Seeking Alpha
11 Nov 2026, 12:31 UTC · 4h ago
Grab: Closing In To My 2024 Entry Price, But A Very Different Business (Rating Downgrade)
Impact · against what's priced in
Grab shows strong fundamental momentum through raised EBITDA guidance and the shift to profitability in Financial Services. The combination of record user growth and a 10% share reduction via buybacks suggests an upward trajectory for EPS.
- GRAB+0.70
No priced-in read yet
- In context
The company's FY2026 Adjusted EBITDA guidance of $790-800 million, coupled with the turnaround of Financial Services to profitability, signals a significant expansion in operating margins.
Read from the article alone
