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Uber’s quarterly report of institutional equity holdings, covering the period ended June 30, lists seven reportable positions but not Serve Robotics.

(Bloomberg) -- Uber Technologies Inc. has divested from long-time partner Serve Robotics Inc. as the two companies clash over how to deploy delivery robots, the latest setback in Uber’s push to facilitate autonomous services on its platform.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Ho

Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are the five publicly traded robotics stocks best positioned to capture that fever before it cools.

SERV resets its Uber relationship and 2026 outlook in Q2, cutting revenue guidance while prioritizing utilization, recurring revenues and direct access.

Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.

Earnings shock puts Serve Robotics in focus Serve Robotics (SERV) is in the spotlight after its latest earnings release combined very strong year over year revenue expansion with a much larger net loss and a reduced outlook that weighed on the stock. See our latest analysis for Serve Robotics. At a share price of $5.68, Serve Robotics has seen a 7 day share price return of 18.09%, while the 90 day share price return is down 35.23% and the 1 year total shareholder return is down 46.36%. This...

Moby summary of Serve Robotics Inc.'s Q2 2026 earnings call

Serve Robotics (NASDAQ:SERV) reported second-quarter revenue growth but sharply reduced its full-year outlook after delivery volume through Uber declined for the first time in 17 quarters, prompting the company to reassess the future of the partnership and redirect resources toward other channels.

The headline numbers for Serve Robotics Inc. (SERV) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Serve Robotics Inc. (SERV) delivered earnings and revenue surprises of -15.94% and -8.45%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Elon Musk told a crowd at Tesla's Texas Gigafactory that currency itself will become pointless within a decade, and economists are lining up on both sides of whether that claim deserves serious analysis or a spot on his list of famously missed deadlines.

CDW (CDW) delivered earnings and revenue surprises of +3.93% and +5.07%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SERV's Q2 revenues are likely to have benefited from higher robot utilization, recurring revenue growth and expansion efforts, but heavy AI and fleet investments may pressure profits.

Robotics is moving out of the lab and into the real economy. Speaking at YC Startup School, NVIDIA CEO Jensen Huang made a striking claim about the timing of the next great AI wave. Asked about robotics, he told the audience: “I would say the ChatGPT moment of robots happened a couple of years ago ... NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

SERV is prioritizing fleet efficiency and recurring revenue growth as it works to strengthen the long-term autonomous delivery business.

Serve Robotics has lost half its value this year, but it's packed with potential.

SERV is expanding into healthcare automation through Diligent Robotics, aiming to grow recurring AI software revenues beyond food delivery.

ACN's 29.3% drop reflects a weaker revenue outlook, soft bookings and AI disruption fears, making the stock risky despite a discounted valuation.

Serve Robotics (NasdaqCM:SERV) appointed Andreas Lieber to its Board of Directors. The appointment follows the resignation of former board member Sarfraz Maredia. Lieber brings experience from logistics, e-commerce, and mobility companies including Shippo and Postmates. Serve Robotics focuses on autonomous sidewalk delivery, a segment that sits at the intersection of robotics, logistics, and last mile fulfillment. As retailers and delivery platforms keep exploring ways to manage costs and...

Serve Robotics stock has had a difficult start to the year, with the share price down 46.7% year to date, while its valuation checks do not yet paint a clear bargain despite some supportive signals from the business story. The year to date share price decline of 46.7% suggests the market has meaningfully marked down expectations for Serve Robotics. The recent partnership with NoScrubs to extend AI powered delivery into on demand laundry may support revenue potential, but the company still...

SERV is expanding beyond food delivery with software and healthcare automation to build a broader robotics platform.

With significant hedge fund interest and strong upside, Serve Robotics Inc. (NASDAQ:SERV) is one of the most promising robotics stocks. Serve Robotics Inc. (NASDAQ:SERV)’s sidewalk robots have spent years proving themselves on food delivery runs, and now the company is putting that same fleet to work in an entirely new category. On June 2, 2026, […]

Serve Robotics Inc (NASDAQ:SERV) is one of the best AI stocks under $10 to buy now. While Serve Robotics shares are down roughly 45% year-to-date, analysts see the pullback as a buying opportunity as they expect the stock to surge more than 190% over the next 12 months. Some 14 hedge funds have stakes in […]

Serve Robotics' AI data flywheel is gaining traction as its fleet grows, expanding proprietary data while execution risks remain.

Peggy Johnson, a former Microsoft and Magic Leap executive who is now the CEO of Agility Robotics, used a CNBC segment to announce that her company is going public through a SPAC merger with Churchill Capital Corp., a deal she describes as the first pure-play humanoid robotics company to tap public markets. The company, a ... Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public

With close to 170% upside potential, as per the consensus projections, Serve Robotics Inc. (NASDAQ:SERV) makes it to our list as one of the 15 most promising small-cap industrial stocks under $10. On June 2, the announcement of a new collaboration between Serve Robotics Inc. (NASDAQ:SERV) and NoScrubs represented Serve’s first-ever commercial urban delivery collaboration […]

Can SERV's growing software revenues and positive margins help offset fleet investment costs and pave the way for a more scalable model?

In early June 2026, Serve Robotics Inc. announced a commercial pilot with on-demand laundry service NoScrubs in select Los Angeles neighborhoods, using its existing autonomous sidewalk robot fleet to handle door-to-door laundry deliveries outside of prepared food. This move extends Serve’s last-mile delivery model into a recurring, non-food category while increasing utilization of robots during off-peak food delivery hours. We’ll now examine how using the same robots for laundry during...

The robotics industry is consolidating. Large platform companies now treat robots as a real distribution channel for compute, logistics software, and last-mile economics. That forces public market investors to ask which pure-play robotics names survive as standalones and which get acquired. Three U.S.-listed robotics stocks frame that debate. None has announced a deal, but the ... Which Robotics Stock Most Likely Gets Acquired? 3 Targets Wall Street Is Watching

Serve Robotics, operator of a fleet of urban delivery robots, is expanding beyond food delivery to laundry delivery.