Sea Limited rises as strong Q2 momentum and bullish follow-through lift sentiment

Sea Limited (SE) is up 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued investor follow-through after Sea posted a strong second quarter, with fast revenue growth across Shopee, Monee, and Garena, plus a more confident profitability outlook for Shopee. Another likely support is the recent wave of higher analyst targets that framed the quarter as evidence of stronger e-commerce monetization and expanding fintech momentum. ([nasdaq.com](https://www.nasdaq.com/press-release/sea-limited-reports-second-quarter-2026-results-2026-08-11))

Details:

Sea reported second-quarter 2026 revenue of about $7.8 billion, up 48.1% year over year, with net income of about $458 million. ([nasdaq.com](https://www.nasdaq.com/press-release/sea-limited-reports-second-quarter-2026-results-2026-08-11))

Shopee remained the main driver, with GMV rising 28.4%, gross orders up 27.5%, and segment revenue climbing to roughly $5.6 billion. ([nasdaq.com](https://www.nasdaq.com/press-release/sea-limited-reports-second-quarter-2026-results-2026-08-11))

Management said Shopee could reach $1 billion in adjusted EBITDA for the full year, signaling improving unit economics and better margin visibility. ([nasdaq.com](https://www.nasdaq.com/press-release/sea-limited-reports-second-quarter-2026-results-2026-08-11))

A recent target increase to $153 highlighted higher expected Shopee take rates and continued loan-book expansion at Monee, which may be helping extend the rally. ([tipranks.com](https://www.tipranks.com/news/the-fly/sea-limited-price-target-raised-to-153-from-130-at-morgan-stanley-thefly-news))

Sources:

Sea Investor Relations, SEC, Reuters, TipRanks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SE Insider Trading Activity

$SE insiders have traded $SE stock on the open market 1037 times in the past 6 months. Of those trades, 0 have been purchases and 1037 have been sales.

Here’s a breakdown of recent trading of $SE stock by insiders over the last 6 months:

GANG YE (COO) has made 0 purchases and 384 sales selling 1,481,208 shares for an estimated $149,218,806.
XIAODONG LI (Chairman and CEO) has made 0 purchases and 12 sales selling 1,076,880 shares for an estimated $139,671,587.
DAVID Y MA has made 0 purchases and 40 sales selling 1,326,052 shares for an estimated $117,179,101.
YANJUN WANG (CCO and GC) has made 0 purchases and 378 sales selling 101,800 shares for an estimated $10,125,472.
ZHIMIN FENG (President) has made 0 purchases and 23 sales selling 68,721 shares for an estimated $8,621,767.
TIANYU HOU (CFO) has made 0 purchases and 13 sales selling 55,000 shares for an estimated $5,997,819.
JINGYE CHEN (CPO, Shopee) has made 0 purchases and 164 sales selling 38,400 shares for an estimated $3,295,795.
CHEN SENG HENG has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,446,165.
KHOON HUA KUOK has made 0 purchases and 4 sales selling 17,395 shares for an estimated $2,018,305.
FENG ZHAO (President of Garena) has made 0 purchases and 16 sales selling 10,420 shares for an estimated $1,300,742.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$SE Hedge Fund Activity

We have seen 437 institutional investors add shares of $SE stock to their portfolio, and 474 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 8,186,557 shares (+inf%) to their portfolio in Q2 2026, for an estimated $784,517,757
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 4,492,860 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $372,053,736
FIRST BEIJING INVESTMENT LTD added 2,900,104 shares (+1387.9%) to their portfolio in Q2 2026, for an estimated $277,916,966
TIGER GLOBAL MANAGEMENT LLC removed 2,856,683 shares (-18.5%) from their portfolio in Q2 2026, for an estimated $273,755,931
SANDS CAPITAL MANAGEMENT, LLC removed 2,502,676 shares (-45.5%) from their portfolio in Q2 2026, for an estimated $239,831,441
D1 CAPITAL PARTNERS L.P. removed 2,373,801 shares (-58.6%) from their portfolio in Q2 2026, for an estimated $227,481,349
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 2,370,876 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $227,201,047

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SE Government Contracts

We have seen $253,124 of award payments to $SE over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

ACTION: NEW DELIVERY ORDER UNDER CONTRACT NO. 693JJ925D000009: $152,000
EXPERT WITNESS SERVICES: $2,124

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$SE Congressional Stock Trading

Members of Congress have traded $SE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $SE stock by members of Congress over the last 6 months:

REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 03/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$SE Price Targets

Multiple analysts have issued price targets for $SE recently. We have seen 4 analysts offer price targets for $SE in the last 6 months, with a median target of $136.0.

Here are some recent targets:

Jiong Shao from Barclays set a target price of $122.0 on 05/14/2026
Ranjan Sharma from JP Morgan set a target price of $163.0 on 05/14/2026
John Blackledge from TD Cowen set a target price of $108.0 on 05/13/2026
Venugopal Garre from Bernstein set a target price of $150.0 on 03/04/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.