Grab Hesai Lidar Deal Tests Market View On Undervalued Grab Stock

Simply Wall St

Thu, February 12, 2026 at 3:13 PM GMT+9 2 min read

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GRAB

-1.86%

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Grab Holdings (NasdaqGS:GRAB) has partnered with Hesai Technology to become the exclusive distributor of Hesai's lidar products in Southeast Asia.

The agreement focuses on supporting autonomous mobility, robotics and mapping projects across the region.

The move aligns with Grab's push into physical and embodied AI solutions beyond its core ride hailing and delivery services.

Grab Holdings, trading at $4.23, has seen mixed share price performance, with a 1.0% gain over the past week but declines of 13.5% over the past 30 days and 16.7% year to date. Over a longer horizon, the stock shows a 14.9% return over 3 years but a 69.6% decline over 5 years. This provides context for investors assessing how new technology partnerships fit into the broader equity story for NasdaqGS:GRAB.

This lidar distribution deal gives Grab a clearer role in the hardware layer of autonomous systems, not just the software and platform side. For investors, key questions will likely center on how quickly this partnership can translate into commercial deployments and whether it can meaningfully shift perceptions of Grab’s long term technology positioning in Southeast Asia.

Stay updated on the most important news stories for Grab Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Grab Holdings.

NasdaqGS:GRAB Earnings & Revenue Growth as at Feb 2026

📰 Beyond the headline: 0 risks and 4 things going right for Grab Holdings that every investor should see.

Quick Assessment

**✅ Price vs Analyst Target**: At US$4.23, Grab trades about 38% below the consensus analyst target of US$6.80.

**✅ Simply Wall St Valuation**: Shares are flagged as undervalued, trading 41.5% below the estimated fair value.

**❌ Recent Momentum**: The 30 day return is a 13.5% decline, which suggests weak short term sentiment.

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 partnership deepens Grab's role in autonomous mobility and mapping, which may support its push into physical and embodied AI solutions.

📊 Monitor how quickly lidar related contracts, pilot programs and revenue contributions appear relative to Grab's current US$3.2b revenue base.

⚠️ Execution risk is an important factor, as converting hardware distribution rights into profitable, scalable projects is not guaranteed.

Dig Deeper

For a broader view, including additional risks and potential rewards, explore the complete Grab Holdings analysis. You can also visit the community page for Grab Holdings to see how other investors think this news might influence the company’s overall narrative.

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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._

Companies discussed in this article include GRAB.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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