Sea Limited: Benchmark Raises PT to $205, Maintains Buy Rating
Sea Limited (SE) has received a positive update from investment analysts, with Benchmark Securities raising its 12-month price target to $205, while maintaining a "buy" rating. The move reflects strong second-quarter earnings and a robust strategic outlook presented by the company [3].
Sea Limited reported a significant increase in revenue for the second quarter of 2025, with total earnings of $5.3 billion, marking a 40% year-over-year (YoY) growth. This performance was driven by strong contributions from all three core units: Shopee, Garena, and Monee. Shopee, the company's dominant e-commerce platform, accounted for 72% of the total revenue, while Monee's loan book expanded by 94% YoY [2].
The company's net income also surged to $414.2 million, more than five times the $79.9 million recorded in the prior year. This turnaround reflects Sea Limited's strategic shift towards monetizing its digital services while maintaining user engagement and operational efficiency [3].
CEO Forrest Li highlighted Brazil as a key expansion target during the earnings call, expressing confidence in Shopee's competitive edge against rivals like PDD Holdings and ByteDance in the region [3]. The company's continued profitability marks a significant turnaround after a period of cost-cutting and restructuring.
Benchmark's new price target of $205 indicates investor confidence in Sea Limited's strategic direction and its ability to scale across multiple digital verticals. The stock's nearly 60% gain in 2025 underscores this confidence, positioning Sea Limited to capitalize on emerging market opportunities and solidify its leadership in the digital services sector.
References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3U02LN:0-sea-ltd-expected-to-post-earnings-of-73-cents-a-share-earnings-preview/
[2] https://sg.finance.yahoo.com/news/sea-limited-q2-earnings-miss-123800799.html
[3] https://www.ainvest.com/news/sea-limited-shares-jump-20-strong-earnings-strategic-growth-outlook-2508/
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