Grab's Earnings Miss Expectations, Shares Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Source: Newsfilter
Grab Holdings Ltd's shares fell by 5.04% as it hit a 20-day low, following disappointing earnings forecasts.
The company projected fiscal 2026 revenue between $4.04 billion and $4.10 billion, missing Wall Street's expectation of $4.13 billion, which indicates a slowdown in its core ride-hailing and delivery businesses. Additionally, Grab announced a $500 million share buyback program to boost investor confidence despite these challenges. The cautious consumer spending in Southeast Asia, driven by high inflation and U.S. tariff policies, has prompted Grab to leverage its Saver platform to attract budget-conscious customers.
The implications of these results suggest that Grab may face continued pressure on its stock price as investors react to the earnings miss and the broader economic conditions affecting consumer behavior.
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Analyst Views on GRAB
Wall Street analysts forecast GRAB stock price to rise
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 3.540
Low
6.30
Averages
7.05
High
8.00
Current: 3.540
Low
6.30
Averages
7.05
High
8.00
About GRAB
Grab Holdings Limited is a superapp in Southeast Asia, operating across the deliveries, mobility and digital financial services sectors. Its deliveries platform connects its driver and merchant partners with consumers to create a local logistics platform, facilitating on-demand and scheduled delivery of daily necessities. It operates supermarkets in Malaysia under Jaya Grocer and Everrise. Its mobility offerings connect its driver-partners with consumers seeking rides across a variety of multi-modal mobility options including private cars, taxis, motorcycles in certain countries, and shared mobility options such as carpooling in selected markets. Its financial services offerings include digital solutions offered by and with its partners to address the financial needs of driver- and merchant-partners and consumers. GrabMaps is its mapping and location-based service. It serves countries such as Cambodia, Indonesia, Malaysia, Myanmar, Philippines, Singapore, Thailand, and Vietnam.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Net Income Decline: Due to the revaluation of equity investments, Uber's net income fell from $1.78 billion a year ago to $263 million, reflecting the pressure of market volatility on the company's profitability.
- Delivery Segment Growth: Uber's delivery segment achieved a 34% revenue growth to $5.07 billion, surpassing analyst expectations of $4.89 billion, demonstrating strong performance in Australia, Japan, and the UK.
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See More
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- Booking Guidance Exceeds Expectations: The company anticipates gross bookings for the current quarter to reach between $56.25 billion and $57.75 billion, surpassing the consensus estimate of $56.17 billion, highlighting strong market demand.
- Delivery Segment Performance: Uber's delivery segment achieved a remarkable 34% revenue growth, totaling $5.07 billion, exceeding the average analyst estimate of $4.89 billion, driven by robust performance in markets like Australia, Japan, and the UK.
- Net Income Impact: Due to the revaluation of equity investments, Uber's net income fell to $263 million in the first quarter, down significantly from $1.78 billion a year earlier, reflecting the financial pressures from market volatility.
See More
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See More
