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Companies / Industrials / Serve Robotics Inc.
SERV

Serve Robotics Inc.

IndustrialsIndustrial Machinery
Ticker SERVSAN CARLOS, CAFiscal year ends DecemberBook value per share $3.77Diluted shares 80.9M

Serve Robotics Inc. (Nasdaq: SERV) develops, deploys and operates low-emission autonomous robots for delivery and logistics, using a proprietary AI-enabled mobility platform. Its primary commercial application is sidewalk food delivery, serving merchants and consumers through integrations with delivery platforms… From the company’s description.

Over the twelve months to Sep 30, 2026, Serve Robotics Inc. reported revenue of $9.94M, up 411.3% from a year earlier, and a net loss of $206.63M. Operations used $153.17M in cash. In fiscal 2025, it reported revenue of $2.65M, up 46.3% from fiscal 2024, and a net loss of $101.36M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$2.65MFY2025
+46.3% year over year
Last 12 mo $9.94M
-4253.83%FY2025
−2141.3 percentage points
Last 12 mo -2206.83%
$-101.36MFY2025
−158.6% year over year
Last 12 mo $-206.63M
-28.90%FY2025
+0.9 percentage points
Last 12 mo -67.70%
Cash & financing
$-80.24MFY2025
−272.5% year over year
Last 12 mo $-153.17M
$-117.98MFY2025
−271.1% year over year
Last 12 mo $-177.40M
0.00FY2025
Was 0.00× a year earlier
62.3MFY2025
+69.9% year over year
Last 12 mo 80.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Serve Robotics Inc. does

In the company’s own words

Serve Robotics Inc. (Nasdaq: SERV) develops, deploys and operates low-emission autonomous robots for delivery and logistics, using a proprietary AI-enabled mobility platform. Its primary commercial application is sidewalk food delivery, serving merchants and consumers through integrations with delivery platforms including Uber Eats and DoorDash. Robots collect orders from merchants and deliver them to customers, with remote supervisors available to assist when needed. In January 2026, the company acquired Diligent Robotics, extending its platform into hospitals through Moxi robots, which transport medications, lab samples, equipment and supplies for clinical staff. Other activities include robot-based advertising and software and data services. Serve’s technology originated as a Postmates project in 2017; related intellectual property and assets were contributed to the company after Uber acquired Postmates. Its fleet comprised more than 2,000 sidewalk delivery robots at December 31, 2025, and it employed 380 full- and part-time employees. The company generated $2.7 million in revenue in fiscal 2025. Its website is www.serverobotics.com.

Company details
Sector
Industrials
Industry (SIC)
Industrial Machinery
Headquarters
SAN CARLOS, CA
Fiscal year end
December
CIK
1832483
SIC
3569

Financial performance, year by year

Fiscal 2021–2025 · USD
$-228.29M$-163.32M$-98.35M$-33.38M$31.60M20212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Serve Robotics Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

121
funds hold it
0 of 35
superinvestors hold it
$109.38M
held by funds, at market
16.3%
of shares held by funds

Largest fund holders · Serve Robotics Inc.’s weight in each

ROBO Global Robotics and Automation Index ETF
ROBO · EXCHANGE TRADED CONCEPTS TRUST
—of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.01%of fund net assets
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT · First Trust Exchange-Traded Fund VI
1.05%of fund net assets
Fidelity Small Cap Index Fund
FSSNX · Fidelity Salem Street Trust
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Serve Robotics Inc. and its peers compare on margins and cash generation over ten years?”
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