Sea ADR earnings missed by $0.21, revenue topped estimates

Sea Limited (NYSE: SE) reported Q3 EPS of $0.78, missing estimates by $0.21, but revenue of $8.6B exceeded expectations. Shares are down 36.78% over 3 months and 45.22% over 12 months. InvestingPro rates its financial health as 'great performance'.

Original reporting
Published Nov 10, 2026, 11:44 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 11:59 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$SE
Bearish
high confidence
Mentioned
$SE
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$SEBearishHigh
01

Why it matters

The earnings miss may trigger short‑term sell pressure, but the revenue beat could mitigate the decline.

02

Market read

Primary earnings disclosure for a large‑cap internet company with material surprise on profit.

03

What to watch

Guidance outlook and cash flow metrics were not disclosed, leaving upside potential.

Relevance 8/10Novelty 8/10Timing: after-hours

Background

Sea Ltd (NYSE: SE) is a leading e‑commerce and digital entertainment platform in Southeast Asia.

Company-level read

Ticker impact

$SEBearishHigh confidence
Context

Sea reported Q3 EPS $0.78 versus $0.99 estimate and revenue $8.6B versus $8.1B consensus.

Expected impact

downward pressure as investors price in the EPS miss

Evidence & confidence

The miss on earnings relative to expectations is a material surprise for a large‑cap name.

Market effects

E‑commerce and digital entertainment sector may see broader scrutiny of growth forecasts.

North American tech stocks could face short‑term weakness following the miss.

Limited to investors tracking large‑cap internet companies.

Counterpoint

The strong revenue beat could support a bounce if the market focuses on top‑line growth.

Key entities

  • Sea Ltd

    US‑listed ADR of the Southeast Asian internet services group.

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