Core Viewpoint - Grab Holdings Limited has seen a 2.5% increase in shares over the past month, underperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Group 1: Earnings Report and Estimates - Estimates for Grab have trended upward over the past month, with a significant 50% shift in the consensus estimate [2] - The recent earnings report indicates important drivers that may influence future performance [1] Group 2: VGM Scores - Grab holds a Growth Score of B, but has a low Momentum Score of D, and a Value Score of F, placing it in the fifth quintile for value investment strategy [3] - The overall aggregate VGM Score for Grab is D, which is relevant for investors not focused on a single strategy [3] Group 3: Outlook - The upward trend in estimates is promising, and Grab has a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [4]

Group 1 - Uber Technologies, Inc. reported Q1 earnings on May 7, 2025, which supported a long-term bullish view on the company [1] - The analysis is based on insights gathered from investor calls, presentations, financials, and news, focusing on a 3-5 year time horizon [1] - The author emphasizes the importance of thorough research in identifying potentially life-changing investments [1] Group 2 - The author has a beneficial long position in Uber shares through stock ownership, options, or other derivatives [1]

Core Insights - Uber Technologies (UBER) is expected to report quarterly earnings of $0.51 per share, reflecting a significant increase of 259.4% year-over-year, with revenues projected at $11.6 billion, marking a 14.5% increase compared to the previous year [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 1.4%, indicating a reassessment by analysts [1][2] Revenue Projections - The consensus estimate for 'Revenue- Mobility' is $6.55 billion, showing a year-over-year increase of 16.3% [4] - 'Revenue- Freight' is expected to reach $1.30 billion, reflecting a slight increase of 0.9% from the prior year [4] - 'Revenue- Delivery' is projected at $3.78 billion, indicating a 17.7% increase year-over-year [4] Geographic Revenue Estimates - 'Geographic Revenue- Latin America' is forecasted at $736.14 million, a 3.7% increase year-over-year [5] - 'Geographic Revenue- United States and Canada' is expected to be $6.18 billion, representing a 12.9% increase [5] - 'Geographic Revenue- Asia Pacific' is projected at $1.34 billion, indicating a 12.5% increase [5] - 'Geographic Revenue- Europe, Middle East and Africa' is estimated at $3.27 billion, reflecting an 18.6% increase year-over-year [6] Gross Bookings Estimates - Total 'Gross Bookings' are expected to reach $42.87 billion, up from $37.65 billion year-over-year [6] - 'Gross Bookings - Delivery' is projected at $20.28 billion, compared to $17.70 billion in the previous year [7] - 'Gross Bookings - Mobility' is estimated at $21.49 billion, up from $18.67 billion year-over-year [7] - 'Gross Bookings - Freight' is expected to be $1.30 billion, slightly up from $1.28 billion [8] Monthly Active Platform Consumers - Analysts predict that 'Monthly Active Platform Consumers (MAPCs)' will reach 168 million, an increase from 149 million year-over-year [8] Stock Performance - Uber shares have increased by 15.8% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite [8]