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Why Sea (SE) Stock Is Up Today

Investivoq PriceTracker

Sea Limited (SE) is up 8.5% today. Here is some analysis on what might have caused this price movement. ([sea.com](https://www.sea.com/investor/home))

Analysis: The most likely driver is Sea’s third-quarter 2026 report, which showed strong top-line growth, higher profitability, and a newly expanded share repurchase program. Investors also appear to be reacting to strength across Shopee, digital financial services, and gaming, which together suggest broad-based momentum rather than a one-off boost. ([markets.ft.markitdigital.com](https://markets.ft.markitdigital.com/data/announce/detail?dockey=600-202611100630BIZWIRE_USPRX____20261109_BW862081-1&utm_source=openai))

Details:

  • Sea reported third-quarter 2026 revenue of about $8.6 billion, up more than 40% from a year earlier. ([markets.ft.markitdigital.com](https://markets.ft.markitdigital.com/data/announce/detail?dockey=600-202611100630BIZWIRE_USPRX____20261109_BW862081-1&utm_source=openai))
  • Basic earnings per share rose to $0.81 from $0.63 in the prior-year quarter, while net income attributable to shareholders reached about $502.5 million. ([markets.ft.markitdigital.com](https://markets.ft.markitdigital.com/data/announce/detail?dockey=600-202611100630BIZWIRE_USPRX____20261109_BW862081-1&utm_source=openai))
  • The board approved an additional $1.0 billion for share repurchases on November 9, 2026, adding a capital-return catalyst alongside the earnings release. ([markets.ft.markitdigital.com](https://markets.ft.markitdigital.com/data/announce/detail?dockey=600-202611100630BIZWIRE_USPRX____20261109_BW862081-1&utm_source=openai))
  • Management materials highlighted growth across Shopee, Monee, and Garena, supporting the view that the quarter’s performance was broad-based. ([sea.com](https://www.sea.com/investor/home))

    • Sources:

    Sea Investor Relations, Stockwatch, SEC

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $SE Insider Trading Activity

    SE Insider Trades

    $SE insiders have traded $SE stock on the open market 994 times in the past 6 months. Of those trades, 0 have been purchases and 994 have been sales.

    Here’s a breakdown of recent trading of $SE stock by insiders over the last 6 months:

    • GANG YE (COO) has made 0 purchases and 365 sales selling 1,541,208 shares for an estimated $164,794,537.
    • XIAODONG LI (Chairman and CEO) has made 0 purchases and 17 sales selling 1,139,734 shares for an estimated $147,347,753.
    • JINGYE CHEN (CPO, Shopee) has made 0 purchases and 87 sales selling 309,600 shares for an estimated $32,330,781.
    • YANJUN WANG (CCO and GC) has made 0 purchases and 442 sales selling 132,020 shares for an estimated $13,545,819.
    • ZHIMIN FENG (President) has made 0 purchases and 30 sales selling 91,709 shares for an estimated $11,419,747.
    • TIANYU HOU (CFO) has made 0 purchases and 23 sales selling 80,000 shares for an estimated $8,412,447.
    • FENG ZHAO (President of Garena) has made 0 purchases and 23 sales selling 86,420 shares for an estimated $8,231,080.
    • CHEN SENG HENG has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,446,165.
    • KHOON HUA KUOK has made 0 purchases and 4 sales selling 17,395 shares for an estimated $2,018,305.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $SE Hedge Fund Activity

    We have seen 419 institutional investors add shares of $SE stock to their portfolio, and 349 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 8,186,557 shares (+inf%) to their portfolio in Q2 2026, for an estimated $784,517,757
    • FMR LLC removed 7,353,778 shares (-47.7%) from their portfolio in Q3 2026, for an estimated $715,963,826
    • FIRST BEIJING INVESTMENT LTD added 2,900,104 shares (+1387.9%) to their portfolio in Q2 2026, for an estimated $277,916,966
    • TIGER GLOBAL MANAGEMENT LLC removed 2,856,683 shares (-18.5%) from their portfolio in Q2 2026, for an estimated $273,755,931
    • SANDS CAPITAL MANAGEMENT, LLC removed 2,502,676 shares (-45.5%) from their portfolio in Q2 2026, for an estimated $239,831,441
    • D1 CAPITAL PARTNERS L.P. removed 2,373,801 shares (-58.6%) from their portfolio in Q2 2026, for an estimated $227,481,349
    • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 2,370,876 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $227,201,047

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $SE Government Contracts

    We have seen $204,124 of award payments to $SE over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • EXPERT WITNESS SERVICES: $2,124

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.