- StockStory Top Pick SE +0.27%
Sea Limited (NYSE:SE) is one of the stocks Jim Cramer put under the spotlight. During the lightning round, a caller inquired about Cramer’s thoughts on the stock, and he replied:
“You know, look, it’s information technology of an uncertain way with a… 40 PE. I’m sorry, I do not share your enthusiasm for that stock.”
Photo by Adam Nowakowski on Unsplash
Sea Limited (NYSE:SE) provides digital platforms for e-commerce, online gaming, and financial services, including mobile wallets, credit, insurance, and payment solutions. Lakehouse Capital stated the following regarding Sea Limited (NYSE:SE) in its second quarter 2025 investor letter:
“Southeast Asia’s leading e-commerce platform, Sea Limited (NYSE:SE), was our largest contributor for the year as the company delivered an impressive combination of accelerating growth and improving profitability. At a group level, revenue rose 30% year-on-year to US$17.9 billion and operating income saw a material turnaround from a US$38.8 million loss to a US$875.2 million profit. Its core e-commerce platform, Shopee, emerged stronger following a period of elevated marketing investment, which drove higher order volumes, improved take rates, and an acceleration in top line growth. Notably, regulatory pressures in Indonesia have abated, and competition across the region has moderated, with peers now taking a more rational approach to take rates, paving the way for a more favourable industry structure going forward.
While we acknowledge the potential of SE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Story ContinuesREAD NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
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