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Buy, Hold or Sell GRAB Stock: Key Tips Ahead of Q3 Earnings

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Key Takeaways

  • Grab is set to report third-quarter 2025 results after market close on Nov. 3, 2025.
  • Strong On-Demand GMV and cost control efforts are expected to aid third-quarter performance.
  • Grab's AWS partnership and WeRide investment strengthen its regional mobility and delivery growth.

Grab Holdings (GRAB - Free Report) is scheduled to report its third-quarter 2025 results on Nov. 3, 2025, after market close.

The Zacks Consensus Estimate for the September-quarter earnings is pegged at 3 cents per share, implying a 200% increase from the year-ago quarter’s reported number. The estimate has been revised upward by 2 cents per share over the past 60 days, also implying a 200% northward revision.

Zacks Investment ResearchImage Source: Zacks Investment Research

The Zacks Consensus Estimate for revenues is pegged at $882 million, indicating an increase of 23.2% from the year-ago quarter’s actuals.

Given this backdrop, let us examine the factors that are likely to influence Grab’s third-quarter results.

We expect the Singapore-based Grab’s third-quarter results to be aided by strong On-Demand Gross Merchandise Value (“GMV”). On-Demand GMV, which includes the Mobility and Deliveries segments, is expected to have bolstered overall revenues in the soon-to-be-reported quarter. Deliveries revenues are expected to have been strong owing to the growth in deliveries GMV and advertising business revenues.

Revenues in the Deliveries segment are expected to have been driven by the uptick in the total number of Deliveries transactions and Deliveries Monthly Transacting Users (MTUs).

Revenues from the Mobility segment are expected to have been strong, driven by growth in Mobility MTUs and the total number of Mobility transactions. An uptick in active driver supply is also expected to have aided Grab’s September quarter performance. Efforts to control costs are also expected to boost third-quarter results.

Q3 Earnings Whispers for GRAB

Our proven model does not conclusively predict an earnings beat for GRAB this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat, which is not the case here.

The company's Earnings ESP is 0.00%. This is because the Most Accurate Estimate is currently in line with the Zacks Consensus Estimate.

GRAB currently carries a Zacks Rank #2.

You can see the complete list of today’s Zacks #1 Rank stocks here.

You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

GRAB’s Price Performance & Valuation

Grab’s shares have appreciated 23.7% over the past six months, outperforming the Zacks Internet - Software industry’s rise of 15.1%.

6-Month Price Comparison

Zacks Investment ResearchImage Source: Zacks Investment Research

A Value Score of F suggests an expensive valuation for Grab at the moment. GRAB stock is trading at a premium with a forward 12-month Price/Sales of 6.05X compared with the industry’s 5.34X.

Zacks Investment ResearchImage Source: Zacks Investment Research

How to Play GRAB Pre-Q3 Earnings

Agreed that Grab’s valuation is anything but tempting. However, GRAB's strong portfolio and expanding partner base serve as key strengths, positioning it as a formidable player in Southeast Asia’s super-app ecosystem. GRAB has decided to make a strategic equity investment in China’s WeRide (WRD - Free Report) to accelerate the deployment and commercialization of Level 4 robotaxis and shuttles across Southeast Asia. The association aims to integrate WeRide’s autonomous vehicles into Grab’s platform to enhance service quality and safety.

The investment, expected to be closed in the first half of 2026, aligns with WeRide’s strategy to scale its commercial AV fleet in the region and advance AI-driven mobility solutions.  Grab is strengthening its position across Southeast Asia by partnering with Amazon’s (AMZN - Free Report) cloud computing platform — Amazon Web Services (“AWS”) — to drive growth in mobility, deliveries and financial services.

Grab selected AWS as the preferred cloud provider to accelerate growth across its mobility, deliveries and financial services verticals, including its digital banks. The company has enhanced operational efficiency, reduced infrastructure costs and launched innovative services by utilizing AWS’ scalable, secure and cost-efficient cloud solutions.

The favorable price performance adds to Grab’s appeal. The positive developments mentioned in the write-up are likely to have led to GRAB’s premium valuations, as investors are optimistic about its prospects and profitability. Consequently, they are willing to pay a premium for the stock, anticipating that it will outperform peers and the broader market in the coming months.

With many positives driving the stock, GRAB presents a compelling investment opportunity now, and investing ahead of its upcoming results seems like a good idea.  


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