NYSE:NVR News 27 January 2026

January 27, 2026, 9:58 AM EST. Sea Ltd (NYSE:SE), a Southeast Asia-focused consumer internet company, saw its shares drop roughly 2.5% in one month despite reporting a 38% revenue increase and 28% growth in gross merchandise value for the September quarter. The stock closed at $125.93 on January 26, 2026, with a market cap of $74.1 billion. Baird Chautauqua's Q4 2025 investor letter highlighted that Sea's adjusted EBITDA margin fell sequentially to 0.6%, reflecting management's prioritization of growth over short-term profitability. Competitive pressures in Brazil and Taiwan, plus unclear margin targets for 2026, dampened investor sentiment. Sea is held by 102 hedge funds as of Q3 2025 but is not among the 30 most popular hedge fund stocks, with some investors favoring AI stocks for faster returns.