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SERVServe Robotics Inc.
$3.22$249M
Overview & Tools
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Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
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SERV logo

Serve Robotics Inc.

SERV
NASDAQ · Factory Automation & Robotics
$3.22
At close - Nov 6, 4:00 PM EST - USD
Market Cap$249M
P/E-1.4x
52W High$16.08
Volume9.67M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Serve's Revenue Growth Confronts Negative Gross Margins

Serve Robotics has scaled quarterly revenue approximately 240% year over year to $3.2M in 2026Q2, yet gross margins of negative 2.7% and a $66.1M operating loss suggest unit economics remain unproven at scale, with combined R&D and SG&A outpacing revenue roughly fifteenfold.

GrowthMixed
ProfitabilityWeak
ValuationReview
TechnicalsWeak
Explore valuation models
MARKET ACTION

SERV price & volume

Price trend, volume and key moving averages

Launch Terminal
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Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

3/12 Beats

EPS beat 3 of last 12 quarters

02

Valuation risk

-104% Peers

P/E is 104% below peer median

03

Market leadership

RS 11 · Lag

Laggard (Underperforming 89% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Feb 5

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
SERV-72.78%
S&P 500 (^GSPC)+7.63%
1-Year Return
SERV-69.91%
S&P 500 (^GSPC)+9.69%
3-Year Return
SERV-39.47%
S&P 500 (^GSPC)+108.81%
5-Year Return
SERV-39.47%
S&P 500 (^GSPC)+102.48%

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$3M+46.3% YoY
Net income FY25
-$101M-158.6% YoY
Free cash flow FY25
-$118M-269.8% YoY
Operating margin FY25
-4253.8%-2141.3 pts YoY
ROIC (FY25)-64.9%
Avg ROIC 5Y-291.4%
ROE (TTM)-62.4%
Piotroski Score3 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate3/12 (27%)
Revenue Beat Rate6/12 (55%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 5, 2026
-$0.68+3.4%
vs -$0.70
$3M+74.1%
vs $2M
Q3 2026
Aug 6, 2026
-$0.80-16.8%
vs -$0.69
$3M-7.7%
vs $4M
Q2 2026
May 7, 2026
-$0.65+0.0%
vs -$0.65
$3M+3.3%
vs $3M
Q2 2026
Mar 11, 2026
-$0.46+6.1%
vs -$0.49
$882,000+14.9%
vs $767,582
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Seeking Alpha·1d ago
Serve Robotics Inc. (SERV) Q3 2026 Earnings Call Transcript

Serve Robotics Inc. ( SERV ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants Steve Webb - Senior Vice President of Marketing & Communications Ali Kashani - Co-Founder, Chairman, CEO, Treasurer & Secretary Brian Read - Chief Financial Officer Conference Call Participants Colin Rusch - Oppenheimer & Co. Inc., Research Division William Taylor Manley - Guggenheim Securities, LLC, Research Division Mike Latimore - Northland Capital Markets, Research Division Jeffrey Cohen - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Hello, and thank you for standing by. My name is Temi and I'll be your conference operator today.

Benzinga·1d ago
Serve Robotics Stock Soars After Revenue Quadruples and Guidance Hike

Serve Robotics Inc. (NASDAQ:SERV) shares are soaring Friday after reporting third-quarter results that beat analyst estimates and raising its 2026 revenue guidance above expectations. Here's what you should know.

MarketBeat·2d ago
Serve Robotics Q3 Earnings Call Highlights

Serve Robotics NASDAQ: SERV raised its full-year revenue outlook after third-quarter sales more than quadrupled from a year earlier, as the company expanded delivery partnerships, cut fleet operating costs and introduced services for other robotics businesses.

Zacks Investment Research·2d ago
Serve Robotics Inc. (SERV) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Serve Robotics Inc. (SERV) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Filtered for Serve Robotics Inc.More Headlines
04

Compare before deciding

Benchmark SERV against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Serve Robotics Inc. (SERV)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
SERV logoSERVServe Robotics Inc.Current
$3.22$249.14M-1.3546.26%-2079.02%-62.35%—
CART logoCARTMaplebear Inc.
$58.12$13.66B29.7910.78%11.64%19.32%—
COUR logoCOURCoursera, Inc.
$3.74$686.73M-6.469.04%-14.36%-17.56%—
UBER logoUBERUber Technologies, Inc.
$68.59$139.62B40.5918.28%6.13%12.46%—
DASH logoDASHDoorDash, Inc.
$179.67$78.29B74.4927.93%6.22%10.38%—
RLAY logoRLAYRelay Therapeutics, Inc.
$18.60$3.26B-13.8853.44%-2837.03%-40.25%—

Compare SERV vs Peers

Serve Robotics Inc. (SERV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs CART

Most directly comparable listed peer for SERV.

Scale Benchmark

vs NVDA

Larger-name benchmark to compare SERV against a more recognizable public peer.

Peer Set

Compare Top 5

vs CART, COUR, UBER, DASH

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

SERV SEC Filings & Documents

Serve Robotics Inc. (SERV) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 17, 2026·SEC

Material company update

Aug 6, 2026·SEC

Material company update

Jun 24, 2026·SEC

10-K Annual Reports

2
FY 2026

Mar 12, 2026·SEC

FY 2025

Mar 6, 2025·SEC

10-Q Quarterly Reports

5
FY 2026

Aug 6, 2026·SEC

FY 2026

May 7, 2026·SEC

FY 2025

Nov 14, 2025·SEC

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SERV Frequently Asked Questions

Serve Robotics Inc. (SERV) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Serve Robotics Inc.'s revenue?

Serve Robotics Inc. (SERV) reported $9.9M in revenue over the trailing twelve months. Revenue was $2.7M in fiscal year 2025.

How fast is Serve Robotics Inc. growing?

Serve Robotics Inc. (SERV) grew revenue by 411.0% over the trailing twelve months, compared with the twelve months before.

Is SERV profitable?

No. Serve Robotics Inc. (SERV) reported a net loss of $206.6M over the trailing twelve months.

Dividend & Returns
What is SERV's return on equity?

Serve Robotics Inc. (SERV) had a return on equity (ROE) of -62.4% over the trailing twelve months. A negative ROE means the company lost money over the period.

What is Serve Robotics Inc.'s free cash flow?

Serve Robotics Inc. (SERV) had negative free cash flow of $177.4M over the trailing twelve months.

What if you invested $1,000 in SERV back in 2021?

Total return calculator · dividends reinvested · 5+ years of data

See returns →