Serve Robotics Inc. (NASDAQ:SERV) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Serve Robotics Inc. (NASDAQ:SERV) have earned a consensus rating of “Moderate Buy” from the nine brokerages that are presently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, one has assigned a hold rating and seven have given a buy rating to the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $17.5143.

Several brokerages have recently issued reports on SERV. LADENBURG THALM/SH SH upped their price target on Serve Robotics from $15.00 to $16.60 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Weiss Ratings upgraded shares of Serve Robotics from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Tuesday, July 21st. Guggenheim assumed coverage on shares of Serve Robotics in a research note on Monday, April 20th. They set a “buy” rating and a $13.00 price target for the company. Finally, Freedom Capital cut shares of Serve Robotics from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, May 13th.

Serve Robotics Price Performance

Shares of Serve Robotics stock opened at $5.68 on Friday. The firm has a 50 day simple moving average of $6.32 and a 200 day simple moving average of $8.46. Serve Robotics has a fifty-two week low of $4.32 and a fifty-two week high of $18.64. The firm has a market cap of $439.46 million, a P/E ratio of -2.83 and a beta of 1.34.

Serve Robotics (NASDAQ:SERV) last announced its quarterly earnings data on Thursday, August 6th. The company reported ($0.80) EPS for the quarter, missing analysts’ consensus estimates of ($0.69) by ($0.11). The firm had revenue of $3.24 million during the quarter, compared to the consensus estimate of $3.51 million. Serve Robotics had a negative net margin of 2,639.98% and a negative return on equity of 47.31%. On average, sell-side analysts expect that Serve Robotics will post -2.67 EPS for the current year.

Key Serve Robotics News

Here are the key news stories impacting Serve Robotics this week:

• Positive Sentiment: Serve reported Q2 revenue of $3.24 million, up 404% year over year and 9% sequentially. Revenue from the DoorDash partnership grew nearly 50% sequentially, while advertising, software and other recurring revenue streams helped diversify the business. Serve Robotics Announces Second Quarter 2026 Results
• Positive Sentiment: The company expanded beyond food delivery by adding NoScrubs Laundry and highlighting healthcare, grocery and hospital operations. More than 50% of Q2 revenue came from recurring sources, and Serve said gross margins improved from the prior quarter.
• Positive Sentiment: Serve ended June with $240.4 million in cash and marketable securities, giving it substantial liquidity to fund robot deployment, technology investment and partnerships. Management also lowered its full-year non-GAAP operating-expense forecast to $140 million-$150 million. Serve Robotics Reports Q2 2026 Results
• Neutral Sentiment: Analysts maintain a generally constructive view, with the company carrying a consensus “Moderate Buy” rating. However, the limited coverage and high price targets reflect a speculative, high-volatility investment profile rather than near-term earnings strength. Serve Robotics Given Consensus Rating of Moderate Buy
• Negative Sentiment: Serve cut full-year 2026 revenue guidance to $9 million-$10 million from a level far below the roughly $25.8 million analyst consensus. The reduction reflects weaker-than-expected Uber Eats delivery volume and the removal of anticipated second-half demand. Serve Robotics Trims 2026 Outlook Amid Strong Growth
• Negative Sentiment: Although adjusted EPS of negative $0.59 beat the consensus estimate of negative $0.68, GAAP EPS was a loss of $0.80 versus an expected loss of $0.69, and revenue missed estimates. Net loss widened to $64.1 million, while operating expenses reached $57.3 million, underscoring ongoing profitability and cash-burn risks. Serve Robotics Reports Q2 Loss, Lags Revenue Estimates

Insider Buying and Selling

In other news, Director David Michael Goldberg sold 10,600 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $7.20, for a total transaction of $76,320.00. Following the completion of the transaction, the director directly owned 35,125 shares in the company, valued at approximately $252,900. The trade was a 23.18% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ali Kashani sold 15,885 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $7.24, for a total transaction of $115,007.40. Following the completion of the sale, the chief executive officer owned 3,278,091 shares in the company, valued at $23,733,378.84. This represents a 0.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 32,200 shares of company stock valued at $232,704 over the last three months. Company insiders own 5.00% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. FNY Investment Advisers LLC acquired a new position in shares of Serve Robotics in the 2nd quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in shares of Serve Robotics in the fourth quarter valued at approximately $31,000. Quadrant Capital Group LLC bought a new stake in shares of Serve Robotics during the fourth quarter worth $31,000. EverSource Wealth Advisors LLC lifted its position in Serve Robotics by 299.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 3,192 shares of the company’s stock valued at $33,000 after acquiring an additional 2,392 shares in the last quarter. Finally, CWM LLC lifted its holdings in shares of Serve Robotics by 514.1% in the fourth quarter. CWM LLC now owns 3,439 shares of the company’s stock valued at $36,000 after purchasing an additional 2,879 shares in the last quarter.

Serve Robotics Company Profile

Serve Robotics develops and operates autonomous sidewalk delivery robots designed to transform last-mile logistics for restaurants, retailers and grocery brands. By combining proprietary hardware, sensor suites and dispatch software, the company enables on-demand deliveries of food, beverages and consumer goods while minimizing reliance on traditional vehicle fleets.

The core Serve robot integrates four-wheeled mobility, LiDAR and vision cameras with AI-driven navigation algorithms to detect obstacles, traverse urban sidewalks and interact safely with pedestrians.