View Future GrowthServe Robotics 過去の業績過去 基準チェック /06Serve Roboticsの収益は年間平均-42.7%の割合で減少していますが、 Hospitality業界の収益は年間 増加しています。収益は年間35.4% 72.8%割合で 増加しています。主要情報-42.72%収益成長率35.22%EPS成長率Hospitality 業界の成長19.52%収益成長率72.78%株主資本利益率-28.90%ネット・マージン-3,823.50%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Apr 21Serve Robotics Inc. to Report Q1, 2026 Results on May 07, 2026Serve Robotics Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026Reported Earnings • Mar 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$1.63 loss per share (further deteriorated from US$1.07 loss in FY 2024). Net loss: US$101.4m (loss widened 159% from FY 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 49% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in the US.お知らせ • Feb 25Serve Robotics Inc. to Report Q4, 2025 Results on Mar 11, 2026Serve Robotics Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 11, 2026お知らせ • Oct 16Serve Robotics Inc. to Report Q3, 2025 Results on Nov 12, 2025Serve Robotics Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025お知らせ • Jul 31Serve Robotics Inc. to Report Q2, 2025 Results on Aug 07, 2025Serve Robotics Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • Apr 24Serve Robotics Inc. to Report Q1, 2025 Results on May 08, 2025Serve Robotics Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025すべての更新を表示Recent updatesRecent Insider Transactions Derivative • 21hCo-Founder notifies of intention to sell stockAli Kashani intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$9.29, it would amount to US$109k. For the year to December 2022, Ali's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Ali's direct individual holding has increased from 2.14m shares to 2.47m. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 27Serve Robotics Inc., Annual General Meeting, Jun 17, 2026Serve Robotics Inc., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 21Serve Robotics Inc. to Report Q1, 2026 Results on May 07, 2026Serve Robotics Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026Recent Insider Transactions • Apr 17Co-Founder recently sold US$125k worth of stockOn the 8th of April, Ali Kashani sold around 15k shares on-market at roughly US$8.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$131k. Ali has been a net seller over the last 12 months, reducing personal holdings by US$3.1m.Recent Insider Transactions Derivative • Apr 12Co-Founder notifies of intention to sell stockAli Kashani intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of April. If the sale is conducted around the recent share price of US$8.62, it would amount to US$125k. For the year to December 2022, Ali's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Ali's direct individual holding has increased from 2.14m shares to 2.49m. Company insiders have collectively sold US$7.6m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 17Co-Founder recently sold US$131k worth of stockOn the 10th of March, Ali Kashani sold around 14k shares on-market at roughly US$9.72 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ali has been a net seller over the last 12 months, reducing personal holdings by US$3.0m.Seeking Alpha • Mar 16Serve Robotics: The Robots Are Scaling, The Economics Aren'tSummary Serve Robotics expanded robot deployments and partnerships, but monetization and utilization lag significantly behind operational growth. SERV reported $2.7M in 2025 revenue and guided for $26M in 2026, yet operating losses and cash burn continue to accelerate. Despite ambitious revenue targets and acquisitions, SERV's revenue per robot is declining, and full fleet utilization remains a distant goal. I maintain a Hold rating due to persistent losses, dilution risk, and unresolved questions about the business model's long-term economics. Read the full article on Seeking AlphaReported Earnings • Mar 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$1.63 loss per share (further deteriorated from US$1.07 loss in FY 2024). Net loss: US$101.4m (loss widened 159% from FY 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 49% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in the US.Recent Insider Transactions Derivative • Mar 12Co-Founder notifies of intention to sell stockAli Kashani intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$9.72, it would amount to US$131k. For the year to December 2022, Ali's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Ali's direct individual holding has increased from 2.13m shares to 2.47m. Company insiders have collectively sold US$7.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 11Serve Robotics Inc. Raises Revenue Guidance for the Year 2026Serve Robotics Inc. raises revenue guidance for the year 2026. The company raised 2026 revenue outlook to approximately $26 million, driven by continued delivery growth and the addition of Diligent Robotics, which adds recurring revenue and expands Serve’s multi vertical robotics platform.Board Change • Mar 05High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. No highly experienced directors. Co-Founder, Chairman, CEO, Treasurer & Secretary Ali Kashani is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 25Serve Robotics Inc. to Report Q4, 2025 Results on Mar 11, 2026Serve Robotics Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 11, 2026お知らせ • Jan 21Serve Robotics Inc. (NasdaqCM:SERV) entered into an agreement to acquire Diligent Robotics, Inc. from Andrea Thomaz and Vivian Chu for $34.3 million.Serve Robotics Inc. (NasdaqCM:SERV) entered into an agreement to acquire Diligent Robotics, Inc. from Andrea Thomaz and Vivian Chu for $34.3 million on January 20, 2026. The consideration consists of common equity of Serve Robotics Inc. having a value of $29 million to be issued for common equity of Diligent Robotics, Inc. Serve Robotics Inc. will pay an earnout/contingent payment of $5.3 million cash. As part of consideration, $34.3 million is paid towards common equity of Diligent Robotics, Inc. The transaction is subject to the satisfaction of customary closing conditions, including, among other things, the absence of any governmental law or order that makes the transaction illegal or otherwise prohibits or prevents its consummation; the accuracy of the representations and warranties made by the parties to the merger agreement; the absence of a material adverse effect with respect to either the Company or Diligent; and the authorization for listing of the common stock to be issued pursuant to the merger agreement on Nasdaq and is expected to close in the first quarter of 2026.お知らせ • Nov 13Serve Robotics Inc. Provides Earnings Guidance for the Fiscal Year 2025 and 2026Serve Robotics Inc. provided earnings guidance for the fiscal year 2025 and 2026. For the year 2025, The company anticipates generating over $2.5 million in revenue. For the year 2026, full year guidance is expected to be provided in early 2026, current indications suggest company will deliver roughly 10x revenue growth in 2026.お知らせ • Oct 16Serve Robotics Inc. to Report Q3, 2025 Results on Nov 12, 2025Serve Robotics Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025お知らせ • Oct 10Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,250,000 Price\Range: $16 Discount Per Security: $0.8 Transaction Features: Registered Direct Offeringお知らせ • Aug 19Vinod Khosla to Join Serve Robotics Inc.’s Advisory BoardServe Robotics Inc. has acquired Vayu Robotics Inc. (Vayu). In addition, legendary Silicon Valley technologist and Vayu’s lead investor Vinod Khosla will join Serve’s Advisory Board to support its mission of bringing robots to cities across the world.お知らせ • Aug 08Serve Robotics Inc. Reiterates Annual Revenue Guidance for the Year 2026; Provides Revenue Guidance for the Third Quarter Ended September 30, 2025Serve Robotics Inc. reiterated annual revenue guidance for the year 2026. Projected annualized revenue run-rate of $60 to $80 million once 2,000-robot fleet is fully deployed and reaches target utilization, which the company anticipated will occur during 2026. The company provided revenue guidance for the third quarter ended September 30, 2025. With revenue growth between 170% and 215% year over year, the company projecting $600,000 to $700,000 revenue in third quarter of 2025.お知らせ • Jul 31Serve Robotics Inc. to Report Q2, 2025 Results on Aug 07, 2025Serve Robotics Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • May 09Serve Robotics Inc. Provides Revenue Guidance for the Second Quarter of 2025Serve Robotics Inc. provided revenue guidance for the second quarter of 2025. For the quarter, total revenue in the range of $600,000 to $700,000, representing anticipated growth of approximately 35% to 60% quarter-over-quarter. This guidance includes estimated delivery volume growth of approximately 60% to 75% quarter-over-quarter.Seeking Alpha • Apr 29Serve Robotics: Too Early To Invest, But Some Investors Might Like To Keep An Eye On ItSummary Serve Robotics has significantly pulled back in price after peak hype from a few months ago. I believe that SERV's business model is challenging to scale and risky, but the company has responsibly raised a large amount of funds, maintaining a strong cash balance. Despite significant operating losses and modest revenue, SERV's aggressive robot deployment plan with Uber Eats could drive substantial revenue growth if executed flawlessly. SERV is not yet a solid investment, but may be a worthwhile speculative gamble due to its strong cash balance and potential for hype-driven price increases. Read the full article on Seeking Alphaお知らせ • Apr 28Serve Robotics Inc., Annual General Meeting, Jun 12, 2025Serve Robotics Inc., Annual General Meeting, Jun 12, 2025.お知らせ • Apr 24Serve Robotics Inc. to Report Q1, 2025 Results on May 08, 2025Serve Robotics Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025Seeking Alpha • Mar 19Serve Robotics: Intriguing After The ResetSummary Serve Robotics faces significant expansion challenges, aiming to grow from 50 to 2,000 delivery robots by year-end, with revenues lagging behind expectations. SERV stock has dropped to $7, presenting a more appealing entry point, despite anticipated volatility and potential revenue disappointments in the short term. The company raised $80 million, boosting its cash reserves to over $200 million, but must improve robot productivity and manage escalating costs. Investors should consider buying shares now, but be prepared for a bumpy ride as Serve Robotics scales operations and strives to meet aggressive financial targets. Read the full article on Seeking Alphaお知らせ • Mar 07Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $150 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Feb 21Serve Robotics Inc. to Report Q4, 2024 Results on Mar 06, 2025Serve Robotics Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2025お知らせ • Jan 07Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $80 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $80 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,210,525 Price\Range: $19.000006 Transaction Features: Registered Direct OfferingSeeking Alpha • Dec 12Serve Robotics: Let The Robots Cool OffSummary Serve Robotics Inc. plans to deploy 2,000 delivery robots by the end of 2025, but faces significant risks in scaling from 75 robots in Q3. The company only has a small revenue base of $0.2 million in the last quarter, with a goal of growing to $60+ million by 2026. The stock trades at 10x the 2026 revenue target, posing downside risks if the company fails to ramp up as expected. Investors should consider buying on dips, as the current market price may be overestimating Serve Robotics' ability to execute flawlessly. Read the full article on Seeking Alphaお知らせ • Dec 10Serve Robotics Inc. Appoints Lily Sarafan to Its Board of DirectorsOn December 10, 2024, Serve Robotics Inc. announced the appointment of Lily Sarafan to its Board of Directors. Sarafan is an accomplished leader with nearly 20 years of experience in entrepreneurship, executive leadership and board governance. She is co-founder and former chief executive of TheKey, one of the largest and most trusted in-home care provider networks, where she serves as executive chair. Sarafan currently serves on the boards of Instacart, Thumbtack and Kyo as well as on the board of trustees of Stanford University. She has been recognized as an EY Entrepreneur of the Year, a Fortune 40 Under 40, Women Health Care Executives' Woman of the Year, and a Henry Crown Fellow of the Aspen Institute. Sarafan holds an M.S. in Management Science and Engineering and a B.S. in Science, Technology, and Society from Stanford University. They look forward to welcoming Lily as an independent member of the Board. Her extensive leadership experience, particularly in home services and on-demand delivery, will be invaluable as Serve continues to expand their market presence and shape the future of delivery and automation, said Ali Kashani, Chairman of Serves Board.お知らせ • Nov 19Serve Robotics Inc. Appoints Anthony Armenta as Chief Software & Data OfficerServe Robotics Inc. announced the appointment of former Postmates and GM executive Anthony Armenta as Chief Software and Data Officer. In the newly created role, Armenta will lead the development and strengthening of Serve's software, AI, and autonomy stack, enhancing the robots’ reliability, performance, and ability to scale nation-wide. Armenta re-joins Serve after previously spearheading early development of the company’s autonomous robots as Vice President of Software Engineering at Postmates, prior to Serve’s spin-off from Uber. Anthony Armenta brings more than 30 years of experience in software engineering and leadership to Serve. He previously served as Chief Technology Officer at GM BrightDrop, where he led teams focused on all-electric last-mile delivery, commercial fleet management, and artificial intelligence. Armenta has also held senior roles as Vice President of Software Engineering at both Postmates and Anki Robotics, and as Senior Vice President of Engineering at Wyse Technologies (acquired by Dell).お知らせ • Nov 08Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Oct 29Serve Robotics Inc. to Report Q3, 2024 Results on Nov 07, 2024Serve Robotics Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024お知らせ • Oct 16Serve Robotics Inc. Rolls Out Third-Generation Autonomous Delivery RobotServe Robotics Inc. unveiled its third-generation autonomous delivery robot. The new model boasts significantly enhanced capabilities, achieved at substantially reduced manufacturing cost. The third-generation robot has entered manufacturing and 2,000 new units are on track to be deployed in 2025 on the Uber Eats platform across multiple U.S. markets. Serve's third-generation robots are designed to carry more goods, enable more deliveries, and further reduce the cost of delivery. They can move roughly twice as fast, travel approximately twice as far on a single charge, and spend 6 more hours in the field each day. Serve robots' intelligence and autonomy are significantly advanced by the addition of Nvidia's Jetson Orin module with 5x more on-board computing power, Ouster's new REV7 digital lidar, and major upgrades to the robots' sensor suite. These hardware advancements enable third-generation robots to deploy Serve's newest and most powerful AI model architecture, embed new AI capabilities, and execute autonomous navigation decisions faster. The third-generation robots also enjoy an expanded cargo bin that holds four large 16-inch pizzas or 15% more volume than the previous robots. Their new drivetrain is equipped with suspension to drive smoother and faster while protecting food quality, and their improved water resistance expands the robots' ability to maneuver confidently in a wider range of weather conditions. Importantly, these hardware and software enhancements combine to extend Serve's commitment to safety on the sidewalk. In addition to market-leading safety capabilities, including fail-safe mechanical braking and autonomous collision avoidance, the third-generation robots introduce enhanced emergency braking -- stopping 40% more quickly. In the coming months, Serve will deploy its newest robots across Los Angeles and in one new metro market.Seeking Alpha • Sep 27Serve Robotics: Dilution Likely, Stay ClearSummary Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition. Uber and Nvidia's investments are superficial and do not indicate meaningful support or confidence in Serve Robotics' success. The company's current unit economics are unfavorable, with high manufacturing costs and low productivity undermining the business model's viability. Serve Robotics' reliance on equity dilution for funding, coupled with uncertain commercial uptake, makes it a highly speculative and risky investment. Read the full article on Seeking Alphaお知らせ • Sep 04Serve Robotics Inc. announced that it has received $5 million in fundingOn September 3, 2024 the company closed the transaction. In connection with the transaction, Aegis Capital Corp. received placement agent fees in the aggregate amount of $1,199,996.37. The company will issue securities pursuant to exemption provided under Regulation D. The transaction included participation from a single investor.お知らせ • Aug 29Serve Robotics Inc. announced that it expects to receive $5 million in fundingServe Robotics Inc. announced that it has entered into a securities purchase agreement to issue 555,555 pre-funded warrant and common warrants for the gross proceeds of $5,000,000 on August 27, 2024. Each Pre-Funded Warrant and accompanying Common Warrant were sold together at a combined offering price of $8.9999.The common warrants will be exercisable to purchase up to 555,555 shares of Common Stock. The pre-funded warrants are immediately exercisable, at a nominal exercise price of $0.0001, and may be exercised at any time until all of the Pre-Funded Warrants are exercised in full. The transaction is expected to close on August 28, 2024. As a part of the transaction the company will pay a commission equal to 6.0% of the gross proceeds received by the Company. The company has agreed to pay placement agent $150,000 for fees and expenses including attorneys’ fees.お知らせ • Aug 08Serve Robotics Inc. to Report Q2, 2024 Results on Aug 13, 2024Serve Robotics Inc. announced that they will report Q2, 2024 results After-Market on Aug 13, 2024お知らせ • Jul 25+ 2 more updatesServe Robotics Inc. announced that it expects to receive $15 million in fundingServe Robotics Inc. announced that it has entered into a securities purchase agreement with a single institutional investor for the purchase and sale of pre-funded warrants to purchase 2,500,000 shares of Serve's common stock at a purchase price of $6 per share and warrants to purchase up to an aggregate of 2,500,000 shares of Common Stock at an exercise price of $6 per share for the aggregate gross proceeds of $15,000,000 before deducting placement agent fees and other offering expenses on July 23, 2024. The warrants will have, will be exercisable upon issuance, and will expire five and a half years from the date of issuance. The offering is expected to close on or about July 24, 2024, subject to satisfaction of customary closing conditions. The securities described above are being sold in a private placement exempt from the registration requirements of the Securities Act of 1933, as amended.Seeking Alpha • Jul 20Serve Robotics Served Up A Big NothingburgerSummary Serve Robotics stock surged 187.1% after NVIDIA disclosed an ownership stake. NVIDIA acquired shares through a series of transactions, not a recent purchase. Serve Robotics' food delivery robots could have great potential, but financials show significant losses and cash flow issues. Add on top of this the prospect of meaningful shareholder dilution just to get to market, and there are better opportunities that can be had. Read the full article on Seeking Alphaお知らせ • Jun 21Serve Robotics Inc. Appoints Euan Abraham as Chief Hardware & Manufacturing OfficerServe Robotics Inc. announced the appointment of Euan Abraham as its Chief Hardware & Manufacturing Officer. Abraham, who has been with Serve since January 2022 as Senior Vice President of Hardware Engineering, has been instrumental in the development of Serve's award-winning robots. In the newly created role, Abraham will lead the ongoing development of Serve's next-generation robots and drive the company's manufacturing efforts. Euan Abraham is a senior leader in hardware design with over two decades of experience driving commercial success across a range of category-defining products. His senior executive experience includes: Senior Vice President of Product Design Engineering at Latch, where he led the company's global engineering and product development teams and oversaw the company's research and development roadmap across products. Vice President of Hardware Engineering at GoPro, where he led development of the company's next-generation Karma drone, as well as its camera and accessory product lines. Head of Mechanical Engineering at Otto LLC, where he created and led a new product development team and helped build out the company's manufacturing supply chain. Senior Product Design Engineer at Apple Inc., where he helped design and develop multiple Apple product lines, including iMac, Portables and accessories. Euan is a named inventor on patents relating to the Macbook Pro Touch Bar, scissor keyboard, iMac, and numerous other Apple products.お知らせ • Jun 10Serve Robotics Inc., Annual General Meeting, Jul 22, 2024Serve Robotics Inc., Annual General Meeting, Jul 22, 2024.お知らせ • Apr 27Serve Robotics Inc.(NasdaqCM:SERV) dropped from NASDAQ Transportation IndexServe Robotics Inc has been dropped from NASDAQ Transportation Index.お知らせ • Apr 18Serve Robotics Inc. has completed an IPO in the amount of $40 million.Serve Robotics Inc. has completed an IPO in the amount of $40 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: $4 Discount Per Security: $0.26 Transaction Features: Sponsor Backed Offering収支内訳Serve Robotics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqCM:SERV 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 253-101514530 Sep 252-80413630 Jun 251-55272831 Mar 251-43192431 Dec 242-39142430 Sep 242-33102030 Jun 242-3391831 Mar 241-2981431 Dec 230-2581030 Sep 230-2571130 Jun 230-2371231 Mar 230-2371331 Dec 220-22614質の高い収益: SERVは現在利益が出ていません。利益率の向上: SERVは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SERVは利益が出ておらず、過去 5 年間で損失は年間42.7%の割合で増加しています。成長の加速: SERVの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: SERVは利益が出ていないため、過去 1 年間の収益成長をHospitality業界 ( 10.1% ) と比較することは困難です。株主資本利益率高いROE: SERVは現在利益が出ていないため、自己資本利益率 ( -28.9% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 19:54終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Serve Robotics Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Rommel DionisioAegis Capital CorporationAndres Sheppard-SlingerCantor Fitzgerald & Co.Dmitriy PozdnyakovFreedom Broker5 その他のアナリストを表示
お知らせ • Apr 21Serve Robotics Inc. to Report Q1, 2026 Results on May 07, 2026Serve Robotics Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Reported Earnings • Mar 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$1.63 loss per share (further deteriorated from US$1.07 loss in FY 2024). Net loss: US$101.4m (loss widened 159% from FY 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 49% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in the US.
お知らせ • Feb 25Serve Robotics Inc. to Report Q4, 2025 Results on Mar 11, 2026Serve Robotics Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 11, 2026
お知らせ • Oct 16Serve Robotics Inc. to Report Q3, 2025 Results on Nov 12, 2025Serve Robotics Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
お知らせ • Jul 31Serve Robotics Inc. to Report Q2, 2025 Results on Aug 07, 2025Serve Robotics Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • Apr 24Serve Robotics Inc. to Report Q1, 2025 Results on May 08, 2025Serve Robotics Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
Recent Insider Transactions Derivative • 21hCo-Founder notifies of intention to sell stockAli Kashani intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$9.29, it would amount to US$109k. For the year to December 2022, Ali's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Ali's direct individual holding has increased from 2.14m shares to 2.47m. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 27Serve Robotics Inc., Annual General Meeting, Jun 17, 2026Serve Robotics Inc., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 21Serve Robotics Inc. to Report Q1, 2026 Results on May 07, 2026Serve Robotics Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Recent Insider Transactions • Apr 17Co-Founder recently sold US$125k worth of stockOn the 8th of April, Ali Kashani sold around 15k shares on-market at roughly US$8.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$131k. Ali has been a net seller over the last 12 months, reducing personal holdings by US$3.1m.
Recent Insider Transactions Derivative • Apr 12Co-Founder notifies of intention to sell stockAli Kashani intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of April. If the sale is conducted around the recent share price of US$8.62, it would amount to US$125k. For the year to December 2022, Ali's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Ali's direct individual holding has increased from 2.14m shares to 2.49m. Company insiders have collectively sold US$7.6m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 17Co-Founder recently sold US$131k worth of stockOn the 10th of March, Ali Kashani sold around 14k shares on-market at roughly US$9.72 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ali has been a net seller over the last 12 months, reducing personal holdings by US$3.0m.
Seeking Alpha • Mar 16Serve Robotics: The Robots Are Scaling, The Economics Aren'tSummary Serve Robotics expanded robot deployments and partnerships, but monetization and utilization lag significantly behind operational growth. SERV reported $2.7M in 2025 revenue and guided for $26M in 2026, yet operating losses and cash burn continue to accelerate. Despite ambitious revenue targets and acquisitions, SERV's revenue per robot is declining, and full fleet utilization remains a distant goal. I maintain a Hold rating due to persistent losses, dilution risk, and unresolved questions about the business model's long-term economics. Read the full article on Seeking Alpha
Reported Earnings • Mar 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$1.63 loss per share (further deteriorated from US$1.07 loss in FY 2024). Net loss: US$101.4m (loss widened 159% from FY 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 49% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in the US.
Recent Insider Transactions Derivative • Mar 12Co-Founder notifies of intention to sell stockAli Kashani intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$9.72, it would amount to US$131k. For the year to December 2022, Ali's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Ali's direct individual holding has increased from 2.13m shares to 2.47m. Company insiders have collectively sold US$7.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 11Serve Robotics Inc. Raises Revenue Guidance for the Year 2026Serve Robotics Inc. raises revenue guidance for the year 2026. The company raised 2026 revenue outlook to approximately $26 million, driven by continued delivery growth and the addition of Diligent Robotics, which adds recurring revenue and expands Serve’s multi vertical robotics platform.
Board Change • Mar 05High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. No highly experienced directors. Co-Founder, Chairman, CEO, Treasurer & Secretary Ali Kashani is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 25Serve Robotics Inc. to Report Q4, 2025 Results on Mar 11, 2026Serve Robotics Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 11, 2026
お知らせ • Jan 21Serve Robotics Inc. (NasdaqCM:SERV) entered into an agreement to acquire Diligent Robotics, Inc. from Andrea Thomaz and Vivian Chu for $34.3 million.Serve Robotics Inc. (NasdaqCM:SERV) entered into an agreement to acquire Diligent Robotics, Inc. from Andrea Thomaz and Vivian Chu for $34.3 million on January 20, 2026. The consideration consists of common equity of Serve Robotics Inc. having a value of $29 million to be issued for common equity of Diligent Robotics, Inc. Serve Robotics Inc. will pay an earnout/contingent payment of $5.3 million cash. As part of consideration, $34.3 million is paid towards common equity of Diligent Robotics, Inc. The transaction is subject to the satisfaction of customary closing conditions, including, among other things, the absence of any governmental law or order that makes the transaction illegal or otherwise prohibits or prevents its consummation; the accuracy of the representations and warranties made by the parties to the merger agreement; the absence of a material adverse effect with respect to either the Company or Diligent; and the authorization for listing of the common stock to be issued pursuant to the merger agreement on Nasdaq and is expected to close in the first quarter of 2026.
お知らせ • Nov 13Serve Robotics Inc. Provides Earnings Guidance for the Fiscal Year 2025 and 2026Serve Robotics Inc. provided earnings guidance for the fiscal year 2025 and 2026. For the year 2025, The company anticipates generating over $2.5 million in revenue. For the year 2026, full year guidance is expected to be provided in early 2026, current indications suggest company will deliver roughly 10x revenue growth in 2026.
お知らせ • Oct 16Serve Robotics Inc. to Report Q3, 2025 Results on Nov 12, 2025Serve Robotics Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
お知らせ • Oct 10Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,250,000 Price\Range: $16 Discount Per Security: $0.8 Transaction Features: Registered Direct Offering
お知らせ • Aug 19Vinod Khosla to Join Serve Robotics Inc.’s Advisory BoardServe Robotics Inc. has acquired Vayu Robotics Inc. (Vayu). In addition, legendary Silicon Valley technologist and Vayu’s lead investor Vinod Khosla will join Serve’s Advisory Board to support its mission of bringing robots to cities across the world.
お知らせ • Aug 08Serve Robotics Inc. Reiterates Annual Revenue Guidance for the Year 2026; Provides Revenue Guidance for the Third Quarter Ended September 30, 2025Serve Robotics Inc. reiterated annual revenue guidance for the year 2026. Projected annualized revenue run-rate of $60 to $80 million once 2,000-robot fleet is fully deployed and reaches target utilization, which the company anticipated will occur during 2026. The company provided revenue guidance for the third quarter ended September 30, 2025. With revenue growth between 170% and 215% year over year, the company projecting $600,000 to $700,000 revenue in third quarter of 2025.
お知らせ • Jul 31Serve Robotics Inc. to Report Q2, 2025 Results on Aug 07, 2025Serve Robotics Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • May 09Serve Robotics Inc. Provides Revenue Guidance for the Second Quarter of 2025Serve Robotics Inc. provided revenue guidance for the second quarter of 2025. For the quarter, total revenue in the range of $600,000 to $700,000, representing anticipated growth of approximately 35% to 60% quarter-over-quarter. This guidance includes estimated delivery volume growth of approximately 60% to 75% quarter-over-quarter.
Seeking Alpha • Apr 29Serve Robotics: Too Early To Invest, But Some Investors Might Like To Keep An Eye On ItSummary Serve Robotics has significantly pulled back in price after peak hype from a few months ago. I believe that SERV's business model is challenging to scale and risky, but the company has responsibly raised a large amount of funds, maintaining a strong cash balance. Despite significant operating losses and modest revenue, SERV's aggressive robot deployment plan with Uber Eats could drive substantial revenue growth if executed flawlessly. SERV is not yet a solid investment, but may be a worthwhile speculative gamble due to its strong cash balance and potential for hype-driven price increases. Read the full article on Seeking Alpha
お知らせ • Apr 28Serve Robotics Inc., Annual General Meeting, Jun 12, 2025Serve Robotics Inc., Annual General Meeting, Jun 12, 2025.
お知らせ • Apr 24Serve Robotics Inc. to Report Q1, 2025 Results on May 08, 2025Serve Robotics Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
Seeking Alpha • Mar 19Serve Robotics: Intriguing After The ResetSummary Serve Robotics faces significant expansion challenges, aiming to grow from 50 to 2,000 delivery robots by year-end, with revenues lagging behind expectations. SERV stock has dropped to $7, presenting a more appealing entry point, despite anticipated volatility and potential revenue disappointments in the short term. The company raised $80 million, boosting its cash reserves to over $200 million, but must improve robot productivity and manage escalating costs. Investors should consider buying shares now, but be prepared for a bumpy ride as Serve Robotics scales operations and strives to meet aggressive financial targets. Read the full article on Seeking Alpha
お知らせ • Mar 07Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $150 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Feb 21Serve Robotics Inc. to Report Q4, 2024 Results on Mar 06, 2025Serve Robotics Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2025
お知らせ • Jan 07Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $80 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $80 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,210,525 Price\Range: $19.000006 Transaction Features: Registered Direct Offering
Seeking Alpha • Dec 12Serve Robotics: Let The Robots Cool OffSummary Serve Robotics Inc. plans to deploy 2,000 delivery robots by the end of 2025, but faces significant risks in scaling from 75 robots in Q3. The company only has a small revenue base of $0.2 million in the last quarter, with a goal of growing to $60+ million by 2026. The stock trades at 10x the 2026 revenue target, posing downside risks if the company fails to ramp up as expected. Investors should consider buying on dips, as the current market price may be overestimating Serve Robotics' ability to execute flawlessly. Read the full article on Seeking Alpha
お知らせ • Dec 10Serve Robotics Inc. Appoints Lily Sarafan to Its Board of DirectorsOn December 10, 2024, Serve Robotics Inc. announced the appointment of Lily Sarafan to its Board of Directors. Sarafan is an accomplished leader with nearly 20 years of experience in entrepreneurship, executive leadership and board governance. She is co-founder and former chief executive of TheKey, one of the largest and most trusted in-home care provider networks, where she serves as executive chair. Sarafan currently serves on the boards of Instacart, Thumbtack and Kyo as well as on the board of trustees of Stanford University. She has been recognized as an EY Entrepreneur of the Year, a Fortune 40 Under 40, Women Health Care Executives' Woman of the Year, and a Henry Crown Fellow of the Aspen Institute. Sarafan holds an M.S. in Management Science and Engineering and a B.S. in Science, Technology, and Society from Stanford University. They look forward to welcoming Lily as an independent member of the Board. Her extensive leadership experience, particularly in home services and on-demand delivery, will be invaluable as Serve continues to expand their market presence and shape the future of delivery and automation, said Ali Kashani, Chairman of Serves Board.
お知らせ • Nov 19Serve Robotics Inc. Appoints Anthony Armenta as Chief Software & Data OfficerServe Robotics Inc. announced the appointment of former Postmates and GM executive Anthony Armenta as Chief Software and Data Officer. In the newly created role, Armenta will lead the development and strengthening of Serve's software, AI, and autonomy stack, enhancing the robots’ reliability, performance, and ability to scale nation-wide. Armenta re-joins Serve after previously spearheading early development of the company’s autonomous robots as Vice President of Software Engineering at Postmates, prior to Serve’s spin-off from Uber. Anthony Armenta brings more than 30 years of experience in software engineering and leadership to Serve. He previously served as Chief Technology Officer at GM BrightDrop, where he led teams focused on all-electric last-mile delivery, commercial fleet management, and artificial intelligence. Armenta has also held senior roles as Vice President of Software Engineering at both Postmates and Anki Robotics, and as Senior Vice President of Engineering at Wyse Technologies (acquired by Dell).
お知らせ • Nov 08Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Serve Robotics Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Oct 29Serve Robotics Inc. to Report Q3, 2024 Results on Nov 07, 2024Serve Robotics Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
お知らせ • Oct 16Serve Robotics Inc. Rolls Out Third-Generation Autonomous Delivery RobotServe Robotics Inc. unveiled its third-generation autonomous delivery robot. The new model boasts significantly enhanced capabilities, achieved at substantially reduced manufacturing cost. The third-generation robot has entered manufacturing and 2,000 new units are on track to be deployed in 2025 on the Uber Eats platform across multiple U.S. markets. Serve's third-generation robots are designed to carry more goods, enable more deliveries, and further reduce the cost of delivery. They can move roughly twice as fast, travel approximately twice as far on a single charge, and spend 6 more hours in the field each day. Serve robots' intelligence and autonomy are significantly advanced by the addition of Nvidia's Jetson Orin module with 5x more on-board computing power, Ouster's new REV7 digital lidar, and major upgrades to the robots' sensor suite. These hardware advancements enable third-generation robots to deploy Serve's newest and most powerful AI model architecture, embed new AI capabilities, and execute autonomous navigation decisions faster. The third-generation robots also enjoy an expanded cargo bin that holds four large 16-inch pizzas or 15% more volume than the previous robots. Their new drivetrain is equipped with suspension to drive smoother and faster while protecting food quality, and their improved water resistance expands the robots' ability to maneuver confidently in a wider range of weather conditions. Importantly, these hardware and software enhancements combine to extend Serve's commitment to safety on the sidewalk. In addition to market-leading safety capabilities, including fail-safe mechanical braking and autonomous collision avoidance, the third-generation robots introduce enhanced emergency braking -- stopping 40% more quickly. In the coming months, Serve will deploy its newest robots across Los Angeles and in one new metro market.
Seeking Alpha • Sep 27Serve Robotics: Dilution Likely, Stay ClearSummary Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition. Uber and Nvidia's investments are superficial and do not indicate meaningful support or confidence in Serve Robotics' success. The company's current unit economics are unfavorable, with high manufacturing costs and low productivity undermining the business model's viability. Serve Robotics' reliance on equity dilution for funding, coupled with uncertain commercial uptake, makes it a highly speculative and risky investment. Read the full article on Seeking Alpha
お知らせ • Sep 04Serve Robotics Inc. announced that it has received $5 million in fundingOn September 3, 2024 the company closed the transaction. In connection with the transaction, Aegis Capital Corp. received placement agent fees in the aggregate amount of $1,199,996.37. The company will issue securities pursuant to exemption provided under Regulation D. The transaction included participation from a single investor.
お知らせ • Aug 29Serve Robotics Inc. announced that it expects to receive $5 million in fundingServe Robotics Inc. announced that it has entered into a securities purchase agreement to issue 555,555 pre-funded warrant and common warrants for the gross proceeds of $5,000,000 on August 27, 2024. Each Pre-Funded Warrant and accompanying Common Warrant were sold together at a combined offering price of $8.9999.The common warrants will be exercisable to purchase up to 555,555 shares of Common Stock. The pre-funded warrants are immediately exercisable, at a nominal exercise price of $0.0001, and may be exercised at any time until all of the Pre-Funded Warrants are exercised in full. The transaction is expected to close on August 28, 2024. As a part of the transaction the company will pay a commission equal to 6.0% of the gross proceeds received by the Company. The company has agreed to pay placement agent $150,000 for fees and expenses including attorneys’ fees.
お知らせ • Aug 08Serve Robotics Inc. to Report Q2, 2024 Results on Aug 13, 2024Serve Robotics Inc. announced that they will report Q2, 2024 results After-Market on Aug 13, 2024
お知らせ • Jul 25+ 2 more updatesServe Robotics Inc. announced that it expects to receive $15 million in fundingServe Robotics Inc. announced that it has entered into a securities purchase agreement with a single institutional investor for the purchase and sale of pre-funded warrants to purchase 2,500,000 shares of Serve's common stock at a purchase price of $6 per share and warrants to purchase up to an aggregate of 2,500,000 shares of Common Stock at an exercise price of $6 per share for the aggregate gross proceeds of $15,000,000 before deducting placement agent fees and other offering expenses on July 23, 2024. The warrants will have, will be exercisable upon issuance, and will expire five and a half years from the date of issuance. The offering is expected to close on or about July 24, 2024, subject to satisfaction of customary closing conditions. The securities described above are being sold in a private placement exempt from the registration requirements of the Securities Act of 1933, as amended.
Seeking Alpha • Jul 20Serve Robotics Served Up A Big NothingburgerSummary Serve Robotics stock surged 187.1% after NVIDIA disclosed an ownership stake. NVIDIA acquired shares through a series of transactions, not a recent purchase. Serve Robotics' food delivery robots could have great potential, but financials show significant losses and cash flow issues. Add on top of this the prospect of meaningful shareholder dilution just to get to market, and there are better opportunities that can be had. Read the full article on Seeking Alpha
お知らせ • Jun 21Serve Robotics Inc. Appoints Euan Abraham as Chief Hardware & Manufacturing OfficerServe Robotics Inc. announced the appointment of Euan Abraham as its Chief Hardware & Manufacturing Officer. Abraham, who has been with Serve since January 2022 as Senior Vice President of Hardware Engineering, has been instrumental in the development of Serve's award-winning robots. In the newly created role, Abraham will lead the ongoing development of Serve's next-generation robots and drive the company's manufacturing efforts. Euan Abraham is a senior leader in hardware design with over two decades of experience driving commercial success across a range of category-defining products. His senior executive experience includes: Senior Vice President of Product Design Engineering at Latch, where he led the company's global engineering and product development teams and oversaw the company's research and development roadmap across products. Vice President of Hardware Engineering at GoPro, where he led development of the company's next-generation Karma drone, as well as its camera and accessory product lines. Head of Mechanical Engineering at Otto LLC, where he created and led a new product development team and helped build out the company's manufacturing supply chain. Senior Product Design Engineer at Apple Inc., where he helped design and develop multiple Apple product lines, including iMac, Portables and accessories. Euan is a named inventor on patents relating to the Macbook Pro Touch Bar, scissor keyboard, iMac, and numerous other Apple products.
お知らせ • Jun 10Serve Robotics Inc., Annual General Meeting, Jul 22, 2024Serve Robotics Inc., Annual General Meeting, Jul 22, 2024.
お知らせ • Apr 27Serve Robotics Inc.(NasdaqCM:SERV) dropped from NASDAQ Transportation IndexServe Robotics Inc has been dropped from NASDAQ Transportation Index.
お知らせ • Apr 18Serve Robotics Inc. has completed an IPO in the amount of $40 million.Serve Robotics Inc. has completed an IPO in the amount of $40 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: $4 Discount Per Security: $0.26 Transaction Features: Sponsor Backed Offering