$Grab Holdings(GRAB)$ 🚗 Grab -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Grab Holdings(GRAB)$ 🚗 Grab — Inflection Analysis
This is no longer a cash-burn story. Grab has crossed into structural profitability.
The superapp model is now generating real earnings and free cash flow, with operating leverage kicking in across mobility, deliveries, ads, and lending.

📈 Inflection status: CONFIRMED POSITIVE
Revenue, margins, and cash flow have all turned sustainably positive.

Atomic evidence:
• FY25 net profit $200M vs $158M loss (FY24)
• Q4’25 GMV $6.1B, +21% YoY
• FY25 adj. FCF $290M
• Adj. EBITDA +60% YoY to $500M
• Loan book doubled to $1.18B

⚠️ Bottleneck:
Financial Services segment breakeven targeted for 2H26.
💰 Price-conditioned valuation:
At **US$4.23 (11 Feb 2026)**, the market discounts 2028 EBITDA/FCF targets despite confirmed net profit and buybacks.

🧠 Verdict: Buy. The profitability inflection is real; valuation hasn’t caught up.
🤖 AI-assisted analysis
@Tiger_comments @TigerObserver @TigerPicks @TigerStars @TigerWire @Daily_Discussion @Tiger_Earnings

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Grab has crossed into structural profitability.\n<br>\nThe superapp model is now generating real earnings and free cash flow, with operating leverage kicking in across mobility, deliveries, ads, and lending.\n<br>\n<br>\n📈 Inflection status: CONFIRMED POSITIVE\n<br>\nRevenue, margins, and cash flow have all turned sustainably positive.\n<br>\n<br>\nAtomic evidence:\n<br>\n• FY25 net profit $200M vs $158M loss (FY24) \n<br>\n• Q4’25 GMV $6.1B, +21% YoY \n<br>\n• FY25 adj. FCF $290M \n<br>\n• Adj. EBITDA +60% YoY to $500M \n<br>\n• Loan book doubled to $1.18B\n<br>\n<br>\n⚠️ Bottleneck:\n<br>\nFinancial Services segment breakeven targeted for 2H26.\n<br>\n💰 Price-conditioned valuation:\n<br>\nAt **US$4.23 (11 Feb 2026)**, the market discounts 2028 EBITDA/FCF targets despite confirmed net profit and buybacks.\n<br>\n<br>\n🧠 Verdict: Buy. The profitability inflection is real; valuation hasn’t caught up.\n<br>\n🤖 AI-assisted analysis\n<br><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667620927015\">@Tiger_Earnings</a>\n<br><img src=\"https://community-static.tradeup.com/news/c323fcffffc99bd11e795aac710e14ff\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> 🚗 Grab — Inflection Analysis\n<br>\nThis is no longer a cash-burn story. Grab has crossed into structural profitability.\n<br>\nThe superapp model is now generating real earnings and free cash flow, with operating leverage kicking in across mobility, deliveries, ads, and lending.\n<br>\n<br>\n📈 Inflection status: CONFIRMED POSITIVE\n<br>\nRevenue, margins, and cash flow have all turned sustainably positive.\n<br>\n<br>\nAtomic evidence:\n<br>\n• FY25 net profit $200M vs $158M loss (FY24) \n<br>\n• Q4’25 GMV $6.1B, +21% YoY \n<br>\n• FY25 adj. FCF $290M \n<br>\n• Adj. EBITDA +60% YoY to $500M \n<br>\n• Loan book doubled to $1.18B\n<br>\n<br>\n⚠️ Bottleneck:\n<br>\nFinancial Services segment breakeven targeted for 2H26.\n<br>\n💰 Price-conditioned valuation:\n<br>\nAt **US$4.23 (11 Feb 2026)**, the market discounts 2028 EBITDA/FCF targets despite confirmed net profit and buybacks.\n<br>\n<br>\n🧠 Verdict: Buy. The profitability inflection is real; valuation hasn’t caught up.\n<br>\n🤖 AI-assisted analysis\n<br><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667620927015\">@Tiger_Earnings</a>\n<br><img src=\"https://community-static.tradeup.com/news/c323fcffffc99bd11e795aac710e14ff\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","text":"$Grab Holdings(GRAB)$ 🚗 Grab — Inflection Analysis This is no longer a cash-burn story. Grab has crossed into structural profitability. The superapp model is now generating real earnings and free cash flow, with operating leverage kicking in across mobility, deliveries, ads, and lending. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow have all turned sustainably positive. Atomic evidence: • FY25 net profit $200M vs $158M loss (FY24) • Q4’25 GMV $6.1B, +21% YoY • FY25 adj. FCF $290M • Adj. EBITDA +60% YoY to $500M • Loan book doubled to $1.18B ⚠️ Bottleneck: Financial Services segment breakeven targeted for 2H26. 💰 Price-conditioned valuation: At **US$4.23 (11 Feb 2026)**, the market discounts 2028 EBITDA/FCF targets despite confirmed net profit and buybacks. 🧠 Verdict: Buy. The profitability inflection is real; valuation hasn’t caught up. 🤖 AI-assisted analysis @Tiger_comments @TigerObserver @TigerPicks @TigerStars @TigerWire @Daily_Discussion @Tiger_Earnings","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/531825587590440","repostId":0,"isVote":1,"tweetType":1,"viewCount":639,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GRAB"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":859,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531825587590440"}