Sea Surges 14.6% Pre-Market on Double Beat — Has the Profit Inflection Finally Arrived?

Sea Limited +14.56% Tuesday on a pre-market double beat: revenue $7.805 billion against $7.275 billion expected, EPS $0.86 against $0.79. Beating on scale and on profit at once is the cleanest support a rally can get. The argument over Sea was never growth — it was whether the margins hold. One quarter answers that for one quarter. How many does it take before durability stops being the question?

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Geoxis

08-13

$Sea Ltd(SE)$ Mixed feelings. What would the consensus be with war going on?

Kekemon

05-14

$Sea Ltd(SE)$ Confirmed with breakthrough $100 soon. I guess by end of May. Let's go.😊

nerdbull1669

05-14

Sea (SE) Q1 2026 Reality Check and Path To $100

$Sea Ltd(SE)$ is currently riding a wave of high-octane growth that has caught the market’s attention, though the path to $100 remains a tug-of-war between aggressive reinvestment and bottom-line stability. Following its Q1 2026 earnings (released May 12, 2026), the stock saw a massive double-digit surge. While the 3% jump and subsequent pullback you noted represent the typical "digestion" of a move, the underlying data suggests the "re-rating" to $100 is not just possible—it is already being factored in by several major institutions. The Q1 2026 Reality Check The "blowout" was driven by a massive 47% year-on-year revenue growth ($7.1B), significantly beating estimates. However, the market is still wrestling with the "Growth vs. Profit" trade-off: S

Sea (SE) Q1 2026 Reality Check and Path To $100

Patmos

05-14

$Sea Ltd(SE)$ Yes buying Seagate price target $150

salvatore96

05-14

$Sea Ltd(SE)$ nice to incest

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What would the consensus be with war going on?","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>&nbsp; Mixed feelings. What would the consensus be with war going on?","text":"$Sea Ltd(SE)$ Mixed feelings. What would the consensus be with war going on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596087601786984","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000715","authorId":"9000000000000715","name":"AmandaViolet","avatar":"https://static.tigerbbs.com/3bd13bb5008c812d906b648f773f9ffe","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000715","authorIdStr":"9000000000000715"},"content":"I added a bit to SE, feels overdone. Consensus probably stays cautious till headlines cool off, you watching Shopee traffic too?","text":"I added a bit to SE, feels overdone. Consensus probably stays cautious till headlines cool off, you watching Shopee traffic too?","html":"I added a bit to SE, feels overdone. Consensus probably stays cautious till headlines cool off, you watching Shopee traffic too?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563990063486096,"gmtCreate":1778726124038,"gmtModify":1778726127540,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575949343225606","authorIdStr":"3575949343225606"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Confirmed with breakthrough $100 soon. I guess by end of May. Let's go.😊","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Confirmed with breakthrough $100 soon. I guess by end of May. 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What would the consensus be with war going on?","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>&nbsp; Mixed feelings. What would the consensus be with war going on?","text":"$Sea Ltd(SE)$ Mixed feelings. What would the consensus be with war going on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596087601786984","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000715","authorId":"9000000000000715","name":"AmandaViolet","avatar":"https://static.tigerbbs.com/3bd13bb5008c812d906b648f773f9ffe","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000715","idStr":"9000000000000715"},"content":"I added a bit to SE, feels overdone. Consensus probably stays cautious till headlines cool off, you watching Shopee traffic too?","text":"I added a bit to SE, feels overdone. 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Following its Q1 2026 earnings (released May 12, 2026), the stock saw a massive double-digit surge. While the 3% jump and subsequent pullback you noted represent the typical \"digestion\" of a move, the underlying data suggests the \"re-rating\" to $100 is not just possible—it is already being factored in by several major institutions. The Q1 2026 Reality Check The \"blowout\" was driven by a massive 47% year-on-year revenue growth ($7.1B), significantly beating estimates. However, the market is still wrestling with the \"Growth vs. Profit\" trade-off: S","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> is currently riding a wave of high-octane growth that has caught the market’s attention, though the path to $100 remains a tug-of-war between aggressive reinvestment and bottom-line stability. Following its Q1 2026 earnings (released May 12, 2026), the stock saw a massive double-digit surge. While the 3% jump and subsequent pullback you noted represent the typical \"digestion\" of a move, the underlying data suggests the \"re-rating\" to $100 is not just possible—it is already being factored in by several major institutions. The Q1 2026 Reality Check The \"blowout\" was driven by a massive 47% year-on-year revenue growth ($7.1B), significantly beating estimates. However, the market is still wrestling with the \"Growth vs. Profit\" trade-off: S","text":"$Sea Ltd(SE)$ is currently riding a wave of high-octane growth that has caught the market’s attention, though the path to $100 remains a tug-of-war between aggressive reinvestment and bottom-line stability. Following its Q1 2026 earnings (released May 12, 2026), the stock saw a massive double-digit surge. While the 3% jump and subsequent pullback you noted represent the typical \"digestion\" of a move, the underlying data suggests the \"re-rating\" to $100 is not just possible—it is already being factored in by several major institutions. The Q1 2026 Reality Check The \"blowout\" was driven by a massive 47% year-on-year revenue growth ($7.1B), significantly beating estimates. However, the market is still wrestling with the \"Growth vs. Profit\" trade-off: S","images":[{"img":"https://community-static.tradeup.com/news/70c143358d5a5f8c5d6dff7c94372faf","width":"437","height":"462"},{"img":"https://community-static.tradeup.com/news/a4eaaa17469968a8b33cf0898358974f","width":"1172","height":"344"},{"img":"https://community-static.tradeup.com/news/29bc1acb18d301210fd570032fa50e67","width":"1558","height":"732"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563972174283776","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":563990063486096,"gmtCreate":1778726124038,"gmtModify":1778726127540,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575949343225606","idStr":"3575949343225606"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Confirmed with breakthrough $100 soon. I guess by end of May. Let's go.😊","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Confirmed with breakthrough $100 soon. I guess by end of May. Let's go.😊","text":"$Sea Ltd(SE)$ Confirmed with breakthrough $100 soon. I guess by end of May. Let's go.😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563990063486096","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563874256507904,"gmtCreate":1778697833728,"gmtModify":1778697837028,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Yes buying Seagate price target $150","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Yes buying Seagate price target $150","text":"$Sea Ltd(SE)$ Yes buying Seagate price target $150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/563874256507904","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563851263808512,"gmtCreate":1778692220276,"gmtModify":1778693525427,"author":{"id":"4240491556831922","authorId":"4240491556831922","name":"salvatore96","avatar":"https://community-static.tradeup.com/news/cac0bbec4861b72d465afb8009d9af7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240491556831922","idStr":"4240491556831922"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>&nbsp; nice to incest","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>&nbsp; nice to incest","text":"$Sea Ltd(SE)$ nice to incest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/563851263808512","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}