Serve Robotics Inc (SERV)

In the past six months, Serve Robotics' stock (SERV) has experienced significant volatility, with a 52-week range between $4.66 and $23.10. In October 2025, the stock surged due to a new partnership with DoorDash, and Citigroup reaffirmed an "outperform" rating. In November 2025, Serve Robotics reported its quarterly earnings, missing EPS estimates but meeting revenue estimates, and Cantor Fitzgerald reaffirmed an "overweight" rating. In December 2025, the company reached its deployment target and received a "strong-buy" rating from LADENBURG THALM/SH SH, with Freedom Capital Markets initiating coverage with a "Buy" recommendation. In January 2026, the stock experienced fluctuations and insider selling activity, and Serve Robotics completed the acquisition of Diligent Robotics. In February 2026, COO Touraj Parang sold shares, and the stock traded down.

There is no explicit information available regarding the demand seasonality for Serve Robotics, Inc. (SERV) products and services. However, as a last-mile food and goods delivery service, demand could potentially be influenced by factors such as weather conditions, holidays, and consumer spending habits, which often exhibit seasonal patterns.

Serve Robotics, Inc. specializes in developing and deploying next-generation robots for last-mile delivery services. The company designs, develops, and operates low-emission, AI-powered, self-driving robots for sidewalk operation, primarily for food delivery, and was spun off from Uber in 2021. Serve Robotics' core product is a zero-emission, sidewalk-based autonomous delivery robot that integrates four-wheeled mobility, LiDAR, vision cameras, and AI-driven navigation algorithms. The company's cloud-based platform manages routing, fleet management, and real-time monitoring, and it has completed tens of thousands of deliveries for partners like Uber Eats and 7-Eleven.

Serve Robotics primarily operates in the United States. As of December 2025, the company had deployed over 2,000 autonomous sidewalk delivery robots across seven metropolitan areas in the U.S., including Los Angeles, Atlanta, Dallas-Fort Worth, Miami, Fort Lauderdale, Chicago, and Alexandria, Virginia. The company also has plans for additional cities in early 2026 and has completed a pilot program in downtown Doha in the Middle East.

Serve Robotics aims to improve urban mobility and reduce the environmental impact of traditional delivery methods. The company has established a strong market presence through strategic partnerships, demonstrating the commercial viability and public acceptance of its technology. However, a news headline from February 5, 2026, mentioned "3 million people watched a delivery robot sidestep a homeless man in Miami," which could potentially have a negative impact on brand reputation.

The ownership structure of Serve Robotics Inc. (SERV) stock is a mix of institutional, retail, and individual investors. Approximately 17.88% of the company's stock is owned by Institutional Investors, 8.30% by Insiders, and 73.83% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Uber Technologies, Inc., Susquehanna International Group, Llp, Citadel Advisors Llc, Exchange Traded Concepts, Llc, Geode Capital Management, LLC, State Street Global Advisors, Inc., Khosla Ventures, LLC, and First Trust Advisors LP.