Grab Holdings

GRAB · NASDAQ

$2.89+$0.02 (+0.70%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $2.87

GRAB analyst rating

BuyConsensus of 6 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy6
Hold0
Underperform0
Sell0

12-month price target · 22 analysts

Average $5.72 (+97.8% upside)

Low: $2.76
Now: $2.89
High: $8.40

Upgrades and downgrades

The latest rating actions, newest first

GRAB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 20, 2026	Maintains	Overweight	$5.00 → $4.00	43%
Barclays	Jul 9, 2026	Maintains	Overweight	$7.00 → $5.00	43%
China Renaissance	May 6, 2026	Upgrade	Hold → Buy	$5.00	33%
JP Morgan	May 5, 2026	Maintains	Overweight	$5.90 → $5.80	50%
Mizuho	May 5, 2026	Maintains	Outperform	$7.00 → $6.00	64%
JP Morgan	Apr 20, 2026	Maintains	Overweight	$6.10 → $5.90	50%
HSBC	Jan 16, 2026	Upgrade	Hold → Buy	$6.20	45%
Barclays	Nov 11, 2025	Maintains	Overweight	$6.50 → $7.00	43%
Benchmark	Nov 4, 2025	Maintains	Buy	$6.00 → $7.00	48%

The case for and against

Updated May 1, 2025

Bull case

Grab Holdings has demonstrated robust growth across its core segments, with On-Demand GMV increasing by 15% year-over-year, driven by a notable 17% rise in Mobility and a 13% boost in Delivery services. Additionally, the Fintech segment recorded an impressive growth rate of 34% year-over-year, attributable to enhanced monetization strategies for its lending services. The company anticipates revenue for FY24 to reach between $2.76 billion and $2.78 billion, reflecting a year-over-year growth of 17-18%, supported by successful product offerings that enhance market penetration and cross-selling opportunities.

Bear case

Grab Holdings has encountered a negative market reaction, as evidenced by a 10%+ selloff in aftermarket trading despite reporting strong fourth-quarter results. The company’s conservative guidance for FY25, which fell slightly below consensus expectations, raises concerns about its growth trajectory amidst significant investment risks including regulatory challenges and macroeconomic instability. Additionally, higher-than-expected costs in its fintech segment have impacted EBITDA, indicating potential profitability issues, while ongoing competitive pressures could hinder its market share in the core ride-sharing and food delivery segments.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.