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Investing.com - JPMorgan has raised its price target on Sea Ltd. (NYSE:SE) to $230.00 from $208.00 while maintaining an Overweight rating on the stock. The company, which has seen its shares surge over 80% year-to-date, currently commands a market capitalization of $114 billion. According to InvestingPro data, the stock is trading near its 52-week high of $195.
The price target increase reflects JPMorgan’s positive outlook on Sea’s e-commerce platform Shopee, which the firm believes is positioned to enhance monetization and reinvest revenues into growth initiatives.
JPMorgan analyst Ranjan Sharma based the new price target on financial forecasts through June 2026, noting that improvements in the e-commerce industry should allow Shopee to unlock advertising revenues and benefit from reduced logistics costs.
The firm highlighted that Sea’s strategy could lead to higher customer engagement and a widening competitive advantage through improved customer experience and ecosystem informational advantages that also support the company’s fintech business.
JPMorgan identified Sea’s deployment strategy for its growing cash position and rising cash flows as a key unknown factor that could impact future performance.
In other recent news, Sea Limited reported its second-quarter earnings for 2025, showing a mixed financial performance. The company missed its earnings per share forecast, posting $0.65 compared to the projected $0.77. However, revenue exceeded expectations, reaching $5.3 billion, marking a 38% increase year-over-year against the forecasted $4.55 billion. Bernstein SocGen Group raised its price target for Sea Limited to $210 from $180, maintaining an Outperform rating, citing the company’s remarkable recovery. Additionally, JPMorgan reiterated its Overweight rating with a price target of $208, highlighting significant take-rate increases across major e-commerce platforms in ASEAN markets. The investment bank noted that Shopee, TikTok Shop, and Lazada have all raised their marketplace and mall effective take rates. TikTok Shop implemented the most substantial increases, now leading in take-rate in many countries. These developments indicate positive momentum and strategic initiatives for Sea Limited.
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