Core Insights - Autonomous delivery is experiencing significant growth as advanced robotics meet urban demand, with Serve Robotics Inc. (SERV) aiming to establish a comprehensive sidewalk delivery network in major U.S. cities [1] Operational Performance - In Q3 2025, Serve Robotics reported a substantial increase in delivery volume, maintaining high reliability and a solid safety record [2] - The company expanded its operations into multiple large metropolitan areas, enhancing utilization and operational efficiency through integration with major delivery platforms [2][9] - Serve Robotics achieved its 2025 operational target by deploying over 2,000 autonomous robots, making it the largest sidewalk delivery fleet in the U.S. [3][9] Competitive Landscape - Serve Robotics is competing in the autonomous last-mile delivery sector, which is increasingly influenced by larger players like Uber Technologies (UBER) and DoorDash (DASH) [5] - Uber and DoorDash are investing heavily in automation and robotic delivery, creating competitive pressure for Serve Robotics [6] - The ability of Serve Robotics to compete on speed, reliability, and market coverage against these larger platforms remains a critical question [7] Stock Performance - SERV shares have declined by 45.4% over the past year, contrasting with gains of 26.5% and 29.5% for Uber and DoorDash, respectively [8] Earnings Estimates - The Zacks Consensus Estimate for SERV's 2026 loss per share has widened to $1.83, indicating a larger loss compared to the previous year's estimate of $1.59 [11]