Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Serve Robotics Inc ( (SERV) ) just unveiled an announcement.
Serve Robotics Inc., a Nasdaq-listed autonomous sidewalk delivery specialist, reported on March 11, 2026 that it exceeded expectations for the fourth quarter and full year 2025, with Q4 revenue rising about 400% year on year to $0.9 million and full-year revenue reaching $2.7 million, above prior guidance. The company expanded its fleet to 2,000 deployed robots by December 31, 2025, operating in 20 cities across six major metropolitan areas, while maintaining a 99.8% delivery completion rate and growing its merchant base to over 4,500 partners.
During 2025, Serve broadened its platform by adding DoorDash alongside Uber Eats, securing brand partnerships with chains including White Castle and completing four strategic acquisitions, notably Diligent Robotics, which extends its reach into hospital delivery and recurring healthcare revenue. Management highlighted a strong liquidity position of $260 million in cash and marketable securities at year-end 2025 and reported that recurring revenues grew more than fourfold over the year, signaling a transition toward a more diversified and resilient revenue mix that enhances the company’s scale and long-term positioning in autonomous delivery and service robotics.
The most recent analyst rating on (SERV) stock is a Hold with a $11.50 price target. To see the full list of analyst forecasts on Serve Robotics Inc stock, see the SERV Stock Forecast page.
Spark’s Take on SERV Stock
According to Spark, TipRanks’ AI Analyst, SERV is a Neutral.
The score is held back primarily by weak financial performance (large losses, negative ROE, and negative operating cash flow) and only modest technical strength. This is partially offset by a constructive earnings call with strong deployment/revenue growth metrics and sizable liquidity, while valuation signals are limited due to the negative P/E and lack of dividend yield.
To see Spark’s full report on SERV stock, click here.
More about Serve Robotics Inc
Serve Robotics Inc. is a U.S.-based autonomous robotics company that designs and operates sidewalk delivery robots and indoor service robots for complex, human-centric environments. Spun off from Uber in 2021, it deploys more than 2,000 robots across American cities for restaurant and retail delivery and, following the 2026 acquisition of Diligent Robotics, also serves hospitals with indoor delivery solutions.
The company builds both hardware and software, enabling its robots to operate safely at scale in public and private spaces. Its platform integrates with major food delivery apps such as Uber Eats and DoorDash and supports thousands of restaurant and retail partners, positioning Serve as a multi-vertical robotics operator in last-mile logistics and healthcare service automation.
Average Trading Volume: 5,742,908
Technical Sentiment Signal: Strong Sell
Current Market Cap: $720.3M
Find detailed analytics on SERV stock on TipRanks’ Stock Analysis page.