Core Insights - Serve Robotics Inc. (SERV) is experiencing increased delivery activity as autonomous sidewalk delivery becomes more accepted in urban markets, indicating a shift from early testing to regular use [1][5] Delivery Performance - In Q3 2025, delivery reliability remained near 100% while delivery volume surged by 66% compared to the previous quarter, demonstrating the reliability of autonomous delivery in live environments [2][8] - The company delivered to over 3,600 restaurants in Q3 2025, reflecting a 45% sequential increase and a more than ninefold increase year-over-year, indicating stronger platform engagement [3][8] Fleet Expansion - The expansion of the robot fleet contributed to higher delivery volumes, allowing the company to serve more neighborhoods without compromising service reliability [4][8] Industry Conditions - The on-demand food delivery market continues to grow, with cities favoring smaller electric delivery options to alleviate congestion and emissions, suggesting a supportive environment for Serve Robotics [5] Stock Performance and Valuation - SERV shares have declined by 11.6% over the past three months, compared to a 9.6% decline in the industry, while other competitors have shown varied performance [6] - The stock is currently trading at a forward 12-month price-to-sales (P/S) ratio of 28.37, significantly higher than the industry average of 14.72, indicating a premium valuation [10] Earnings Estimates - The Zacks Consensus Estimate for SERV's 2026 loss per share has widened, with projections indicating a 15% decline in earnings, contrasting with expected growth for other industry players [12][13]

Key Takeaways SERV is scaling urban delivery, expanding fleets past 2,000 robots as autonomy and utilization improve.TER's Q3 2025 revenues rise 4.3% as AI-driven semiconductor test demand lifted compute and memory shipments.TER faces uneven robotics demand, but expects AI compute, networking and memory to drive growth through 2026.Automation and robotics are steadily moving from experimentation into real-world deployment as advances in AI, compute and machine intelligence intersect with labor constraints a ...

Core Insights - Serve Robotics is transitioning from a speculative venture to a mainstream alternative in delivery solutions, with over 2,000 delivery robots currently deployed [1][2] - The company is expanding its market presence across several U.S. cities and is moving beyond sidewalk delivery robots, although it remains under the coverage of fewer than 10 Wall Street analysts [2][4] Company Overview - Serve Robotics originated as a spinoff from Uber Technologies' robotics division, Postmates X, following Uber's acquisition of Postmates in 2020 [4] - The company's mission is to revolutionize last-mile delivery by utilizing sidewalk-navigating robots, which aim to lower delivery costs and reduce emissions compared to traditional methods [4] Technology and Innovation - Serve's robots are equipped with advanced sensors and machine learning capabilities, allowing them to safely navigate urban environments and interact with pedestrians [5] - The company is advancing its autonomous vehicle technology to improve the sustainability and efficiency of urban delivery [5] Recent Developments - Serve Robotics announced the acquisition of Diligent Robotics, which provides AI-powered robot assistants for the healthcare sector, marking its first foray into indoor environments [8] - Diligent's robot, Moxi, is already operational in over 25 hospital facilities across the U.S., supporting healthcare staff [9] Market Potential - The global humanoid robot market is expected to grow from $2.92 billion in 2025 to $15.26 billion by 2030, with a compound annual growth rate (CAGR) of 39.2%, driven by increased adoption in various sectors including healthcare [9] Analyst Sentiment - Despite being followed by a limited number of analysts, Serve Robotics has a positive consensus rating, with some analysts projecting a price target of $26 per share, indicating significant upside potential [7]

Core Viewpoint - The ongoing nurses' strike in New York City highlights the demand for higher salaries, which may inadvertently accelerate the adoption of robotic solutions in hospitals to mitigate staffing challenges [1] Group 1: Nurses' Strike - Approximately 15,000 nurses are on strike, seeking salaries exceeding $200,000 annually [1] - The strike has now reached its 11th day, indicating significant unrest within the healthcare workforce [1] Group 2: Robotics in Healthcare - Diligent Robotics' Moxy Robot is currently utilized in over 25 hospitals across the U.S. to assist with logistical tasks, allowing clinical staff to focus more on patient care [2] - Serve Robotics has acquired Diligent Robotics for a deal valued at $29 million, with potential earnouts of up to $5.3 million based on performance milestones [8] - The Moxy robot is powered by Nvidia's Jetson platform, showcasing the integration of advanced technology in healthcare robotics [9] Group 3: Market Expansion and Future Plans - Serve Robotics has expanded its delivery fleet from 100 to 2,000 robots within a year, now operating in six major markets including Miami, Dallas, and Chicago [11][12] - The company is considering international expansion into Canada and Australia, as well as further U.S. cities, including potential operations in New York [13][14] - The stock of Serve Robotics has seen an 18% increase over the past month, reflecting growing investor interest in the robotics sector [15]

Serve Robotics Inc. (NASDAQ:SERV) is one of the stocks on Jim Cramer’s radar. During the lightning round, a caller sought Cramer’s opinion of the company, and he replied: Okay, we’re not going to go into robotics other than to say that we want Tesla. I know Tesla’s done nothing. I heard that a hundred thousand times today. So maybe it’s time that Tesla did something. Photo by Adam Nowakowski on Unsplash Serve Robotics Inc. (NASDAQ:SERV) builds and operates a fleet of self-driving, low-emission robots ...

Core Insights - Serve Robotics Inc. (SERV) is expanding into the healthcare sector through the acquisition of Diligent Robotics, which specializes in AI-powered robot assistants for hospitals, with the deal expected to close in Q1 2026 [2][3] - The acquisition will be funded by issuing SERV common stock valued at $29 million to Diligent shareholders, with a potential earn-out of up to $5.3 million based on performance milestones [2] - Following the announcement, SERV stock increased by 3.1% in after-hours trading [4] Strategic Expansion - The acquisition allows Serve to enter indoor and healthcare environments, enhancing its ability to deploy autonomous systems that work alongside humans, marking its first foray into indoor robotics [3] - Serve will gain access to Moxi, an autonomous hospital robot that has completed over 1.25 million deliveries in over 25 U.S. hospitals, allowing clinical staff to focus more on patient care [5][6] - Each hospital deployment of Moxi is projected to generate annual revenues of $200K to $400K, contributing to improved fleet economics and validating high-revenue healthcare use cases [6][8] Inorganic Growth Strategy - Serve is pursuing a disciplined inorganic growth strategy to enhance its technological capabilities and scalability, having previously acquired Vayu Robotics and assets from Phantom Auto Inc. [7] - The acquisitions are focused on deepening core capabilities and supporting sustainable competitive advantages in the autonomous delivery market [7] Stock Performance - SERV stock has risen 21.2% over the past month, outperforming the Zacks Computers - IT Services industry's decline of 4.5% [8] - The company's third-generation fleet, equipped with advanced sensors, is expected to improve operational efficiency and reinforce SERV's competitive position [9]

Serve Robotics has agreed to acquire Diligent Robotics, a maker of robot assistants for the healthcare industry. ...

Acquisition broadens Serve’s autonomous robotics platform, expanding market opportunity beyond last-mile delivery, and delivering non-organic revenue Diligent’s Moxi robot among the largest autonomous robot deployments in hospitals nationwide: Over 1.25 million deliveries completed by nearly 100 robots in over 25 hospital facilities, with annual sales at each hospital expected to range between $200k to $400k Leverages a common autonomy and AI stack, accelerating learning, deployment, and scalability SAN FR ...

Key Takeaways SERV cut Gen 3 robot costs to about one-third of prior units via design and supply-chain efficiencies.SERV said margins hinge on higher utilization as daily operating hours rose 12.5% & delivery volume rose 66%.SERV said that margin improvement is expected to follow scale as utilization compounds across a larger fleet.Serve Robotics (SERV) reported meaningful progress in lowering robot unit costs during the third quarter of 2025, marking an important step in strengthening its long-term operati ...

Core Viewpoint - Serve Robotics has experienced significant stock volatility, with a 23% decline last year but a 40% increase in early 2026, indicating potential recovery and growth in the autonomous delivery market [1][3]. Company Overview - Serve Robotics, spun off from Postmates in 2021, is a leading developer of autonomous last-mile logistics solutions, focusing on small delivery robots for the Uber Eats network [2][3]. - The company is building thousands of Gen 3 robots designed to operate on sidewalks, aiming to tap into a projected $450 billion market for robotic and drone delivery by 2030 [2][3]. Operational Developments - Serve has deployed robots in around 3,600 restaurants across five U.S. cities, completing over 100,000 food deliveries since 2022 [4]. - The latest robots, powered by Nvidia's Jetson Orin, have achieved Level 4 autonomy, allowing them to operate safely without human intervention [4]. Financial Performance - Serve generated $1.77 million in revenue during the first three quarters of 2025, with expectations to reach approximately $2.5 million for the full year [7][8]. - Management anticipates a tenfold revenue increase in 2026, projecting around $25 million due to the deployment of 2,000 active robots [8][13]. Cost Structure - The company reported total operating expenses of $63.7 million in the first three quarters of 2025, more than double the previous year's expenses [9]. - A significant loss of $67 million was recorded during the same period, indicating financial challenges despite revenue growth [10]. Market Valuation - Serve's stock is currently trading at a price-to-sales (P/S) ratio of 392, which is considered extremely high compared to industry peers like Nvidia and Palantir Technologies [11]. - If revenue projections are met, the forward P/S ratio could adjust to 44, suggesting a more reasonable valuation, though still not cheap [13].