Sea Limited (SE) Stock Climbs 5% as Q1 Revenue Crushes Wall Street Forecasts

Key Takeaways Sea Limited (SE) shares climbed 5.4% following Q1 revenue of $7.1B, significantly surpassing the $6.45B Wall Street forecast Adjusted earnings per share registered $0.67, falling short of the $0.76 analyst projection Shopee achieved record-breaking GMV of $37.3B, representing 30.2% growth compared to last year Garena delivered its strongest performance since 2021, with bookings climbing 20.1% to $931.4M Monee revenue jumped 57.8% to $1.2B, while the loan portfolio expanded 71.3% year-over-year Sea Limited (SE) unveiled its first-quarter 2026 financial performance on May 12, triggering a 5.4% stock price increase despite missing earnings targets. Investor enthusiasm stemmed from revenue figures that substantially exceeded analyst predictions. Sea Limited, SE The company generated $7.1 billion in quarterly revenue, surpassing the $6.45 billion Wall Street projection. This represents a substantial 46.6% increase from the $4.8 billion recorded during Q1 2025. Adjusted earnings per share reached $0.67, trailing the consensus estimate of $0.76 by $0.09. Net profit advanced 6.7% to $438.2 million. Adjusted EBITDA for the entire company increased 9.3% year-over-year to $1.0 billion. 𝗦𝗲𝗮 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SEEPS: $0.70 vs $0.77 est. Revenue: $7.10B vs $6.40B est. – Shopee: Q1 GMV reached US$37.3B (+30.2% YoY), with gross orders up 29.3% to 4.0B. – Monee: Revenue grew 57.8% YoY to US$1.2B. Loans outstanding climbed 71.3%… pic.twitter.com/NFjGhna31M — The Future Investors (@ftr_investors) May 12, 2026 Chairman and CEO Forrest Li emphasized the company’s strategy of making strategic investments to strengthen its competitive advantages while maintaining strict financial oversight. Shopee Achieves Unprecedented GMV Milestone Shopee, the company’s e-commerce division, posted its strongest quarterly performance to date. Gross merchandise value totaled $37.3 billion, marking a 30.2% year-over-year increase. Segment revenue expanded 44.4% to $4.5 billion. Core...