Sea Rallies as AI Deal and Bullish Bets Mount

Sea ( (SE) ) has risen by 7.36%. Read on to learn why.

Sea’s stock advanced 7.36% over the past week as investors responded to a wave of bullish signals around the Southeast Asian tech group. Option activity turned notably positive, with call trading running at 1.7 times typical levels and the put/call ratio falling to a low 0.29, indicating traders are positioning for further upside ahead of the company’s upcoming March 3 earnings report. Rising implied volatility suggests the market is bracing for meaningful news, but the skew toward calls points to optimism rather than fear.

Sentiment was further boosted by Sea’s new strategic partnership with Alphabet’s Google to build agentic AI tools across its core businesses. The two companies plan to develop an AI shopping prototype on Shopee, Sea’s flagship e-commerce platform, and deploy AI in its gaming arm, Garena, to improve game development productivity. The deal comes just as regional rival Lazada unveiled its own AI model, underlining how Sea is moving quickly to defend and grow its share in Southeast Asia’s increasingly AI-driven online retail and gaming markets.

Wall Street’s stance also helped support Sea’s latest share price move. Multiple firms, including Citi, DBS, Bernstein, and J.P. Morgan, reiterated Buy ratings and set aggressive price targets in the $170–$184 range, implying roughly 67% upside from recent trading levels and reinforcing a Strong Buy consensus. Those calls come on the back of Sea’s improving fundamentals, with its latest reported quarter showing revenue up from $4.33 billion to $5.99 billion and net profit more than doubling year over year, giving investors more confidence that the company can convert its AI and platform investments into sustained growth and earnings power.