Sea Limited Revenue Set to Grow Over 30% in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
0mins
Should l Buy SE?
Source: Fool
- E-commerce Dominance: Sea Limited's Shopee processed 10 billion orders worth $90.6 billion in the first three quarters of 2025, solidifying its position as Southeast Asia's largest e-commerce platform, thereby enhancing the company's competitiveness in the digital economy.
- Financial Services Expansion: Sea's Monee platform provides loans to Shopee merchants and offers 'buy now, pay later' services, which are expected to further increase user engagement and market share as merchants grow their businesses.
- Gaming Development Strength: Garena, as one of the world's top game development studios, has launched hits like Free Fire and Call of Duty: Mobile, boosting Sea's influence in the global gaming market and driving revenue growth.
- Market Outlook Analysis: Despite Sea's stock being down 35% from its 52-week high, the company is projected to achieve its fastest revenue growth in four years at over 30% in 2025, presenting a compelling entry point for long-term investors.
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Analyst Views on SE
Wall Street analysts forecast SE stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 87.820
Low
138.00
Averages
184.58
High
226.00
Current: 87.820
Low
138.00
Averages
184.58
High
226.00
About SE
Sea Limited is a consumer Internet company. The Company, through its subsidiaries, operates three core businesses of e-commerce, digital financial services, and digital entertainment, known as Shopee, SeaMoney and Garena. Its segments are e-commerce, digital financial services, and digital entertainment. The platform of Garena offers mobile and personal computer online games and develops mobile games for the global market. It offers e-sports and provides access to other entertainment content and social features, such as live-streaming of gameplay, user chat, and online forums. The platform of Shopee is a mobile-centric, social-focused marketplace. It provides users a shopping environment with integrated payment, logistics infrastructure, and seller services. SeaMoney provides digital financial services and products, including mobile wallet services, payment processing, credit, banking, and Insurtech. It operates in Indonesia, Taiwan, Thailand, Singapore, Malaysia, and the Philippines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Revenue Growth: Sea Ltd's Q4 revenue rose 38.4% year-on-year to $6.85 billion, surpassing analyst expectations of $6.45 billion, indicating strong market performance.
- Shopee's Strong Performance: Shopee's quarterly revenue increased 35.8% to $4.3 billion, driven by GMV growth, with total gross orders reaching 4 billion, a 30.5% year-on-year increase, reflecting its expanding market share.
- Monee's Robust Growth: Monee's quarterly revenue surged 54.3% to $1.1 billion, fueled by growth in its credit business, with adjusted EBITDA at $263.1 million, up 24.7%, showcasing the potential of its financial services.
- Garena User Growth: Garena's quarterly revenue climbed 35.1% to $701 million, with active users reaching 633.3 million, a 2.5% year-on-year increase, indicating a sustained expansion of its user base in the gaming sector.
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- Strategic Investment Moves: In response to Shopee's advances, MercadoLibre is lowering the free shipping minimum, expanding its credit business, and doubling down on artificial intelligence initiatives; while these strategies may reduce earnings and margins in the short term, they are expected to enhance the company's competitive edge in the long run.
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- Increased Competition: Despite being the leading e-commerce player in Latin America, MercadoLibre faces significant pressure from competitors like Shopee, which has been successfully eroding its market share by offering more competitive pricing.
- Strategic Investments: The company is lowering the free shipping minimum, which, while increasing short-term costs, is expected to boost overall gross merchandise volume and enhance market competitiveness.
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Sea Ltd Reports Strong Q4 Growth but Earnings Miss Expectations
- Significant Revenue Growth: Sea Ltd's Q4 revenue rose 38.4% year-on-year to $6.85 billion, surpassing analyst expectations of $6.45 billion, indicating strong market performance.
- Shopee's Strong Performance: Shopee's quarterly revenue increased 35.8% to $4.3 billion, driven by GMV growth, with total gross orders reaching 4 billion, a 30.5% year-on-year increase, reflecting its expanding market share.
- Monee's Robust Growth: Monee's quarterly revenue surged 54.3% to $1.1 billion, fueled by growth in its credit business, with adjusted EBITDA at $263.1 million, up 24.7%, showcasing the potential of its financial services.
- Garena User Growth: Garena's quarterly revenue climbed 35.1% to $701 million, with active users reaching 633.3 million, a 2.5% year-on-year increase, indicating a sustained expansion of its user base in the gaming sector.
See More
U.S. STOCKS OF SEA PLUMMET 25% FOLLOWING REPORT OF RISING QUARTERLY OPERATING COSTS
- Stock Performance: U.S. listed shares of Sea Limited dropped by 25% following the release of quarterly reports.
- Operating Expenses: The decline in stock value is attributed to a surge in the company's operating expenses during the reported quarter.
See More
MercadoLibre Faces Competitive Pressures and Investment Challenges
- Earnings Warning: MercadoLibre's latest quarterly update reveals a 45% year-over-year revenue increase to $8.8 billion, yet net income fell 12.5% to $559 million, missing analyst expectations and indicating significant profitability challenges amid intensifying competition.
- Increased Competition Impact: As the leading e-commerce player in Latin America, MercadoLibre faces fierce competition from Shopee, which has eroded its market share through competitive pricing, contributing to a 14% decline in the stock price over the past year.
- Strategic Investment Moves: In response to Shopee's advances, MercadoLibre is lowering the free shipping minimum, expanding its credit business, and doubling down on artificial intelligence initiatives; while these strategies may reduce earnings and margins in the short term, they are expected to enhance the company's competitive edge in the long run.
- Future Growth Potential: With Latin America's e-commerce market growing rapidly, MercadoLibre's investment strategy aims to capitalize on this opportunity, making the current stock dip a potential buying opportunity for patient investors despite the ongoing challenges.
See More
MercadoLibre's Quarterly Results Fall Short of Expectations
- Earnings Decline: MercadoLibre's latest quarterly update revealed a net income of $559 million, down 12.5% year-over-year and missing analyst expectations, which has contributed to a 14% decline in stock price over the past 12 months.
- Increased Competition: Despite being the leading e-commerce player in Latin America, MercadoLibre faces significant pressure from competitors like Shopee, which has been successfully eroding its market share by offering more competitive pricing.
- Strategic Investments: The company is lowering the free shipping minimum, which, while increasing short-term costs, is expected to boost overall gross merchandise volume and enhance market competitiveness.
- Future Growth Potential: MercadoLibre is expanding its credit business and investing heavily in artificial intelligence; although this may lead to lower earnings and margins in the short term, these initiatives are anticipated to drive future growth, particularly in the rapidly expanding Latin American e-commerce market.
See More
Oversold Stocks Set for Potential Rebound in Global Markets
- Oversold Stock List: A search using the Benzinga Pro Scanner identified stocks with market caps over $2 billion and RSI below 30, with KraneShares CSI China Internet ETF (KWEB) showing an RSI of 18.32, indicating extreme oversold conditions that may lead to a rebound if risk appetite improves.
- JD.com Performance: JD.com has an RSI of 24.42, with shares around $25.21, down 1.68% on the day, reflecting the overall pressure on Chinese consumer and internet stocks, potentially providing short-term trading opportunities for investors.
- Broad Market Overselling: iShares China Large-Cap ETF (FXI) posts an RSI of 24.99, trading near $35.89, indicating that selling pressure has broadened from individual stocks to major Chinese benchmarks, which may influence investors' regional allocation decisions.
- Emerging Market Signals: iShares MSCI India ETF (INDA) shows an RSI of 29.75, trading around $50.03, indicating oversold conditions and suggesting that selling pressure has spread to broader Asian and emerging markets, potentially prompting long-term investors to reassess their risk tolerance.
See More
Investment Opportunities and Challenges in Tech Stocks
- Trade Desk Stock Decline: The Trade Desk's stock has plummeted over 80% since December 2024, dropping from $141 to $24.99, primarily due to economic uncertainty and data privacy regulations, although customer retention remains high at 95%.
- Sea Limited Growth Potential: Sea Limited's revenue grew by 35% to over $16 billion in the first nine months of 2025, despite a 45% drop in stock price from its highs, yet its low forward P/E ratio of 22 may attract investor interest.
- Lyft Financial Performance: Lyft reported a 15% increase in gross bookings in 2025, with revenue rising only 9%, but its free cash flow exceeded $1.1 billion, a 46% increase from 2024, and plans to allocate $1 billion for share buybacks.
- Market Overreaction: Despite intensified competition and market volatility, investors may find these tech stocks increasingly attractive as valuations improve, especially amid concerns over AI's impact on the industry, suggesting potential rebound opportunities.
See More
