Grab Holdings Ltd
Grab Holdings (GRAB) said, according to CFO Peter Oey, AI is improving product shipping speed and reducing sales inefficiencies, supporting margin expansion. After its Q2 results, the company raised 2026 revenue to $4.10B-$4.15B and adjusted EBITDA to $720M-$740M. Q2 revenue rose 22% to $997M, adjusted EBITDA up 54% to $168M (16.9% margin).
Grab Holdings (NASDAQ:GRAB) trades near $3.70, below its 52-week low of $3.18, while 26 analysts rate it Buy and set a $5.86 average 12-month target (about 58% upside). The article cites Q2 results: EPS $0.06 vs $0.0138, revenue $997M (+21.7%), net income $235M, and Financial Services revenue +59% with loan portfolio +197%. It also notes a one-time $307M gain and a $750M buyback.
Grab Holdings reported continued adjusted EBITDA growth, citing 18 consecutive quarters of gains. It said monthly transacting users hit a record 54 million and “Grab AI” cut AI interaction costs by half YoY. Full-year 2026 guidance was raised, factoring Superbank and Stash consolidation and 2-3% FX headwinds. Financial Services targets adjusted EBITDA profitability in H2 2026.
Over the past 7 days, alphai's AI scored 14 news stories mentioning GRAB (Grab Holdings Ltd). Coverage has skewed bullish: 11 bullish, 3 neutral, and 0 bearish.
Recent GRAB coverage spans earnings and financial news.
In the last 30 days, GRAB insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($2.1M). The most active reporter was Kandal Philipp Wolfgang Josef, Chief Product Officer, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
AI-driven efficiency is being used to justify higher full-year guidance and a new $750M buyback, but headline earnings are distorted by a one-time bank consolidation gain.
Near-52-week-low valuation is framed as a potential mean-reversion trade, but the earnings beat quality and H2 fair-value noise are key risks.
Guidance raise and segment profitability timeline are likely to re-rate near-term earnings power, with FX and fuel-price assumptions as key swing factors.
The call combines profitability acceleration with explicit capital return and an upgraded full-year EBITDA outlook, which can re-rate near-term expectations.
Higher 2026 revenue guidance signals improved growth expectations, which can support near-term sentiment and forward estimates.
alphai scores every news story that mentions GRAB with an AI model for sentiment and relevance, and aggregates insider trades from Grab Holdings Ltd's SEC EDGAR Form 4 filings. Figures refresh continuously.
Grab Holdings (GRAB) said, according to CFO Peter Oey, AI is improving product shipping speed and reducing sales inefficiencies, supporting margin expansion. After its Q2 results, the company raised 2026 revenue to $4.10B-$4.15B and adjusted EBITDA to $720M-$740M. Q2 revenue rose 22% to $997M, adjusted EBITDA up 54% to $168M (16.9% margin).
7 min readGrab Holdings (NASDAQ:GRAB) trades near $3.70, below its 52-week low of $3.18, while 26 analysts rate it Buy and set a $5.86 average 12-month target (about 58% upside). The article cites Q2 results: EPS $0.06 vs $0.0138, revenue $997M (+21.7%), net income $235M, and Financial Services revenue +59% with loan portfolio +197%. It also notes a one-time $307M gain and a $750M buyback.
6 min readGrab Holdings reported continued adjusted EBITDA growth, citing 18 consecutive quarters of gains. It said monthly transacting users hit a record 54 million and “Grab AI” cut AI interaction costs by half YoY. Full-year 2026 guidance was raised, factoring Superbank and Stash consolidation and 2-3% FX headwinds. Financial Services targets adjusted EBITDA profitability in H2 2026.
7 min readGrab (GRAB) reported Q2 results and said adjusted EBITDA rose 54% year over year to $168 million, with margin expanding to 16.9% from 13.3%. Monthly transacting users hit 54 million. On-demand GMV rose to $6.5 billion. Grab raised 2026 guidance to $720 million and authorized a new $750 million buyback. Risks cited include fuel, FX, and regulation.
4 min readGrab Holdings raised its full-year 2026 revenue guidance to $4.10 billion to $4.15 billion, implying 22% to 23% year-over-year growth, versus prior guidance of $4.04 billion to $4.10 billion (20% to 22% growth). Grab operates Southeast Asia ride-hailing, deliveries, and digital financial services, according to the company.
2 min readBernstein raised its price target on Grab Holdings Inc. (NASDAQ:GRAB) to $5.90 from $5.80 and kept an Outperform rating, citing broader earnings upgrade momentum and valuation support. Grab trades at $3.81 versus InvestingPro fair value of $4.37. The firm cited revenue growth near 22% over 12 months, profitability, guidance raise, and buybacks; fuel-price volatility affected mobility margins but delivery held up.
3 min readGrab Holdings reported Q2 2026 EPS of 6 cents, above the Zacks estimate of 1 cent. Revenue was $997 million, below the $1.00 billion estimate, but up 22% year over year. Adjusted EBITDA rose 54% to $168 million. Grab raised 2026 revenue guidance to $4.10-$4.15 billion and EBITDA to $720-$740 million.
4 min readGrab Holdings’ Q2 2026 earnings call said revised guidance reflects continued core momentum plus consolidation of Superbank and Stash and FX headwinds of 2% to 3%. Management cited over 20% On-Demand GMV growth, 54 million MTUs, Superbank profitability in 2025, and Stash AUM of $5.5B. Grab also reported Mobility margins of 8.6% in Q2 and a $750M share buyback.
7 min readGrab, the Nasdaq-listed ride-hailing and delivery firm, raised 2026 revenue guidance to $4.10B-$4.15B and adjusted EBITDA to $720M-$740M, citing stronger delivery demand, promotions, and grocery and financial services expansion. Q2 revenue rose 22% to $997M. GMV grew 21% to $6.5B. It also announced a $750M share buyback.
4 min readGrab Holdings (GRAB) shares rose about 4% in after-hours to $3.82 after its Q2 earnings. The company reported Q2 revenue of $997M (+22% YoY), on-demand GMV of $6.5B (+21%), record 54M monthly transacting users, and adjusted EBITDA up 54% to $168M. It raised FY2026 revenue guidance to $4.10B-$4.15B and adjusted EBITDA to $720M-$740M, and approved a $750M buyback.
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