Grab (GRAB) Is Down 6.8% After Q3 Earnings Beat and Autonomous Vehicle Partnership Announcement – Has the Bull Case Changed?

• In the past week, Grab Holdings Limited released its third-quarter earnings, reporting US$873 million in sales and US$37 million in net income, while also raising its full-year 2025 revenue guidance to US$3.38–3.40 billion.
• This update closely followed an announcement by May Mobility and Grab of a multi-year partnership to launch autonomous vehicle services in Southeast Asia, highlighting Grab’s commitment to urban mobility innovation.
• We'll examine how stronger earnings and raised guidance, alongside the autonomous vehicles partnership, influence Grab's long-term investment narrative.

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Grab Holdings Investment Narrative Recap

To be a Grab Holdings shareholder, you generally have to believe in Southeast Asia’s rapid digitalization, rising urban mobility, and an ecosystem that can convert user growth into sustained profitability. The latest quarterly earnings and raised revenue guidance reinforce this long-term story, but competitive pressure and the high costs of tech-driven expansion remain the shortest-term catalyst and risk; after this update, their fundamental impact appears modest for now.

The recent Grab-May Mobility partnership stands out, directly linked to Grab’s ambitions in autonomous vehicle services. This deal expands Grab’s technology toolkit, potentially shaping its future mobility mix, though immediate financial effects are less certain than longer-term positioning for growth.

Yet in contrast to the positive outlook, ongoing spending on incentives and affordability efforts could keep margins under pressure if competitive intensity rises, an important detail investors should understand before...

Read the full narrative on Grab Holdings (it's free!)

Grab Holdings' narrative projects $5.4 billion revenue and $802.4 million earnings by 2028. This requires 20.4% yearly revenue growth and a $691.4 million earnings increase from $111.0 million today.

Uncover how Grab Holdings' forecasts yield a $6.45 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Fair value estimates from 34 Simply Wall St Community members range from US$0.83 to US$10.69 per share. This diversity of opinion sits alongside the fact that Grab continues its heavy investment in incentives, a crucial area to watch as profitability evolves.

Explore 34 other fair value estimates on Grab Holdings - why the stock might be worth as much as 90% more than the current price!

Build Your Own Grab Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Grab Holdings research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Grab Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Grab Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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