Serve Robotics Inc. /DE/ (SERV)

NASDAQ · Industrial Machinery · General Industrial Machinery & Equipment, NEC

Price
$4.31
Day
-5.27%
Market cap
$373.71M

Close 2026-09-23.

The company

Business Strategy After more than eight years of research and development investment in AI, autonomy, safety, and efficiency of our robots, we are in a leading position to partner with some of the world’s largest food delivery platforms, restaurants, retailers, healthcare systems, and convenience brands to augment their logistics and delivery capabilities with autonomous robotics solutions. Through a series of commercial agreements with delivery partners, the Company has expanded its operational footprint and achieved a significant deployment milestone, with approximately 2,000 sidewalk delivery robots deployed across multiple geographic markets. These contractual relationships enable the Company to integrate its autonomous delivery solutions into partner platforms and support scaled commercial operations. We plan to continue growing our delivery operations and establish Serve as a global leader in automated last-mile delivery. We also intend to extend the applications of our autonomy platform beyond sidewalk delivery into complementary environments and verticals where autonomous navigation among people is required, such as indoor logistics and healthcare settings. Our growth will be facilitated by continued investment in our hardware, software and AI developments that increase the performance and efficiency of our fleet. Looking ahead, we plan to increase utilization of our robot fleet by advancing performance, safety, and user experience; broadening use cases and partnerships; and expanding integration with third-party platforms and services.

From Item 1: Business Strategy.

By product & service

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

Insider trades

Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.

Recent filings