Grab

GRAB

Market cap $22.3B

Grab Holdings (GRAB) receives a cautious Buy rating, reflecting improved fintech progress and balanced growth across mobility, delivery, and digital banking segments. GRAB's adjusted EBITDA and free cash flow have grown significantly, with fintech loan portfolios and digital bank initiatives showing strong momentum and scaling potential. While GRAB's path to profitability remains uncertain and competition is intense, customer sensitivity to deposit rates remain untested.

Grab Holdings dominates Southeast Asia's super-app market, boasting over 90% ride-hailing share in Malaysia and the Philippines. Despite trading at a premium 140x earnings multiple, GRAB's rapid growth and diversified business model may justify its valuation. FQ3 2025 results showed 22% revenue growth and sustained profitability, with adjusted EBITDA up 51% year-over-year.

Grab Holdings remains a top international growth pick, benefiting from strong bookings growth and expanding adjusted EBITDA margins. GRAB is leveraging multiple revenue streams—mobility, deliveries, financial services, and advertising—while capitalizing on Southeast Asia's rising middle class. Despite premium valuation multiples, GRAB's rapid EBITDA growth and new high-margin opportunities justify a continued buy rating and long-term bullish outlook.

Grab is seeing accelerating growth in Southeast Asia, with revenue up by 22% and adjusted EBITDA growing by 51% year-over-year. The tech company's gross cash liquidity at $7.4 billion provides a substantial moat as it chases an acquisition of its largest rival, GoTo. Adjusted free cash flow came in at $283 million on a trailing twelve-month basis as of the end of the third quarter, with this set to ramp up.

Grab faces rising expenses, tariff hurdles and intensifying competition, pressuring its outlook and dragging its shares lower.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

In today's market, investor attention remains fixated on a handful of mega-cap AI leaders driving the latest rally.

Recently, Zacks.com users have been paying close attention to Grab (GRAB). This makes it worthwhile to examine what the stock has in store.

As one of the top technology enterprises in the world, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) will command a massive audience when it releases its quarterly earnings report on Wednesday, July 23, after the closing bell. Analysts will be looking for earnings per share of $2.17 on revenue of $93.72 billion, a sizable lift from the year-ago quarter's print of $1.89 and $84.74 billion, respectively.

Grab's Q3 results fall short of estimates, but strong On-Demand growth and raised 2025 guidance hint at improving profitability ahead.