68/100BSea stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Sea is 132.75, 61.1% above the current price of 82.41. Their targets range from 70.00 to 156.00.
Of the 8 firms that rated Sea in the past 12 months, 7 rate it buy or strong buy, 1 hold and 0 sell or strong sell (each firm at its latest rating): a Strong buy consensus.
Analysts' 1-year price targets range from 70.00 to 156.00, with an average of 132.75.
| Buy | 7 | |
| Hold | 1 | |
| Sell | 0 |
12-month price target
| Highest target | 156.00 |
| Average target | 132.75 |
| Lowest target | 70.00 |
| Current price | 82.41 |
Sea price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Sea price target and rating?
How analysts rate Sea, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
7 of 8 firms rate it buy now, against 11 of 12 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Sea analyst upgrades, downgrades and price targets
The latest rating change came on 12 November 2025, when Deutsche Bank upgraded Sea from Hold to Buy. Its price target is 170.00. The most recent new target came from New Street on 26 October 2026: 70.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 26 Oct 2026 | New Street Jin Yoon | — | 70.00 | — | 74.63 |
| 7 Sept 2026 | Arete Research | — | 152.00 | — | 112.09 |
| 13 Aug 2026 | Morgan Stanley Divya Gangahar Kothiyal | — | 121.00 → 153.00 | +26.4% | 128.11 |
| 12 Aug 2026 | Barclays | — | 122.00 → 156.00 | +27.9% | 127.59 |
| 14 May 2026 | Barclays | Reiterated · Overweight | 200.00 → 122.00 | -39.0% | 93.52 |
| 13 Mar 2026 | Morgan Stanley Divya Gangahar Kothiyal | — | 173.00 → 121.00 | -30.1% | 85.16 |
| 9 Mar 2026 | Goldman Sachs | — | 125.00 | — | 88.10 |
| 4 Mar 2026 | Bernstein Venugopal Garre | Reiterated · Outperform | 185.00 → 150.00 | -18.9% | 88.13 |
| 3 Mar 2026 | Jefferies Thomas Chong | — | 157.00 → 150.00 | -4.5% | 87.82 |
| 11 Feb 2026 | Morgan Stanley Divya Gangahar Kothiyal | — | 209.00 → 173.00 | -17.2% | 114.81 |
| 19 Dec 2025 | Wedbush | Reiterated · Outperform | 135.00 → 170.00 | +25.9% | 123.21 |
| 12 Nov 2025 | Deutsche Bank Peter Milliken | Upgraded · Hold → Buy | 170.00 | — | 142.31 |
Sea EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Revenue
EPS
Does Sea beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 25.4% off the result, either way, and their revenue estimate 5.2%, over the last 12 quarters.
- EPS beats
- 13 / 37
- Revenue beats
- 23 / 36
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- -25.2%
- Since
- November 2017
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 10 Nov 2026 | 0.94 | 0.78 | -17.1% | 8.08B | 8.60B | +6.5% |
| Q2 FY2026 | 11 Aug 2026 | 0.86 | 0.86 | +0.1% | 7.12B | 7.79B | +9.4% |
| Q1 FY2026 | 12 May 2026 | 0.83 | 0.84 | +1.2% | 6.46B | 7.10B | +9.9% |
| Q4 FY2025 | 3 Mar 2026 | 0.82 | 0.66 | -19.1% | 6.45B | 6.85B | +6.2% |
| Q3 FY2025 | 11 Nov 2025 | 1.03 | 0.78 | -24.3% | 6.42B | 5.99B | -6.8% |
| Q2 FY2025 | 12 Aug 2025 | 0.99 | 0.85 | -14.1% | 5.60B | 5.30B | -5.3% |
| Q1 FY2025 | 13 May 2025 | 0.93 | 0.86 | -7.5% | 4.94B | 4.84B | -2.1% |
| Q4 FY2024 | 4 Mar 2025 | 0.76 | 0.62 | -18.4% | 5.05B | 4.95B | -1.9% |
| Q3 FY2024 | 12 Nov 2024 | 0.59 | 0.54 | -8.5% | 4.08B | 4.33B | +6.2% |
| Q2 FY2024 | 13 Aug 2024 | 0.59 | 0.46 | -22.0% | 3.71B | 3.80B | +2.4% |
| Q1 FY2024 | 14 May 2024 | 0.08 | -0.04 | -150.0% | 3.64B | 3.73B | +2.7% |
| Q4 FY2023 | 4 Mar 2024 | -0.01 | -0.01 | -22.7% | 3.55B | 3.64B | +2.6% |
Sea stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Sea's earnings grow at the 22.5% a year analysts expect to FY2028, then 15.0% a year, it would earn about 7.65 a share in FY2030. At the P/E of similar companies (Specialty Retail, 20.7 to 29.2) that is 158.39 to 223.12 a share, or 196.80 at their average P/E of 25.7. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 3.62 | 74.87 | 93.02 | 105.47 |
| FY2027 | 4.61 | 95.50 | 118.65 | 134.53 |
| FY2028 | 5.79 | 119.77 | 148.81 | 168.71 |
| FY2029 (extrapolated) | 6.65 | 137.73 | 171.13 | 194.02 |
| FY2030 (extrapolated) | 7.65 | 158.39 | 196.80 | 223.12 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Its own P/E has been above 60, or from losses, too often in the last five years, so bear, base and bull apply the lowest, average and highest P/E of similar companies (Specialty Retail: 20.7, 25.7, 29.2), those up to 60.
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 97.350 | 194.84146Price 97.35244 | +100.1% | |
| 119.980 | 236.63177Price 119.98296 | +97.2% | |
| 197.050 | 384.58163Price 197.052,644 | +95.2% | |
| 157.530 | 305.52161Price 157.53396 | +93.9% | |
| 43.270 | 82.9546Price 43.27165 | +91.7% | |
| 214.470 | 405.52304Price 214.47507 | +89.1% | |
| 163.700 | 308.95212Price 163.70442 | +88.7% |
Furthest below the fair value on each stock's page, updated every day.