Nov 17, 2025 • Sidley Austin
BULLISH
Sidley Advises Grab Holdings Ltd. on Strategic Investment in Vay Technology GmbH
Sidley has advised Grab Holdings Ltd., Southeast Asia’s leading superapp, on its strategic investment in remote driving technology company Vay Technology GmbH. Grab will initially invest US$60 million, with a potential additional US$350 million. This investment will enable Vay to expand its U.S. operations and enhance Grab's mobility offerings and expertise in autonomous and remote driving.
Nov 11, 2025 • Sahm
SOMEWHAT-BULLISH
Alpha Buying: 5 Bets Driving the Future of Transportation
The article discusses how investors can find an "information advantage" by looking beyond widely publicized 13F filings from well-known large funds. It highlights the investment strategy of Toyota Motor Company, which has outperformed the market by investing in cutting-edge transportation companies. Five specific companies in Toyota's portfolio (Grab, Aurora Innovation, Joby Aviation, Pony.Ai, and Uber) are detailed as key players shaping the future of transportation.
Nov 08, 2025 • The Globe and Mail
BULLISH
Grab (GRAB) Receives a Rating Update from a Top Analyst
DBS analyst Sachin Mittal maintained a Buy rating on Grab (GRAB) and set a price target of $7.55, indicating positive sentiment for the stock which closed at $6.07. Mittal is a highly-rated analyst known for his success in the technology sector. The overall Street consensus for Grab is a Strong Buy with an average price target offering a nearly 10% upside from current levels, despite negative corporate insider sentiment with increased selling activity.
Nov 04, 2025 • Morningstar
BULLISH
Grab Continues to Scale Up With Margin Expansion Story Intact
Grab is in a growth phase, expanding its mobility and delivery services in Southeast Asia, with an anticipated 41% year-on-year GMV growth in 2023. While mobility is expected to be profitable, delivery services incur negative margins and financial services are leading to heavy losses. The company also sees its advertising business as a long-term catalyst for revenue.
Nov 03, 2025 • Markets Mojo
NEUTRAL
Grab Holdings Ltd. Experiences Valuation Adjustment Amidst Competitive Transport Services Landscape
Grab Holdings Ltd. has undergone a valuation adjustment, showing a high P/E ratio of 403 and a price-to-book value of 3.25, while also facing operational challenges indicated by a negative EV to EBIT. Despite these challenges, the company has delivered strong year-to-date and annual returns, significantly outperforming the S&P 500. However, its five-year return lags behind the S&P 500, and its valuation metrics are higher compared to peers like Sysco Corp. and Performance Food Group Co.
Oct 16, 2025 • TipRanks
NEUTRAL
Mixed options sentiment in Grab Holdings Ltd with shares down 2.03% - TipRanks
Grab Holdings Ltd (GRAB) experienced mixed options sentiment with shares down 2.03%. Options volume was near average, with calls outpacing puts, leading to a put/call ratio of 0.04. Implied volatility dropped, suggesting an expected daily move of $0.22, while put-call skew steepened, indicating increased demand for downside protection.