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Thursday's Exclusive News Grab's 2026 Selloff Had Reasons—But the Rebound Case Is BuildingWritten by Thomas Hughes. Posted: 2/13/2026. 
Key Points - Grab Holdings is growing in Southeast Asia and is deeply undervalued relative to long-term forecasts.
- Analysts and institutions show strong conviction in their bullish posture.
- Free cash flow enables a buyback authorization that can help support price action.
- Special Report: [Sponsorship-Ad-6-Format3]
Grab Holdings' (NASDAQ: GRAB) 2025 and early-2026 price pullback was not unwarranted, as merger and regulatory concerns emerged. Still, trading at roughly 40x this year's earnings and about 2x the 2035 consensus, GRAB represents a deep-value opportunity in a stock positioned to rebound. The pullback followed news of a proposed merger with Indonesian ride-hailing competitor GoTo, which has not been finalized, and the potential for significant legislative changes in Indonesia that could limit profitability in one of Grab's largest markets. Grab is well-positioned for growth in Southeast Asia, is profitable, and is currently outperforming expectations. Economic growth is underpinned by industrialization, infrastructure investment, and a rapidly expanding middle class with increasing access to digital communications. These tailwinds expand the addressable market, raise disposable incomes, and deepen internet penetration — all supportive of sustained growth. Near-term headwinds should pass. 
Grab Has Strong Quarter, Authorizes Share Buyback Grab delivered a strong Q4 2025, reporting revenue growth of 18.6% to $966 million. The top line narrowly beat consensus by 40 basis points and was supported by growth across all segments. Deliveries revenue, about half the top line, rose 16% year-over-year on a constant-currency basis, helped by a 21% increase in gross merchandise volume. Mobility grew 15%, while the smaller Financial Services segment expanded 36%. Margin trends were also positive: quality improvements and revenue leverage led to meaningful gains. Adjusted EBITDA rose 54%, the company moved from operating losses to operating profit, and adjusted free cash flow increased 78% to $290 million. Adjusted earnings were essentially break-even versus the $0.01 expected, but management offset that with strong guidance: the company is targeting low-20% revenue growth and nearly 45% adjusted EBITDA growth in 2026. In a sign of confidence in its cash flow and outlook, Grab's board authorized a follow-on $500 million share buyback program. That amount represents nearly 3% of the mid-February market cap and is expected to be deployed over the next two years. The buyback not only signals board confidence but also provides a tailwind for the stock. Analysts and Institutions Have Conviction in GRAB's Future Analyst data shows strong conviction. The seven analysts tracked by MarketBeat rate the stock a Buy: six are at Buy or better and one is at Hold. Their target sits near $6.50 — roughly a 50% upside from early-February support and would mark a five-month high if reached. Institutional investors collectively own about 55% of the stock and have been net buyers. MarketBeat data shows a $3.60-to-$1 buy-to-sell ratio on a trailing 12-month basis, with early-2026 activity consistent with that trend. This ownership base is a meaningful support and market tailwind that could help drive the price back toward near-term highs. Technically, Grab's stock chart is set up to advance. While downside risk remains, the chart shows oversold conditions and bullish divergences that suggest buyers are regaining control and can reclaim lost ground. Key resistance levels to watch are $4.50 and $5, which may generate volatility. Catalysts for a move higher include continued revenue growth and improving profitability in upcoming quarters.
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