What top creators are saying about Grab Holdings Limited(GRAB)— Page 2

142 AI-extracted insights from 6 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Grab Holdings Limited (GRAB) — Page 2 of 3

Showing insights 51–100 of 142.

Tuesday, November 4, 2025

Very Bullish

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.

Very Bullish
Target: EBITDA guidance of $500M

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.

Monday, November 3, 2025

Neutral

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.

Sunday, November 2, 2025

Very Bullish
Target: $9.00 - $10.00

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.

Neutral

A refined deepdive on the company is available for review.

Friday, October 31, 2025

Very Bullish

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.

Tuesday, October 28, 2025

Very Bullish

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.

Monday, October 27, 2025

Very Bullish

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

Wednesday, October 22, 2025

Very Bullish

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.

Tuesday, October 21, 2025

Very Bullish

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).

Friday, October 17, 2025

Very Bullish
Target: $5.50

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.

Thursday, October 16, 2025

Very Bullish

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

Very Bullish
Target: below $5.80

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

Tuesday, October 14, 2025

Very Bullish
Target: $7

Received a price target upgrade to $7 from Citibank, which is believed to be achievable with a good earnings report. A significant discount level was identified at $5.25.

Monday, October 13, 2025

Very Bullish

A popular name bought by retail investors during the recent market dip.

Very Bullish
Target: $6.80

Received a price target upgrade from Jeffries to $6.80 on expectations of strong Q3 execution.

Sunday, October 12, 2025

Very Bullish

The speaker personally bought the dip in the stock, which showed a strong recovery from $5.50 to over $6.00, indicating a belief it was undervalued during the sell-off.

Friday, October 10, 2025

Bullish

The host bought the dip, viewing it as a 'heavy buyer under six' dollars and believes a good earnings report is needed to force short-sellers to cover.

Monday, October 6, 2025

Very Bullish
Target: 52-week highs

The author is bullish, highlighting its potential to reach 52-week highs due to strategic partnerships, new SaaS offerings, and projected 30-40% top-line growth by 2026. The author plans to buy more if the price drops below their average cost of $5.98.

Very Bullish

Stock broke out to $6.40. The host is very bullish, bought more shares, and believes the stock is undervalued below $6.

Thursday, October 2, 2025

Very Bullish

Expansion of its GrabMaps technology into Mongolia is a significant new revenue driver with potential SaaS-level margins, which could substantially improve the company's overall margin profile and lead to a market re-rating.

Wednesday, October 1, 2025

Very Bullish
Target: $8.50

Expanding its proprietary Grab Maps technology globally, creating a new, high-margin SaaS-like revenue stream. The host is accumulating shares and sees a fair value of at least $8.50.

Very Bullish

Strongly bullish sentiment, with speakers viewing the current price as a buying opportunity and a healthy consolidation. The host and another major investor are actively buying shares.

Bullish
Target: $6.00

Host has a neutral to bullish stance, viewing dips as buying opportunities. The stock has strong support around $6.00, and the host added shares at $6.02.

Monday, September 29, 2025

Very Bullish

Viewed as 'genuinely cheap' by the speaker, who bought shares at $5.97, seeing the dip as an opportunity due to its low valuation and strong cash position.

Thursday, September 25, 2025

Bullish

Rebounded sharply from its session low to end the day in the green, showing strong buying interest and resilience.

Very Bullish
Target: $5.80

The speaker is an 'absolute buyer' below $6.00 and would get 'pretty excited' at $5.80, viewing any dip to these levels as a strong buying opportunity.

Wednesday, September 24, 2025

Very Bullish
Target: $10 by 2027

Highlighted as a compounding machine in Southeast Asia with a public price target of $10 by 2027.

Monday, September 22, 2025

Very Bullish
Target: $6.50

Showing strong upward momentum and attempting to break the $6.50 resistance level with high trading volume. Options data indicates significant bullish sentiment with 141K calls traded versus only 6K puts.

Very Bullish

The stock has seen its highest weekly trading volume in history, suggesting large institutional buying. Dan Ives commented that the company's opportunity in Southeast Asia is 'very underestimated'.

Sunday, September 21, 2025

Very Bullish

The host is very bullish, actively buying shares for a retirement account, and views it as a 'cheap' and good long-term investment for emerging market exposure.

Friday, September 19, 2025

Very Bullish
Target: $7.20

The stock is gaining institutional support, as evidenced by a recent JPMorgan upgrade with a $7.20 price target. The host is personally very bullish, viewing it as a high-conviction, long-term investment.

Wednesday, September 17, 2025

Very Bullish
Target: Potential doubling of market capitalization

Highlighted as a potential re-rating candidate with analysts predicting consolidated revenues of $5-6 billion by 2026. The company recently reported its first positive free cash flow and has seen over 70% growth in the past year, with recent high-volume trading suggesting a narrative shift.

Tuesday, September 16, 2025

Very Bullish

User @amitisinvesting expresses confidence and a positive long-term outlook on the company due to belief in its leader, Anthony Tan.

Monday, September 15, 2025

Very Bullish
Target: Stability above $6

Closed at a 52-week high of $6.15 with strong intraday recovery from $5.60, indicating bullish momentum. Investors should monitor for continued high volume and price stability above $6.

Very Bullish

Showing 'incredibly bullish' technical signs after a strong recovery above the $6 level on very high volume, suggesting institutional buyers are accumulating shares.

Friday, September 12, 2025

Bullish

Saw its highest daily trading volume in over four years, suggesting new information or market recognition of its underlying thesis. Investors should monitor closely for potential price movements.

Very Bullish

A prominent analyst purchased 1,000 shares at $6.00, viewing the stock's 52-week high as a bullish signal for potential success.

Very Bullish

Highlighted with strong positive sentiment, suggesting it is a stock the author is bullish on.

Very Bullish
Target: $7.50 - $8.00

Showing signs of a major technical and fundamental breakout with massive trading volume, suggesting institutional interest. Viewed as an undervalued leader in the growing Southeast Asian market.

Thursday, September 11, 2025

Very Bullish
Target: $8

Author holds call debit spreads targeting $7.50-$10, believing the company's fair value is closer to $8 due to strong earnings, 25-30% growth, and a 30% cash position.

Monday, September 8, 2025

Very Bullish
Target: $8

Bullish sentiment due to the arrest of founders of its largest competitor, which could allow Grab to capture significant market share and accelerate revenue growth.

Sunday, September 7, 2025

Very Bullish
Target: $10 by 2027

Extremely bullish due to the arrest of founders of its largest competitor, GoTo, which could allow Grab to consolidate the Indonesian market. It has a large cash position and strong revenue growth.

Wednesday, September 3, 2025

Very Bullish

The flat stock price is seen as an opportunity to accumulate shares based on the company's long-term fundamental growth across Southeast Asia.

Tuesday, September 2, 2025

Very Bullish

The host remains bullish despite negative headlines, citing the company's strong leadership, $7 billion cash pile, and attractive risk/reward profile.

Monday, September 1, 2025

Bullish
Target: Above $7 by Dec 2027

Long-term sentiment is bullish based on $7 call options for December 2027 and a favorable chart pattern, though there is a risk from an unspecified controversy that could impact earnings.

Very Bullish
Target: A move over $5.00 would be a key launching point.

The setup is considered bullish due to a tight chart pattern and positive sentiment towards emerging markets. A move over $5.00 could trigger a squeeze higher.

Monday, August 25, 2025

Very Bullish
Target: $10

The speaker is invested and has a $10 price target, viewing it as a 'real business' with potential to be the 'next big winner' for their community.

Saturday, August 23, 2025

Very Bullish
Target: $5

Considered good value around $5, with a long runway for growth (23% revenue growth) and improving profitability towards $1 billion in free cash flow.

Wednesday, August 20, 2025

Very Bullish
Target: $5 strike price

A lack of insider selling for over three months is seen as a positive. Selling puts with a $5 strike price is viewed as an attractive strategy to acquire shares.