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Overweight maintained as the broker calls the margin ramp increasingly credible

Sea Limited keeps Shopee's 25% GMV growth outlook and $1B-plus EBITDA goal intact while expanding monetization, fulfillment, Monee and Garena.

E-commerce and gaming company Sea (NYSE:SE) will be reporting results this Tuesday before market hours. Here’s what to expect.

Shopee and Monee drove 48% revenue growth, with management targeting $1B adjusted EBITDA.

SEA (NYSE:SE) reported second-quarter 2026 revenue of $7.8 billion, up 48% from a year earlier, while adjusted EBITDA rose 11% to more than $917 million. Net income increased 11% year over year to $458 million, as growth in its Shopee e-commerce and Monee financial-services businesses helped offset

Shopee's GMV climbs 28% with eight consecutive quarters of sequential growth, while Monee's loan book expands 62% to $11.1 billion, underscoring the company's diversified momentum.

Forrest Li: Hello, everyone, and thank you for joining today's call. As we have shared before, 2026 is a year where we are leaning into growth investments to deepen our competitive moat while maintaining financial discipline. Starting with Shopee, Shopee delivered another record second quarter, achieving new highs in GMV, gross order volumes and revenue.

SEA (NYSE:SE) reported a sharp increase in first-quarter 2026 revenue and crossed $1 billion in adjusted EBITDA for the first time, as growth in its e-commerce and financial services businesses offset continued investment across key initiatives. Chairman and Chief Executive Officer Forrest Li said

E-commerce and gaming company Sea (NYSE:SE) will be reporting earnings this Tuesday morning. Here’s what to expect.

Sea Ltd (SE) reports a robust 47% revenue growth, driven by Shopee's marketplace success and Garena's strong performance, while navigating macroeconomic challenges.

Forrest Li: Hello, everyone, and thank you for joining today's call. As we have shared before, 2026 is a year where we are leaning into growth investments to deepen our competitive moat while maintaining financial discipline. Starting with Shopee, Shopee delivered another record second quarter, achieving new highs in GMV, gross order volumes and revenue.

Sea (SE) on Tuesday reported first-quarter revenue above market estimates as the Shopee parent saw g