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

Quick Summary Shares of Sea Limited (SE) climbed 5.4% following Q1 results showing revenue of $7.1B, significantly exceeding the $6.45B Wall Street forecast Adjusted earnings per share of $0.67 fell below the analyst consensus of $0.76 E-commerce platform Shopee achieved record gross merchandise value of $37.3B, representing 30.2% year-over-year growth Gaming division Garena delivered its strongest performance since 2021, with bookings rising 20.1% to $931.4M Digital financial services unit Monee saw revenue jump 57.8% to $1.2B, while its loan portfolio expanded 71.3% annually On May 12, Sea Limited (SE) unveiled its first-quarter 2026 financial results, triggering a 5.4% stock price increase despite falling short on earnings expectations. Investors focused on the company’s impressive revenue performance, which significantly outpaced analyst projections. Sea Limited, SE The Singapore-based tech conglomerate reported quarterly revenue of $7.1 billion, substantially surpassing the Street estimate of $6.45 billion. This represents a robust 46.6% increase compared to the $4.8 billion generated during the same period last year. However, adjusted earnings per share of $0.67 missed the consensus forecast of $0.76 by nine cents. The company’s net income expanded 6.7% to reach $438.2 million, while total adjusted EBITDA climbed 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 Chief Executive Officer Forrest Li emphasized the company’s strategic approach of investing to strengthen its competitive advantages while maintaining rigorous financial oversight. E-Commerce Platform Achieves Milestone Performance Shopee, Sea’s e-commerce division, posted record-breaking ...