SERV
Serve RoboticsSERV
SERV
About: Serve Robotics Inc is developing next-generation robots for last-mile delivery services. It design, develop and operate low-emissions robots on AI-powered robotics mobility platform, that serve people in public spaces, starting with food delivery. Its first product is a zero-emission robot that serves people in public areas, Starting with food delivery. It has developed an AI-robotics mobility platform, with last-mile delivery in cities as its first application.
Employees: 121
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
193% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 14
96% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 28
26% more funds holding
Funds holding: 96 [Q4 2024] → 121 (+25) [Q1 2025]
3.85% more ownership
Funds ownership: 26.96% [Q4 2024] → 30.81% (+3.85%) [Q1 2025]
0% less call options, than puts
Call options by funds: $12.9M | Put options by funds: $13M
37% less capital invested
Capital invested by funds: $162M [Q4 2024] → $102M (-$60M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$17
56%
upside
Avg. target
$17
56%
upside
High target
$17
56%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Cantor Fitzgerald Andres Sheppard | 56%upside $17 | Overweight Initiated | 22 May 2025 |
Financial journalist opinion
Based on 7 articles about SERV published over the past 30 days
Positive
Zacks Investment Research
1 week ago
This AI Robotics Stock is About to Surge (SERV)
Few investors have even heard of Serve Robotics Inc. ( SERV ), yet the coming weeks could push this micro-cap onto every AI and robotics watch-list. Spun out of Uber Technologies ( UBER ) in 2021, the company's bright-blue sidewalk robots have already logged tens of thousands of autonomous deliveries, but the real inflection point is just ahead.
Neutral
GlobeNewsWire
2 weeks ago
Serve Robotics to Hold Annual Meeting of Stockholders on June 12, 2025
SAN FRANCISCO, May 30, 2025 (GLOBE NEWSWIRE) -- Serve Robotics (the "Company" or "Serve") (Nasdaq: SERV), a leading autonomous sidewalk delivery company, will hold its Annual Meeting of Stockholders ("Annual Meeting") virtually on Thursday, June 12, 2025 at noon PDT. Stockholders of record at the close of business on April 14, 2025 will have the right to participate at the Annual Meeting.
Positive
MarketBeat
3 weeks ago
NVIDIA's AI Robot Leap: 2 Stocks Set to Ride the Wave
On May 18, 2025, NVIDIA Corp. NASDAQ: NVDA announced the latest updates and systems in its efforts to spur the development of humanoid robots. These tools, including new models for humanoid reasoning, motion, and skills, may contribute to what CEO Jensen Huang has described as the "next industrial revolution," made possible with physical AI and robotics.
Neutral
The Motley Fool
3 weeks ago
Should You Buy Serve Robotics Stock After Its 55% Crash? This Recent Move by Nvidia Might Hold the Answer.
Nvidia supplies the world's most advanced artificial intelligence (AI) chips for data centers, but it also has a growing portfolio of other AI solutions. For example, Serve Robotics (SERV -3.47%) uses Nvidia's Jetson Orin hardware and software platform in its flagship Gen3 robots, giving them the capability to autonomously deliver food orders on behalf of platforms like Uber Technologies' Uber Eats.
Neutral
The Motley Fool
3 weeks ago
3 Unloved Tech Stocks That Could Go Parabolic
Many tech investors like to hunt for companies that could be the next hot stock -- ones that have the potential for quick and steep rallies that defy the broad market's expectations and perhaps even their own underlying fundamentals.
Positive
Zacks Investment Research
3 weeks ago
Serve Robotics Surges 103% in a Month: What Should Investors Do?
SERV accelerates growth with fleet and new market expansion. Yet, persistent losses and supply-chain headwinds limit near-term growth visibility.
Positive
The Motley Fool
4 weeks ago
7 High-Powered Growth Stocks I'd Never Sell
Investing in the stock market requires extraordinary patience. Warren Buffett didn't become a billionaire until decades after purchasing the struggling textile company Berkshire Hathaway and transforming it into a diversified holding company powerhouse.
Neutral
Seeking Alpha
1 month ago
Serve Robotics: An Interesting Play On Artificial Intelligence And Automation
Serve Robotics Inc. is a speculative investment in AI and automation, aiming to revolutionize food delivery with autonomous robots, despite poor current fundamentals. SERV's partnership with Uber Eats and ambitious goal to deploy 2,000 robots by year-end could significantly boost revenue, earnings, and cash flow. High startup costs and reliance on Uber pose significant risks, but successful implementation could lead to a cash-generating, fully automated delivery system.
Neutral
Seeking Alpha
1 month ago
Serve Robotics: Don't Chase
Serve Robotics Inc. has significant long-term potential, but current revenue growth and robot utilization are lagging behind ambitious scaling plans. The company's Q2 guidance remains modest despite rapid robot fleet expansion and new market entries, raising concerns about near-term revenue acceleration. With a $525M market cap and 2026 revenue targets looking optimistic, the stock is not justified for aggressive buying at current levels.
Negative
Seeking Alpha
1 month ago
Serve Robotics: Questionable Business Prospects Past Uber Partnership
Serve Robotics Inc. is eyeing a near-term ramp up of delivery robots with Uber Eats. The business case comes with high uncertainty regarding Serve's utilization target, the business model's profitability potential, and deals past the partnership with Uber. Serve currently burns through a significant amount of cash, but the strong balance sheet after an opportunistic equity raise should support cash burn to the end of 2026.
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