Sea Limited's shares have fallen over 20% year-to-date amid market jitters, yet the company remains a core holding due to its strong growth catalysts beyond AI trends. Its e-commerce segment has driven significant gross merchandise volume growth despite concerns about profitability and margin pressure. The company shows promise with rising paid users, advertising revenue gains, and a more profitable loan portfolio, making it an attractive entry point for value investors. Analyst Gary Alexander maintains a strong buy rating, highlighting Sea Limited's multi-segment growth potential and resilient core drivers.
Sea Limited's ongoing growth story is reflected in strong buyer interest on Pluang, where the stock shows 100% buy orders as of Oct 02, 2026, 09:11 WIB. Despite a recent 2.94% drop in one day, SE trades at USD 94.50, well above its 52-week low of USD 78.16 but still far from its 52-week high of USD 192.69. The company's market capitalization stands at $59.63 billion, with investors typically holding the stock for about 102 days on the platform.
