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

129 AI-extracted insights from 5 sources — podcasts, YouTube channels, and X/Twitter accounts.

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

Showing insights 101–129 of 129.

Friday, August 1, 2025

Very Bullish
Target: $6

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.

Thursday, July 31, 2025

Very Bullish
Target: $7.50

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.

Very Bullish

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

Wednesday, July 30, 2025

Bullish

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.

Bullish

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

Tuesday, July 29, 2025

Very Bullish

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.

Monday, July 28, 2025

Bearish
Target: $5.75

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.

Sunday, July 27, 2025

Very Bullish
Target: $8.00

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.

Friday, July 25, 2025

Very Bullish

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.

Very Bullish

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%.

Tuesday, July 22, 2025

Very Bullish
Target: $10

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.

Monday, July 21, 2025

Very Bullish

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.

Very Bullish

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.

Friday, July 18, 2025

Very Bullish
Target: $7.50

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.

Thursday, July 17, 2025

Very Bullish
Target: $5.5, $10

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.

Very Bullish
Target: $10

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.

Very Bullish
Target: $5.30

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.

Monday, July 14, 2025

Very Bullish
Target: $7

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.

Very Bullish
Target: $10

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.

Wednesday, July 2, 2025

Very Bullish
Target: $6

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.

Tuesday, July 1, 2025

Very Bullish
Target: $6

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.

Monday, June 30, 2025

Very Bullish

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

Bullish
Target: $5.30

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.

Sunday, June 29, 2025

Bullish
Target: $5.30

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.

Friday, June 27, 2025

Very Bullish

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.

Very Bullish

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.

Thursday, June 26, 2025

Neutral

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.

Wednesday, June 25, 2025

Bullish

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.

Monday, June 23, 2025

Very Bullish
Target: $4.20

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.