Core Insights - Grab Holdings Limited (GRAB) reported breakeven earnings in Q4 2025, missing the Zacks Consensus Estimate and declining from the previous year's earnings of 1 cent per share [1][8] - Quarterly revenues of $906 million fell short of the Zacks Consensus Estimate of $933.4 million but showed a 19% year-over-year increase on a reported basis and 17% on a constant currency basis, driven by growth in On-Demand and Financial Services segments [1][8] Revenue Performance - On-Demand Gross Merchandise Value (GMV) increased by 21% year over year to $6.07 billion, with monthly transacting users (MTUs) and total transactions rising by 16% and 24%, respectively [2] - The Deliveries segment revenue grew 18% year over year to $481 million, supported by growth in Deliveries GMV and advertising revenue [4] - Mobility segment revenues rose 15% year over year to $325 million, driven by an increase in Mobility MTUs and transactions [4] - Financial Services segment revenue improved by 34% year over year to $99 million, attributed to growth in the lending business [5] Profitability Metrics - Adjusted EBITDA reached $148 million, reflecting a 54% year-over-year improvement due to increased On-Demand GMV and revenue [3] Liquidity and Cash Flow - Grab ended Q4 2025 with cash liquidity of $7.4 billion, remaining flat sequentially [6] - The company generated $69 million in net cash from operating activities, with capital expenditures totaling $81 million and adjusted free cash flow of $76 million [6] Future Guidance - For 2026, Grab anticipates revenues between $4.04 billion and $4.10 billion, indicating a year-over-year growth of 20-22% [7][8] - Adjusted EBITDA for 2026 is expected to be in the range of $700-$720 million, suggesting a year-over-year growth of 40-44% [7]

Grab Holdings Limited (NASDAQ:GRAB) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 11, Grab Holdings reported its first full year of net profitability with a net profit of $200 million in 2025. Group revenue rose 19% to $906 million for Q4, which was driven by a 21% surge in On-Demand GMV across its mobility and delivery sectors. The company’s focus on a product-led affordability strategy successfully expanded its user base to over 129 million annual transacting users. A ...

Core Insights - The article highlights three stocks trading under $20 per share: SoFi Technologies, Grab Holdings, and Ford Motor Company, all of which have strong business fundamentals and potential for growth in 2026 and beyond [1] Group 1: Ford Motor Company (NYSE:F) - Ford's stock is currently priced at $13.72, reflecting a 54% increase over the past year but is 4% below its 52-week high of $14.34. The analyst target is $13.97 [1] - The company reported $187.3 billion in revenue for 2025, marking its fifth consecutive year of growth, despite a net loss of $8.2 billion due to significant impairments [1] - Ford Pro, the commercial segment, generated $6.8 billion in EBIT with a 10.3% margin, indicating strong performance in commercial vehicle sales [1] - For 2026, Ford anticipates adjusted EBIT of $8 billion to $10 billion and adjusted free cash flow of $5 billion to $6 billion, targeting an 8% adjusted EBIT margin by 2029 [1] Group 2: Grab Holdings (NASDAQ:GRAB) - Grab's stock trades at $4.36, down 12% year-to-date, but analysts project a 53% upside to $6.65, with 27 out of 28 analysts rating it as Buy or Strong Buy [1] - The company achieved its first full year of profitability in 2025, with a net income of $200 million compared to a loss of $158 million in 2024, and revenue increased by 20% to $3.37 billion [1] - Grab's financial services segment saw significant growth, with its loan portfolio more than doubling to $1.18 billion and customer deposits reaching $1.6 billion [1] - For 2026, Grab expects revenue between $4.04 billion and $4.10 billion, representing a 20% to 22% increase, and adjusted EBITDA is projected to reach $700 million to $720 million [1] Group 3: SoFi Technologies (NASDAQ:SOFI) - SoFi's stock is currently priced at $19.22, down 27% year-to-date, with analysts predicting a target price of $26.50, indicating a potential 38% gain [1] - The company reported over $1 billion in quarterly revenue for the first time, achieving $1.025 billion in Q4 2025, a 40% year-over-year increase, and net income of $173.5 million [1] - For 2026, SoFi projects revenue of $4.655 billion, a 30% increase, with adjusted EBITDA expected to reach $1.6 billion and adjusted EPS projected at $0.60 [1] - The company has a strong cash position of $4.93 billion, up 94% year-over-year, and shareholders' equity reached $10.5 billion, up 61% [1]

Core Insights - Grab, a Singapore-based company known for its ride-hailing and food delivery services, has announced the acquisition of fintech company Stash for a total of $425 million, with the deal expected to close in the third quarter [2] - The acquisition is seen as a significant milestone for Grab, enhancing its fintech capabilities and aligning with its mission to democratize financial services [2][3] - Stash, which manages over $5 billion in assets and has more than a million users, will continue to operate independently under its brand and leadership after the acquisition [4] Financial Details - The initial payment for the acquisition will be $425 million, with the remaining stake to be acquired at fair market value over the next three years [2] - Stash is projected to generate approximately $60 million in adjusted EBITDA by 2028 [4] - Grab reported a profit of $200 million for 2025, marking its first profitable year, with a revenue increase of 20% to $3.4 billion last year [5] Strategic Implications - Grab's CEO emphasized that the acquisition will not only provide high-margin subscription revenue but also enhance Grab's fintech expertise through Stash's AI-powered investing app [2] - Stash's co-CEOs highlighted the alignment of their mission with Grab's ecosystem, which is expected to accelerate Stash's growth in the U.S. and facilitate the introduction of its products in Southeast Asia [3][4] - The acquisition is positioned as a strategic move to leverage Grab's user data and entrepreneurial culture to support Stash's growth ambitions [3]

Core Insights - Grab is focusing on three main priorities: affordability and reliability, deeper ecosystem engagement, and technology investments to enhance operational efficiency [1] Financial Performance - Grab reported its first full year of net profit in 2025, achieving $200 million in net profit and doubling adjusted free cash flow to $290 million [3][7] - For 2025, adjusted EBITDA increased by 60% year-over-year to $500 million, with fourth-quarter revenue reaching $906 million, up 19% year-over-year [11][12] - The company has set 2026 guidance for group revenue between $4.04 billion and $4.10 billion and adjusted EBITDA of $700 million to $720 million [6][18] User Engagement and Growth - By the end of 2025, Grab had over 129 million annual transacting users, with a monthly-to-annual conversion rate of 37% and a daily-to-monthly conversion rate of 17% [2] - Approximately two-thirds of users are utilizing two or more services on the platform, indicating increased engagement [2] - Grab's mobility segment saw a 21% year-over-year growth in on-demand gross merchandise value (GMV), driven by a product-led affordability strategy [4][11] Strategic Initiatives - The company is implementing a $500 million share repurchase program, bringing total buybacks to $1 billion, as part of its capital allocation strategy [5][16] - Grab is expanding its financial services, with expectations for the segment to reach EBITDA breakeven in the second half of 2026 [12][15] - The company is also focusing on AI, with over 90% of mobility rides dispatched using AI technology [9][10] Ecosystem Development - Grab has launched digital banks in Indonesia, Singapore, and Malaysia, with its loan portfolio exceeding $1 billion [3] - The company is enhancing its grocery delivery service, GrabMart, which is growing 1.7 times faster than GrabFood and represents 10% of deliveries GMV [8] - Grab's travel-related initiatives have led to a tenfold increase in traveler monthly transacting users over three years [8]

Core Insights - North American Niobium and Critical Minerals Corp. has reported assay results from its Seigneurie Project in Quebec, indicating promising mineralization of niobium and rare earth elements [1][12]. Phase 1 – Channel Sampling - Phase 1 channel sampling was conducted over 94.5 meters, with a notable 15.0 m composite interval returning 294.39 ppm Nb₂O₅ and 0.039% TREO [4][15]. - The pegmatite system is interpreted to have a strike of approximately N80° with a steep southerly dip, potentially exceeding 150 meters in width [5][10]. Phase 2 – Selective Grab Sampling - Phase 2 involved 109 selective grab samples, expanding coverage to additional pegmatite and carbonatite outcrops [6]. - A high-grade niobium-dysprosium pegmatite grab sample returned 1,502 ppm Nb₂O₅ (0.1502%) and 124.5 ppm Dy₂O₃, alongside a REE-bearing carbonatite outcrop returning 0.19% TREO [2][12]. Geological Interpretation - The geological interpretation suggests that the pegmatite system remains open along strike, width, and depth, with historical drill collars indicating a potentially wider pegmatite intrusion than previously thought [9][10]. - The observed geometry and scale suggest the body may represent either a pegmatite dyke or an intrusion, requiring further validation through drilling [11]. Next Steps - The company is advancing the necessary exploration permits in Quebec to support drilling and target development, with integrated geochemical and structural interpretation underway to prioritize targets for Q1 2026 drilling [13]. Company Overview - North American Niobium and Critical Minerals Corp. focuses on the acquisition and development of critical mineral assets, including niobium and rare earth elements, which are strategically important for energy and defense applications [26].

Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) is viewed positively by Wall Street despite mixed fiscal Q4 2025 earnings, with a Buy rating and a price target of $5.8 from Bernstein [1][2]. Financial Performance - In fiscal Q4 2025, Grab reported revenue of $906 million, marking an 18.59% year-over-year growth, although it fell short of estimates by $34.6 million. The earnings per share (EPS) was $0.04, exceeding estimates by $0.03 [2][4]. - The company's guidance for fiscal 2026 was slightly better than expected, and it outlined a three-year plan targeting $1.5 billion in adjusted EBITDA by FY28, which is considered realistic given its market penetration and ecosystem advantages [5][4]. Market Position - Grab is recognized as a leading "superapp" in Southeast Asia, offering mobility, delivery, and digital financial services across eight countries, connecting consumers with driver and merchant partners for various services [6]. Analyst Sentiment - Bernstein characterized the earnings results as an "overhang-clearing event," alleviating previous stock pressures, and noted that the market was anticipating conservative guidance and potential cuts to Indonesia's ride-hailing commission caps [4][5].

Core Insights - Grab Holdings Limited (NASDAQ:GRAB) is currently considered one of the best foreign stocks to buy, showcasing strong financial performance in Q4 FY2025 with a revenue of $906 million, marking a 19% year-over-year increase [1] Financial Performance - For Q4 FY2025, Grab reported a profit of $153 million, a significant increase from $11 million in the same quarter the previous year. Adjusted EBITDA for the quarter was $148 million, reflecting a 54% increase year-over-year [2] - For the full fiscal year, Grab's revenue rose approximately 20% year-over-year to around $3.37 billion. The company achieved a profit of $200 million, reversing a loss of $158 million from FY2024, and adjusted EBITDA for the year increased to $500 million, up about 60% year-over-year [2] Shareholder Returns and Future Guidance - Due to its strong performance, Grab's Board has authorized a share repurchase program of up to $500 million. The company has also provided guidance for fiscal 2026, projecting revenue between $4.04 billion and $4.10 billion, with adjusted EBITDA expected to be between $700 million and $720 million [3] Strategic Partnerships - On February 4, Grab was appointed as the exclusive distributor of Hesai Technology's lidar products across Southeast Asia. This partnership entails Grab managing sales, customer support, and marketing for Hesai's lidar sensors in the region [4] Company Overview - Grab Holdings Limited is a Singaporean company that operates Southeast Asia's leading superapp, which offers services including ride-hailing, food delivery, digital payments, and financial services across multiple countries in the region [5]

Core Insights - Grab Holdings Limited (GRAB) has strong fundamentals, robust growth, and a dominant position in the Southeast Asia (SEA) region, indicating potential for further advancement [1] Group 1: Company Overview - The company is positioned well in the SEA market, suggesting a competitive edge and opportunities for growth [1] Group 2: Analyst Background - The analyst has over a decade of experience researching various industries, including commodities and technology, which enhances the quality of insights provided [1]

Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) is recognized as a strong buy penny stock, with a recent Buy rating from Bank of America Securities and a price target of $6.20, following the announcement of its Q4 2025 financial results [1]. Financial Performance - For Q4 2025, Grab reported revenue of $906 million, reflecting a 19% year-over-year increase [1]. - The on-demand GMV for the quarter reached a record $6.1 billion, up 21% year-over-year, while profit for the period was $153 million, with adjusted EBITDA increasing by 54% year-over-year to $148 million [2]. - Q4 2025 marked a record quarter for Grab, achieving its first full year of net profit and surpassing 50 million Monthly Transacting Users [2]. Long-term Outlook - The company has expressed a positive long-term financial outlook, projecting $1.5 billion in adjusted EBITDA and an adjusted free cash flow conversion of 80% by 2028 [3]. Business Model - Grab provides a wide range of services through its application, including food delivery, ride-hailing, package delivery, online payment, telemedicine, lending, and insurance, connecting millions of consumers with its merchant and driver partners [4].