JPMorgan Reiterates a Buy Rating on Sea Limited (SE), Keeps the PT

By Talha Qureshi | October 22, 2025, 5:17 AM

Sea Limited (NYSE:SE) is one of the Best Revenue Growth Stocks to Invest In. On October 16, JPMorgan reiterated an Overweight rating on Sea Limited (NYSE:SE) with a price target of $230.

​The bullish sentiment comes despite a recent 10% drop in share price on October 14, which was due to investors’ concerns about e-commerce margins. The firm believes that the company’s e-commerce profitability should continue to improve despite the concern that the margins might stay flat in 2026. JPMorgan noted that while the margins can fluctuate seasonally, they are expected to improve over time.

​In addition, the firm also believes that the recent monetization changes to the company’s e-commerce platform, Shopee, should enhance growth investment, monetization, and unlock new advertisement revenue. As a result, JPMorgan continues to see meaningful upside for the company’s 2026 earnings.

​Sea Limited (NYSE:SE) is a leading internet and technology company based in Singapore. It operates through three main business segments, including Digital Entertainment, E-commerce, and Digital Financial Services.

While we acknowledge the potential of SE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

Mentioned In This Article

Latest News