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Compute Stack AI Platforms Power Buildout Robotics
SERV Robotics

Serve Robotics

Autonomous delivery robotics

Detail page

Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots.

Price $8.86
1D change -2.96%
Market cap $670.6M
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric SERV
Price $8.86
1D Change -2.96%
Market Cap $670.6M
Enterprise Value $442.0M
Trailing P/E —
Forward P/E -5.5
Price / Sales 253.0
EV / Revenue 166.7
Revenue Growth 401.1%
Earnings Growth —
Gross Margin 0.0%
Operating Margin -4410.7%
Net Margin 0.0%
ROE -42.0%
Free Cash Flow $-77.6M
FCF Margin -2928.7%
Debt / Equity 1.50x
Current Ratio 0.18x
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.