SERV Serve Robotics Inc.
Price Chart
Executive Summary
Serve Robotics reported Q1 2026 revenue of $3.0M (up 578% YoY, in line with consensus) but GAAP EPS of -$0.65 missed consensus of -$0.51 by 27%. Net loss widened to $49M from $13M a year ago, and operating cash burn accelerated to $41.4M. Guidance for FY2026 revenue of ~$26M and non-GAAP opex of $160-170M was reaffirmed, but the rapid cash consumption and lack of profitability path are concerning.
Key Financial Metrics
Actionable Insight
Monitor cash burn rate and any future guidance revision; at current pace, liquidity may last ~4-5 quarters. The stock may face selling pressure as losses deepen despite revenue growth.
Key Facts
- Q1 2026 revenue $3.0M (consensus $3.0M, +578% YoY, +238% sequentially)
- GAAP EPS -$0.65 vs consensus -$0.51 (miss); non-GAAP EPS -$0.50
- Gross loss of $9.0M vs $1.5M a year ago
- Net loss of $49M vs $13M YoY
- Operating cash flow -$41.4M vs -$9.5M YoY
- Cash and marketable securities $197.4M as of March 31, 2026
- FY2026 guidance reaffirmed: revenue ~$26M, non-GAAP opex $160-170M
- Software services contributed 34% of Q1 revenue
Financial Impact
Net loss widened to $49M, operating cash burn $41.4M, and GAAP EPS missed consensus by $0.14.
Risk Factors
- Cash depletion risk if burn rate continues without added capital
- Dilution risk from potential equity offerings
- Inability to achieve profitability on the current trajectory
- Execution risk on scaling robot fleet and integrating acquisitions
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290495 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
2d ago
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Institutional Cluster
| $6.96 awaiting T+5 | awaiting T+5 | — | $6.97 (+0.14%) |
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Jun 11, 2026
2d ago
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Institutional Cluster
| $6.96 awaiting T+5 | awaiting T+5 | — | $6.97 (+0.14%) |
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May 15, 2026
29d ago
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EFFECT
| $8.24 $8.70 | ▼ −5.58% | ▼ −4.62% | $6.97 (+15.41%) |
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May 14, 2026
29d ago
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424B5
| $8.24 $8.70 | ▼ −5.58% | ▼ −4.62% | $6.97 (+15.41%) |
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May 11, 2026
4w ago
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S-3
| $8.85 $8.23 | ▲ +7.01% | ▲ +6.92% | $6.97 (+21.24%) |
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May 11, 2026
4w ago
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8-K
| $8.85 $8.23 | ▼ −7.01% | ▼ −6.92% | $6.97 (−21.24%) |
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May 7, 2026
5w ago
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8-K
| $8.77 $8.74 | ▼ −0.34% | ▼ −1.81% | $6.97 (−20.52%) |
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May 7, 2026
5w ago
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Press Release
| $8.77 $8.74 | ▲ +0.34% | ▲ +1.81% | $6.97 (+20.52%) |
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May 1, 2026
6w ago
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Insider Cluster
| $9.40 $8.77 | ▼ −6.70% | ▼ −9.05% | $6.97 (−25.85%) |
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Apr 24, 2026
7w ago
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DEFA14A
| $9.89 $9.35 | ▼ −5.46% | ▼ −5.86% | $6.97 (−29.52%) |
US Market Status
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