SE

Sea Ltd

NYSE · Services-Miscellaneous Business Services · Inc. E9 · CIK 0001703399
$86.56 -6.00% $56.4B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)8 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$56.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders12 funds
Inst. Value$4.4B
Inst. Activity8 buys / 1 sells
Insider Activity0B / 50S
Insider Net $-$5.2M
Reddit Sentiment74° Bullish
SEC Reports20
Congressional1 trades
Exchange NYSE·Sector Services-Miscellaneous Business Services·Inc. E9·CIK 0001703399·Prev Close $92.09

Recent Activity

Jun 4, 2026 SEC
Three Sea Ltd insiders, including COO Ye Gang and CCO Wang Yanjun, sold a total of $516K in open-market sales over a 7-d
CLUSTER — Impact 2/10
Jun 3, 2026 Insider
Wang Yanjun sold 378 shares
CCO and GC @ $88.68 ($33.5K)
Jun 3, 2026 Insider
Ye Gang sold 4,602 shares
COO @ $88.69 ($408.2K)
Jun 2, 2026 SEC
Three C-suite insiders at Sea Ltd (COO, CPO, CCO/GC) sold a total of ~$170K in open-market sales over a 7-day window end
CLUSTER — Impact 2/10
Jun 2, 2026 Insider
Wang Yanjun sold 398 shares
CCO and GC @ $93.12 ($37.1K)
May 29, 2026 SEC
Three Sea Ltd insiders (COO, CPO, and CCO/GC) sold a total of ~$196K in open-market sales over a three-day window (May 2
CLUSTER — Impact 2/10
Inst.
FMR LLC — ADD
17,504,405 shares ($2.2B)
Inst.
MORGAN STANLEY — ADD
5,392,601 shares ($687.9M)

Price Targets

$140.14 +61.9% upside Strong Buy
Current $86.56 Low $91.00 Median $135.60 High $195.00 28 analysts
$91.00 $195.00

Analyst Ratings

Strong Buy92% buy · 37 analysts
15Strong Buy
19Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 14, 2026 Barclays MAINTAIN Overweight → Overweight
May 13, 2026 TD Cowen MAINTAIN Hold → Hold
Apr 20, 2026 JP Morgan MAINTAIN Overweight → Overweight
Mar 5, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.87 ▼ -2.1% $0.74 — $1.06 3% YoY 5
Next Q $1.03 ▼ -1.0% $0.90 — $1.21 35% YoY 4
Current FY $3.97 ▲ +3.9% $3.52 — $4.53 25% YoY 7
Next FY $5.19 ▲ +3.7% $4.30 — $6.29 31% YoY 8

Top Institutional Holders

FundValueMove
FMR LLC$2.2BADD
MORGAN STANLEY$687.9MADD
NORGES BANK$576.4MNEW
BANK OF AMERICA CORP$279.1M
TWO SIGMA INVESTMENTS, LP$220.4MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Wang YanjunSELL$33.5K
Jun 3, 2026Ye GangSELL$408.2K
Jun 2, 2026Wang YanjunSELL$37.1K
Jun 2, 2026Ye GangSELL$453.0K
Jun 1, 2026Wang YanjunSELL$2.5K

Reddit Sentiment

74°
Bullish
Bearish Neutral Bullish
15 mentions 9 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Josh GottheimerDBUY$1,001 - $15,000
12 institutional holders with $4.4B total value (35,157,360 shares) as of 2025-Q4. Top holders: FMR, MORGAN, NORGES. Net buying activity: 8 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC17,504,405$2.2B51.2%ADD +62.0%
2MORGAN STANLEY5,392,601$687.9M15.8%ADD +28.6%
3NORGES BANK4,518,219$576.4M13.2%NEW
4BANK OF AMERICA CORP /DE/2,187,684$279.1M6.4%
5TWO SIGMA INVESTMENTS, LP1,727,586$220.4M5.0%ADD +40.2%
6RENAISSANCE TECHNOLOGIES LLC1,153,800$147.2M3.4%ADD +66.6%
7VANGUARD GROUP INC916,603$116.9M2.7%
8WELLS FARGO & COMPANY/MN404,098$51.6M1.2%TRIM -38.4%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC321,121$41.0M0.9%NEW
10Fund 1 Investments, LLC79,000$10.1M0.2%NEW
11Mawer Investment Management Ltd.8,123$1.0M0.0%NEW
12Duquesne Family Office LLC944,120$120.4K0.0%DOUBLED +244.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD10,807,96617,504,405+62.0%$2.2B2025-Q4
MORGAN STANLEYADD4,194,1995,392,601+28.6%$687.9M2025-Q4
NORGES BANKNEW4,518,219$576.4M2025-Q4
TWO SIGMA INVESTMENTS, LPADD1,231,9861,727,586+40.2%$220.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD692,7001,153,800+66.6%$147.2M2025-Q4
Fund 1 Investments, LLCNEW79,000$10.1M2025-Q4
Mawer Investment Management Ltd.NEW8,123$1.0M2025-Q4
Duquesne Family Office LLCDOUBLED274,200944,120+244.3%$120.4K2025-Q4
CAUSEWAY CAPITAL MANAGEMENT LLCEXIT153,3700-100.0%$0.002025-Q4
FMR LLCADD7,328,81410,807,966+47.5%$1.9B2025-Q3
UBS Group AGADD2,779,9034,079,358+46.7%$729.1M2025-Q3
WELLS FARGO & COMPANY/MNTRIM668,929411,842-38.4%$73.6M2025-Q3
CAUSEWAY CAPITAL MANAGEMENT LLCTRIM212,331153,370-27.8%$27.4M2025-Q3
NORGES BANKEXIT6,901,5350-100.0%$0.002025-Q3
FMR LLCTRIM11,466,1407,328,814-36.1%$1.2B2025-Q2
NORGES BANKNEW6,901,535$1.1B2025-Q2
UBS Group AGADD1,666,8122,779,903+66.8%$444.6M2025-Q2
TWO SIGMA INVESTMENTS, LPADD1,039,2051,641,413+57.9%$262.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW811,100$129.7M2025-Q2
Duquesne Family Office LLCNEW309,730$49.5K2025-Q2
MORGAN STANLEYTRIM5,887,5614,213,124-28.4%$549.8M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED215,369606,753+181.7%$79.2M2025-Q1
NORGES BANKEXIT14,078,0610-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT765,9000-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD5,338,8726,851,861+28.3%$727.0M2024-Q4
3 unique insiders with 50 transactions. Net insider value: -$5.2M ($0.00 bought, $5.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Wang YanjunCCO and GCSELL378$88.68$33.5K
Jun 3, 2026Ye GangCOOSELL4,602$88.69$408.2K
Jun 2, 2026Wang YanjunCCO and GCSELL398$93.12$37.1K
Jun 2, 2026Ye GangCOOSELL4,865$93.11$453.0K
Jun 1, 2026Wang YanjunCCO and GCSELL27$92.63$2.5K
Jun 1, 2026Ye GangCOOSELL300$92.52$27.8K
May 29, 2026Wang YanjunCCO and GCSELL56$89.49$5.0K
May 29, 2026Ye GangCOOSELL600$89.46$53.7K
May 28, 2026Wang YanjunCCO and GCSELL608$91.83$55.8K
May 28, 2026Ye GangCOOSELL5,936$91.80$544.9K
May 28, 2026Chen JingyeCPO, ShopeeSELL656$91.86$60.3K
May 27, 2026Ye GangCOOSELL1,451$89.44$129.8K
May 27, 2026Wang YanjunCCO and GCSELL107$89.43$9.6K
May 27, 2026Chen JingyeCPO, ShopeeSELL118$89.40$10.5K
May 26, 2026Ye GangCOOSELL560$88.02$49.3K
May 26, 2026Wang YanjunCCO and GCSELL60$88.07$5.3K
May 26, 2026Chen JingyeCPO, ShopeeSELL63$88.09$5.5K
May 22, 2026Ye GangCOOSELL5,668$86.53$490.5K
May 22, 2026Chen JingyeCPO, ShopeeSELL460$86.53$39.8K
May 22, 2026Wang YanjunCCO and GCSELL453$86.53$39.2K
May 21, 2026Ye GangCOOSELL2,118$85.41$180.9K
May 21, 2026Chen JingyeCPO, ShopeeSELL168$85.40$14.3K
May 21, 2026Wang YanjunCCO and GCSELL168$85.40$14.3K
May 20, 2026Ye GangCOOSELL1,881$85.39$160.6K
May 20, 2026Chen JingyeCPO, ShopeeSELL155$85.42$13.2K
May 20, 2026Wang YanjunCCO and GCSELL164$85.43$14.0K
May 19, 2026Wang YanjunCCO and GCSELL254$86.77$22.0K
May 19, 2026Ye GangCOOSELL3,391$86.81$294.4K
May 19, 2026Chen JingyeCPO, ShopeeSELL248$86.76$21.5K
May 18, 2026Wang YanjunCCO and GCSELL48$87.01$4.2K
May 18, 2026Ye GangCOOSELL400$87.06$34.8K
May 18, 2026Chen JingyeCPO, ShopeeSELL72$86.98$6.3K
May 15, 2026Wang YanjunCCO and GCSELL593$88.25$52.3K
May 15, 2026Ye GangCOOSELL6,300$88.17$555.5K
May 15, 2026Chen JingyeCPO, ShopeeSELL593$88.25$52.3K
May 14, 2026Wang YanjunCCO and GCSELL300$88.07$26.4K
May 14, 2026Ye GangCOOSELL3,645$88.05$320.9K
May 14, 2026Chen JingyeCPO, ShopeeSELL285$88.06$25.1K
May 13, 2026Wang YanjunCCO and GCSELL425$93.74$39.8K
May 13, 2026Chen JingyeCPO, ShopeeSELL425$93.74$39.8K
May 13, 2026Ye GangCOOSELL4,000$93.49$374.0K
May 12, 2026Wang YanjunCCO and GCSELL9$92.02$828.18
May 12, 2026Chen JingyeCPO, ShopeeSELL9$92.02$828.18
May 12, 2026Ye GangCOOSELL100$91.45$9.1K
May 11, 2026Wang YanjunCCO and GCSELL174$82.51$14.4K
May 11, 2026Chen JingyeCPO, ShopeeSELL171$82.50$14.1K
May 11, 2026Ye GangCOOSELL2,500$82.53$206.3K
May 8, 2026Wang YanjunCCO and GCSELL171$85.56$14.6K
May 8, 2026Chen JingyeCPO, ShopeeSELL155$85.49$13.3K
May 8, 2026Ye GangCOOSELL2,103$85.51$179.8K
20 SEC filing reports analyzed. Sentiment: 1 bullish, 5 bearish, 0 mixed, 14 neutral. Avg impact: 3.4/10.
NEUTRAL CLUSTER 2/10
Three Sea Ltd insiders, including COO Ye Gang and CCO Wang Yanjun, sold a total of $516K in open-mar
Jun 4, 2026
NEUTRAL CLUSTER 2/10
Three C-suite insiders at Sea Ltd (COO, CPO, CCO/GC) sold a total of ~$170K in open-market sales ove
Jun 2, 2026
NEUTRAL CLUSTER 2/10
Three Sea Ltd insiders (COO, CPO, and CCO/GC) sold a total of ~$196K in open-market sales over a thr
May 29, 2026
NEUTRAL CLUSTER 3/10
Three C-suite executives at Sea Ltd (COO, CPO, CCO) collectively sold $128K in open-market sales ove
May 28, 2026
NEUTRAL CLUSTER 2/10
Three C-suite insiders at Sea Ltd (COO, CPO, CCO) sold a total of ~$208K in open-market sales over a
May 26, 2026
NEUTRAL CLUSTER 2/10
Three C-suite insiders at Sea Ltd (COO, CPO, CCO/GC) collectively sold $612K in open-market trades o
May 20, 2026
NEUTRAL CLUSTER 2/10
Three C-suite executives at Sea Ltd (COO, CPO, CCO/GC) sold a total of ~$440K in open-market sales o
May 18, 2026
NEUTRAL CLUSTER 2/10
Three C-suite insiders at Sea Ltd (COO, Shopee CPO, CCO/GC) sold a total of ~$221K in open-market sa
May 14, 2026
NEUTRAL CLUSTER 2/10
Three top executives at Sea Ltd (COO, Shopee CPO, CCO/GC) sold a combined ~$208K in open-market sale
May 12, 2026
NEUTRAL CLUSTER 2/10
Three Sea Ltd executives (COO, CPO/CCO) sold a total of $192K in open-market shares over a 3-day win
May 8, 2026
NEUTRAL CLUSTER 2/10
Three top executives at Sea Ltd (COO, CPO of Shopee, and CCO/GC) sold a combined $352K in open-marke
May 6, 2026
NEUTRAL CLUSTER 2/10
Three Sea Ltd executives (COO, CPO, CCO/GC) collectively sold approximately $2.0M in open-market tra
May 4, 2026
NEUTRAL CLUSTER 2/10
Four Sea Ltd insiders, including COO Ye Gang and Director Ma David Y, sold a total of $2.54M in open
Apr 30, 2026
BEARISH CLUSTER 7/10
Four Sea Ltd insiders, including COO Ye Gang and Director Ma David Y, sold shares in a coordinated c
Apr 24, 2026
BEARISH CLUSTER 7/10
Sea Ltd insiders executed a significant cluster of open-market share sales totaling $25.5M over the
Apr 22, 2026
NEUTRAL CLUSTER 4/10
Sea Ltd insiders sold $5.9 million in shares over seven days, led by director Ma David Y who sold $4
Apr 20, 2026
BULLISH 20-F 5/10
Sea Ltd's 20-F filing confirms strong 2025 financial performance with 36.4% revenue growth to $22.9B
Apr 17, 2026
BEARISH CLUSTER 6/10
Four corporate insiders at Sea Ltd, including the COO, CPO of Shopee, Chief Compliance Officer, and
Apr 16, 2026
BEARISH CLUSTER 6/10
Four Sea Ltd insiders, including COO Ye Gang and Director Ma David Y, sold shares in a coordinated c
Apr 14, 2026
BEARISH CLUSTER 6/10
Over the past 7 days, three Sea Ltd executives — including COO Ye Gang, CPO Chen Jingye, and CCO Wan
Apr 10, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 37 analysts: 15 strong buy, 19 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$140.14 mean target +61.9% upside Strong Buy (1.30)
$91.00 Low $195.00 High
MetricValue
Current Price$86.56
Target Low$91.00
Target Mean$140.14
Target Median$135.60
Target High$195.00
# Analysts28
RecommendationStrong Buy (1.30)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.87 $0.74 $1.06 3.2% -2.1% 2↑ 2↓ $7.1B 34.5% 5
Next Q
2026-09-30
$1.03 $0.90 $1.21 35.4% -1.0% 2↑ 2↓ $7.7B 28.6% 4
Current FY
2026-12-31
$3.97 $3.52 $4.53 25.2% +3.9% 4↑ 2↓ $29.8B 30.0% 7
Next FY
2027-12-31
$5.19 $4.30 $6.29 30.7% +3.7% 3↑ 3↓ $36.2B 21.4% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.871
7d ago$0.000+0.871
30d ago$0.890-0.019
60d ago$0.893-0.022
90d ago$1.143-0.272
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 JP Morgan MAINTAIN Overweight Overweight
May 14, 2026 Barclays MAINTAIN Overweight Overweight
May 13, 2026 TD Cowen MAINTAIN Hold Hold
Apr 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 5, 2026 Barclays MAINTAIN Overweight Overweight
Mar 4, 2026 Bernstein MAINTAIN Outperform Outperform
Dec 19, 2025 Wedbush MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026151930092%
May 1, 2026142031089%
Apr 1, 2026142031089%
Mar 1, 2026142231090%
Feb 1, 2026142231090%
Jan 1, 2026132241088%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 10, 2026Josh GottheimerDHOUSEBUY$1,001 - $15,000Sea LtdApr 9, 2026 (31d)
74°
Bullish
Bearish Neutral Bullish
15 mentions 9 bullish 0 bearish 13 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 27, 2026267° Warm202
May 27, 2026160° Warm101
May 13, 2026267° Warm202
May 13, 2026160° Warm101
Apr 19, 2026150° Neutral001
Apr 19, 2026150° Neutral001
Apr 2, 2026160° Warm101
Mar 23, 2026150° Neutral001
Mar 23, 2026150° Neutral001
Mar 10, 2026160° Warm101
Mar 10, 2026160° Warm101
Feb 26, 2026150° Neutral001
Feb 9, 2026150° Neutral001

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May 13, 2026
short_interest
FTD: SE — 30,664 shares ($2.9M) failed to deliver
Settlement: 20260513, Price: $96.02, FTD Value: $2,944,357.28, SEA LTD ADR (CYM)
May 12, 2026
earnings_calendar
SE Q1 2026 Earnings Scheduled — 2026-05-12
Mar 5, 2026
short_interest
FTD: SE — 10,683 shares ($0.9M) failed to deliver
Settlement: 20260305, Price: $88.26, FTD Value: $942,881.58, SEA LTD ADR (CYM)
Mar 2, 2026
earnings_calendar
SE Q4 2025 Earnings After Market Close — 2026-03-02
Feb 4, 2026
short_interest
FTD: SE — 123,797 shares ($13.4M) failed to deliver
Settlement: 20260204, Price: $108.20, FTD Value: $13,394,835.4, SEA LTD ADR (CYM)