Sea Limited (SE) reported Q1 2025 results with a 30% YoY revenue growth to $4.8 billion and a net income of $410.8 million. The company's e-commerce platform, Shopee, posted a record-high GMV and gross order volume, while digital financial services business SeaMoney saw a 50% YoY increase in revenue and adjusted EBITDA. The digital entertainment segment, Garena, also had a strong quarter. Analysts have a consensus Buy rating and a one-year average share price target of $178.66, representing a 15% upside potential.
Sea Limited (SE), a leading consumer internet company, has reported robust Q1 2025 results, demonstrating significant growth across its core businesses. The company reported a 30% year-over-year (YoY) revenue growth to $4.8 billion, marking a strong performance in the first quarter of fiscal 2025 [2].
The company's e-commerce platform, Shopee, achieved a record-high gross merchandise value (GMV) and gross order volume, driving substantial growth in this segment. Meanwhile, the digital financial services business, SeaMoney (now rebranded as Monee), saw a 50% YoY increase in both revenue and adjusted EBITDA, reflecting the company's expanding influence in the fintech sector [2].
The digital entertainment segment, Garena, also posted a strong quarter, registering its best performance since 2021. The combined efforts of these divisions have resulted in a total net income of $410.8 million for Q1 2025, up from a net loss of $23 million in the same period of the previous fiscal year [2].
Several Wall Street firms, including JPMorgan, Benchmark, and Barclays, have raised their price targets for Sea Limited (SE) following the Q1 2025 results. The consensus among analysts is a "Buy" rating, with a one-year average share price target of $178.66, representing a 15% upside potential from its current trading value [2].
Looking ahead, Sea Limited (SE) is well-positioned to continue its growth trajectory. The company's strategic focus on e-commerce, digital entertainment, and digital financial services, along with its ability to innovate and adapt to market conditions, has driven its success thus far. With a strong balance sheet and cash flow position, Sea Limited (SE) is poised to capitalize on future growth opportunities and strategic acquisitions.
References:
[1] https://www.quiverquant.com/news/Roper+Technologies%2C+Inc.+Reports+13%25+Revenue+Growth+and+Announces+%24800+Million+Acquisition+of+Subsplash
[2] https://ca.finance.yahoo.com/news/know-investing-sea-limited-se-024753181.html
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