Sea Ltd (SE) AI Stock Summary

Snapshot

Sea is a fast-growing Southeast Asia platform spanning e-commerce, gaming, and digital finance. FY 2025 revenue hit $22.94B, up 36.4%, with net income of $1.58B and operating margin climbing to 8.1% from 3.9% the year before. The business generated $4.51B in free cash flow and holds $9.1B in cash against $4.13B in debt. The stock trades in the lower part of its 52-week range, 47.9% below its high.

What's Happening Right Now

• Wed 9th Sep '26 · Earnings: Sea's Q2 2026 revenue rose 48.1% YoY to $7.8B with Shopee GMV up 28.4% and Monee revenue up 58.9%, while credit-loss provisions jumped 71.5%, outpacing loan growth, and the company bought back $416.8M of stock.
• Wed 12th Aug '26 · Earnings: Sea reported Q2 2026 net income up 11% to $458M and adjusted EBITDA up 11% to over $917M, with Shopee and Monee growth offsetting higher income taxes.
• Wed 12th Aug '26 · Guidance: Management reaffirmed Shopee's 25% GMV growth target and its goal of over $1B in Shopee adjusted EBITDA for the year, while expanding fulfillment, Monee, and Garena.
• Tue 11th Aug '26 · Partnership: Sea is using a partnership with OpenAI to add AI-powered discovery tools and seller automation to Shopee, aiming to strengthen its e-commerce platform.

Bottom Line

Sea is scaling revenue quickly across e-commerce, fintech, and gaming while turning consistently more profitable and cash-generative each year. Rising credit-loss costs in its lending arm and a 5.5% increase in share count are worth watching, but neither looks alarming against the growth and cash flow shown here. The stock sits well below its 52-week high, though a P/E isn't available to gauge how expensive it is relative to that growth.