$GRAB

Taiwan's Fair Trade Commission blocked Grab's $600M acquisition of Foodpanda Taiwan, citing concerns over competition and Uber's 13.1% stake in Grab. The regulator found proposed remedies insufficient to address anticompetitive effects. Grab aimed to expand beyond Southeast Asia, while Delivery Hero sought to streamline its Asian operations.

Grab (GRAB) reported 22% revenue growth in the latest quarter, with financial services growing 59%. The company agreed to acquire a 60% stake in lender Atome for $1.49 billion. Adjusted EBITDA margin rose to 16.9%, and the company raised its full-year forecasts. Lending is now the fastest-growing segment, with the gross loan portfolio up 197% year-over-year. Operating cash flow was $56 million, lower than the previous year.

Grab Holdings Limited (NASDAQ: GRAB) shares rose 2.75% on October 15, 2026, driven by insider buying and regional expansion optimism. CEO Anthony Tan purchased 10.4 million shares for $29.9 million. The company reported $3.37 billion in revenue but negative margins. Grab announced a $1.49 billion deal for 60% of Atome Financial, funded by existing cash. Bank of America lowered its price target to $4.50 but maintained a Buy rating.

Grab Holdings Limited (NASDAQ: GRAB) shares rose 3.61% on October 15, 2026, driven by CEO Anthony Tan's purchase of 10.35-10.4 million shares and the company's acquisition of a 60% stake in Atome Financial for $1.49B. GRAB's stock has traded between $2.90 and $3.20 recently, with strong cash reserves and modest leverage. The company reported $3.37B in revenue and holds $6.80B in cash and short-term investments. Bank of America lowered its price target to $4.50 but maintained a Buy rating.

Grab (GRAB) reported Q2 2026 revenue of $997M, up 22% YoY, and adjusted EBITDA of $168M, up 54%. Profit of $235M included a $307M one-time gain. Operating profit was $19M, and adjusted free cash flow declined to $73M. Grab agreed to acquire 60% of Atome Financial for $1.49B, committing substantial cash to consumer lending. The deal may impact future earnings and cash flow.

Grab and OpenAI are expanding their partnership to offer free AI training and ChatGPT Plus access to drivers and merchants, aiming to boost earnings and business development for over 33,000 participants in Southeast Asia.

Grab, SoftBank, and PETROS signed a deal to develop an AI platform in Sarawak, Malaysia. Grab aims to enhance its AI capabilities and expand in Southeast Asia. Grab's shares fell 38% in three months, trading at a 12-month forward P/S of 2.6X. Uber also partnered with NVIDIA for autonomous vehicles. Grab has a Zacks Rank #3 (Hold).

Artisan Partners' Q3 2026 investor letter noted Grab Holdings (NASDAQ:GRAB) as a performance detractor, citing Uber's potential stake sale and Indonesia's two-wheeler commission cap. GRAB closed at $3.08 with a $12.56B market cap, down 38.28% YTD. The fund's portfolio outperformed the MSCI Emerging Markets Index.

Grab Holdings Ltd (GRAB) Chief Org Capability Officer Chin Ong sold 38,000 shares on 2026-10-05, per SEC filing. Ong has sold 314,000 shares in the past year, with no purchases. Grab's insider sell-to-buy ratio is 28:2 over the past year. The stock trades at $3.09, with a market cap of $12.56B and a P/E ratio of 22.16. GuruFocus values GRAB at $5.51, flagging a 'Possible Value Trap, Think Twice' warning.

Grab Holdings Limited (NASDAQ: GRAB) shares fell 3.15% on October 6, 2026, amid regulatory scrutiny in Vietnam. The country's competition commission is reviewing Grab's pricing and discount policies, which could impact its margins and operations. Grab reported $3.37B in revenue, a price-to-book ratio of 1.9, and has $6.8B in cash and short-term investments. The stock has been trading between $3.05 and $3.20, with traders watching for regulatory developments.