BUZZ-Bernstein cuts Grab's PT on near-term profitability concerns

Reuters

01/26

** Bernstein cuts PT on Singaporean tech company Grab Holdings GRAB.O to $5.80 from $6.60; still representing an upside of ~27% to stock's last close

** Says Grab should leverage its brand, extensive reach and vast user base to expand its total addressable market (TAM) and invest more aggressively in Agentic AI, which may require higher investments, lower margins or even losses

** Brokerage says it thinks Grab should accelerate co's expansion into on-demand grocery

** "We believe Grab is already taking steps to expand its TAM and these efforts will weigh on margins in the near term but deliver gains after a couple of years", brokerage says

** GRAB gained ~6% in 2025

(Reporting by Jaspreet Singh in Bengaluru)

((Jaspreet.Singh@thomsonreuters.com ; https://twitter.com/i_jass))

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