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How Investors May Respond To Grab Holdings (GRAB) Buying Infermove To Advance Autonomous Delivery

Simply Wall St · 4d ago
  • In early January 2026, Singapore-based Grab Holdings announced it had acquired China-based Infermove, an AI-enabled robotics developer, to strengthen its first- and last-mile delivery operations and further develop these solutions out of Singapore.
  • The deal highlights how Grab is using autonomous robotic technology not just to cut delivery friction, but to potentially reshape customer and partner experiences across its super-app platform.
  • Next, we’ll examine how integrating Infermove’s AI-enabled robotics into Grab’s logistics network could influence the company’s broader investment narrative.

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Grab Holdings Investment Narrative Recap

To own Grab, you have to believe in its super app position across Southeast Asia and its ability to keep improving profitability while competing hard on price and service. The Infermove acquisition fits the existing push into automation and autonomous tech, but it does not materially change the near term focus on managing incentives and promotions or the key risk around rising competition and regulatory and capital demands in mobility and delivery.

The multi year autonomous vehicle partnership with May Mobility, announced in October 2025, is the clearest recent reference point for this Infermove deal, as both point to heavier investment in automation across Grab’s ecosystem. Together, these moves tie directly into the catalyst of tech driven efficiency gains while also reinforcing the existing risk that higher capital needs for autonomy could weigh on free cash flow and investor patience if benefits take time to show up.

Yet investors should be aware that rising automation spend may collide with...

Read the full narrative on Grab Holdings (it's free!)

Grab Holdings' narrative projects $5.4 billion revenue and $802.4 million earnings by 2028. This requires 20.4% yearly revenue growth and a roughly $691 million earnings increase from $111.0 million today.

Uncover how Grab Holdings' forecasts yield a $6.83 fair value, a 34% upside to its current price.

Exploring Other Perspectives

GRAB 1-Year Stock Price Chart
GRAB 1-Year Stock Price Chart

Across 33 Simply Wall St Community fair value estimates, views on Grab’s worth range widely from US$0.83 to US$8.81 per share. When you set that against the push into AI enabled automation and the existing concerns about capital intensity, it underlines how differently people are thinking about long term profitability and why it is worth exploring multiple opinions before deciding where you stand.

Explore 33 other fair value estimates on Grab Holdings - why the stock might be worth less than half the current price!

Build Your Own Grab Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Grab Holdings research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free Grab Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Grab Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.