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Serve Robotics

SERV

Serve Robotics is an AI-enabled mobility company that develops and operates autonomous sidewalk delivery robots.

Market cap
$406.73M-29.6%
Revenue$5.2M+298%
Net income-$137.1M-216%
Free cash flow-$147.5M-263%
EPS (diluted)-$2.03-105%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$3.5M
EPS estimate-$0.69

Financials

Q1 2026

Income statement

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Revenue$3.0M+578%
Gross profit-$9.0M-513%
Operating income-$51.8M-245%
Net income-$49.0M-271%
EPS (diluted)-$0.65-183%

Balance sheet

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Cash & equivalents$47.1M-76.2%
Total debt$4.8M+155%
Total equity$317.8M+51.2%
Total assets$340.8M+57.3%

Cash flow

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Operating cash flow-$41.4M-338%
CapEx$1.4M-58.3%
Free cash flow-$42.9M-232%

Valuation & ratios

Valuation

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Market cap$409.28M-29.6%
Enterprise value$366.99M-31.8%
P/S78.8×-362×

Profitability

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Gross margin-441.1%-1,077pp
Operating margin-2,878.6%-429pp
Net margin-2,640%-449pp
FCF margin-2,839.6%-228pp

Returns & leverage

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Return on equity-52%
Debt / equity0.0×
Current ratio10.2×-27.8×

Segments

By product

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Fleet services$2.0M+828%
Software services$1.0M+348%

Competitors

Profile

Serve Robotics is an AI-enabled mobility company that develops and operates autonomous sidewalk delivery robots. Originally a project within Postmates and later spun out from Uber, the company provides low-emission, last-mile logistics solutions designed to navigate public spaces safely. Its platform leverages proprietary AI, Level 4 autonomy, and a fleet management stack to address labor shortages and high delivery costs in urban environments.

Competitive position

A pioneer in Level 4 autonomous sidewalk delivery with deep strategic ties to major delivery platforms and a growing patent portfolio in AI mobility.

GeographiesUnited States, Canada
Customer segmentsEnterprise, Healthcare providers, Quick service restaurants, E-commerce platforms
Business modelRobotics-as-a-Service (RaaS), B2B, Advertising, Software licensing
SuppliersGPU processors, LiDAR sensors, Electric motors, Contract manufacturers, Mobile network providers
CustomersEnd consumers, Hospital clinical staff, Local merchants, Delivery platform users
Listed2024
Employees67.0
CEOAli Kashani
FilingsSEC EDGAR

Questions, answered.

What is Serve Robotics's market cap?
Serve Robotics (SERV) has a market capitalization of $406.7M and trades on NASDAQ.
What is Serve Robotics's revenue and profitability?
Serve Robotics generated $5.2M in trailing twelve-month revenue with a net loss of $137.1M, representing a net margin of -2640.0%. Gross margin stands at -441.1%, with free cash flow of -$147.5M. These figures are based on the Q1 2026 filing.
Who are Serve Robotics's competitors?
Serve Robotics's key competitors include Amazon.com, Inc., Symbotic Inc. Class A Common Stock, Ocean Power Technologies, Inc., and others. These companies compete in similar markets and product categories.
Who does Serve Robotics partner with?
Serve Robotics's notable partners include Uber Technologies, Inc., DoorDash, Inc., NVIDIA Corporation, and others.
What subsidiaries does Serve Robotics have?
Serve Robotics's subsidiaries include Serve Operating Co., Diligent Robotics, Inc..
Where is Serve Robotics headquartered?
Serve Robotics is headquartered in United States of America and employs approximately 67 people. It has been publicly traded since 2024.