SERV
Serve Robotics Inc. /DE/
$8.62
+2.86%
$648.4M
No data for this timeframe.
Vol
Market Cap$648.4M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders7 funds
Inst. Value$50.3M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 31S
Insider Net $-$1.3M
Reddit Sentiment43° Neutral
SEC Reports13
Press Releases3
Exchange Nasdaq·Sector General Industrial Machinery & Equipment, NEC·Inc. DE·CIK 0001832483·Prev Close $8.38
Recent Activity
May 19, 2026
short_volume
Short Volume: SERV — 66.0% short (1.1M / 1.6M)
Short: 1,062,542 | Exempt: 8,872 | TRF Vol: 1,609,813 | Short Ratio: 66.0% | Off-exchange volume (da
May 15, 2026
SEC
Serve Robotics' $300M universal shelf registration (S-3, File No. 333-295746) became effective on May 14, 2026. This unl
EFFECT — Impact 7/10
May 14, 2026
SEC
Serve Robotics filed a 424B5 prospectus supplement for an at-the-market (ATM) equity offering of up to $150M in common s
424B5 — Impact 7/10
May 11, 2026
SEC
Serve Robotics filed a $300M universal shelf registration statement (S-3) on May 11, 2026, including a $150M at-the-mark
S-3 — Impact 7/10
May 7, 2026
Insider
Kashani Ali sold 14,644 shares
Chief Executive Officer @ $9.26 ($135.6K)
May 7, 2026
Insider
Parang Touraj sold 3,888 shares
President & COO @ $9.26 ($36.0K)
May 7, 2026
Insider
Read Brian sold 201 shares
Chief Financial Officer @ $9.26 ($1.9K)
Inst.
VANGUARD GROUP INC — ADD
3,605,911 shares ($37.4M)
Price Targets
$18.45
+113.7% upside
Strong Buy
Current $8.64
Low $13.00
Median $17.30
High $26.00
8 analysts
$13.00
$26.00
Analyst Ratings
6Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Ladenburg Thalmann | MAINTAIN | Buy → Buy |
| May 13, 2026 | Freedom Broker | DOWNGRADE | Buy → Hold |
| Apr 20, 2026 | Guggenheim | INITIATE | Buy |
| Mar 17, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
| Jan 2, 2026 | Northland Capital Markets | REITERATE | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.59 ▼ -16.4% | $-0.60 — $-0.58 | -146% YoY | 2 |
| Next Q | $-0.56 ▼ -16.7% | $-0.59 — $-0.53 | -40% YoY | 2 |
| Current FY | $-2.21 ▼ -13.4% | $-2.30 — $-2.13 | -89% YoY | 2 |
| Next FY | $-1.80 ▼ -12.3% | $-1.83 — $-1.77 | 19% YoY | 2 |
Latest Reports
BEARISH
EFFECT
7/10
Serve Robotics' $300M universal shelf registration (S-3, File No. 333-295746) became effective on May 14, 2026. This unl
May 15, 2026
BEARISH
424B5
7/10
Serve Robotics filed a 424B5 prospectus supplement for an at-the-market (ATM) equity offering of up to $150M in common s
May 14, 2026
NEUTRAL
Press
4/10
Serve Robotics (SERV) announced a partnership with White Castle to deliver menu items via its autonomous robots through
Mar 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $37.4M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $5.1M | DOUBLED |
| MORGAN STANLEY | $4.5M | TRIM |
| TWO SIGMA INVESTMENTS, LP | $1.2M | TRIM |
| BANK OF AMERICA CORP | $1.1M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 7, 2026 | Kashani Ali | SELL | $135.6K |
| May 7, 2026 | Parang Touraj | SELL | $36.0K |
| May 7, 2026 | Read Brian | SELL | $1.9K |
| May 6, 2026 | Read Brian | SELL | $25.9K |
| May 6, 2026 | Parang Touraj | SELL | $55.7K |
Reddit Sentiment
43°
Neutral
Bearish
Neutral
Bullish
7 institutional holders with $50.3M total value (4,847,113 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,605,911 | $37.4M | 74.4% | ADD +39.0% |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 494,999 | $5.1M | 10.2% | DOUBLED +206.7% |
| 3 | MORGAN STANLEY | 430,919 | $4.5M | 8.9% | TRIM -44.7% |
| 4 | TWO SIGMA INVESTMENTS, LP | 112,647 | $1.2M | 2.3% | TRIM -43.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 108,832 | $1.1M | 2.2% | TRIM -70.5% |
| 6 | WELLS FARGO & COMPANY/MN | 85,015 | $882.5K | 1.8% | DOUBLED +139.3% |
| 7 | FMR LLC | 8,790 | $91.2K | 0.2% | DOUBLED +110.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | ADD | 2,594,869 | 3,605,911 | +39.0% | $37.4M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 369,129 | 108,832 | -70.5% | $1.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 35,527 | 85,015 | +139.3% | $882.5K | 2025-Q4 |
| FMR LLC | DOUBLED | 4,171 | 8,790 | +110.7% | $91.2K | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 2,072,924 | 2,594,869 | +25.2% | $30.2M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 883,203 | 488,656 | -44.7% | $5.7M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 130,909 | 401,525 | +206.7% | $4.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 205,206 | 115,990 | -43.5% | $1.3M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 413,493 | 883,203 | +113.6% | $10.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 178,299 | 401,557 | +125.2% | $4.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 564,516 | 205,206 | -63.6% | $2.3M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 12,728 | 130,909 | +928.5% | $1.5M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 2,636 | 29,649 | +1024.8% | $339.2K | 2025-Q2 |
| FMR LLC | NEW | — | 3,404 | — | $38.9K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 109,000 | 0 | -100.0% | $0.00 | 2025-Q2 |
| VANGUARD GROUP INC | ADD | 1,274,303 | 2,138,082 | +67.8% | $12.3M | 2025-Q1 |
| UBS Group AG | DOUBLED | 249,992 | 945,390 | +278.2% | $5.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 60,404 | 564,516 | +834.6% | $3.2M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 91,447 | 413,493 | +352.2% | $2.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 109,000 | — | $626.8K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 10,855 | 2,636 | -75.7% | $15.2K | 2025-Q1 |
| FMR LLC | EXIT | 1,150 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 379,300 | 874,219 | +130.5% | $11.8M | 2024-Q4 |
| UBS Group AG | NEW | — | 249,992 | — | $3.4M | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 17,407 | 91,447 | +425.3% | $1.2M | 2024-Q4 |
6 unique insiders with 31 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | Kashani Ali | Chief Executive Officer | SELL | 14,644 | $9.26 | $135.6K |
| May 7, 2026 | Parang Touraj | President & COO | SELL | 3,888 | $9.26 | $36.0K |
| May 7, 2026 | Read Brian | Chief Financial Officer | SELL | 201 | $9.26 | $1.9K |
| May 6, 2026 | Read Brian | Chief Financial Officer | SELL | 2,790 | $9.29 | $25.9K |
| May 6, 2026 | Parang Touraj | President & COO | SELL | 5,993 | $9.29 | $55.7K |
| May 6, 2026 | Kashani Ali | Chief Executive Officer | SELL | 11,753 | $9.29 | $109.2K |
| May 1, 2026 | Read Brian | Chief Financial Officer | SELL | 1,179 | $9.29 | $11.0K |
| Apr 8, 2026 | Kashani Ali | Chief Executive Officer | SELL | 14,541 | $8.62 | $125.3K |
| Apr 8, 2026 | Parang Touraj | President & COO | SELL | 3,861 | $8.62 | $33.3K |
| Apr 8, 2026 | Read Brian | Chief Financial Officer | SELL | 200 | $8.62 | $1.7K |
| Mar 31, 2026 | Read Brian | Chief Financial Officer | SELL | 1,263 | $8.03 | $10.1K |
| Mar 13, 2026 | Armenta Anthony | Chief Software & Data Officer | SELL | 3,567 | $9.82 | $35.0K |
| Mar 10, 2026 | Abraham Euan | Chief Hardware & Mftg Offcr | SELL | 1,390 | $9.72 | $13.5K |
| Mar 10, 2026 | Parang Touraj | President & COO | SELL | 3,922 | $9.72 | $38.1K |
| Mar 10, 2026 | Kashani Ali | Chief Executive Officer | SELL | 13,500 | $9.72 | $131.2K |
| Mar 10, 2026 | Read Brian | Chief Financial Officer | SELL | 203 | $9.72 | $2.0K |
| Mar 6, 2026 | Dunn Evan | General Counsel | SELL | 538 | $9.44 | $5.1K |
| Mar 3, 2026 | Read Brian | Chief Financial Officer | SELL | 1,268 | $9.61 | $12.2K |
| Feb 13, 2026 | Armenta Anthony | Chief Software & Data Officer | SELL | 3,432 | $9.38 | $32.2K |
| Feb 11, 2026 | Abraham Euan | Chief Hardware & Mftg Offcr | SELL | 1,375 | $10.17 | $14.0K |
| Feb 11, 2026 | Parang Touraj | President & COO | SELL | 3,558 | $10.17 | $36.2K |
| Feb 11, 2026 | Read Brian | Chief Financial Officer | SELL | 185 | $10.17 | $1.9K |
| Feb 11, 2026 | Kashani Ali | Chief Executive Officer | SELL | 9,259 | $10.17 | $94.2K |
| Feb 6, 2026 | Dunn Evan | General Counsel | SELL | 688 | $9.56 | $6.6K |
| Feb 4, 2026 | Armenta Anthony | Chief Software & Data Officer | SELL | 3,223 | $10.33 | $33.3K |
| Feb 4, 2026 | Kashani Ali | Chief Executive Officer | SELL | 8,101 | $10.33 | $83.7K |
| Feb 4, 2026 | Abraham Euan | Chief Hardware & Mftg Offcr | SELL | 3,284 | $10.33 | $33.9K |
| Feb 4, 2026 | Dunn Evan | General Counsel | SELL | 2,700 | $10.33 | $27.9K |
| Feb 4, 2026 | Parang Touraj | President & COO | SELL | 5,998 | $10.33 | $62.0K |
| Feb 4, 2026 | Read Brian | Chief Financial Officer | SELL | 3,185 | $10.33 | $32.9K |
| Feb 3, 2026 | Read Brian | Chief Financial Officer | SELL | 1,547 | $10.83 | $16.8K |
13 SEC filing reports analyzed. Sentiment: 1 bullish, 4 bearish, 1 mixed, 7 neutral. Avg impact: 4.5/10.
BEARISH
EFFECT
7/10
Serve Robotics' $300M universal shelf registration (S-3, File No. 333-295746) became effective on Ma
May 15, 2026
BEARISH
424B5
7/10
Serve Robotics filed a 424B5 prospectus supplement for an at-the-market (ATM) equity offering of up
May 14, 2026
BEARISH
S-3
7/10
Serve Robotics filed a $300M universal shelf registration statement (S-3) on May 11, 2026, including
May 11, 2026
MIXED
8-K
5/10
Serve Robotics terminated its $150M at-the-market (ATM) equity facility with Cantor Fitzgerald and o
May 11, 2026
NEUTRAL
CLUSTER
3/10
Three top executives (CEO, CFO, COO) sold a total of ~$364K in open-market shares immediately after
May 8, 2026
NEUTRAL
8-K
4/10
Serve Robotics reported Q1 2026 revenue of $3.0M (in line with consensus, up 578% YoY) and GAAP EPS
May 7, 2026
BEARISH
PRESS-RELEASE
6/10
Serve Robotics reported Q1 2026 revenue of $3.0M (up 578% YoY, in line with consensus) but GAAP EPS
May 7, 2026
NEUTRAL
DEFA14A
2/10
Serve Robotics Inc. filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meetin
Apr 24, 2026
NEUTRAL
PRESS-RELEASE
3/10
Serve Robotics announced it will report Q1 2026 financial results on May 7, 2026, after market close
Apr 21, 2026
NEUTRAL
144
2/10
Abraham Euan, an officer of Serve Robotics, filed a Form 144 to notify intent to sell 1,369 shares o
Apr 8, 2026
NEUTRAL
CLUSTER
3/10
Chief Software & Data Officer Anthony Armenta sold 3,567 shares in the open market for $35,028. This
Mar 16, 2026
NEUTRAL
CLUSTER
3/10
Two corporate insiders at Serve Robotics Inc. (SERV) conducted open-market share sales within the pa
Mar 9, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantl
Feb 28, 2026
NEUTRAL
4/10
Serve Robotics (SERV) announced a partnership with White Castle to deliver menu items via its autono
Mar 11, 2026
BULLISH
8/10
Serve Robotics reported strong Q4 and full-year 2025 results, with Q4 revenue up ~400% YoY to $0.9 m
Mar 11, 2026
NEUTRAL
3/10
Serve Robotics announced that co-founder and VP of Product and Design MJ Burk Chun was named to Inc.
Mar 10, 2026
Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 6 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$18.45 mean target
+113.7% upside
Strong Buy (1.25)
$13.00 Low
$26.00 High
| Metric | Value |
|---|---|
| Current Price | $8.64 |
| Target Low | $13.00 |
| Target Mean | $18.45 |
| Target Median | $17.30 |
| Target High | $26.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.25) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.59 | $-0.60 | $-0.58 | -145.8% | -16.4% | 1↑ 2↓ | $0.0B | 510.1% | 2 |
| Next Q 2026-09-30 |
$-0.56 | $-0.59 | $-0.53 | -40.0% | -16.7% | 1↑ 2↓ | $0.0B | 1027.8% | 2 |
| Current FY 2026-12-31 |
$-2.21 | $-2.30 | $-2.13 | -89.3% | -13.4% | 1↑ 2↓ | $0.0B | 876.1% | 2 |
| Next FY 2027-12-31 |
$-1.80 | $-1.83 | $-1.77 | 18.7% | -12.3% | 1↑ 2↓ | $0.1B | 199.3% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.590 | |
| 7d ago | $-0.507 | -0.083 |
| 30d ago | $-0.507 | -0.083 |
| 60d ago | $-0.507 | -0.083 |
| 90d ago | $-0.450 | -0.140 |
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 4 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Ladenburg Thalmann | MAINTAIN | Buy | Buy |
| May 13, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
| Apr 20, 2026 | Guggenheim | INITIATE | — | Buy |
| Mar 17, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Jan 2, 2026 | Northland Capital Markets | REITERATE | Outperform | Outperform |
| Dec 31, 2025 | Freedom Capital Markets | INITIATE | — | Buy |
| Dec 30, 2025 | Freedom Broker | INITIATE | — | Buy |
| Dec 18, 2025 | Oppenheimer | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 6 | 8 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
43°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
1 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
May 19, 2026
short_volume
Short Volume: SERV — 66.0% short (1.1M / 1.6M)
Short: 1,062,542 | Exempt: 8,872 | TRF Vol: 1,609,813 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SERV — 72.6% short (1.4M / 2.0M)
Short: 1,418,571 | Exempt: 15,841 | TRF Vol: 1,952,969 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: SERV — 72.0% short (2.1M / 2.9M)
Short: 2,059,899 | Exempt: 26,271 | TRF Vol: 2,860,179 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: SERV — 56.4% short (1.3M / 2.3M)
Short: 1,316,176 | Exempt: 16,851 | TRF Vol: 2,333,350 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: SERV — 61.0% short (1.8M / 3.0M)
Short: 1,804,285 | Exempt: 18,262 | TRF Vol: 2,957,001 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Serve Robotics Announces First Quarter 2026 Results with 3X Sequential Revenue Growth
<p align="justify">SAN FRANCISCO, May 07, 2026 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (the “Company” or “Serve”) (Nasdaq: SERV), a leading autonomy
May 7, 2026
earnings_calendar
SERV Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: SERV — 74.0% short (1.5M / 2.1M)
Short: 1,524,137 | Exempt: 4,134 | TRF Vol: 2,058,746 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: SERV — 63.2% short (1.0M / 1.6M)
Short: 981,393 | Exempt: 1,932 | TRF Vol: 1,552,041 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: SERV — 58.0% short (0.6M / 1.1M)
Short: 631,836 | Exempt: 683 | TRF Vol: 1,089,768 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: SERV — 58.3% short (0.9M / 1.5M)
Short: 862,043 | Exempt: 1,850 | TRF Vol: 1,478,451 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: SERV — 217,145 shares ($2.0M) failed to deliver
Settlement: 20260430, Price: $8.99, FTD Value: $1,952,133.55, SERVE ROBOTICS INC
Apr 29, 2026
short_volume
Short Volume: SERV — 67.7% short (0.9M / 1.3M)
Short: 913,888 | Exempt: 239 | TRF Vol: 1,349,721 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: SERV — 65.2% short (0.6M / 0.9M)
Short: 605,151 | Exempt: 574 | TRF Vol: 928,014 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: SERV — 66,905 shares ($0.6M) failed to deliver
Settlement: 20260427, Price: $9.22, FTD Value: $616,864.1, SERVE ROBOTICS INC