Analysts have trimmed earnings-per-share estimates for Sea Limited and assigned a bearish Zacks Rank #4 (Sell) even while still projecting year-over-year earnings and revenue growth. The downgrades come ahead of the company's forthcoming results and highlight sensitivity to earnings expectations, though the key short-term catalyst remains the upcoming release and any margin guidance. Sea is also executing a US$1,000.0 million share repurchase program, with about US$182.9 million already deployed by March 2026, signaling management's willingness to commit capital amid a sharp single-day share price drop. The most optimistic analysts had previously assumed revenue could reach about US$46.5 billion and earnings US$4.8 billion, views that may need revisiting as the new estimate cuts and sentiment shifts play through.
Sea LtdAnalysts cut EPS forecasts and assign bearish rating ahead of results, signaling negative earnings expectations.