WallStSmart
SE

Sea Ltd

NYSE: SE · CONSUMER CYCLICAL · INTERNET RETAIL

$83.21
-3.06% today

Updated 2026-04-29

Market cap
$51.99B
P/E ratio
33.68
P/S ratio
2.27x
EPS (TTM)
$2.52
Dividend yield
—
52W range
$77 – $199
Volume
5.1M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Sea Ltd (SE) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$83.21
Consensus
$179.89
+116.19%
2030 Target
$1,267.11
+1422.79%
DCF
$244.86
+53.23% MoS
10 analysts:
5 Buy1 Hold0 Sell

Management guidance

No specific revenue guidance for 2026-2030 found in available earnings calls or investor communications. Management has focused on operational profitability milestones (Shopee achieving profitability, SeaMoney growth) rather than forward revenue targets. Latest full-year 2025 revenue was $22.94B with 36.38% YoY growth.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$2,106.37
$62.4B Rev × 20x P/S
Base case (2030)
$1,267.11
$62.4B Rev × 12x P/S
Bear case (2030)
$839.26
$62.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$13.1B$16.8B$22.9B$30.3B$36.9B$44.2B$52.7B$62.4B
Revenue growth—28.8%36.4%32.1%21.7%20.0%19.0%18.5%
EPS$0.24$1.24$2.84$4.18$5.57$7.05$8.63$10.28
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$617.10$748.75$896.85$1,069.64$1,267.11

Catalysts & risks

Growth catalysts
+ Shopee profitability expansion and margin improvement across Southeast Asia
+ SeaMoney digital financial services growth and credit product scaling
+ Google AI partnership for Shopee e-commerce and seller tools
+ Garena gaming title pipeline and player engagement monetization
+ Market share defense against TikTok Shop competitive pressure in Southeast Asia
+ Geographic expansion of Shopee to new markets and categories
Key risks
- Intense e-commerce competition from TikTok Shop and regional players eroding Shopee margins
- Regulatory pressures on fintech/digital payments in Southeast Asia (Indonesia, Vietnam, Philippines)
- Gaming title performance volatility and Free Fire user retention challenges
- Currency headwinds from USD-denominated costs vs. local currency revenues
- Macro slowdown in Southeast Asia affecting consumer spending and GMV growth
- Geopolitical tensions impacting regional operations and investor sentiment

Methodology

Sea Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 10 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.