All 26 analysts covering Grab Holdings rate the stock a Buy with an average price target of $5.86, implying a 58% upside from its current price near $3.70, yet shares linger near their 52-week low of $3.18. The Southeast Asian super-app posted a 334% earnings beat in Q2 2026, but the surge was largely driven by a one-time $307 million remeasurement gain from consolidating Indonesian digital bank Superbank, and investors shrugged off the results. Financial Services revenue jumped 59% to $134 million, with the gross loan portfolio scaling to $2.3 billion, up 197% year over year, and management targets adjusted EBITDA profitability for the segment in the second half of 2026. The board authorized a fresh $750 million buyback on top of a prior $500 million program, while insider selling has been steady, including the CEO offloading 400,000 shares in July. The stock is down over 26% year to date, and the bull case hinges on operational leverage and the Financial Services segment reaching profitability, while the bear case points to persistent regulatory and FX risk in Southeast Asia.
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Sea LtdGrab Holdings LtdAll 26 analysts rate Buy with 58% upside, Q2 earnings beat, and $750M buyback authorized.
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