 months. Super Micro achieved one-year revenue growth of 56.2%, with annual revenue growth of 68.9% over two years and earnings per share growing 57.5% annually over five years, backed by $33.7 billion in revenue.
Scotiabank Analyst Sees 55% Upside for MercadoLibre Despite Margin Collapse
Scotiabank analyst Hector Maya maintains a Sector Outperform rating and a Street-high $2,800 price target on MercadoLibre, implying roughly 55% upside from the current $1,799.21, even after a severe first-quarter margin collapse. Revenue rose 49% year-over-year to $8.85 billion, beating consensus, but operating income fell 20% to $611 million as provisions for doubtful accounts more than doubled to $1.244 billion and adjusted free cash flow turned negative. The company extended average Brazilian loan terms from five to eight months and pushed into riskier borrower segments, triggering a 15.8% share drop in the first week after the report. Despite the sell-off, 20 of 24 analysts still rate the stock a Buy, with bulls arguing the margin reset is a deliberate investment cycle that will reverse as newer credit card cohorts season and shipping subsidies stabilize. MercadoLibre shares are down 10.68% year to date, trailing the S&P 500 by more than 20 percentage points, while peers Sea and Nu Holdings have also fallen on similar credit-provision concerns.
Betagro Launches Dishdash, a Full-Service Delivery Kitchen to Help SMEs Expand with Low Costs
Betagro has launched a new business, Dishdash, a full-service standard delivery kitchen for small and medium-sized restaurant operators. The first kitchen is located in the Yen Akat area, one of the highest delivery order zones in Bangkok. Operators can use the service for a monthly fee, reducing investment burdens and kitchen management, with a professional team and a complete restaurant operating system. Current restaurant partners include Yong Seng Lee, Sukiyaki Boran, Tang Fu Mala, and Lan Por Neua Tom. Consumers can order via Grab, Lineman, and Shopeefood. There is also Dishdash Box, a premium snack and boxed meal service for corporate customers, starting at 69 baht.
Sea Limited COO Gang Ye sold 40,000 shares for $4.5 million
Sea Limited COO Gang Ye sold 40,000 shares of the company for approximately $4.5 million across transactions dated July 10 and July 13, 2026, at a weighted average price of $113.28 per share. The sale was executed indirectly through a British Virgin Islands entity under a prearranged Rule 10b5-1 trading plan adopted on September 4, 2025, and represented just 0.18% of his total equity holdings and 9% of his indirect position. Following the transaction, Gang Ye retains direct ownership of 21,636,405 shares and indirect ownership of 400,000 shares, with a total equity position valued at $2.44 billion based on the July 13 closing price of $110.66. Sea Limited, a Singapore-based digital platform operator with a market capitalization of $67.8 billion and trailing twelve-month revenue of $25.2 billion, runs the Garena gaming platform, Shopee e-commerce, and SeaMoney fintech services across Southeast Asia, Latin America, and other markets.
Sea's most-followed narrative sees 25.8% upside to $140.50 fair value
Sea Limited's most-followed analyst narrative pegs the stock's fair value at $140.50 per share, implying a 25.8% upside from its recent close of $104.23. The bullish view is driven by accelerating mobile internet adoption and rising youth digital literacy in Southeast Asia and Brazil, which are fueling user growth across Shopee, Monee, and Garena. This narrative projects robust double-digit revenue growth and expanding total addressable market, using an 8.63% annual discount rate and above-industry earnings multiples. However, the stock trades at about 39.8 times earnings, above the global Multiline Retail industry's 18.9 times and a fair ratio of 33.5 times, signaling richer pricing and less margin for error. Sea's shares have gained 19.34% over the past month but remain down 20.73% year to date.
Monster Beverage, Sea Limited, and Coupang are identified as long-term growth stocks with strong market positions and growth prospects. Monster Beverage holds a 29.7% share of the U.S. energy drink market and reported 2023 revenue of $7.1 billion, up 13.1% year over year, with net income surging nearly 37% to $1.6 billion. Sea Limited operates Garena, Shopee, and SeaMoney, with Shopee leading Southeast Asian e-commerce with a gross merchandise value of $47.9 billion, and the company achieved its first annual profit since its 2017 IPO with net income of $150.7 million in 2023. Coupang is the leading e-commerce provider in South Korea with a 22.5% market share as of 2022, turned profitable in 2023 with net income of $1.4 billion on sales of $24.4 billion, and recently acquired Farfetch Holdings to enter the global luxury goods market.
Sea Limited ADR Rises 8.8% on Analyst Upgrades Ahead of Earnings
Sea Limited's sponsored ADR climbed 8.8% as investors responded to analyst upgrades lifting earnings per share and revenue growth expectations ahead of its upcoming earnings release. The revisions reinforce optimism around Sea's e-commerce, fintech, and gaming ecosystem, though the company still faces risks from intense regional competition that could pressure margins. Since late 2025, Sea has repurchased about 1.9 million shares for roughly US$182.9 million, adding a modest support to the narrative. Consensus projections see Sea reaching US$43.9 billion in revenue and US$3.9 billion in earnings by 2029, implying 20.3% annual revenue growth and a US$2.3 billion earnings increase from the current US$1.6 billion. The most bullish analysts envision up to US$46.5 billion in revenue and US$4.8 billion in earnings, contingent on Shopee's logistics expansion succeeding.
Sea's Paying Users Surge 22.7% Annually to 72.6 Million
Sea's paying users grew 22.7% annually to 72.6 million in the latest quarter, one of the fastest rates among consumer internet businesses. Average revenue per user rose 12.6% over the last two years, reflecting stronger monetization and higher user spending. Free cash flow margin expanded by 18.4 percentage points, reaching 20.7% over the trailing 12 months. The stock has fallen 26.2% over the past six months to $103.18, trading at 4.4 times forward price-to-gross profit.
Shopee to cut about 8% of its global developer workforce
Sea Limited's e-commerce arm Shopee is cutting hundreds of developer jobs globally, affecting roles such as quality assurance and amounting to about 8% of Shopee's developer workforce. The move comes amid debate about the impact of artificial intelligence on jobs and discussions around possible AI-washing after major layoffs at other companies.
StockStory highlights Sea, Fair Isaac Corporation, and ATI as quality compounders that consistently reinvest profits for growth. Sea has grown paying users by an average of 22.7% annually and expanded its free cash flow margin by 18.4 percentage points, trading at 3.9 times forward price-to-gross profit. Fair Isaac Corporation, known for the FICO Score, achieved 29.3% annual earnings per share growth and maintains a 34% free cash flow margin, trading at 23.4 times forward price-to-earnings. ATI, a producer of specialized materials for aerospace and defense, posted 11.1% annual revenue growth and expanded its free cash flow margin by 21.7 percentage points, trading at 43.4 times forward price-to-earnings.
MercadoLibre Stock Down 38% From Peak as Profits Fall Amid Brazil Competition
MercadoLibre shares have fallen 38% from their all-time high as first-quarter operating income dropped to $611 million from $763 million a year earlier, despite a 49% jump in revenue. The profit decline stems from increased competition in Brazil, its largest market, from Sea Limited's Shopee, PDD Holdings' Temu, and Amazon, prompting MercadoLibre to lower its free shipping threshold to defend market share. The company is also investing in cross-border trade with merchants in China and the U.S., opening its first fulfillment center in China, while its credit portfolio grew 87% to $14.6 billion and it issued 2.7 million MercadoPago credit cards. Management views the margin compression as temporary, prioritizing long-term growth over short-term profits, and notes that the average Latin American makes just seven online purchases a year compared to 41 for the average American, signaling a long runway for e-commerce expansion.
Sea Limited Outshines Magnite as the Better Media Stock Buy for 2026
Sea Limited is the preferred media stock over Magnite for growth-oriented investors in 2026, according to a Motley Fool analysis. Magnite, a sell-side advertising platform focused on connected TV, reported fiscal 2025 revenue of nearly $714 million and net income of approximately $144.6 million, but faces risks from customer concentration with two buyers accounting for 44% of revenue and intense competition from Alphabet and Amazon. Sea operates a massive ecosystem across e-commerce, gaming, and fintech, generating roughly $22.9 billion in revenue and nearly $1.6 billion in net income in fiscal 2025, with a lower debt-to-equity ratio of 0.3x and strong free cash flow of close to $4.5 billion. While Magnite trades at a lower forward P/E of 16.9x and a price-to-sales ratio of 3.6x, Sea commands a higher premium with a forward P/E of 26.0x and a P/S ratio of 2.5x, reflecting its aggressive growth profile. The analysis favors Sea for its scale, diversified growth engines, and expanding institutional interest, despite ongoing profitability work.
Sea integrates AI across e-commerce, fintech, and gaming as Duquesne Family Office takes position
Sea is integrating artificial intelligence tools into user engagement, risk management, and content personalization across its e-commerce, digital financial services, and gaming platforms. Stanley Druckenmiller's Duquesne Family Office has disclosed a position in the company, signaling that some large investors are paying closer attention to how Sea applies AI across its ecosystem. The focus is on how these technologies are being embedded into the core of each business line rather than treated as side projects. Key questions include how AI usage may influence Sea's competitive position and what that could mean for risk, capital allocation, and business mix over time.
Consumer internet stocks reported a satisfactory first quarter, with aggregate revenues beating analyst consensus estimates by 1.2% while next-quarter revenue guidance came in 0.6% below expectations. Airbnb posted revenue of $2.68 billion, up 17.9% year on year and exceeding estimates by 2.2%, alongside an impressive EBITDA beat and above-consensus revenue guidance. Sea delivered the strongest performance among peers, with revenue of $7.33 billion, up 43.2% year on year and topping estimates by 10.1%, driven by solid user growth to 72.6 million. Shutterstock was the weakest, with revenue of $199.2 million, down 17.9% year on year and missing estimates by 10.1%, accompanied by a significant EBITDA miss. Revolve reported revenue of $342.9 million, up 15.6% year on year and beating estimates by 4.2%, while Etsy posted revenue of $631.3 million, up 3.1% year on year and exceeding estimates by 2.4%. On average, share prices across the 46 tracked consumer internet stocks have declined 3.2% since the latest earnings results.
Five Niche-Leading Growth Stocks Down 28% to 54% Present a Once-in-a-Decade Buying Opportunity
The Motley Fool highlights five region-dominating growth stocks that have fallen 28% to 54% from their 52-week highs, calling the pullback a once-in-a-decade opportunity. MercadoLibre is 37% below its high, trading at 43 times earnings after sales rose 49% in its latest quarter, though logistics spending has pressured margins. Coupang is 46% below its high, trading at 0.9 times sales, as it recovers from a data leak that led to a 409 million dollar fine and a 1.2 billion dollar voucher program, with management noting 80% of lost memberships have been recouped. Sea Limited is 54% below its high, trading at 23 times forward earnings, with sales up 47% and VIP membership growing 40% to over 10 million customers, though margins dipped amid seller incentives. Grab Holdings is 46% below its high, trading at 38 times forward earnings, with sales up 24% and nearly 52 million users, but minimal profitability has weighed on the stock. Uber Technologies is 28% below its high, trading at 15 times free cash flow, as autonomous vehicle competition fears overshadow its 200 million monthly active customers and existing AV partnerships.
Philippines Social Commerce Market to Reach $28.77 Billion in 2026
The social commerce market in the Philippines is projected to reach US$28.77 billion in 2026, growing at an annual rate of 11.7%. The market recorded a compound annual growth rate of 13.1% between 2022 and 2025, and is expected to maintain a CAGR of 10.2% from 2026 to 2031, potentially expanding to approximately US$46.68 billion. Key developments include YouTube Shopping's launch with Shopee, enabling creators to tag products in videos, and TikTok Shop's 'Live to Shine' training program for sellers. Regulatory moves such as the Internet Transactions Act and the E-Commerce Philippine Trustmark are formalizing the sector, while digital payment infrastructure from BSP and GCash supports merchant onboarding. TikTok Shop, Shopee, and Lazada are positioned as leading players in the evolving competitive landscape.
Online Marketplace Stocks Beat Q1 Revenue Estimates by 1.8%
The 12 online marketplace stocks tracked by StockStory reported a satisfactory first quarter, with aggregate revenues beating analysts' consensus estimates by 1.8% and next-quarter revenue guidance coming in 0.5% above expectations. eBay posted revenues of $3.09 billion, up 19.5% year on year and exceeding estimates by 1.7%, though its EPS guidance slightly missed. Sea delivered the strongest performance, with revenues of $7.33 billion, a 43.2% increase that beat estimates by 10.1%, while Shutterstock was the weakest, with revenues of $199.2 million, down 17.9% and missing estimates by 10.1%. MercadoLibre recorded the fastest revenue growth among peers at 49% to $8.85 billion, and Teladoc reported revenues of $613.8 million, down 2.5% but beating estimates by 0.5%. Share prices of the group have held steady, up 3.1% on average since the latest earnings results.