Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots.
Side-by-side research view
Compare names across metrics and research quality
Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.
1 stocks in current compare
4 max names side by side
24 shared metrics lined up
Build a compare set
Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.
Price
$8.59
1D change
-5.56%
Market cap
$649.8M
Sector
—
| Metric | SERV |
|---|---|
| Price | $8.59 |
| 1D Change | -5.56% |
| Market Cap | $649.8M |
| Enterprise Value | — |
| Trailing P/E | — |
| Forward P/E | -5.4 |
| Price / Sales | — |
| EV / Revenue | — |
| Revenue Growth | — |
| Earnings Growth | — |
| Gross Margin | — |
| Operating Margin | — |
| Net Margin | — |
| ROE | — |
| Free Cash Flow | — |
| FCF Margin | — |
| Debt / Equity | — |
| Current Ratio | — |
| Dividend Yield | — |
| Next Earnings | May 07, 2026 |
| Quarterly Revenue | $882.0K |
| Revenue QoQ | +28.4% |
| Quarterly Net Income | $-34.3M |
| Net Income QoQ | -3.8% |
SERV thesis lens
Autonomous delivery robotics
Why it could benefit
- Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots.
- It adds a true early-stage robotics name to the sleeve rather than only mature industrial or medical platforms.
- If autonomous last-mile delivery scales, Serve could offer more upside torque than the larger incumbents.
Moat / edge
- A focused product around a clear real-world autonomy use case.
- Growing enterprise relationships and deployment history.
- Direct exposure to robot fleet growth rather than general automation spending.
What to watch
- Robot fleet growth, active deployments, and route economics.
- Partnership expansion and commercial traction.
- Cash burn and progress toward a sustainable operating model.
Key risks
- This is a speculative small-cap robotics name with execution risk.
- Commercial adoption and unit economics still need to prove out at scale.