Grab Holdings reaffirmed as Strong Buy with $7.80 target after strong Q1 2026 results and growth catalysts.

Grab Holdings Limited has been reaffirmed as a Strong Buy with an updated price target of $7.80 following robust Q1 2026 financial results. The company reported $955 million in revenue, a 46% increase in EBITDA, and a 12-fold rise in net profit despite seasonal softness and regional challenges. While the Indonesian commission cap has pressured Mobility margins on 20% of revenue, the Deliveries and Financial Services segments remain unaffected and are growing rapidly. Additional growth drivers include EBITDA contributions from recent acquisitions in Taiwan, accelerated share buybacks, and the breakeven progress of GrabFin, supporting the positive investment outlook and valuation upside.