Sea (SE) COO Gang Ye Sells $896K of Stock

Sea Limited (NYSE: SE) Chief Operating Officer Gang Ye sold 10,000 shares of the company on June 26, 2026. The transaction was valued at approximately $895,759, with the shares sold at an average price of $89.58. This move was made under a Rule 10b5-1 trading plan, which allows company insiders to schedule trades in advance to avoid any appearance of using non-public information.

Recent Insider Activity at Sea Limited

This sale is part of a broader pattern of executive selling at the Singapore-based tech giant. Gang Ye followed up this June 26 trade with two more sales shortly after: another 10,000 shares on June 29 for $926,326, and 10,000 more on June 30 for about $938,672.

Other executives have also been active. Wang Yanjun, the company's Chief Corporate Officer and General Counsel, sold 1,000 shares on June 29, 2026, and another 1,000 shares on June 30. More recently, Wang Yanjun sold 1,000 shares on October 13 and another 1,000 on October 14. These smaller trades were also conducted under pre-arranged trading plans.

Sea Limited Stock and Valuation

On Monday, Sea Limited shares were trading at $92.95. The stock has seen a wide range over the past year, hitting a high of $193.48 and a low of $77.05. The current price is slightly below the 50-day moving average of $111.57 and the 200-day moving average of $104.22. With a price-to-earnings (P/E) ratio of 39.63, the company is trading at a premium compared to its forward P/E of 19.78, which looks at estimated future profits.

Growth and Earnings Performance

In its most recent reporting period, Sea Limited showed strong top-line momentum with revenue of $27.72 billion, representing a 48.1% growth rate. The company's profitability remains modest with a net margin of 5.9% and a return on equity of 14.7%. Its next earnings report is scheduled for November 10, 2026. This data helps contextualize why insiders might be liquidating portions of their holdings even as the company continues to expand its footprint in e-commerce and digital finance.

Analysts Set New Price Targets

Several investment firms have updated their views on Sea Limited recently. On August 13, 2026, Barclays maintained an Overweight rating and lifted its price target to $156.00 from $122.00. Benchmark also kept a Buy rating on August 12, 2026, raising its target to $175.00. However, TD Cowen was more cautious on August 4, 2026, maintaining a Hold rating and lowering its price target to $100.00. Across 28 analysts, the consensus is currently a Strong Buy with an average price target of $157.11.

About Sea Limited

Sea Limited is a major technology firm that connects consumers and businesses across Southeast Asia and Latin America. It is best known for three core businesses: Shopee, a massive e-commerce marketplace; Garena, a digital entertainment platform that develops and publishes popular online games; and SeaMoney, which provides digital payments and financial services. The company's diverse reach across gaming and retail makes it a central player in the emerging digital economy of Asia.

Looking Forward

While these executive sales are backward-looking, they provide a window into how the company's leaders are managing their personal stakes. Investors often watch these pre-planned trades alongside quarterly results to gauge internal sentiment. The upcoming earnings announcement on November 10 will likely be the next major catalyst for the stock as the market evaluates whether Sea Limited can maintain its high revenue growth in a competitive global market.