Analysts See Long-Term Growth Potential in Sea Limited Despite Short-Term Pressure

Sea Limited (NYSE:SE) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 11, Morgan Stanley reduced Sea Limited’s (NYSE:SE) price target to $173 from $209, retaining an Overweight rating on the company’s shares. As e-commerce develops with the rise of AI, the firm believes Sea Limited (NYSE:SE) will prioritize operational expenditures to strengthen its competitive edge.

Given a wider base, Morgan Stanley predicts that Sea’s e-commerce gross merchandise value growth would surpass 20% in 2026, capping off a solid 2025.

Additionally, on February 9, BofA Securities maintained its Buy rating on Sea Limited (NYSE:SE) but reduced its price target from $182 to $150. Although BofA anticipates steady revenue momentum across all business sectors, the revision reflects the firm’s expectation of pressure on Sea’s e-commerce margins from ongoing investments in Southeast Asia, Taiwan, and Brazil.

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

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