GRAB: Business Momentum And New Partnerships Will Shape Balanced Near-Term Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Apr 25

Updated

15 Dec 25

Views

867

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.1%

7D

3.2%

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1Y

6.1%

7D

3.2%

You can edit this narrative until Dec 16 5:10 PM. Then, changes will post as Updates.

Author's Valuation

US$6.8324.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

GRAB: Indonesia Merger Talks Will Drive Future Market Leadership Dominance

Analysts have nudged their average price target for Grab Holdings higher to about $7.00 from roughly $6.50, reflecting confidence in the company’s better than expected Q3 performance, its strengthened multi year growth outlook, and its sustained market leadership despite recent valuation driven caution. Analyst Commentary Bullish analysts broadly interpret the recent quarterly beat and guidance raise as evidence that Grab is executing ahead of plan, which they see as justifying higher price targets and a richer growth multiple.

Shared on 30 Nov 25

Fair value Increased 0.47%

GRAB: Indonesia Merger Talks Will Drive Leadership Position and Market Share Expansion

Analysts have modestly raised their fair value estimate for Grab Holdings to $6.83, citing stronger-than-expected third quarter results and continued momentum in key growth metrics. Analyst Commentary Recent analyst reviews reflect a largely positive sentiment toward Grab Holdings, with some maintaining a degree of caution following the company's strong share price performance.

Shared on 16 Nov 25

Fair value Increased 5.42%

GRAB: Market Share Could Expand Significantly on Potential Indonesia Merger

Analysts have raised their price target for Grab Holdings by $0.35 to $6.80, citing stronger than expected Q3 results, revised FY25 guidance, and improved long-term growth prospects. Analyst Commentary Recent Street research highlights a mix of positive outlooks and valuation-driven caution regarding Grab Holdings following its Q3 results and updated guidance.

Shared on 01 Nov 25

Analysts have raised their price target for Grab Holdings from $5.60 to $6.50. They cite strong GMV momentum and upward revisions to future earnings estimates as the reasons for the increase.

Shared on 18 Oct 25

Fair value Increased 2.52%

The analyst price target for Grab Holdings has increased from $6.29 to $6.45. Analysts cite stronger GMV momentum and improved earnings estimates, despite a recent valuation-driven downgrade.

Shared on 04 Oct 25

Fair value Increased 1.65%

Analysts have modestly increased their fair value estimate for Grab Holdings to $6.29 from $6.19, citing continued growth momentum and updated financial projections. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Grab Holdings' near-term prospects and valuation.

Shared on 19 Sep 25

Fair value Increased 1.45%

Analysts have raised Grab Holdings' price target to $6.19 on the back of strong GMV-driven revenue outlook and earnings upgrades, though caution remains amid sharp recent share price gains and valuation concerns. Analyst Commentary Strong GMV (gross merchandise value) momentum continues to support positive outlook for revenue growth.

Shared on 01 May 25

Fair value Increased 4.43%

AnalystConsensusTarget Fair Value

US$6.83

24.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

16.25%

Transportation revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.68%

Calculation

US$926.80m

Earnings '28

x

38.08x

PE Ratio '28

=

US$35.29b

Market Cap '28

US$35.29b

Market Cap '28

/

4.14b

No. shares '28

=

US$8.53

Share Price '28

US$8.53 Share Price '28

Discounted to 2025 @ 7.69% p.a.

=

US$6.83

Fair Value '25