WedBush Bullish on Sea Limited (SE) Amid Shopee Growth

Group 1: Company Overview - Sea Limited (NYSE:SE) is a Singapore-based consumer internet company that operates Shopee (e-commerce), Garena (digital entertainment), and SeaMoney (digital financial services) globally [5]. Group 2: Analyst Ratings and Price Targets - As of January 12, 2026, over 90% of analysts are bullish on Sea Limited, with a consensus price target of $197.00, indicating a potential upside of 51.70% [2]. - On January 2, 2025, Maybank upgraded Sea Limited from 'Hold' to 'Buy', setting a price target of $156, citing a more attractive risk-reward profile after a 36% decline in stock price since October 2025 [3]. - Wedbush lowered its price target for Sea Limited from $190 to $170 while maintaining an 'Outperform' rating, noting the internet sector's strong performance in 2025 [4]. Group 3: Market Position and Strategy - Maybank believes that most short-term headwinds are already priced in due to Sea Limited's aggressive investment in Shopee's VIP program and fulfillment network, which is expected to enhance its competitive position in Southeast Asia, accounting for approximately 75% of Shopee's gross merchandise value (GMV) [3]. - Wedbush's commentary highlights the anticipated greater dispersion in the internet sector for 2026 as investors consider factors like AI monetization and ongoing investment cycles [4].