Sea Surges 13% on Blowout Q1: SE Re-Rating to $100?

Sea Limited (SE) soared 13.1% after Q1 2026 results beat across the board, driven by dual engines of Shopee e-commerce and Garena gaming, underscoring a robust recovery in Southeast Asia's consumer internet sector. A long-suppressed valuation discount is now undergoing systematic re-rating as institutional capital accelerates inflows. Key risks remain: fragmented multi-country regulatory exposure and unproven earnings sustainability. How far do you think this recovery run can go — are you buying SE at this level?

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nerdbull1669

05-14

Sea (SE) Q1 2026 Reality Check and Path To $100

$Sea Ltd(SE)$ is currently riding a wave of high-octane growth that has caught the market’s attention, though the path to $100 remains a tug-of-war between aggressive reinvestment and bottom-line stability. Following its Q1 2026 earnings (released May 12, 2026), the stock saw a massive double-digit surge. While the 3% jump and subsequent pullback you noted represent the typical "digestion" of a move, the underlying data suggests the "re-rating" to $100 is not just possible—it is already being factored in by several major institutions. The Q1 2026 Reality Check The "blowout" was driven by a massive 47% year-on-year revenue growth ($7.1B), significantly beating estimates. However, the market is still wrestling with the "Growth vs. Profit" trade-off: S

Sea (SE) Q1 2026 Reality Check and Path To $100

Kekemon

05-14

$Sea Ltd(SE)$ Confirmed with breakthrough $100 soon. I guess by end of May. Let's go.😊

Patmos

05-14

$Sea Ltd(SE)$ Yes buying Seagate price target $150

salvatore96

05-14

$Sea Ltd(SE)$ nice to incest

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