Serve Robotics
Builds autonomous robots and fleet software for delivery, healthcare logistics, and kitchen automation.
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Profile
Combines robot hardware, AI, computer vision, and cloud fleet software across one Robotics Segment. Revenue comes from fleet services and software services, with U.S.-centered operations spanning outdoor delivery, hospital logistics, branding, licensing, and engineering projects.
Operates a Robotics Segment that combines proprietary robot hardware, AI, computer vision, and cloud fleet-management software. Fleet services cover outdoor delivery, indoor healthcare delivery, and robot branding, while software services include licensing, hosted platform access, and engineering projects.
The business is centered in the United States and grew from a Postmates robotics project into a Nasdaq-listed company through a reverse merger and later uplisting. Platform integrations with Uber Eats and DoorDash support dispatch, robot status, and operational coordination.
Recent acquisitions broadened the platform beyond sidewalk delivery. Vayu added foundation-model navigation and simulation data infrastructure; Phantom Auto and Voysys added connectivity, video streaming, and teleoperation; Diligent and Vebu moved the company into hospital logistics and restaurant automation. Execution depends on scaling an early-stage fleet operation, integrating acquisitions, and maintaining delivery-platform relationships.
Company facts
Key statistics
Year to date −57.4% · Average volume (30d) 4.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Freedom Broker | Upgrade | Hold | Buy | ||
| Aug 10, 2026 | Guggenheim | Reiterate | Buy | $13 | $7 | |
| Aug 7, 2026 | Oppenheimer | Reiterate | Outperform | $20 | $7 | |
| May 13, 2026 | Freedom Broker | Downgrade | Buy | Hold | ||
| Apr 20, 2026 | Guggenheim | Target | $13 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.69 | −$0.80 | −16.8% | $3.5M | $3.2M | −7.7% | −10.39% |
| May 7, 2026Q1 FY26 | −$0.65 | −$0.65 | 0.0% | $2.9M | $3.0M | +3.3% | −3.52% |
| Mar 11, 2026Q4 FY25 | −$0.49 | −$0.46 | +6.1% | $767.6K | $882.0K | +14.9% | −9.77% |
| Nov 12, 2025Q3 FY25 | −$0.37 | −$0.54 | −45.9% | $765.5K | $686.5K | −10.3% | −10.03% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $440.5K | $642.0K | $686.5K | $882.0K | $3.0M | $3.2M | |
| Gross profit | −$1.5M | −$2.9M | −$4.4M | −$6.7M | −$9.0M | −$8.8M | |
| Operating income | −$15.0M | −$22.6M | −$34.8M | −$40.3M | −$51.8M | −$66.1M | |
| Net income | −$13.2M | −$20.9M | −$33.0M | −$34.3M | −$49.0M | −$64.1M | |
| Diluted EPS | −$0.36 | −$0.36 | −$0.54 | −$0.46 | −$0.65 | −$0.80 | |
| Gross margin | -333.4% | -445.3% | -637.9% | -756.8% | -301.6% | -271.1% | |
| Operating margin | -3,406.6% | -3,527.1% | -5,071.6% | -4,569.4% | -1,735.3% | -2,040.3% |
Fiscal years (4-quarter sums)FY23 $207.5K · FY24 $1.8M · FY25 $2.7M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $235.4M · Total debt $9.7M · Total assets $378.6M · Shareholders' equity $351.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 77.37M · Float 70.85M · 91.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.85M | 6.27% | 13F | May 13, 2026 |
| Ali Kashani · director, officer: Chief Executive Officer | 3.25M | 4.20% | Form 4 | Aug 19, 2026 |
| Vanguard Capital Management LLC | 2.77M | 3.58% | 13F | May 15, 2026 |
| Uber Technologies, Inc | 2.07M | 2.68% | 13F | May 8, 2026 |
| Exchange Traded Concepts, LLC | 1.60M | 2.06% | 13F | Apr 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Ali Kashani | director, officer: Chief Executive Officer | −45,158 | $4.56 |
| Aug 18, 2026 | Touraj Parang | director, officer: President & COO | −37,993 | $4.55 |
| Aug 19, 2026 | Brian Read | officer: Chief Financial Officer | −9,700 | $4.80 |
| Aug 18, 2026 | Brian Read | officer: Chief Financial Officer | −6,129 | $4.56 |
| Aug 17, 2026 | Brian Read | officer: Chief Financial Officer | −25,240 | $5.24 |
Peers
- Alphabet Class A
Drone delivery challenges sidewalk robots in last-mile logistics
- Amazon
Prime Air and logistics robotics pressure autonomous delivery economics
- Richtech Robotics
Service robots overlap delivery, hospitality, and food automation
- Zebra Technologies
Fetch AMRs contest indoor logistics and fleet automation
- Teradyne
MiR AMRs compete for autonomous mobile robot deployments
- Middleby
Commercial kitchen automation overlaps restaurant robotics
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Serve Robotics | $4.99 | −0.99% | $389.2M | — | — | 50.0 | +404.4% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Richtech Robotics | $1.85 | +0.78% | $336.1M | — | — | 61.5 | +27.5% |
| Zebra Technologies | $356.45 | +0.03% | $16.98B | 33.5 | 17.2 | 2.9 | +20.4% |
| Teradyne | $356.69 | +0.55% | $55.50B | 48.7 | 36.2 | 12.4 | +103.9% |
| Middleby | $112.75 | −0.03% | $5.10B | — | 15.5 | 1.4 | −10.5% |
| Median | 27.5 | 25.8 | 6.6 | +22.3% |