Serve Robotics is rated a hold due to promising technology but significant financial and execution risks. SERV's growth is driven by a major UberEats partnership and a large addressable market, but revenue is highly concentrated among two customers. Financial concerns include inconsistent revenue, negative gross margins, and growing net losses, raising questions about long-term profitability.
Serve Robotics remains a "Hold" for me as its valuation is too high despite ambitious expansion and improving operational metrics. Their Q3 revenue grew 210% YoY but missed guidance; costs surged faster than revenue, raising concerns about SERV's business model viability. Management reaffirmed aggressive robot deployment and ARR targets, but gross-level profitability and cost structure remain p...
Serve Robotics Inc. ( SERV ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Aduke Thelwell - Head of Investor Relations & Communications Ali Kashani - Co-Founder, Chairman, CEO, Treasurer & Secretary Brian Read - Chief Financial Officer Presentation Operator Hello, and thank you for standing by. I would like to welcome everyone to the Serve Robotics Third Quarter 2025 ...
Delivery Volume growth of 66% quarter over quarter, a 300% increase from third quarter 2024 Entered new multi-year strategic partnership with DoorDash to roll out deliveries across the U.S. Launched Chicago market, strengthening national presence; serving over 3,600 restaurants and a population of 3 million across the U.S. Third quarter revenue of $687 thousand , a 209% increase compared to t...
The market has pushed two AI stocks to nosebleed levels. Their underlying businesses make them extremely risky and leave you with limited upside.
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