SE

Jim Cramer calls a tech stock one of the greatest performers of all time, but he prefers Coca‑Cola over Broadcom, backs Vicor, and stays bearish on Sea, BETA, and Planet Labs. He also favors Martin Marietta over Knife River.

JP Morgan keeps an Overweight rating on Sea (NYSE:SE) but cuts its price target from $173 to $149, indicating a more cautious outlook on the company’s future.

Citi analysts say MercadoLibre’s growth makes its stock a buy, noting that recent price drops have created an attractive entry point for investors.

MercadoLibre posted record revenue while its stock cratered, and two Wall Street firms now see a path to 50% gains from here. Whether that gap closes depends on a margin story that is still unfolding.

A quality compounder is a business with durable competitive advantages that consistently reinvests profits at high returns, creating long‑term value for shareholders.

SINGAPORE, October 27, 2026--Sea Limited (NYSE: SE) ("Sea" or the "Company") plans to announce its third quarter 2026 results before the U.S. market opens on November 10, 2026, U.S. Eastern Time.

MercadoLibre’s expanding e‑commerce sales, buyer engagement, and logistics gains drive growth, but margin pressures and a premium valuation raise concerns about its future prospects.

Sea’s fair value estimate has been lowered from $157.11 to about $153.07, reflecting a modest reset in price targets. Analysts split on growth, with bullish views tied to Shopee revenue momentum and cautious views pointing to cost of growth and margin pressure.