Serve Robotics (SERV) Stock Overview
Designs, develops, and operates low-emission robots that serve people in public and commercial spaces for food delivery activity in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
SERV Community Fair Values
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Analyst Price Targets
Serve Robotics Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$4.48 |
| 52 Week High | US$18.64 |
| 52 Week Low | US$4.32 |
| Beta | 2.38 |
| 1 Month Change | -7.25% |
| 3 Month Change | -35.72% |
| 1 Year Change | -63.07% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -82.08% |
Recent News & Updates
Narrative Update • Sep 05
SERV: Grubhub Partnership And Summer Event Will Reframe Contract Uncertainty
Serve Robotics' updated analyst price target has moved from $26.00 to $22.00 as analysts factor in lower revenue growth expectations, a slightly higher discount rate, tighter profit margin assumptions, and a higher future P/E multiple following recent rating changes and revised targets from brokers. Analyst Commentary Recent Street research on Serve Robotics presents a mixed but still constructive picture.
Narrative Update • Aug 22
SERV: Grubhub Expansion And Uber Reset Will Shape Next Phase
Serve Robotics' analyst fair value estimate has shifted from $18.86 to $13.88. This reflects lower Street price targets, with analysts pointing to reduced revenue guidance, uncertainty around the Uber agreement, and the recent selloff that some see as creating a more attractive entry valuation.Recent updates
Narrative Update • Sep 05
SERV: Grubhub Partnership And Summer Event Will Reframe Contract Uncertainty
Serve Robotics' updated analyst price target has moved from $26.00 to $22.00 as analysts factor in lower revenue growth expectations, a slightly higher discount rate, tighter profit margin assumptions, and a higher future P/E multiple following recent rating changes and revised targets from brokers. Analyst Commentary Recent Street research on Serve Robotics presents a mixed but still constructive picture.Narrative Update • Aug 22
SERV: Grubhub Expansion And Uber Reset Will Shape Next Phase
Serve Robotics' analyst fair value estimate has shifted from $18.86 to $13.88. This reflects lower Street price targets, with analysts pointing to reduced revenue guidance, uncertainty around the Uber agreement, and the recent selloff that some see as creating a more attractive entry valuation.
Narrative Update • Aug 08
SERV: Robot Fleet Expansion And New Partnerships Will Drive Future Upside
Analysts have cut their fair value estimate for Serve Robotics to $7.00 from $13.00, citing reduced long term revenue expectations and the potential loss of the Uber agreement as key drivers of the revised price target rationale. Analyst Commentary Recent Street research around Serve Robotics points to a more cautious tone, with several firms rethinking how they view the company after updated guidance and contract expectations.Narrative Update • Jun 26
SERV: Acquisition Appeal And Robot Fleet Expansion Will Drive Future Upside
Serve Robotics' analyst fair value estimate has shifted from $15.00 to $13.00, as analysts factor in updated assumptions on growth, profitability and P/E multiples, alongside recent Street research including a higher $16.60 price target and a fresh bullish initiation. Analyst Commentary Recent Street research on Serve Robotics reflects a generally constructive stance, with the fair value estimate aligning with a higher external price target and a new bullish initiation.Seeking Alpha • Mar 16
Serve Robotics: The Robots Are Scaling, The Economics Aren't
Summary Serve Robotics expanded robot deployments and partnerships, but monetization and utilization lag significantly behind operational growth. SERV reported $2.7M in 2025 revenue and guided for $26M in 2026, yet operating losses and cash burn continue to accelerate. Despite ambitious revenue targets and acquisitions, SERV's revenue per robot is declining, and full fleet utilization remains a distant goal. I maintain a Hold rating due to persistent losses, dilution risk, and unresolved questions about the business model's long-term economics. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
Serve Robotics: Too Early To Invest, But Some Investors Might Like To Keep An Eye On It
Summary Serve Robotics has significantly pulled back in price after peak hype from a few months ago. I believe that SERV's business model is challenging to scale and risky, but the company has responsibly raised a large amount of funds, maintaining a strong cash balance. Despite significant operating losses and modest revenue, SERV's aggressive robot deployment plan with Uber Eats could drive substantial revenue growth if executed flawlessly. SERV is not yet a solid investment, but may be a worthwhile speculative gamble due to its strong cash balance and potential for hype-driven price increases. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Serve Robotics: Intriguing After The Reset
Summary Serve Robotics faces significant expansion challenges, aiming to grow from 50 to 2,000 delivery robots by year-end, with revenues lagging behind expectations. SERV stock has dropped to $7, presenting a more appealing entry point, despite anticipated volatility and potential revenue disappointments in the short term. The company raised $80 million, boosting its cash reserves to over $200 million, but must improve robot productivity and manage escalating costs. Investors should consider buying shares now, but be prepared for a bumpy ride as Serve Robotics scales operations and strives to meet aggressive financial targets. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Serve Robotics: Let The Robots Cool Off
Summary Serve Robotics Inc. plans to deploy 2,000 delivery robots by the end of 2025, but faces significant risks in scaling from 75 robots in Q3. The company only has a small revenue base of $0.2 million in the last quarter, with a goal of growing to $60+ million by 2026. The stock trades at 10x the 2026 revenue target, posing downside risks if the company fails to ramp up as expected. Investors should consider buying on dips, as the current market price may be overestimating Serve Robotics' ability to execute flawlessly. Read the full article on Seeking AlphaSeeking Alpha • Sep 27
Serve Robotics: Dilution Likely, Stay Clear
Summary Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition. Uber and Nvidia's investments are superficial and do not indicate meaningful support or confidence in Serve Robotics' success. The company's current unit economics are unfavorable, with high manufacturing costs and low productivity undermining the business model's viability. Serve Robotics' reliance on equity dilution for funding, coupled with uncertain commercial uptake, makes it a highly speculative and risky investment. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
Serve Robotics Served Up A Big Nothingburger
Summary Serve Robotics stock surged 187.1% after NVIDIA disclosed an ownership stake. NVIDIA acquired shares through a series of transactions, not a recent purchase. Serve Robotics' food delivery robots could have great potential, but financials show significant losses and cash flow issues. Add on top of this the prospect of meaningful shareholder dilution just to get to market, and there are better opportunities that can be had. Read the full article on Seeking AlphaShareholder Returns
| SERV | US Hospitality | US Market | |
|---|---|---|---|
| 7D | -9.4% | -3.6% | -1.0% |
| 1Y | -63.1% | -9.5% | 14.1% |
Return vs Industry: SERV underperformed the US Hospitality industry which returned -9.5% over the past year.
Return vs Market: SERV underperformed the US Market which returned 14.1% over the past year.
Price Volatility
| SERV volatility | |
|---|---|
| SERV Average Weekly Movement | 10.5% |
| Hospitality Industry Average Movement | 6.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: SERV's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: SERV's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2017 | 375 | Ali Kashani | www.serverobotics.com |
Serve Robotics Inc. designs, develops, and operates low-emission robots that serve people in public and commercial spaces for food delivery activity in the United States. It builds self-driving delivery robots. Serve Robotics Inc. was founded in 2017 and is headquartered in Redwood City, California.
Serve Robotics Inc. Fundamentals Summary
| SERV fundamental statistics | |
|---|---|
| Market cap | US$383.07m |
| Earnings (TTM) | -US$180.42m |
| Revenue (TTM) | US$7.79m |
49.8x
P/S Ratio-2.2x
P/E RatioIs SERV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SERV income statement (TTM) | |
|---|---|
| Revenue | US$7.79m |
| Cost of Revenue | US$36.63m |
| Gross Profit | -US$28.83m |
| Other Expenses | US$151.59m |
| Earnings | -US$180.42m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -2.08 |
| Gross Margin | -370.09% |
| Net Profit Margin | -2,315.80% |
| Debt/Equity Ratio | 0% |
How did SERV perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 04:30 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Serve Robotics Inc. is covered by 11 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rommel Dionisio | Aegis Capital Corporation |
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |
| Alinur Beisenbay | Freedom Broker |