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Sea Limited Q3 2026 slides: revenue hits $8.6B, Shopee profits soar

Sea Limited (NYSE:SE) reported Q3 2026 revenue of $8.6B, up 43% YoY, beating estimates but missing EPS forecasts. Shopee's adjusted EBITDA hit $269.2M, while Monee's revenue grew 64% YoY. Garena's bookings rose 5.9% YoY. Shares fell 1.37% premarket.

Original reporting
investing.com
Published Nov 10, 2026, 1:51 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 2:05 PM 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.
About AlphAI AI DeskScoring methodologyReport an issue
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

$SEBearishMed
01

Why it matters

The earnings miss may trigger short‑term selling pressure, though the revenue beat and cash reserves could limit the downside.

02

Market read

Primary earnings release for a large‑cap listed company; new financial data drives short‑term market reaction.

03

What to watch

Improving unit economics in Shopee and expanding financial services may offset short‑term earnings disappointment.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

Sea Limited reported Q3 2026 results with 43% revenue growth but an EPS miss, causing a modest pre‑market decline.

Company-level read

Ticker impact

$SEBearishHigh confidence
Context

Q3 2026 earnings miss (EPS $0.78 vs $0.99 forecast) despite revenue beat; shares down 1.37% premarket.

Expected impact

downward pressure as market prices in the earnings shortfall

Evidence & confidence

EPS miss is a material negative surprise; investors typically react by selling, even with revenue growth.

Market effects

Sector

E‑commerce and digital finance sectors may see mixed sentiment as revenue growth is strong but profitability concerns linger.

Regional

Southeast Asian markets could be modestly affected given Sea's regional exposure.

Global

Limited; the news is primarily relevant to investors in Sea and its peers.

Counterpoint

What could challenge this read

Despite the EPS miss, the strong revenue growth and cash position could support a bounce if investors focus on top‑line momentum.

Key entities

  • Company
    Sea Limited

    Singapore‑based technology conglomerate operating Shopee, Garena, and Monee.

Read at source← All news

StorySea reports strong Q3 sales, profit miss and a new $1B buyback

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