BofA Adjusts Sea Limited (SE) EPS Forecast, Confirms Buy Rating

We recently published an article titled 12 High Growth E-commerce Stocks To Buy. 

On January 15, Bank of America lowered its price target on Sea Limited (NYSE:SE) to $182 from $200 while maintaining a Buy rating on the shares. The adjustment reflects higher planned investments, which led the firm to trim near-term margin and EPS estimates, though BofA left its valuation multiples unchanged. Importantly, the firm’s continued Buy rating signals confidence that incremental investment is strategic rather than structural, aimed at sustaining long-term growth across Sea’s core platforms.

The company’s growth remains robust. In the third quarter of 2025, Sea Limited (NYSE:SE) delivered total revenue of $6 billion, representing a 38% year-over-year increase. Its subsidiary Shopee continues to anchor the group as Southeast Asia’s leading e-commerce platform, while Garena and Monee provide diversification across digital entertainment and financial services. The scale and ecosystem benefits across these businesses give Sea multiple levers to drive monetization as regional digital adoption deepens.

Founded in 2009 and headquartered in Singapore, Sea Limited (NYSE:SE) is a technology conglomerate listed on the New York Stock Exchange. While elevated investment spending may weigh on near-term profitability, Sea’s accelerating top-line growth and dominant regional positioning support a long-term investment case centered on platform scale, optionality, and operating leverage over time.

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: 8 Up and Coming Streaming Companies and Services and 9 High Growth Canadian Stocks to Buy

Disclosure: None.