Sea (SE) faces Q1 earnings test as analysts expect 30% revenue growth

Sea Ltd. (NYSE: SE) is scheduled to report quarterly earnings on May 19, 2026, with investors focused on whether the e-commerce and gaming company can sustain strong revenue growth and improve profitability. Analysts expect revenue to rise 30% year over year, down from 35.2% growth in the prior-year quarter. In the previous quarter, Sea reported revenue of $6.82 billion, up 37.2%, beating consensus estimates, while adjusted EBITDA missed expectations. The company reported 58 million users, up 15.1%. Most analysts have left estimates unchanged over the past 30 days. Sea shares were unchanged over the past month, lagging a 6.2% average gain among online marketplace peers. The stock recently traded at $86.85, below the average analyst price target of $138.27. Peer results were mixed: EverQuote revenue rose 14.5% and beat estimates, sending its shares up 63%, while Cars.com reported flat revenue and gained 4.4%.