Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) has been upgraded by HSBC from Hold to Buy, with a price target of $6.20, due to attractive valuation following a recent selloff and lower Wall Street expectations [1][2]. Group 1: Company Performance - Over the past five days, GRAB shares have increased nearly 4.99%, outperforming the market with a rise of 2.85% on a recent trading day, compared to the S&P 500 index's 0.41% and the Nasdaq's 0.91% gains [3]. - Of the 30 analysts covering GRAB, 28 rate it a Buy, with a median price target of $6.95, indicating an upside potential of more than 46.50% [3]. - Wall Street expects Grab to post an EPS of $0.01 for Q4 2025, which is lower than the $0.02 from the previous year, with an average revenue estimate of approximately $940.60 million, reflecting year-over-year growth of over 23% [3]. Group 2: Business Segments - Grab Holdings Limited operates as a superapp in Southeast Asia, with four main segments: Deliveries, Mobility, Financial Services, and Others [4]. Group 3: Analyst Insights - Analyst Piyush Choudhary believes that Grab's growth drivers remain intact, and the company is expected to continue rolling out innovative and affordable products as it strengthens its leadership position [2].

Core Viewpoint - Grab Holdings Ltd (NASDAQ:GRAB) has received multiple ratings upgrades from various analysts, indicating a positive outlook for the company's stock performance in the near future [1][2][3]. Group 1: Ratings and Price Targets - HSBC upgraded Grab's rating to "Buy" from "Hold" with a price target of $6.20, citing improved valuation due to lowered expectations and a stock selloff [1]. - CGS-CIMB also assigned a "Buy" rating with a target price of $7.20, anticipating positive adjusted EBITDA across all business segments by fiscal year 2027, driven by growth in advertising and a break-even point for financial services [2]. - Barclays and UBS also issued "Buy" ratings for Grab, with target prices of $7 and an unspecified amount, respectively, further supporting the bullish sentiment around the stock [2]. Group 2: Business Operations and Market Position - Grab operates in the delivery, mobility, and digital financial services sectors across eight Southeast Asian countries, including Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam [3]. - The company is positioned as Southeast Asia's equivalent to Uber, highlighting its significant market presence in the region [3]. Group 3: Growth Drivers and Risks - Analysts expect Grab to maintain its growth drivers, particularly through the launch of affordable services [1]. - CGS-CIMB noted potential risks such as credit losses and regional corporate costs that could impact Grab's performance [2].

Group 1 - Grab Holdings Limited (GRAB) ended the recent trading session at $4.69, showing a +2.85% change from the previous day's closing price, outperforming the S&P 500's gain of 0.41% [1] - Over the past month, shares of Grab Holdings have decreased by 10.59%, underperforming the Computer and Technology sector's gain of 0.49% and the S&P 500's gain of 0.38% [1] Group 2 - The upcoming earnings release is expected to report an EPS of $0.01, indicating stability compared to the same quarter last year, with a revenue estimate of $933.37 million, reflecting a 22.17% increase from the same quarter last year [2] - For the full year, earnings are projected at $0.04 per share and revenue at $3.4 billion, representing changes of +233.33% and 0% respectively from the prior year [3] Group 3 - Recent changes to analyst estimates for Grab Holdings should be noted, as positive revisions indicate analyst optimism regarding the business and profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [6] Group 4 - Grab Holdings is currently trading at a Forward P/E ratio of 50.67, which is a premium compared to the industry average Forward P/E of 24.04 [7] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 78, placing it in the top 32% of over 250 industries [7][8]

Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) has been upgraded to a Buy by BofA Securities, with a price target of $6.30, following a 32% decline in stock price since September [1][2]. Financial Performance - BofA Securities highlights that Grab's fundamentals in core mobility and deliveries remain strong, with expectations of gross merchandise value (GMV) growing at a compound annual growth rate (CAGR) of 17% from 2024 to 2027 [2]. - The adjusted EBITDA margin as a percentage of GMV is projected to improve from 3.6% in 2024 to 5.5% by 2027 [3]. Cash Position - Grab's net cash position of $5 billion is viewed positively, as it helps limit downside risk while supporting expected strong performance in GrabMart and quick commerce operations [3]. Strategic Acquisition - Grab announced the acquisition of Infermove, a China-based developer of AI-enabled robotics solutions, to enhance its first- and last-mile delivery capabilities [4]. Business Model - Grab operates a super app that integrates various services including ride-hailing, food and grocery delivery, package delivery, and digital financial services, connecting consumers with driver-partners, merchants, and delivery partners [5].

Grab Holdings Limited (NASDAQ:GRAB) is among the stocks under $50 to buy now. On January 15, Jiong Shao, an analyst at Barclays, reaffirmed a Buy rating on Grab Holdings Limited (NASDAQ:GRAB), setting a price target of $7. Slightly above the consensus 1-year median price target of $6.95, the firm’s guidance reflects an upside potential of nearly 58%. Later on January 19, BofA Securities upgraded Grab Holdings Limited (NASDAQ:GRAB) to Buy from Neutral, keeping an unchanged price target of $6.30. Despite t ...

Group 1 - The U.S. stock market is the largest and most significant market globally, attracting considerable investor focus [4] - Investors' attention on U.S. stocks is justified due to the market's size and influence [3] - The concentration on U.S. equities reflects broader trends in global investment behavior [2]

Core Viewpoint - Grab Holdings Inc. continues to experience a downward trend in stock value despite strong quarterly performance, including robust earnings, sales, and user growth in its core markets [1]. Financial Performance - The company reported solid third-quarter results with significant revenue and earnings growth, alongside an increase in monthly active users and transaction volumes [3]. - Grab's stock is currently trading at a high forward earnings multiple of 49.02, compared to Uber's 20.37, indicating a premium valuation despite recent performance [3]. Stock Valuation - Grab's Value score in Benzinga's Edge Rankings increased from 23.61 to 32.3 within a week, reflecting a focus on core fundamentals despite a 13.78% decline in stock price year-to-date and being approximately 74% below its 2021 peak [2]. - Analysts from HSBC have upgraded Grab to a "Buy" with a price target of $6.2 per share, suggesting a potential upside of 44.55% from current levels [3]. Momentum and Trends - Grab shares are rated poorly on Momentum in Benzinga's Edge Stock Rankings, indicating unfavorable price trends in the short, medium, and long terms [4].

Group 1 - Grab Holdings started as a ride-hailing service in Malaysia in 2012 to address taxi safety and efficiency issues [1]

Core Insights - Grab Holdings has evolved from a ride-hailing service in Malaysia to a super app, integrating various services including food delivery, digital payments, and financial services across Southeast Asia [2][4] Business Expansion - Grab's mobility segment generated $873 million in Q3 revenue, reflecting a 22% year-over-year growth, driven by a 24% increase in on-demand gross merchandise value (GMV) to $5.8 billion [4] - The delivery segment, which includes food and groceries, saw a 23% revenue growth to $465 million in the last quarter, supported by advertising and the expansion of GrabMart [5] - Financial services, including GrabPay and lending, aim for a $1 billion loan portfolio by the end of 2025, contributing to an overall adjusted EBITDA of $136 million in Q3, which is a 51% increase year-over-year [5] Strategic Acquisitions - Grab acquired Infermove, a Chinese AI robotics firm, to enhance its delivery automation capabilities, allowing for independent operations under its founder while complementing Grab's existing delivery services [3][6] Market Position and Challenges - Despite strong revenue growth and profitability projected for 2025, Grab's stock has fallen 12% year-to-date to $4.38, attributed to regulatory uncertainties, particularly in Indonesia where proposals to cut ride-hailing commissions from 20% to 10% are being considered [7]

Core Insights - Google is securing significant future power supplies to support its data centers, which are essential for Google Cloud and AI initiatives like Google Gemini [1][11] - The company has signed multiple power purchase agreements (PPAs) to ensure a stable supply of carbon-free energy [2][3] Power Supply Agreements - Google has signed PPAs with Clearway Energy Group for nearly 1.2 gigawatts (GW) of carbon-free energy, which will help power its data centers [2][3] - Clearway Energy plans to start construction on projects totaling over 1 GW this year, with commercial service expected to begin in 2027 and 2028 [4] Energy Consumption Context - Traditional data centers consume 10 to 50 times more energy per floor space than typical office buildings, and AI chatbot queries consume nearly 10 times as much electricity as standard Google searches [1] Strategic Partnerships - Google has also signed a Hydro Framework Agreement with Brookfield Renewable for up to 3 GW of hydropower, marking the world's largest hydro power deal [7] - A collaboration with NextEra Energy includes a 25-year PPA to support the restart of the Duane Arnold Energy Center, adding 615 MW of capacity [8][10] Future Growth and Financial Implications - The strategic moves to secure power supplies are seen as essential for Google's growth in AI, allowing the company to focus on developing powerful AI tools while ensuring stable energy costs [11] - The PPAs will provide power suppliers with growing cash flow, potentially increasing dividends and generating strong total returns for shareholders [11]