Update shared on19 Sep 2025
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.
- Earnings estimates for FY26-27 have been raised due to improved operational performance.
- Recent sharp rally in share price (up 30% from last month’s low) has led to valuation concerns and prompted some caution.
- Despite valuation-driven downgrades, core growth levers remain intact, supporting long-term potential.
- Grab’s market leadership position is expected to strengthen further according to bullish analysts.
What's in the News
- Grab Holdings is set to pilot a drone-powered commercial delivery service in the Philippines, collaborating with local regulators and Megaworld, as part of its wider adoption of autonomous and AI technologies in Southeast Asia (Nikkei Asia).
- The company has reaffirmed its fiscal year 2025 earnings guidance, targeting revenue between $3.33 billion and $3.40 billion, reflecting anticipated year-over-year growth of 19% to 22% (Key Developments).
- From April 1 to June 30, 2025, Grab repurchased 58,538,079 shares for $273.56 million, accounting for 1.42% of its outstanding shares (Key Developments).
- Total shares repurchased under the current buyback program have reached 126,000,000 shares (3.12% of outstanding shares) for $499.6 million, completing the tranche announced in February 2024 (Key Developments).
- CEO Anthony Tan indicated on an earnings call that these technological and operational initiatives are part of Grab’s broader strategy to enhance delivery efficiency and remain competitive in Southeast Asian markets (Nikkei Asia, Key Developments).
Valuation Changes
Summary of Valuation Changes for Grab Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $6.10 to $6.19.
- The Discount Rate for Grab Holdings remained effectively unchanged, moving only marginally from 7.66% to 7.56%.
- The Future P/E for Grab Holdings remained effectively unchanged, moving only marginally from 40.11x to 40.56x.
Disclaimer
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