GRAB Shares Decline 2.8% Since Reporting Q3 Earnings Miss

Grab GRAB reported unimpressive third-quarter 2025 results, wherein both earnings and revenues missed the Zacks Consensus Estimate.The weak results naturally disappointed investors with GRAB shares declining 2.8% since the earnings release on Nov. 4.Quarterly earnings of 1 cent per share missed the Zacks Consensus Estimate by 67% but remained flat on a year-over-year basis. Revenues of $873 million missed the consensus estimate by 1% but increased 21.9% on a year-over-year basis.Grab Holdings Limited Price, Consensus and EPS Surprise Grab Holdings Limited price-consensus-eps-surprise-chart | Grab Holdings Limited QuoteOn-Demand Gross Merchandise Value (GMV) grew 24% year over year or 20% on a constant currency basis to $5.77 billion. On-Demand monthly transacting users (MTUs) and total number of On-Demand transactions increased 16% and 27%, respectively, on a year-over-year basis.Adjusted EBITDA of $136 million improved 51% year over year owing to growth of On-Demand GMV and revenues and improving profitability on a segment adjusted EBITDA basis.GRAB’s Q3 Segmental DetailsRevenues at Grab’s Deliveries segment grew 23% year over year, or 17% year over year on a constant currency basis, to $465 million in the third quarter of 2025. The uptick was owing to growth in Deliveries GMV and Advertising business revenue.Mobility segment revenues grew 17% year over year, or 13% year over year on a constant currency basis, to $317 million. The upside was backed by solid growth in Mobility MTUs and the total number of Mobility transactions.Revenues for the Financial Services segment improved 39% year over year, or 35% year over year on a constant currency basis, to $90 million in the third quarter of 2025. Growth was backed by increased contributions mainly from lending across GrabFin and Digibanks.Revenues for Others was $1 million in the third quarter of 2025.Liquidity & Cash FlowGRAB exited the third quarter of 2025 with cash liquidity of $7.4 billion compared with $7.6 billion at the end of the prior quarter.GRAB generated $127 million of net cash from operating activities in the third quarter of 2025. Capital expenditures totaled $45 million. Adjusted free cash flow was $203 million during the reported quarter.GRAB’s Strong 2025 GuidanceGrab expects 2025 revenues between $3.38 billion and $3.40 billion, up from the prior view of $3.33- $3.40 billion, indicating 21-22% year-over-year growth. The Zacks Consensus Estimate for the same is pegged at $3.40 billion, above the mid-point of the guided range.Adjusted EBITDA for 2025 is now expected to be in the band of $490-$500 million, up from the prior view of $460-$480 million. The EBITDA guidance hints at year-over-year growth in the range of 57-60%.Currently, GRAB has a Zacks Rank #4 (Sell).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Q3 Performance of Some Stocks Belonging to GRAB’s IndustryWestern Digital WDC, currently sporting a Zacks Rank #1, reported a first-quarter fiscal 2026 EPS of $1.78, which beat the Zacks Consensus Estimate by 12%. Revenues of $2.82 billion surpassed the Zacks Consensus Estimate of $2.72 billion. WDC has a long-term earnings growth rate of 22.7% compared with the industry’s 13.8% growth. The company surpassed earnings estimates in each of the trailing four quarters, with the average surprise being 9.18%.Astera Labs ALAB, carrying a Zacks Rank #2 (Buy) at present, posted third-quarter 2025 earnings of 49 cents per share, exceeding the Zacks Consensus Estimate by 25.64%. Net revenues of $230.58 million beat the Zacks Consensus Estimate by 11.53%.ALAB has a long-term earnings growth rate of 48.6% compared with the industry’s 20.7% growth. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 29.79%.Advanced Energy Industries AEIS, currently carrying a Zacks Rank #2, reported a third-quarter 2025 EPS of $1.74, which topped the Zacks Consensus Estimate by 18.37%. Revenues of $463.3 million surpassed the consensus mark by 5.14%.AEIS has a long-term earnings growth rate of 27.9% compared with the industry’s 24.4% growth. The company’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 18.28%.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Western Digital Corporation (WDC): Free Stock Analysis Report Advanced Energy Industries, Inc. (AEIS): Free Stock Analysis Report Grab Holdings Limited (GRAB): Free Stock Analysis Report Astera Labs, Inc. (ALAB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks