Latest news with #SE
Yahoo
a day ago
- Business
- Yahoo
BofA Takes Wait-and-See Approach on Sea Ltd. (SE)
On Tuesday, May 27, Bank of America Securities analyst Sachin Salgaonkar maintained a Hold rating on Sea Limited (NYSE:SE), keeping the price target unchanged at $170. Sea's stock has risen 55% year-to-date, and the analyst notes that its current valuation looks expensive based on its 2026 forward price-to-earnings (P/E) ratio, particularly when compared to other e-commerce peers. An e-commerce platform displaying a wide range of products to customers online. Salgaonkar highlighted that due to the high valuation, some hedge funds have begun trimming their positions after achieving solid gains earlier this year. At the same time, he maintains that many long-term investors remain optimistic about the company's prospects. A key focus for investors in the coming quarters is the potential for EBITDA margin improvement at Shopee, Sea's e-commerce platform. However, the analyst does not expect any meaningful upside in this area. He also emphasized the need for greater clarity regarding the quality of the fintech division's loan portfolio, which remains under scrutiny. Additionally, Salgaonkar believes the company must work on expanding its e-commerce margins, which could help support a higher valuation over time. Sea Ltd. is a consumer internet holding company. It operates three core businesses of e-commerce, digital financial services, and digital entertainment, known as Shopee, SeaMoney, and Garena, respectively. While we acknowledge the potential of SE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SE and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
a day ago
- Business
- Yahoo
All Aboard the Sea Limited Stock (SE) Rally
Since reaching its lowest point in early 2024, Sea Limited's (SE) stock has experienced a consistent upward trajectory. This positive performance aligns with the company's strategic efforts over the past few years to reverse negative cash flows, accelerate revenue growth, and enhance operational efficiency, contributing to steadily improving operating margins. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Sea Limited's Q1 results reaffirmed its positive momentum, setting a strong tone for the start of 2025. Management reinforced this trajectory with confident forward guidance, which was well-received by the market and helped sustain bullish sentiment. However, given the stock's significant gains and the progress already reflected in its valuation, much of the current optimism appears to be priced in. That said, Sea's underlying fundamentals and long-term growth prospects continue to support a constructive investment case. While the upside potential may now be more moderate, I maintain a cautiously bullish outlook on SE. For those less familiar, Sea Limited is widely seen as the leading tech conglomerate in Southeast Asia. It dominates the e-commerce space through its Shopee platform, expands rapidly in fintech via its Monee division, and maintains a strong presence in gaming with hits like Free Fire under its Garena segment. Sea's stock has performed incredibly well, climbing from around $71 per share over the past year to recent highs near $160. The company's strong revenue growth has been a key driver behind this surge. After slowing down in 2023 and early 2024, Sea has reaccelerated its growth over several consecutive quarters, from just 4.8% year-over-year to rates between 23% and 36% last year. This rebound has been led by Shopee, which had been losing momentum but has regained market share in various Southeast Asian countries, especially in Latin America, where it's now the second-largest player. Strategic investments in logistics and a more profitable product mix have also played a significant role in driving this turnaround. Beyond top-line performance, the company has also turned profitable over the past two years, maintaining positive operating margins for multiple quarters. Back in 2022, Sea's operating margin was around -15%. That figure has improved to about 5% over the last twelve months, thanks to tighter cost control, lower customer acquisition costs, and a focus on expanding in higher-margin markets. Cash flow from operations has been even more impressive, reaching 19% of revenue over the trailing twelve months—a strong indicator of financial health, especially for a company operating in capital-heavy industries like e-commerce and digital finance. Two weeks ago, Sea Limited reported its Q1 earnings, and they definitely helped confirm the bullish momentum behind the stock's massive rally over the past year. The headline was a 30% year-over-year jump in revenue to $4.84 billion, but even more impressive was the GAAP net income of $410.8 million—a major turnaround from a $23 million loss in the same quarter last year. Shopee was the standout performer, generating $3.5 billion in revenue—a 28% year-over-year increase—fueled by 21% growth in gross merchandise volume (GMV), improved take rates, and enhanced advertising monetization. Core marketplace revenue rose by 39%, indicating higher transaction volumes and increased profitability per transaction. Notably, Shopee's significant investment in logistics is showing strong returns, with EBITDA improving from a $22 million loss in the same quarter last year to a $264 million profit this quarter. But Sea Limited isn't just about Shopee. The fintech arm, Monee, also showed strong momentum with revenues up 58% year-over-year to $787.1 million, and its user base growing by 50% to reach 28 million. If that wasn't enough, after struggling for several quarters, Garena delivered a solid comeback, with bookings of $775.4 million (up 51% YoY) and adjusted EBITDA rising 57% to $458.2 million. Overall, it was a stellar quarter across the board. In addition to the strong revenue and margin improvements, Sea also showed healthy cash generation and a rock-solid balance sheet. Unlike in 2022, when it was burning cash, the company now holds $8.6 billion in cash and short-term investments, with no near-term liquidity concerns in sight. The solid guidance from management is more important than just the reassuring quarterly numbers, especially on the bottom line. With a strong start to the year, CEO Forrest Li expressed confidence in hitting their full-year targets. Management expects robust double-digit growth across key segments in 2025, and analysts have taken notice, raising EPS growth expectations by 6% for FY2025 and 5% for FY2026 after Q1 results. That said, when we look at the stock's valuation after its huge run-up, some caution is warranted. Sea Limited's forward price-to-sales ratio is now sitting at 4.6x—the highest it's been in the past three years. That's almost double the average of 2.6x during that time and well above the 1.2x multiple seen at the start of 2024. Of course, high valuations can still be justified if margins are improving and long-term profitability is clearly on the horizon, which does seem to be the case here. That's the key reason investors are willing to pay a premium today. So, I wouldn't say the stock is overvalued because it's trading near its historical highs. But with less of a margin of safety, the upside could be more limited from here, unless the company continues to deliver stronger growth to match these higher expectations. Wall Street sentiment toward Sea Limited remains largely positive. Of the 16 analysts who have issued ratings over the past three months, 12 recommend the stock as a Buy, while four have assigned a Hold rating. However, the potential upside appears relatively limited at current levels. SE's average price target of $171.63 implies a modest 4.8% increase from the current share price. Sea Limited offers compelling support for a strong, long-term bullish outlook. Robust revenue growth—driven primarily by Shopee's expansion—along with solid performance from Monee and a Garena recovery, reflects a well-diversified and strengthening business. These gains, improving margins, and a healthy cash position contribute to a promising overall picture. While valuation multiples appear elevated and may limit short—to medium-term upside following the stock's strong rally over the past year, the momentum remains positive. I maintain a cautiously optimistic long-term view on SE, as its premium valuation is arguably justified by its consistent progress toward sustainable profitability. Disclaimer & DisclosureReport an Issue Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Alligator Bioscience AB Carries Out Directed Issues to Guarantors in Connection with Exercise of Warrants Series TO 12
LUND, SE / / May 26, 2025 / Alligator Bioscience (STO:ATORX) NOT FOR RELEASE, DISTRIBUTION OR PUBLICATION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, BELARUS, CANADA, HONG KONG, JAPAN, NEW ZEALAND, RUSSIA, SINGAPORE, SOUTH AFRICA, SOUTH KOREA OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, DISTRIBUTION OR PUBLICATION OF THIS PRESS RELEASE WOULD BE UNLAWFUL OR WOULD REQUIRE ADDITIONAL REGISTRATION OR OTHER MEASURES. The Board of Directors of Alligator Bioscience AB ("Alligator Bioscience" or the "Company") has today, based on the authorization granted by the annual general meeting on 7 May 2025, resolved on a directed issue of 2,730,708 ordinary shares (the "Directed Issue") to the guarantors who have entered into top guarantee commitments to secure the subscription of warrants series TO 12 ("TO 12") in the event that the exercise rate for TO 12 was below approximately 85 percent. As the exercise rate amounted to approximately 71 percent, the top guarantee commitments entered into by the Company are executed with approximately SEK 10.0 million. The Board of Directors has also, based on the authorization granted by the annual general meeting on 7 May 2025, resolved on a directed issue of 1,182,876 ordinary shares to guarantors who have chosen to receive guarantee compensation in the form of newly issued ordinary shares (the "Compensation Issue"). The subscription price in the Directed Issue and the Compensation Issue amounts to SEK 3.68 per ordinary share, corresponding to the exercise price for TO 12. Payment is made in cash and by set-off of the guarantors' claims. Søren Bregenholt, CEO of Alligator Bioscience, comments:"The outcome of the TO 12 warrant exercise, including the directed issue to guarantors, ensures that we have secured the anticipated capital injection in a challenging market environment. We view the strong participation and the fulfilment of the top guarantee commitments as a clear signal of continuedconfidence in our strategy and the long-term potential of mitazalimab. These proceeds allow us to strengthen our financial position and continue advancing toward a pivotal Phase 3 trial together with a future partner." The Directed Issue In accordance with what was communicated by the Company on 9 May 2025, top and bottom guarantee commitments have been entered into to secure the subscription of TO 12 in the event that the exercise rate for TO 12 was below approximately 85 percent. As the exercise rate amounted to approximately 71 percent, the top guarantee commitments entered into by the Company are executed with approximately SEK 10.0 million, corresponding to approximately 14 percent of the total number of TO 12, resulting in TO 12 being exercised to approximately 85 percent, corresponding to a total of approximately SEK 61.5 million. The outcome means that no bottom guarantees are executed. The top guarantee commitments are executed by the Board of Directors resolving on a directed issue of ordinary shares. The Board of Directors has therefore today, based on the authorization granted by the annual general meeting on 7 May 2025, resolved on a directed issue of 2,730,708 ordinary shares to the guarantors to execute the top guarantee commitments. Subscription in the Directed Issue is made at the same subscription price as for TO 12, i.e. SEK 3.68 per ordinary share, and the Company thus receives approximately SEK 10.0 million from the Directed Issue, before issue costs and set-off of an outstanding loan of approximately SEK 6.7 million. The investors who have entered into top guarantee commitments and thereby participate in the Directed Share Issue are presented in the table below. Guarantor/subscriber Number of subscribed ordinary shares Total subscription amount (SEK) Fenja Capital II A/S 1,810,425 6,662,364.00 Birger Jarl 2 AB 125,209 460,769.12 Consentia Group AB 125,209 460,769.12 Johan Carlström 125,209 460,769.12 Ghanem Chouha 75,125 276,460.00 Tony Chouha 75,125 276,460.00 Ulti AB 75,125 276,460.00 Bohr Invest AB 75,125 276,460.00 Niclas Löwgren 62,604 230,382.72 Stefan Hansson 62,604 230,382.72 Great Ventures & Consulting GCV AB 62,604 230,382.72 Axel Lindberg 56,344 207,345.92 Total 2,730,708 10,049,005.44 The Board of Directors has carefully considered the possibility of raising capital through a rights issue and makes the assessment that it is currently for several reasons more advantageous for the Company and its shareholders to raise capital by securing the exercise of TO 12 and to carry out the Directed Issue. The Company wished to ensure in advance that it receives a certain amount from TO 12 and therefore entered into top guarantee commitments with the investors participating in the Directed Issue. The size of the Directed Issue is dependent on the warrant holders' exercise of TO 12. Warrant holders were free to exercise TO 12 and thereby limit the size of the Directed Issue. The Company also believes that a rights issue under the current volatile market conditions would entail higher costs related to any underwriting. Finally, the Company wishes to expand and strengthen its base of professional shareholders to, among other things, improve the liquidity of the Company's share. In light of this, the Board of Directors' overall assessment is that the reasons for securing the exercise of TO 12 and to carry out the Directed Issue with deviation from the shareholders' preferential rights clearly and with sufficient strength outweigh the reasons that justify the main rule that new issues shall be carried out with preferential rights for the shareholders. The subscription price in the Directed Issue has been determined based on negotiations among the guarantors and the Company, in consultation with a financial adviser and through an analysis of several market factors. Therefore, the Board of Directors of the Company considers that the subscription price has been determined on market terms and correctly reflects current market conditions and demand. Thereto, the subscription price in the Directed Issue corresponds to the exercise price for TO 12. Payment in the Directed Issue is made in cash and, with regards to the top guarantor Fenja Capital II A/S, by set-off of the guarantor's claim regarding an outstanding loan. All shares in the Directed Issue have been subscribed and allotted to the top guarantors. Through the Directed Issue, the number of shares in the Company increases by 2,730,708 shares, from a total of 30,890,314 shares to 33,621,022 shares, of which all outstanding shares are ordinary shares. The share capital increases by SEK 2,184,566.40, from SEK 24,712,251.20 to SEK 26,896,817.60. For existing shareholders, the dilution from the Directed Issue amounts to approximately 8 percent based on the number of ordinary shares in the Company after the exercise of TO 12 and the Directed Issue. The total number of votes in the Company after the exercise of TO 12 and the Directed Issue amounts to 33,621,022. The Compensation IssueIn accordance with the agreements on top and bottom guarantees, cash compensation corresponding to 10 percent of the guaranteed amount shall be paid, corresponding to approximately SEK 4.5 million, or 12 percent of the guaranteed amount shall be paid in the form of newly issued ordinary shares in the Company, at a subscription price of SEK 3.68 per ordinary share. In total, eight guarantors have chosen to receive guarantee compensation in the form of newly issued ordinary shares in accordance with the below. Guarantor/subscriber Number of subscribed ordinary shares Total subscription amount (SEK) Fredrik Lundgren 561,684 2,066,997.12 Wilhelm Risberg 561,684 2,066,997.12 Birger Jarl 2 AB 16,304 59,998.72 Ghanem Chouha 9,782 35,997.76 Tony Chouha 9,782 35,997.76 Stefan Hansson 8,152 29,999.36 Great Ventures & Consulting GCV AB 8,152 29,999.36 Axel Lindberg 7,336 26,996.48 Total 1,182,876 4,352,983.68 Due to this, the Board of Directors of Alligator Bioscience has today, based on the authorization granted by the annual general meeting on 7 May 2025, resolved on the Compensation Issue, which comprises a total of 1,182,876 ordinary shares, corresponding to approximately SEK 4.4 million. Payment in the Compensation Issue is made by set-off of each guarantor's claim on guarantee compensation. The guarantors who have not chosen to receive guarantee compensation in the form of ordinary shares will instead receive a cash amount for each guarantee commitment. The cash component of the guarantee compensation amounts to approximately SEK 0.9 million. The subscription price in the Compensation Issue amounts to SEK 3.68 per ordinary share, corresponding to the exercise price of TO 12. The basis for calculating the subscription price was determined through negotiations among the guarantors and the Company, in consultation with a financial adviser and through analysis of a number of market factors. In light of this, it is the Board of Directors' assessment that the subscription price is on market terms. The reasons for the deviation from the shareholders' preferential right are as follows. In accordance with the executed guarantee agreements, guarantee compensation shall be paid either in cash at an amount corresponding to 10 percent of the guaranteed amount or 12 percent of the guaranteed amount in the form of newly issued ordinary shares in the Company, in accordance with the terms and conditions stated above. As a result of the guarantee commitments, each subscriber thus has a claim on the Company regarding guarantee compensation. Each subscriber in the table above has declared its willingness to allow the Company to offset the debt regarding guarantee compensation by carrying out an offset issue. The Compensation Issue is thus carried out in order to fulfil the Company's obligations to the guarantors as a result of the guarantee agreements entered into. The Company's alternative to carrying out the Compensation Issue is to instead settle the guarantee compensation through cash payment. The Board of Directors is of the opinion that - taking into account current market conditions - it is in the interest of the Company's financial position and in the interest of the shareholders to carry out the Compensation Issue on the stated terms and conditions, as the Company will then release funds that strengthen the Company's working capital. Through the Compensation Issue, the number of shares in the Company increases additionally by 1,182,876 shares, from a total of 33,621,022 shares to 34,803,898 shares, of which all outstanding shares are ordinary shares. The share capital increases additionally by SEK 946,300.80, from SEK 26,896,817.60 to SEK 27,843,118.40. For existing shareholders, the dilution from the Compensation Issue amounts to approximately 3.4 percent based on the number of ordinary shares in the Company after the exercise of TO 12, the Directed Issue and the Compensation Issue. The total number of votes in the Company after the exercise of TO 12, the Directed Issue and the Compensation Issue amounts to 34,803,898. Advisers Vator Securities AB acts as Sole Global Coordinator and bookrunner in connection with the rights issue in which TO 12 were issued (the "Rights Issue") and Van Lanschot Kempen N.V. acts as financial adviser to Alligator Bioscience in connection with the Rights Issue. Setterwalls Advokatbyrå AB is legal adviser to Alligator Bioscience in connection with the Rights Issue. Vator Securities AB acts as the issuing agent in connection with the Rights Issue. For further information, please contact: Søren Bregenholt, CEOE-mail: +46 (0) 46 540 82 00 The information was submitted for publication, through the agency of the contact person set out above, at 6:00 p.m. CEST on 26 May 2025. About Alligator Bioscience Alligator is a clinical-stage biotechnology company developing tumor-directed immuno-oncology antibody drugs focused on the CD40 receptor. This validated approach promotes priming of tumor-specific T cells and reversing the immunosuppressive nature of the tumor microenvironment, with significant potential benefits for cancer patients across multiple types of cancer. The Company's lead drug candidate mitazalimab, is currently in preparation for Phase 3 development, and has previously presented unprecedented survival data at 24-months follow up in first-line metastatic pancreatic cancer patients in the Phase 2 trial OPTIMIZE-1. Alligator is listed on Nasdaq Stockholm (ATORX) and headquartered in Lund, Sweden. For more information, please visit IMPORTANT INFORMATION The information in this press release does not contain or constitute an offer to acquire, subscribe for or otherwise trade in shares, warrants or other securities in Alligator Bioscience. The invitation to the persons concerned to subscribe for units consisting of ordinary shares, warrants series TO 12 and warrants series TO 13 in Alligator Bioscience has only been made through the prospectus published by Alligator Bioscience on 24 January 2025. The prospectus has been approved and registered by the Swedish Financial Supervisory Authority and has been published on the Company's website, Since Alligator Bioscience is considered to conduct protection-worthy activities according to the Swedish Screening of Foreign Direct Investments Act (Sw. lag (2023:560) om granskning av utländska direktinvesteringar), the exercise of warrants for subscription of ordinary shares may require review by the Inspectorate of Strategic Products (ISP). More information about this can be found on the Company's website, Attachments Alligator Bioscience AB carries out directed issues to guarantors in connection with exercise of warrants series TO 12 SOURCE: Alligator Bioscience View the original press release on ACCESS Newswire
Mint
3 days ago
- Mint
Apple Watch SE in 2025: Smartwatch that still makes sense for most people
There's no shortage of smartwatch options in 2025. The Apple Watch Series 10 is flashier than ever, the Ultra is built like a tank, and fitness brands are throwing feature-rich wearables at every budget point. And yet, the Apple Watch SE, launched a couple of years ago, still quietly holds its ground. The question is: should you still consider it in 2025? If you're not chasing the latest features like blood oxygen sensors or the new stress-tracking chip in the Series 10, the Apple Watch SE delivers everything you need, and then some. It still runs on Apple's current software (watchOS 11 at the time of writing), syncs effortlessly with your iPhone, and handles everyday use with zero lag. You can track workouts, check your heart rate, get notifications, and use Siri. All on a bright Retina display that holds up even in bright sunlight. The second-gen SE (still widely sold in 2025) uses the same chip as the Series 8, which means it's far from outdated. Unless you're into biohacking or need advanced health metrics, you're not missing much. The SE has always been Apple's way of making a more affordable watch without making it feel cheap. Even in 2025, it doesn't look outdated. It has the same iconic Apple Watch design with rounded edges, haptic crown, and decent water resistance. Sure, you won't get the always-on display or the titanium build of the Ultra, but you'll also save ₹ 20,000 or more. For most users, that tradeoff is not just acceptable, it's welcome. Apple SE watch options with the best price: This is where it gets interesting. The Apple Watch SE isn't trying to be the best for everyone, it's trying to be the best for most people. That includes: First-time smartwatch buyers : If you've never used an Apple Watch before, this is the best way in. : If you've never used an Apple Watch before, this is the best way in. Students and Gen Z : Affordable, stylish, and functional — without overkill. : Affordable, stylish, and functional — without overkill. Casual fitness users : You get all the activity tracking you'll likely need, unless you're training for a triathlon. : You get all the activity tracking you'll likely need, unless you're training for a triathlon. Parents buying for their kids : It works great with Apple's Family Setup. : It works great with Apple's Family Setup. iPhone users who want a companion, not a lifestyle overhaul. Let's be honest, the SE does cut corners. No ECG, no SpO2, no temperature sensor, and no always-on display. Also, no fast charging. But here's the catch: most users don't end up using those features consistently. The Series 10 is fantastic, but most of its magic is in the details. If you need those details, you already know that. If you don't, the SE is all the watch you'll need. The SE (GPS) now retails under ₹ 30,000, and you'll often find deals around ₹ 26,000. That puts it squarely in the 'smart buy' category. Compared to the ₹ 50,000+ price tag of newer models, the SE gives you 80% of the experience for 50% of the cost. That's compelling in any year, and especially in 2025 when budget-conscious buying is back in fashion. If you're someone who wants a reliable, polished, feature-rich smartwatch that doesn't scream for attention, the Apple Watch SE remains one of the best choices in 2025. It's not flashy, but it's functional. It's not the latest, but it's lasting. And sometimes, that's exactly what makes it smart. Disclaimer: Mint has an affiliate marketing partnership, which means we may get some commission on purchases you make through the retailer sites links provided. These partnerships do not influence our editorial content, which is free from any bias or marketing pitch. We strive to provide accurate and unbiased information to help you make informed decisions. We recommend verifying details with the retailer before making a purchase.
Yahoo
6 days ago
- Business
- Yahoo
SE Jumps 35% in a Month: Should Investors Hold On to the Stock?
Sea Limited's SE shares have rallied 35.5% over the past month, significantly outperforming the Zacks Computer and Technology sector's return of 15.5% and the 20.5% rise in the Zacks Internet Software has outperformed its industry peers, including HubSpot HUBS, Paylocity Holding PCTY and Atlassian TEAM. Over the same time frame, shares of HubSpot, Paylocity Holding and Atlassian have gained 9.8%, 6.7% and 0.4%, upward momentum in Sea Limited's share price reflects its outstanding first-quarter 2025 results, with revenues rising 30% year over year to $4.8 billion. Growth and profitability gains were evident across all major segments, including e-commerce (Shopee), digital financial services (Monee) and digital entertainment (Garena). Also, an impressive $410.8-million net income marked a striking comeback from a loss in the corresponding period last year, reflecting its operational strength. Despite a year-over-year upsurge of 309.5% to 86 cents per share, Sea Limited's bottom line missed the Zacks Consensus Estimate by 7.53%. Shopee, Sea Limited's e-commerce platform, reported a significant turnaround in profitability in the first quarter of 2025. The segment achieved revenues of $3.5 billion, marking a 28.3% year-over-year increase. This growth was driven by a 20.5% rise in gross orders and a 21.5% increase in Gross Merchandise Value ('GMV'). Adjusted EBITDA reached $264.4 million from a prior loss of 21.7 million, driven by higher take rates, cost optimization and competitive pricing. The platform remains on track to meet its 20% full-year GMV growth target with improving profitability. Sea Limited Sponsored ADR price-consensus-chart | Sea Limited Sponsored ADR Quote The company's digital financial services division, rebranded as Monee, demonstrated impressive growth in the first quarter of 2025. The segment reported revenues of $787.1 million, up 57.6% year over year. This rally was primarily attributed to the expansion of its consumer and SME credit business, with loans outstanding surging 76.5% to $5.8 billion. Garena, Sea Limited's digital entertainment arm, experienced a resurgence in the first quarter of 2025, driven by the success of its flagship game, Free Fire. Bookings for the segment reached $775.4 million, a 51.4% year-over-year increase. Garena's revenue grew 8.2% year over year to $495.6 million, while adjusted EBITDA rose 56.8% to $458.2 million. The segment also saw a 32.2% increase in quarterly paying users and an 11.3% rise in quarterly active users to 661.8 collaboration with Naruto Shippuden contributed to increased user engagement, bringing average daily activity close to the pandemic-era highs. The Zacks Consensus Estimate for SE's second-quarter 2025 revenues is pegged at $5.08 billion, indicating a 29.87% year-over-year consensus mark for second-quarter earnings is pegged at 96 cents per share, which has been unchanged over the past 30 days. The estimate indicates a 108.7% upsurge from the figure reported in the year-ago 2025, the Zacks Consensus Estimate for revenues is pegged at $22.28 billion, suggesting 31.53% year-over-year growth. The consensus mark for 2025 earnings is pegged at $3.94 per share, unchanged over the past 30 days. The estimate indicates a 134.52% jump from 2024's reported figure. The launch of TikTok Shop in Brazil in May 2025 introduced a formidable competitor in the e-commerce landscape. Offering integrated shopping experiences and aggressive incentives like zero seller fees and free shipping, TikTok Shop is poised to rapidly capture market share, challenging Shopee's position in the Brazil, Shopee Live faces slow uptake due to early-stage market conditions. Shopee Live is struggling to grow in Brazil due to limited awareness of live shopping and a lack of local content creators. Sea Limited is expected to invest in building this ecosystem, which can affect profitability in the near term. Sea Limited's strong first-quarter performance, marked by solid revenue growth, a return to profitability and robust segment expansion, is encouraging. However, intensifying competition is creating currently carries Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Sea Limited Sponsored ADR (SE) : Free Stock Analysis Report HubSpot, Inc. (HUBS) : Free Stock Analysis Report Paylocity Holding Corporation (PCTY) : Free Stock Analysis Report Atlassian Corporation PLC (TEAM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
