GRAB Grab Holdings Limited Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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23:46
Aug 25
Aug 25
Avoid Grab Holdings due to lack of transparency.
Cramer strongly dislikes Grab Holdings, calling it an opaque holding company where it's hard to find information, and suggests investors should be glad the stock hasn't gone to zero.
MED
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
04:11
Aug 06
Aug 06
The author finds Grab's AI tool adoption interesting but makes no directional call on the stock.
The author finds Grab's AI tool adoption interesting but makes no directional call on the stock, only commenting on product usage.
LOW
01:10
Aug 04
Aug 04
Grab raised its annual earnings and sales forecasts.
Grab raised its annual earnings and sales forecasts, citing robust Southeast Asian commuter demand helping offset higher fuel costs from the Middle East conflict.
01:56
Jul 10
Jul 10
Grab plans to expand its electric vehicle charging network in Vietnam by fifteen times.
Grab plans to expand its electric vehicle charging network in Vietnam by fifteen times by the year 2028 according to Nikkei Asia.
23:57
Jun 15
Jun 15
Author provides a factual overview of Grab Holdings as a dominant Southeast Asian super app.
Author provides a factual overview of Grab Holdings as a dominant Southeast Asian super app without stating a personal position or forward-looking trade call.
LOW
15:25
Jun 11
Jun 11
Author criticizes buying Grab while calling Uber a poor stock.
Author criticizes buying Grab while calling Uber a poor stock, but does not state a personal position or forward call.
00:03
Jun 09
Jun 09
Author responds with emotional plea, no directional commitment or catalyst.
Author responds with emotional plea, no directional commitment or catalyst. Ticker mentioned but no thesis.
LOW
00:20
May 21
May 21
Increased GRAB at $3.48, averaged down.
Caesar Capital added to Grab at $3.48, lowering its average cost from $5.08 to $4.90, demonstrating commitment to the long thesis and willingness to average down into weakness. This is a fund-position increase with disclosed entry level, not a fresh macro catalyst.
HIGH
14:40
May 13
May 13
Cites GRAB performance highlighting EM risks
Cites GRAB's performance as an example of unaccounted risks in emerging markets.
MED
12:03
May 04
May 04
Watching names for upcoming earnings.
Author is watching these names for upcoming earnings reports this week.
LOW
19:55
May 02
May 02
Author notes GRAB management is actively selling shares and expresses disinterest.
Author notes GRAB management is actively selling shares and expresses disinterest; insider selling cited as the reason for passing on the name.
MED
20:01
Apr 24
Apr 24
Buying Grab at $3.90, lowering average cost
Add to GRAB at $3.90, lowering average cost to $5.08; a separate reply confirms a long GRAB position. The disclosed accumulation signals active long conviction at current levels.
MED
10:26
Apr 22
Apr 22
Grab Holdings trades at 19x cash earnings, with incentive costs outpacing growth and competition from Meituan circling. Overvaluation relative to fundamentals and competitive pressures create a short opportunity. Bearish due to poor unit economics and market saturation risks. Accelerated growth, successful market expansion, reduction in incentive costs.
HIGH
14:00
Apr 16
Apr 16
Grab is undervalued with a cash buffer.
Grab is a next big play with a $7 billion cash pile at a $14 billion market cap, offering a cheap enterprise value. The company has a path to profitability through margin improvement and is seen as an early investment that could take 2-3 years to play out, with a price target around $750.
MED
09:17
Apr 11
Apr 11
Author holds GRAB long-term, averaging down
Author discloses GRAB as a current long-term holding; tweet 444387 further confirms active accumulation by averaging down, signaling ongoing bullish conviction in the position.
MED
21:35
Apr 10
Apr 10
Author increases long position in GRAB
Author discloses increasing their long position in the stock at $3.69 per share, lowering their average cost basis.
HIGH
14:07
Mar 24
Mar 24
Grab long on Taiwan deal and buyback
Buy GRAB for SEA delivery dominance: Taiwan expansion via Foodpanda acquisition and up to $400M share repurchase are concrete catalysts supporting the author's bullish view.
MED
08:10
Mar 15
Mar 15
Long GRAB on the fundamental thesis that its ecosystem's revenue flywheel will drive material.
Long GRAB on the fundamental thesis that its ecosystem's revenue flywheel will drive material long-term business growth.
HIGH
20:42
Mar 13
Mar 13
Author calls GRAB undervalued now
Author asserts GRAB is currently undervalued, providing a valuation-based bullish thesis with a present-tense directional commitment; no specific catalyst cited beyond mispricing.
MED
12:53
Mar 13
Mar 13
Author considers adding to bottomed GRAB position
Author discloses an existing position in GRAB and is considering adding to it because the chart appears to have bottomed.
MED
21:28
Mar 09
Mar 09
GRAB to dominate SEA on competitor exit
Buy GRAB as remaining competitor exits could cement its dominance across Southeast Asia; AV and delivery robot deployment at scale represents an additional long-term growth catalyst.
MED
21:27
Mar 09
Mar 09
Author discloses long position in GRAB
Author discloses an existing long position in GRAB.
MED
13:43
Mar 09
Mar 09
GRAB gains pricing power as SEA rivals exit
Buy GRAB as remaining small competitors exit Southeast Asia, consolidating the market and enabling Grab to exercise pricing power — a structural long-term re-rating catalyst.
MED
20:59
Mar 08
Mar 08
GRAB operating profit swings to $65M.
Reports GRAB's operating profit swung from a $1.4B loss to $65M positive over three years. No explicit directional position or trade recommendation is stated.
LOW
02:31
Mar 02
Mar 02
Author holds long position in GRAB
Author discloses a current long position in Grab Holdings, signaling ongoing bullish conviction on the Southeast Asian super-app and ride-hailing/fintech platform.
MED
21:35
Feb 15
Feb 15
Author lists GRAB with a $9 price target in a multi-ticker bullish recommendation list.
Author lists GRAB with a $9 price target in a multi-ticker bullish recommendation list, stating intent to buy.
MED
23:00
Jan 21
Jan 21
Grab super-app orchestration compounds SEA unit economics
Buy Grab as its super-app orchestration architecture compounds unit economics over time — dynamic cross-vertical routing raises utilization without proportional CAC or incentive spend, creating a structural edge in fragmented SEA markets that single-purpose apps cannot replicate.
MED
19:14
Jan 18
Jan 18
Grab fintech self-funds by 2026, misread by market
Buy Grab as its fintech arm is misunderstood — it functions as infrastructure to stabilize core Mobility/Deliveries economics and improve liquidity, not a standalone revenue driver; expected to be self-funded by late 2026, removing a key bear concern.
MED
08:30
Oct 22
Oct 22
Grab is a platform partner for digital distribution of A&H insurance in Asia.
HIGH
About GRAB Analyst Coverage
Buzzberg tracks GRAB (Grab Holdings Limited Class A Ordinary Shares) across 15 sources. 14 bullish vs 0 bearish calls from 15 analysts. Sentiment: predominantly bullish (47%). 30 total trade ideas tracked. Latest voices: Jim Cramer, thebigberbowski, 0xkyle__.