SERV expands its autonomous delivery network to Alexandria, advancing the 2025 plan and broader rollout across dense urban markets.
Serve Robotics Inc. SERV has become one of the best-performing small-cap technology stocks of the past month, rising 27.6% and sharply outperforming the Zacks Computers – IT Services industry, the broader technology sector and the S&P 500. The surge has coincided with renewed optimism around autonomous delivery, speculation of potential U.S. government support for the robotics sector, and Serve's accelerating operational scale.
Serve Robotics' restaurant network surges as platform integrations and national partnerships accelerate momentum across key markets.
SERV expands its autonomous delivery network to Fort Lauderdale, deepening its South Florida presence through Uber Eats.
SERV's Vayu acquisition sharpens its autonomy roadmap, boosting AI capabilities, operational efficiency and long-term delivery leadership.
Serve Robotics Inc. SERV entered third-quarter 2025 with momentum after an aggressive multiquarter expansion of its autonomous sidewalk-delivery fleet. But the stock has lost 17.1% since the earnings release on Nov. 12, significantly underperforming the Zacks Computers - IT Services industry, the broader technology sector, and the S&P 500.
Serve Robotics is rated a hold due to promising technology but significant financial and execution risks. SERV's growth is driven by a major UberEats partnership and a large addressable market, but revenue is highly concentrated among two customers. Financial concerns include inconsistent revenue, negative gross margins, and growing net losses, raising questions about long-term profitability.
Serve Robotics remains a "Hold" for me as its valuation is too high despite ambitious expansion and improving operational metrics. Their Q3 revenue grew 210% YoY but missed guidance; costs surged faster than revenue, raising concerns about SERV's business model viability. Management reaffirmed aggressive robot deployment and ARR targets, but gross-level profitability and cost structure remain problematic after recent acquisitions.
SERV's Q3 revenues beat estimates, but widening losses and surging costs keep margins under strain.
Serve Robotics Inc. ( SERV ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Aduke Thelwell - Head of Investor Relations & Communications Ali Kashani - Co-Founder, Chairman, CEO, Treasurer & Secretary Brian Read - Chief Financial Officer Presentation Operator Hello, and thank you for standing by. I would like to welcome everyone to the Serve Robotics Third Quarter 2025 Financial Results and Conference Call.
Serve Robotics Inc. (SERV) came out with a quarterly loss of $0.54 per share versus the Zacks Consensus Estimate of a loss of $0.37. This compares to a loss of $0.2 per share a year ago.
SERV targets more than 200% revenue growth in Q3 as it scales past 1,000 robots and deepens ties with Uber Eats and Little Caesars.