New Street Research - GRAB HLDGS LTD (GRAB) ... Grab 1Q25: guidance raise, as expected. We see further upside. $5.6 price target

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New Street Research

Ben Harwood

Grab 1Q25: guidance raise, as expected. We see further upside. $5.6 price target

Grab reported 1Q25 earnings overnight. Please see the link below for our take on the print.

30/04/2025 1 EN

Underlyings

GRAB HLDGS LTD

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KYG4124C1096 United States

GRABTAXI HOLDINGS PTE LTD

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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Pan European Telecom Services and Cable

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Analysts

Ben Harwood

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Grab 1Q25: guidance raise, as expected. We see further upside. $5.6 price target

Ride-sharing & Delivery: Lower prices fuel accelerating volumes

AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and more. Our weekly wrap-up.

Nvidia 1FQ26 preview: 2Q guide may be at risk, but 2025/2026 signals remain strong. Buy, $200 TP.

Alphabet (GOOGL, Buy, $210 target) Where does AI Search competition stand now? Reviewing the three main investor angles post I/O & GML

Starks Leaving FCC: Implications of the Upcoming Republican Majority

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