Is Sea Limited (NYSE:SE) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Sea Limited at current levels.
Sea Limited is three businesses at the price of one, and the market is only valuing the one that's struggling.
Where SE is headed
Sea Limited at $85 is a company the market has left for dead after a brutal 57% drawdown from its 52-week high of $199. That decline tells you something about sentiment — but it tells you almost nothing about where this business is headed. By late 2027, Shopee will likely be processing north of $130 billion in annual GMV across Southeast Asia and Latin America, with take rates climbing toward 12-13% as its advertising and logistics monetization matures. SeaMoney (now branded Monee) will be approaching $3 billion in revenue as its lending book scales across Indonesia, the Philippines, and Brazil — markets where formal credit penetration remains shockingly low. Even Garena, the segment everyone has written off, is stabilizing as Free Fire's bookings base and its new game pipeline provide a floor rather than a cliff.
Read the full Compass Direction on SE
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios.
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Frequently asked questions
Is Sea Limited (NYSE:SE) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Sea Limited at current levels. Sea Limited is three businesses at the price of one, and the market is only valuing the one that's struggling.
What is SE's Compass Score?
Sea Limited scores 23/100 on Alexandria's Compass, placing it in the "Headwinds" tier. Scores blend eight factors and update weekly.
What is the price target for SE?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the SE page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.