• Grab Holdings (NasdaqGS:GRAB) has partnered with Hesai Technology to become the exclusive distributor of Hesai’s lidar products in Southeast Asia.
• The agreement brings Hesai’s lidar hardware into Grab’s ecosystem to support autonomous systems, robotics, and smart mobility projects across the region.

For investors watching Grab Holdings, this move pushes the company further beyond its core ride hailing and delivery operations into the hardware that underpins AI driven systems. The stock trades at $4.31, with a 3 year return of 23.9%, while longer term 5 year returns show a 68.9% decline, which points to a mixed track record that some investors may weigh against this new business line.

The lidar distribution role could help position Grab as a central partner for organizations building robotics, mapping, and smart mobility solutions in Southeast Asia. For investors, a key consideration is how effectively Grab can integrate this hardware focus with its existing platform and whether it can build sustainable demand from regional AI and automation projects.

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Quick Assessment

• ✅ Price vs Analyst Target: At US$4.31 vs a consensus target of US$6.80, the price sits about 37% below where analysts currently mark fair value.
• ✅ Simply Wall St Valuation: Shares are described as trading 40.3% below estimated fair value, which points to an undervalued status.
• ❌ Recent Momentum: The 30 day return of about an 11.1% decline shows recent sentiment has been weak.

There is only one way to know the right time to buy, sell or hold Grab Holdings. Head to Simply Wall St's company report for the latest analysis of Grab Holdings's fair value.

Key Considerations

• 📊 The Hesai lidar deal pushes Grab further into AI and automation infrastructure, which could broaden its role beyond ride hailing and delivery.
• 📊 Watch how lidar related revenue, margins and capital spend are reported against Grab’s existing superapp operations to see if this becomes meaningful or stays niche.
• ⚠️ Execution risk is central here, as Grab must prove it can sell and support hardware across Southeast Asia without distracting from its core platform.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Grab Holdings analysis. Alternatively, you can check out the community page for Grab Holdings to see how other investors believe this latest news will impact the company's narrative.

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.