Serve Robotics (SERV)
Builds autonomous robots and fleet software for delivery, healthcare logistics, and kitchen automation.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Freedom Broker | Upgrade | ||
| Aug 10, 2026 | Guggenheim | Reiterate | Rating: —Target: $13 | Target: $7 |
| Aug 7, 2026 | Oppenheimer | Reiterate | Rating: —Target: $20 | Target: $7 |
| May 13, 2026 | Freedom Broker | Downgrade | ||
| Apr 20, 2026 | Guggenheim | Target | Target: — | Target: $13 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $235.4M · Total debt $9.7M · Total assets $378.6M · Shareholders' equity $351.8M
- Revenue
- $3.2M
- Operating income
- −$66.1M
- Net income
- −$64.1M
No dividends on record.
| Institutions | ≈ 42.25% | 32.69M shares | |
|---|---|---|---|
| 219 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.25% | 6.38M shares | |
| 11 holders · as of Aug 19, 2026 | |||
| Other | ≈ 49.50% | 38.30M shares | |
| remainder | |||
77.37M company shares as of Sep 18, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (86.71M in the company's Sep 22, 2026 report, 77.37M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.81% | 6.04M | as of Jun 30, 2026 |
Ali KashaniInsiderdirector, officer: Chief Executive Officer | 4.20% | 3.25M | filed Aug 19, 2026 |
Vanguard Capital Management LLCInstitution | 3.79% | 2.93M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.18% | 2.46M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.27% | 1.76M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Serve Robotics | $4.49 | +1.01% | $343.5M | — | — | 44.1 | +404.4% |
| Alphabet Class A | $354.13 | −0.24% | $4.30T | 17.8 | 26.4 | 9.6 | +24.2% |
| Amazon | $254.96 | −1.35% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Richtech Robotics | $1.71 | −2.01% | $319.6M | — | — | 58.5 | +16.7% |
| Zebra Technologies | $354.75 | +1.11% | $16.71B | 33.0 | 17.0 | 2.9 | +20.4% |
| Teradyne | $390.70 | +2.40% | $59.65B | 52.3 | 39.8 | 13.4 | +103.9% |
| Middleby | $112.33 | +0.97% | $5.03B | — | 15.4 | 1.4 | −35.5% |
| Median | 26.9 | 26.4 | 6.6 | +20.0% |