From Yahoo Finance: 2025-05-07 07:08:00

Sea Limited (SE) is among the best-performing large-cap stocks in 2025, with a year-to-date performance of 35.63%. Analysts anticipate 20% growth in the E-commerce segment and 2-3% EBITDA margins. The company’s revenue grew by 37% to $5.0 billion in fiscal 2024, showing significant growth and profitability improvements. Lakehouse Global Growth Fund praised Sea Limited’s impressive results in their March 2025 investor letter.

The stock market faced challenges in the first quarter of 2025, with the S&P 500 declining by 4.27%. ClearBridge Investment highlighted the underperformance of growth stocks, particularly impacted by tariffs and other headwinds like AI capital expenditure concerns. Erica Furfaro and Margaret Vitrano emphasized the importance of a balanced portfolio amid market uncertainties and earnings growth diversification.

Market volatility in 2025 has led to a reshuffling of investment strategies, with Clearbridge reducing healthcare exposure and increasing IT sector positions. They anticipate stronger earnings growth from non-tech sectors like healthcare and industrial companies. The market’s focus has shifted away from the “Magnificent Seven” large-cap stocks, seeking broader growth opportunities across various sectors for better investment returns.



Read more at Yahoo Finance: Is Sea Limited (SE) One of the Best Performing Large Cap Stocks So Far in 2025?