Grab’s Strong Q1 2025 Performance and Strategic Positioning Drive Buy Rating

Analyst Fawne Jiang of Benchmark Co. maintained a Buy rating on Grab (GRAB – Research Report), retaining the price target of $6.00.

Fawne Jiang has given his Buy rating due to a combination of factors that highlight Grab’s strong performance and future potential. The company reported impressive first-quarter results for 2025, surpassing expectations despite typical seasonal challenges. This growth was driven by robust demand and ongoing investments in product and technology innovations, leading Grab to raise its full-year adjusted EBITDA guidance.
Jiang also points out that Grab’s market leadership and counter-cyclical business model position it well for long-term growth, even amidst macroeconomic uncertainties. The company’s strategic focus on cost optimization, competitive advantages due to market exits by key players, and efficiency gains from technology further support this positive outlook. Additionally, new product launches and the use of AI tools are enhancing user engagement and operational efficiency, which, combined with favorable market dynamics, suggest that Grab is well-positioned to sustain its growth trajectory.

According to TipRanks, Jiang is a 5-star analyst with an average return of 14.3% and a 51.76% success rate. Jiang covers the Consumer Cyclical sector, focusing on stocks such as JD, Alibaba, and H World Group.

In another report released on April 28, Evercore ISI also maintained a Buy rating on the stock with a $8.00 price target.