What top creators are saying about Grab Holdings Limited(GRAB)— Page 3

Considered 'interesting' due to its fortress-like balance sheet with a huge cash pile and low debt, but concerns remain about its lack of profitability and uninteresting forward growth estimates.

Institutional ownership is significantly increasing, with respected investors like Howard Marks and Bridgewater adding to their positions. This steady accumulation suggests long-term value that the market may be overlooking.

The user is very bullish, calling it a high-conviction, contrarian play with a $10 price target by 2027. Notes that Bridgewater and Oaktree have recently doubled down on the stock.

Howard Marks of Oaktree Capital Management significantly increased his stake by 1.2 million shares, suggesting a strong conviction in the company's future performance.

Bridgewater Associates significantly increased its stake by 59% (4 million shares) in Q2, signaling strong conviction and notable institutional accumulation.

Two legendary investment firms, Bridgewater Associates and Howard Marks' Oaktree Capital, significantly increased their positions and 'averaged up,' signaling strong conviction.

The speaker has high conviction in the company's valuation and is accumulating shares as the stock attempts to break and hold the key psychological level of $5.00.

The host is personally very bullish and accumulating shares, believing the stock is being artificially held below $5. A tightening consolidation pattern and rising short interest suggest a significant price move is likely.

High conviction holding, adding shares with a long-term view for explosive upside.

The host is very bullish, viewing it as a 'monopoly in the region' and a high-conviction, long-term holding that is sacrificing short-term profits for market dominance.

The company had a 'great quarter' with re-accelerated growth. The speaker is bullish on its path to profitability, even though the stock price did not react positively due to broader market conditions.

The company's Q2 earnings and recent financial performance are a key point of focus for investors, with a detailed analysis suggested for understanding its results and potential future outlook.

Host is very bullish, citing its strong balance sheet (40% of market cap is cash), rapid EBITDA growth (50%), and a belief that the stock is significantly undervalued.

The host is long-term bullish, buying the dip, and views it as a long-term play on the Southeast Asian market, citing an analyst report with a $6 price target.

Crushed earnings with record EBITDA and user growth, but the stock sold off due to not raising guidance. This is seen as a contrarian buying opportunity and an overreaction by the market.

Purchased during a market dip under $5, which is viewed as a potential short-term buying opportunity based on observed market patterns.

Reported strong Q2 2025 with record adjusted EBITDA and its fourth consecutive GAAP profitable quarter, but the stock did not react significantly due to unchanged yearly guidance. Investors should monitor for potential upside in Q3 if guidance is raised.

Earnings are scheduled, and the speaker noted the potential for the company to 'crush earnings'.

Large institutional investors ('smart money') have been significantly increasing their positions ahead of earnings, which is viewed as a bullish signal for the company's upcoming results.

The host is 'highly suspicious' of a significant after-hours pump, believing it to be pre-earnings speculation and not based on news. Advises caution on the volatile price action despite being long-term bullish.

Bullish sentiment, viewed as a 'de-risked' growth play with analyst price targets of $6.35 (DBS) and $8.00 (Evercore). A competitor's fraud scandal is seen as a major positive for a potential cheap acquisition.

Positioned for potential market share dominance in Indonesia due to competitor GoTo's corruption scandal. The author is aggressively buying shares in the $5.25-$5.50 range, seeing it as a long-term compounder.

A major bullish catalyst is the potential acquisition of competitor GoTo's assets in Indonesia for cheap, due to a corruption scandal, which could boost revenue growth from 22% to over 30%.

Experienced a 'crazy move' after hours, breaking a multi-year high. The speaker has a $10 price target for the next 1.5 years and considers prices below $5.50 a buy.

Host is personally very bullish for the long term, citing institutional accumulation, nearly $9 billion in cash, a path to profitability, and a fast-growing, high-margin advertising business.

Viewed as a fundamentally sound company with a strong cash position and positive momentum. A bullish report from Maybank and strong technical support prompted the host to buy shares.

Considered undervalued at current prices with a fair value target of $7.50. A recent drop is seen as non-fundamental, with upcoming earnings as a key catalyst.

Presents a bullish case citing a potential breakout from an inverse head & shoulders pattern, a fundamental catalyst from competitors being banned in Malaysia, and highly bullish options activity (put/call ratio of 0.10) with large orders on the $5.5 and $10 calls.

Experienced a surge in bullish options activity and a positive catalyst from competitors being removed from a key market, indicating strong upward momentum and long-term bullish bets.

A key bullish development occurred as two competitors in Malaysia were forced to cease operations, supporting the investment thesis that Grab will win through regional consolidation.

Very bullish sentiment due to a major competitor in Indonesia facing a fraud investigation, which could allow Grab to gain market share. Q3 earnings are expected to be a major breakout catalyst.

A major fundamental tailwind from a fraud investigation into its main competitor, GoTo, could lead to significant market share gains. A personal long-term price target of $10 was mentioned.

Stock moved higher on news of increasing its motorbike ride-hailing prices in Indonesia, a bullish sign of pricing power. CFRA Research initiated coverage with a $6 price target.

CFRA Research initiated coverage with a $6 price target, citing regional consolidation and improving margins. Technically, it needs to break $5.28 for another move.

Stock is bullish after closing above the key $5 level, with positive momentum driven by rumors of a potential acquisition of its competitor, GoTo.

Cautiously optimistic, with breaking and holding above the key $5.30 level seen as very important. A recent partnership with OpenAI is a positive catalyst.

The stock was up 10% on a report of a potential custom AI deal with OpenAI, but the host remains cautious until it breaks the key resistance level of $5.30.

The host is personally very bullish, with a thesis based on market consolidation as competitors like Food Panda exit Southeast Asia, allowing Grab to capture market share and improve margins.

A long-term bullish thesis based on market consolidation, as a major competitor (Food Panda) ceased operations in Thailand, allowing Grab to reduce discounts and improve profit margins. The company is de-risked by holding 50% of its market cap in cash.

Has a very bullish options setup (put/call ratio below 0.2), but the host believes the stock will be 'dead money' and trade sideways until its next earnings report provides a catalyst.

Testing drone deliveries. The stock is being watched to see if it can hold the critical $4.70 level. The long-term revenue growth story is considered strong.

The host is very bullish, viewing it as undervalued as it trades at 50% of its cash value, and has a personal buy target of $4.20.