SERVIndustrials · Integrated Freight & LogisticsThe 8 Wall Street analysts covering Serve Robotics, Inc. hold a median 12-month price target of $10 — +259.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 5 of 100 as at 23 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Serve Robotics, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Size (64): Smaller than most of the companies we track.
Momentum (6): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SERV, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +259.1% from it.
Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | Freedom Broker | Upgrade | Buy | $18 → $8.00 |
| 10 Aug 2026 | Guggenheim | Maintains | Buy | $13 → $7.00 |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $20 → $7.00 |
| 13 May 2026 | Freedom Broker | Downgrade | Hold | — |
| 13 May 2026 | Freedom Broker | Downgrade | Hold | $18 |
| 13 May 2026 | Ladenburg Thalmann | Maintains | Buy | — |
| 13 May 2026 | Ladenburg Thalmann | Maintains | Buy | $15 → $17 |
| 20 Apr 2026 | Guggenheim | Initiates | Buy | — |
| 17 Mar 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 2 Jan 2026 | Northland Capital Markets | Reiterates | Outperform | — |
| 31 Dec 2025 | Freedom Capital Markets | Initiates | Buy | — |
| 30 Dec 2025 | Freedom Broker | Initiates | Buy | — |
| 18 Dec 2025 | Oppenheimer | Initiates | Outperform | — |
| 27 Aug 2025 | Wedbush | Initiates | Outperform | — |
| 12 Aug 2025 | Seaport Global | Downgrade | Neutral | — |
| 22 May 2025 | Cantor Fitzgerald | Initiates | Overweight | — |
| 15 Jan 2025 | Northland Capital Markets | Maintains | Outperform | — |
| 28 Oct 2024 | Ladenburg Thalmann | Initiates | Buy | — |
| 18 Oct 2024 | Northland Capital Markets | Initiates | Outperform | $16 |
| 7 Oct 2024 | Seaport Global | Initiates | Buy | $12 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SERV appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Serve Robotics, Inc. returned −79.7% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 86% of US stocks
Cheaper than 6% of US stocks
Cheaper than 78% of US stocks
Cheaper than 63% of US stocks
Higher than 97% of US stocks
Higher than 94% of US stocks
Higher than 1% of US stocks
Higher than 4% of US stocks
Higher than 1% of US stocks
Higher than 18% of US stocks
Higher than 10% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Serve Robotics, Inc. has a market value of $249.7M and an enterprise value of $23.9M.
Revenue in the twelve months to 30 June 2026: $7.8M. The latest quarter grew 404.4% year on year.
Net income over the same four quarters: −$180.4M, a −2315.8% net margin.
Diluted earnings per share, trailing twelve months: $−2.45.
Free cash flow in the twelve months to 30 June 2026: −$169.8M, after $20K of capital spending.
Trailing P/E: −1.8×; forward P/E: −1.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Serve Robotics, Inc. employs 370 people — $21K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Serve Robotics, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool says disagreements between Serve Robotics and Uber have created additional headwinds for the company.
Why it matters — The reported disagreements are a relevant development for investors following Serve Robotics.
Serve Robotics announced it will report its third-quarter 2026 financial results after market close on November 5, 2026. Management will host a conference call at 2 p.m.
Why it matters — SERV watchers can note the date and time for the company’s quarterly results and management call.
Serve Robotics shares fell 19.8% this week after analysts cut estimates, projecting deeper losses through 2027, and the company filed a new equity registration. Northland Securities widened its 2026 net loss forecast to $3.22 per share.
Why it matters — The developments point to expectations of continued financial losses during fleet expansion and may be relevant to investors tracking SERV’s financing and outlook.
Serve Robotics announced that its Co-Founder and CEO Ali Kashani and CFO Brian Read will hold one-on-one meetings with investors at Evercore ISI's 5th Annual Automation Tech & Physical AI Conference in New York on Wednesday, October 7, 2026.
Why it matters — The company's leadership will have direct engagement opportunities with investors at a major industry conference focused on automation and physical AI.
Serve Robotics has lowered its 2026 revenue guidance and cut its 2026 spending in response. The company's ability to improve utilization and monetization remains central to strengthening its financial model.
Why it matters — SERV watchers will be focused on how cost discipline can offset the impact of the reduced revenue outlook and whether utilization and monetization improvements can support the company's finances.
The 8 Wall Street analysts covering Serve Robotics, Inc. have a median 12-month price target of $10, with estimates ranging from $7 to $22. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Serve Robotics, Inc., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Serve Robotics, Inc. 5 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Serve Robotics, Inc. ranks 5 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Size (64 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +259.1% from the last close, and Ticker Nerd's factor model ranks Serve Robotics, Inc. 5 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Serve Robotics, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SERV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $7 to $22 over the next 12 months.
Serve Robotics, Inc. returned -79.7% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Serve Robotics Inc. is an autonomous delivery robotics company focused on designing, developing, and operating low-emission sidewalk robots for last-mile logistics.
The most recent item we track (The Motley Fool, 23 Oct 2026): "Serve Robotics Should Only Be Considered by Investors With a High Risk Tolerance". The Motley Fool says disagreements between Serve Robotics and Uber have created additional headwinds for the company.
Serve Robotics Inc. is an autonomous delivery robotics company focused on designing, developing, and operating low-emission sidewalk robots for last-mile logistics. The company’s core service uses self-driving robots to deliver food and other small orders in public and commercial spaces, helping restaurants, retailers, and delivery platforms move goods more efficiently. Serve Robotics combines robotics hardware, navigation software, fleet management, and tele-assist capabilities to support safe operation in dense urban environments. Its business centers on partnerships with merchants and delivery networks, where its robots integrate into existing order workflows and provide contactless delivery services. Headquartered in Redwood City, California, Serve Robotics plays a growing role in the robotics and local commerce ecosystem by bringing automation to short-distance deliveries.
CEO Dr. Ali Kashani Ph.D. · 370 employees · United States · https://www.serverobotics.com
