What exactly did Jefferies change for Sea Limited on March 03, 2026?

Jefferies maintained its **Buy** rating for Sea Limited (SE) and lowered the price target to **$150** on March 03, 2026. The firm cited concerns about potential 2026 earnings downgrades while keeping a positive medium-term view.

How should I interpret the SE analyst rating and PT cut as an investor?

A maintained Buy with a lower PT means continued confidence in the business, but a reduced expected upside. It signals higher near-term risk. Investors should watch upcoming guidance and profitability metrics before changing long-term positions.

Does the JEFFRIES action change Sea Limited’s valuation or market cap?

The PT cut narrows implied upside versus prior targets, but market cap remains **$52,062,114,240**. Valuation expectations shift, and price may reflect the new outlook as analysts and investors re-price risk.

Where can I read the Jefferies note and related coverage?

Primary coverage of this update is available via StreetInsider and other financial news outlets. See the StreetInsider summary here [source](https://www.streetinsider.com/Analyst+Comments/Sea+Ltd.+%28SE%29+PT+Lowered+to+%24150+at+Jefferies/26099575.html) and a summary at Investing.com [source](https

Analyst Ratings

Jefferies Maintains Buy on SE (Sea Limited), PT Lowered to $150 March 03, 2026

ByHuzaifa Zahoor March 4, 2026March 4, 2026

Jefferies maintained a Buy rating on Sea Limited (SE) on March 03, 2026 while lowering its price target to $150. This SE analyst rating keeps a positive view on long-term upside, but signals near-term caution tied to 2026 earnings risk. Jefferies cited the chance of further earnings downgrades as the reason for the target cut. The move leaves immediate upside smaller than before, yet it preserves conviction in Shopee and fintech growth. We assess what this maintained Buy and PT cut mean for investors and price action.