Grab's projected earnings growth makes its 16.9x next-twelve-month earnings multiple look cheap. Management projects revenue CAGR above 30% and EPS CAGR around 40% through 2028, with Financial Services reaching adjusted EBITDA breakeven in H2 2026 and $500M by 2028. CEO Anthony Tan bought $30M of shares at $2.89, around today's price; Grab's $900M buyback equals 7.5% of market cap. Very few opportunities are as compelling as Grab. x.com 

Grab is a long-term accumulation candidate as a dominant, profitable and growing Southeast Asia super-app still down over 40% from its highs despite a beat. Revenue of $955 million, EPS of $0.04 and EBITDA of $154 million all topped estimates, and its market cap is $14.84 billion. The trend is still down, so patience is required; a weekly close above $4.00 would confirm a reversal. x.com 

Grab's growth now depends on rising spending to retain market share and GMV, a pattern that has persisted for several quarters despite a fairly strong Q1. The stock is also in a long-term downtrend with no inflection in sight, and the rule is to buy only strength or inflections. x.com 

Grab's CEO bought $30 million of shares at $2.89, an insider purchase worth following. @Mike_S_222 points to a 4 billion float, but a big float doesn't stop a stock from moving big, as Microsoft, Apple and Nvidia show. x.com  x.com 

Grab has about 2x potential through FY29/FY30 but not much more: solid, though less exciting than other names. Revenue of about $8B in FY29 at 19% net margins would give $1.52B of net income, or $0.37 EPS on 4.1B shares. About 20x is fair, against Uber at roughly 18x, given its financial-services potential and Southeast Asia risk, implying $7.40, a 130% gain. A recovery play like Snap may have more upside, with more risk. x.com 

Grab looks like a tough near-term hold as oil costs and Indonesia's cap on fees weigh on it. It was expected to report $925M with EPS of $0.02. If it survives 2026 through the first half of 2027, it could have monster years after. x.com 

Grab's CEO made huge purchases of the stock yesterday, a sign the bottom may be in. x.com 

Grab is cheap against its cash earnings at 23x next year's, while software companies usually get 30x. Fair value sits at $3.93-5.00, or 30x next year's cash earnings give or take 12%, versus $3.65 now, with a PEG of 0.90. It turns expensive above $6.20, with a pullback level at $2.50. This read rests on valuation levels from reported earnings and estimates only. x.com 

Grab is an underrated growth story because it is becoming a full Southeast Asian ecosystem, where each added service makes the platform more valuable to consumers and merchants. Profitability is showing up, with Q4 2025 revenue up 19% and adjusted EBITDA up 54%, its first full-year net profit, and $290M of adjusted free cash flow. Guidance for 20-22% revenue growth and 40-44% EBITDA growth in 2026 signals operating leverage. The open question is whether that scale turns into real free cash flow. … Show more

Grab offers higher growth than Uber at only a slightly higher multiple. It is expected to grow 20% in 2028 versus 15% for Uber, and could approach 30% after the Atome acquisition, while trading at 15x 2028 earnings versus Uber's 13x. Uber, though, is a globally dominant American business with much higher multiple-expansion potential, making the choice between them close. x.com