Serve Robotics Inc. SERV

4.45 (0.06) (1.33%) as of 25 Sep
Market cap
$389.6M
P/E
0.0×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 5.07
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 7 9 9 6 12 4 3 4 4 — 3 —
Insider Ownership 0.46%

Capital & Financial Ratios

Market Cap 389.63
Revenue 7.79
Net Income (180.42)
Free Cash Flow (169.38)
Net Debt (235.41)
Current Ratio 12.83
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 45.87
P/B ratio 1.02
Past 5Y EPS Growth (11.43%)
This Y EPS Growth (66.43%)
Next Y EPS Growth 14.38%
Next 5Y EPS Growth (9.04%)
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 0 123 233 235
Receivables 0 0 2 5
Inventory 1 0 — —
Other — — 0 0
1 125 241 247
2023 2024 2025 Q'26
Payables 2 5 5 6
ST’ Debt — — — —
Other 0 1 2 2
6 7 13 19
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 190.80%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 3 3 — — —
’25 0 1 1 1 3
’24 1 0 0 0 2
’23 0 0 0 0 0
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (41) (43) — — —
’25 (9) (16) (25) (30) (80)
’24 (4) (6) (5) (6) (22)
’23 (4) (3) (6) (4) (16)
’22 0 0 (17) (4) (21)
’21 0 0 0 0 0
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (43) (44) — — —
’25 (13) (22) (36) (46) (118)
’24 (4) (7) (10) (11) (32)
’23 (4) (3) (6) (4) (16)
’22 0 0 (17) (8) (25)
’21 0 0 0 0 0
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.65) (0.80) — — —
’25 (0.23) (0.36) (0.54) (0.46) (1.63)
’24 (0.37) (0.27) (0.20) (0.36) (1.07)
’23 (0.77) (0.74) (0.41) 0.18 (1.75)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — 1.77 4.66

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — 30.00 24.35
High Price
— — — — — — — 67 110 380
Employees
— — — — — — 0 0 0 0
Revenue/Emp
— — — — — — 0 0 2 3
Revenue
— — — — — — (965.31%) (733.83%) (4.14%) (580.23%)
Gross Margin
— — — — — — (22) (25) (39) (105)
EBT
— — — — — — (20,273.75%) (11,958.41%) (2,161.67%) (3,961.41%)
EBT Margin
— — — — 0 0 (22) (25) (39) (101)
Net Income
— — — — — — 0 4 2 8
Depreciation
— — — — 0.00 0.00 0.02 0.01 0.05 0.04
Revenue/Sh
— — — — — — (3.17) (1.75) (1.07) (1.63)
Earnings/Sh
— — — — 0.00 (0.01) (3.10) (1.12) (0.59) (1.29)
Cash Flow/Sh
— — — — 0.00 0.00 (0.53) 0.00 (0.28) (0.60)
Capex/Sh
— — — — 0.00 (0.01) (3.63) (1.12) (0.87) (1.89)
Free CF/Sh
— — — — 0.00 (0.01) (1.81) (0.28) 3.59 5.63
Book Value/Sh
— — — — 5 5 7 14 37 62
Shares
— — — — — — 0.00 0.00 0.00 0.00
PE Ratio
— — — — — — 1,628.40 1,628.40 272.97 243.87
PS Ratio
— — — — — — 0.00 0.00 3.76 1.84
PB Ratio
— — — — — — 1,629.48 1,629.48 205.11 155.91
EV/Sales
— — — — — — (17.24) (17.24) (11.70) (3.52)
EV/FCF
— — — — 0 0 (21) (16) (22) (80)
Op' Cash Flow
— — — — — — (4) 0 (10) (37)
Capex
— — — — 0 0 (25) (16) (32) (118)
FCF
— — — — 0 0 0 (5) 118 228
Working Cap'
— — — — — — 1 0 — —
Total Debt
— — — — 0 0 (2) 0 (123) (233)
Net Debt
— — — — 0 0 (12) (4) 132 351
Sh' Equity
— — — — 0.00% (1,125.77%) (511.57%) (437.30%) (55.04%) (39.96%)
ROA
— — — — 0.00% 0.00% 0.00% 0.00% (284.38%) (60.07%)
ROIC
— — — — 0.00% 121.60% 348.98% 301.02% (61.40%) (42.02%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Serve Robotics Inc. peers in Specialty Industrial Machinery

Company Market cap P/E Compare
TWIN Twin Disc, Incorporated $377.1M 13.6× Compare
RR Richtech Robotics Inc. $369.2M 0.0× Compare
NPWR NET Power Inc. $366.5M 0.0× Compare
LXFR Luxfer Holdings PLC $465.6M 57.5× Compare
Company Market cap P/E Compare
OFLX Omega Flex, Inc. $254.1M 21.5× Compare
SHMD SCHMID Group N.V. $246.4M 87.4× Compare
KRNT Kornit Digital Ltd. $651.8M 0.0× Compare
PKOH Park-Ohio Holdings Corp. $688.6M 25.2× Compare

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Serve Robotics Inc. (SERV) key facts

  • Serve Robotics Inc. (SERV) is a Specialty Industrial Machinery company in the Industrials sector, listed on Nasdaq.
  • Serve Robotics Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.7 million, up 46.2% from fiscal 2024.
  • As of September 25, 2026, SERV traded at $4.45, a market capitalization of $389.6 million.
  • Return on equity was −42.0% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Serve Robotics Inc. (SERV) Latest News

News by impact score

Fine-tune

25 Sep

4

Serve Robotics targets a $450B autonomous-delivery market by 2030, citing ARK Big Ideas 2025, NHTSA, and its own estimates. It operates 2,000 sidewalk robots in 44 U.S. cities, with 1.8M deliveries and a 99.8% completion rate. Robotic delivery could cost under $1 at scale vs $8-$10 for human couriers. Q2 revenue rose 404% YoY to $3.2M, with recurring revenue >50%. Beacon aims to boost merchant integration and bypass back-office barriers that block two-thirds of orders. DoorDash-related revenue grew nearly 50% sequentially. However, guidance for 2026 was cut to $9-$10M from $26M, underscoring execution risk. Competition from Alphabet’s Wing and Amazon Prime Air heightens focus on utilization and scalable unit economics. Guidance cut and intensified competition heighten near-term execution risk despite a huge TAM.

14 Sep

3

Serve Robotics' Beacon faces restaurant integration barriers that may hinder product deployment and market adoption. Beacon integration challenges could moderately affect Serve Robotics' operational scaling and competitive position.

13 Sep

4

Serve Robotics secures a major deal delivering $240M cash with 31% short interest, raising the prospect of a short squeeze in its stock. Major cash infusion and high short interest can drive significant stock price movements and strengthen operational funding.

11 Sep

3

Serve Robotics Inc. experiences weaker deliveries through Uber and explores revenue diversification to offset the shortfall. Weaker Uber deliveries create moderate operational pressure that diversification efforts may partially mitigate for Serve Robotics.

2 Sep

4

Serve Robotics holds $240M in liquidity to potentially finance its robot development and expansion plans. $240M liquidity directly supports core funding needs for Serve Robotics robot ambitions and growth trajectory.

25 Aug

3

Serve Robotics Inc. reported Q2 earnings, triggering analysis on whether investors should buy, sell or hold the stock amid the results. Post-earnings analysis can moderately shift investor sentiment and short-term trading for SERV but rarely alters long-term fundamentals.

24 Aug

3

QuikBot competes with Serve Robotics (SERV) in Physical AI, sparking debate on whether victory depends on robots or supporting infrastructure. QuikBot comparison raises questions on robots versus infrastructure as Physical AI drivers for Serve Robotics.

20 Aug

4

Serve Robotics aims to deploy 2,000 robots to generate revenue growth. Scaling robot fleet to 2,000 units targets core revenue operations and market expansion.

19 Aug

4

Serve Robotics is expanding delivery operations and targeting hospitals to drive growth. New delivery and hospital initiatives represent major strategic expansions likely to alter growth trajectory.

4

Serve Robotics lost its Uber Eats deal and turned to Grubhub for new delivery partnerships. Loss of Uber Eats partnership forces major shift to Grubhub and directly disrupts core robot delivery operations.

18 Aug

4

Serve Robotics shares fell 7% after the company cut guidance, overshadowing a Grubhub deal. Symbotic dropped 5% and DoorDash ticked up slightly. Guidance cut signals weaker prospects and directly triggered a 7% stock decline.

3

Serve Robotics Inc. reported 400% second-quarter revenue growth, but shocking news caused its stock to plunge. Revenue surge shows operational gains while stock plunge signals notable negative investor reaction to undisclosed issues.

17 Aug

4

Serve Robotics Inc. partners with Grubhub after ending its Uber relationship to expand autonomous delivery operations. Grubhub partnership replaces Uber tie and drives major expansion in delivery robot deployments.

4

Serve Robotics Inc. (SERV) partners with Grubhub after ending Uber Eats relationship. Partnership switch to Grubhub constitutes major strategic move that can significantly alter operational trajectory and market positioning.

4

Serve Robotics shares jump following expansion of DoorDash and Grubhub partnerships. Expanded DoorDash and Grubhub partnerships directly boost Serve Robotics deployment opportunities and revenue potential.

4

Serve Robotics (SERV) stock rallied after new Grubhub partnership and DoorDash deal expansion. CEO called it clearest signal of company's direction. Grubhub partnership plus DoorDash expansion represent major strategic moves that can significantly boost Serve Robotics trajectory.

4

Serve Robotics Inc. partners with Grubhub to expand robot delivery services. Grubhub partnership expands delivery operations and strengthens market position for Serve Robotics.

4

Serve Robotics launches robot delivery operations with Wonder and adds Grubhub to its expanding delivery network. New Wonder partnership plus Grubhub integration expands delivery scale and market reach for core robot operations.

4

Diligent Robotics, a Serve Robotics Inc. subsidiary, starts rolling out Moxi 2.0. Subsidiary product rollout advances Serve Robotics core technology and market positioning.

16 Aug

4

Uber sold its stake in Serve Robotics Inc., catching the company off guard as differing views soured their partnership. Loss of Uber stake and partnership signals major setback for operations and investor confidence.

14 Aug

3

Serve Robotics Inc. (SERV) questions ability to scale physical AI applications beyond food delivery by 2026. Speculation around 2026 scaling plans points to possible strategic shifts affecting future positioning.

3 transcript

Serve Robotics Inc. (SERV) held its Q2 2026 earnings call covering financial results, operations and outlook. Earnings call supplies financial metrics and guidance that can influence near-term SERV valuation.

12 Aug

4

Uber probes cyber issues in freight operations and exits robotics business, signaling strategic shifts with potential effects on partners like Serve Robotics. Uber robotics exit removes key partnership support and alters Serve Robotics growth trajectory.

11 Aug

5

Serve Robotics Inc. IPO draws 8,000 times oversubscription versus SpaceX 4X demand level. 8,000x oversubscription signals extreme investor demand that will drive SERV valuation and long-term trajectory.

4

Uber sold its entire stake in Serve Robotics Inc. (SERV), surprising the company. Uber's full divestment removes major backing and risks pressuring SERV's valuation plus operations.

4

Uber exits its stake in Serve Robotics as their delivery alliance unravels. Uber stake sale and alliance collapse removes key operational partner and pressures SERV valuation and growth path.

3

Serve Robotics stock declined after Uber fully exited its stake in the delivery robot maker, while adding shares in Rivian and Lucid. Uber's full exit from Serve Robotics reduces major investor backing and pressures stock sentiment.

10 Aug

4 transcript

Serve Robotics Q2 earnings call focused on Uber relationship reset and lowered company outlook. Uber reset combined with lowered outlook signals major partnership and financial trajectory shifts.

7 Aug

3

Serve Robotics reported wider-than-expected Q2 loss despite year-over-year revenue growth, causing stock to decline. Q2 loss miss with revenue growth points to mixed financial results that can pressure near-term valuation.

3

Serve Robotics posts strong revenue growth but wider losses and a lowered outlook, raising questions on potential undervaluation. Mixed results of revenue gains offset by higher losses and reduced guidance moderately influence stock trajectory and sentiment.

stockrow.com/SERV · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com