What top creators are saying about Grab Holdings Limited(GRAB)

Viewed as a beaten up stock that warrants a second look due to earnings growth.

Undervalued relative to cash position with a clear path to profitability.

Allocated in retirement accounts following the ceasefire announcement

A conviction play due to its strong cash position relative to market cap and dominant regional position.

Intrinsically undervalued with significant growth expected in consumer cash loans and fintech pivot.

Accelerating $500M buyback and consolidating voting power for potential M&A, though oil prices remain a margin headwind.

Analysts see potential for the stock to double from current prices.

Rated as a Buy with 96.42% upside; expanding into Taiwan via acquisition and guiding for strong revenue and EBITDA growth despite oil price headwinds.

Acquiring Foodpanda Taiwan at a 50% discount; analysts view stock as 'dirt cheap' with a $40B TAM increase.

Acquiring FoodPanda’s Taiwan business at a significant discount to expand GMV by 12%; intrinsically undervalued with 20% growth guidance despite oil price headwinds.

Closed slightly red; analysts suggest patience as market waits for guidance.

The speaker is a long-term bull, viewing the stock as a buy below $6. Believes the company is being conservative with guidance and that the post-earnings drop was an overreaction. The investment thesis is a multi-year growth story.

FY26 guidance for revenue and Adjusted EBITDA growth is below market expectations, which is not strong enough to impress the street and could lead to downward pressure on the stock, despite solid Q4 results and a new $500M share buyback.

Stock fell sharply due to disappointing forward guidance that signaled a significant slowdown in growth. Management's capital allocation strategy was also questioned.

The stock appears 'undervalued' ahead of its earnings report, but there is caution given how the market has been punishing other companies even with good results.

Was a standout performer, rising 3.4% on a weak US market day, attributed to its international focus and a positive catalyst from the Superbank Indonesia IPO.

Received another analyst upgrade from Bank of America with a $6.30 target. The speaker is perplexed by the stock's lack of movement and suggests long-term call options (LEAPs) as a potential play.

A 5% drop on negative headlines was viewed by the host as a short-term issue and a potential buying opportunity, not a 'thesis breaker'. Host is waiting for the $4.20 level to add.

Viewed as a potential deep value opportunity after a significant price drop. The speaker is waiting for a lower entry point ('towards the three bucks range') before buying, noting its unique advantage in the two-wheeler market.

Despite being 'hit hard' by news of a potential commission cap in Indonesia, the speaker remains bullish on fundamentals, stating 'nothing has changed here outside of the price.'

Included in the author's 2026 portfolio ideas as a potential long-term investment opportunity.

The speaker bought 5,000 shares, viewing the price falling below $5 as a 'really stupid level' and an attractive opportunity to Dollar Cost Average (DCA) into the position.

The stock is believed to be 'stupidly priced' after continued sell-offs. The disconnect between the stock price and the fundamentals of a 'great business' with a long-term growth story could be an opportunity for patient investors.

Author bought additional shares, believing the stock is a good opportunity below $5 due to potential M&A with GoTo, strong fundamentals, increasing profitability, and regional dominance, viewing it as a long-term play.

A potential merger with competitor GoToGroup is now much clearer, which would be a 'massive positive'. Despite the news, the stock remains flat, but the host views it as a long-term thesis and bought more shares on a dip to $4.90.

Has been underperforming significantly, but the host believes the stock is 'severely undervalued' compared to its earnings.

Described as an 'asymmetric opportunity' where fundamentals are improving dramatically (expecting strongest quarter ever) but the stock price has not yet reacted, making it an attractive entry point.

Despite recent selling, an analyst reiterated a $7 target, viewing the weakness as an 'attractive entry point.' The host believes it is 'undervalued' and will buy more if it drops below $5.

Stock is expected to remain 'red' and undervalued until there is clarity on what is happening with its competitor, GoTo.

Stock jumped more than 8% after a CEO change at its main competitor, GoTo, is seen as paving the way for a long-awaited merger pushed by major shareholder SoftBank.

Howard Marks added to his position, and Bridgewater Associates added another 4.5 million shares, making it a very large position for the fund.

A potential merger with competitor GoTo is viewed as a significant, positive catalyst that would create a dominant market player and lead to higher profitability.

Poised for significant upside and substantial growth due to a potential merger with competitor GoTo, which would consolidate its dominant position in the region.

Host is extremely bullish on a rumor that Grab could acquire its main competitor's core business, which would end price wars and be 'very accretive to margins'.

Speculatively bullish due to a potential catalyst where it may acquire its largest competitor, GoTo. Such a merger would lead to market consolidation and improved profit margins.

Stock was up on news that an Indonesian official confirmed discussions about a possible merger with rival GoTo. A successful merger would be a 'major potential catalyst' and 'very accretive' to Grab's growth.

Achieved positive operating income for the first time in three years, a major milestone and de-risking event. The host is very bullish, bought more shares, and noted multiple price target upgrades (e.g., Evercore to $8).

Reported a 'phenomenal quarter' with strong user growth and raised profit guidance, but the stock fell sharply due to broad market weakness, presenting a potential buying opportunity.

Delivered strong Q3 2025 earnings with revenue up 22% YoY and Adj. EBITDA increasing 51% YoY, leading to an upward revision of EBITDA guidance to $500M. The company's financial services segment is rapidly growing.

There is a split view on the company. The bull case focuses on user growth and unique network effects in Southeast Asia, while the neutral case sees its earnings as mediocre ('mid') with slower growth than peers.

The host is personally very bullish, with a large position, believing the company is fundamentally undervalued with a fair value of $9.00 - $10.00 per share. Expects a great quarter and a raise in EBITDA guidance.

A refined deepdive on the company is available for review.

The core of the long-term bull thesis is its positioning as an AI leader in its region by leveraging AI for local use cases like driver 'co-pilots' and merchant chatbots.

The speaker believes the stock is being manipulated by short-sellers and personally bought more on the dip, viewing it as an opportunity disconnected from fundamentals.

Described as having a 'breakout,' rising 4% to $6.10, indicating strong upward momentum from its price of $5.40 the previous week.

A host reported buying 'nibbles' of the stock on a market dip, indicating a bullish long-term view and a strategy of accumulating shares on weakness.

Positioned for a potential re-rating driven by strong Q3 earnings, high institutional ownership, and product innovation. The company is GAAP profitable with a strong balance sheet ($7B in cash).

Considered a very bullish 'favorite dip buy' due to its strong fundamentals, including $7 billion in cash and profitability. The speaker would buy more at $5.50.

The host bought the stock on the dip, believing it was sold off algorithmically alongside banks and presented an opportunity.

The host is very bullish and views any price below $5.80 as a strong buying opportunity, actively buying the dip.