Grab Holdings Authorizes $500 Million Share Repurchase Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy GRAB?
Grab Holdings in its earnings release said its board authorized a share repurchase program, under which the company may repurchase up to $500M worth of its shares. Peter Oey, CFO of Grab, added, "We delivered another record full year Adjusted Free Cash Flow through disciplined cost management and strengthened unit economics, solidifying our liquidity position and validating our long-term strategy. This strong foundation underpins our confidence in our long-term financial outlook, where we expect to generate $1.5 billion in Adjusted EBITDA with an Adjusted Free Cash Flow conversion of 80% by 2028. This provides us with greater flexibility to accelerate our platform ambitions while delivering shareholder value. To that end, we are announcing a newly authorized $500 million Share Repurchase Program."
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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: 4.270
Low
6.30
Averages
7.05
High
8.00
Current: 4.270
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.
Reasons Behind Grab's 2026 Selloff, Yet Signs of a Rebound Are Emerging
Grab Holdings' Market Position: Grab Holdings is experiencing a price pullback due to merger concerns and potential legislative changes in Indonesia, but it remains well-positioned for growth in Southeast Asia, with strong revenue growth reported in Q4 2025.
Financial Performance: The company reported an 18.6% revenue growth to $966 million, driven by strong performance across all segments, particularly in deliveries and mobility, with adjusted EBITDA up 54%.
Share Buyback Authorization: Grab's board has authorized a $500 million share buyback, reflecting confidence in the company's cash flow and growth outlook, which is expected to enhance shareholder value.
Analyst Sentiment: Analysts show strong conviction in Grab's future, with a majority recommending a buy, indicating a positive outlook for the stock as it trades near $6.50, suggesting potential for significant upside.
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- Revenue Growth Challenges: Although Grab's revenue increased by 18.6% year-over-year to $906 million, it fell short of market expectations by $34.6 million, reflecting challenges from intensified market competition and fluctuating customer demand.
- Cautious Market Reaction: Given the earnings miss, Grab's stock price may face downward pressure, prompting investors to monitor performance improvements and strategic adjustments in upcoming quarters.
- Analyst Rating Changes: Following the earnings release, analysts have adjusted their ratings on Grab, reflecting mixed views on its future growth potential, which could influence its stock price trajectory.
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- Market Reaction: Despite the lack of profit, the market's response to Grab remains neutral, with investors focusing on the company's future growth potential and the sustainability of its business model.
- Strategic Direction: Grab is committed to enhancing operational efficiency in its core business to address pressures from increasing competition and changing market demands, aiming for profitability in the future.
- Future Outlook: Management indicated plans to explore new revenue streams and market expansion opportunities to improve financial performance and achieve profitability in the coming quarters.
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- Historical Performance Review: Over the past year, Grab has beaten EPS estimates 25% of the time and revenue estimates 75% of the time, demonstrating stability in revenue growth and market confidence in its operations.
- Market Opportunity Analysis: Grab's unparalleled ecosystem is still considered ahead of the competition, with analysts highlighting its massive potential market opportunities that may attract more investor interest.
- Analyst Rating Dynamics: Recently, analysts have adjusted their ratings on Grab, reflecting varying market perspectives on its future performance, especially in light of the upcoming earnings report, prompting investors to closely monitor related developments.
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Grab Holdings' Market Position: Grab Holdings is experiencing a price pullback due to merger concerns and potential legislative changes in Indonesia, but it remains well-positioned for growth in Southeast Asia, with strong revenue growth reported in Q4 2025.
Financial Performance: The company reported an 18.6% revenue growth to $966 million, driven by strong performance across all segments, particularly in deliveries and mobility, with adjusted EBITDA up 54%.
Share Buyback Authorization: Grab's board has authorized a $500 million share buyback, reflecting confidence in the company's cash flow and growth outlook, which is expected to enhance shareholder value.
Analyst Sentiment: Analysts show strong conviction in Grab's future, with a majority recommending a buy, indicating a positive outlook for the stock as it trades near $6.50, suggesting potential for significant upside.
See More
Grab Reports Q4 2025 Earnings Miss with Revenue Growth
- Earnings Report Disappointment: Grab's Q4 2025 non-GAAP EPS of $0.00 missed expectations by $0.01, indicating pressure on profitability that could undermine investor confidence.
- Revenue Growth Challenges: Although Grab's revenue increased by 18.6% year-over-year to $906 million, it fell short of market expectations by $34.6 million, reflecting challenges from intensified market competition and fluctuating customer demand.
- Cautious Market Reaction: Given the earnings miss, Grab's stock price may face downward pressure, prompting investors to monitor performance improvements and strategic adjustments in upcoming quarters.
- Analyst Rating Changes: Following the earnings release, analysts have adjusted their ratings on Grab, reflecting mixed views on its future growth potential, which could influence its stock price trajectory.
See More
Grab's Earnings Miss Expectations, Shares Drop
- Earnings Forecast Miss: Grab forecasts fiscal 2026 revenue between $4.04 billion and $4.10 billion, falling short of Wall Street's $4.13 billion expectation, indicating a slowdown in its core ride-hailing and delivery businesses, resulting in a 6% drop in shares during after-hours trading.
- Cautious Consumer Spending: High inflation levels and U.S. tariff policies have led consumers in major Southeast Asian markets to become more selective with their spending, prompting Grab to leverage its Saver platform to attract budget-conscious customers through discounts and bundled offers.
- Share Buyback Program: Grab announced a $500 million share buyback program aimed at boosting investor confidence and enhancing shareholder value, despite the challenges posed by slowing revenue growth.
- Acquisition of Stash Financial: Grab plans to acquire U.S. digital financial services company Stash Financial for an initial valuation of $425 million, with half of the equity interest paid at closing and the remainder at fair market value over three years post-closing, which is expected to further expand its financial services offerings.
See More
Grab Holdings Reports Breakeven Q4 Results
- Earnings Report: Grab Holdings reported breakeven results for Q4, failing to generate earnings per share, which highlights ongoing challenges in achieving profitability.
- Market Reaction: Despite the lack of profit, the market's response to Grab remains neutral, with investors focusing on the company's future growth potential and the sustainability of its business model.
- Strategic Direction: Grab is committed to enhancing operational efficiency in its core business to address pressures from increasing competition and changing market demands, aiming for profitability in the future.
- Future Outlook: Management indicated plans to explore new revenue streams and market expansion opportunities to improve financial performance and achieve profitability in the coming quarters.
See More
Grab to Announce Q4 Earnings on February 11
- Earnings Announcement: Grab is set to release its Q4 2023 earnings report on February 11 after market close, with consensus EPS estimated at $0.01 and revenue expected to reach $940.6 million, indicating cautious optimism from the market regarding its financial performance.
- Historical Performance Review: Over the past year, Grab has beaten EPS estimates 25% of the time and revenue estimates 75% of the time, demonstrating stability in revenue growth and market confidence in its operations.
- Market Opportunity Analysis: Grab's unparalleled ecosystem is still considered ahead of the competition, with analysts highlighting its massive potential market opportunities that may attract more investor interest.
- Analyst Rating Dynamics: Recently, analysts have adjusted their ratings on Grab, reflecting varying market perspectives on its future performance, especially in light of the upcoming earnings report, prompting investors to closely monitor related developments.
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
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