4. Serve Robotics Inc. (NASDAQ:SERV)
Stock Price as of Writing: $4.44
Serve Robotics Inc. (NASDAQ: SERV) develops and operates small autonomous robots used for deliveries in neighborhoods, commercial districts and healthcare facilities.
The company began as a spinout from Uber and initially concentrated on sidewalk food delivery. It has since expanded through partnerships and acquisitions into grocery delivery, laundry services and hospital logistics.
More than 2,000 robots have been deployed across the United States, reaching a population of approximately 3 million people and supporting delivery services for more than 4,000 restaurants.
Second-quarter 2026 revenue climbed 404% year over year to approximately $3.2 million. Fleet-services revenue reached $2.3 million, while software-services revenue contributed approximately $933,000.
The balance sheet is a major advantage. Serve Robotics Inc. (NASDAQ: SERV) ended June with approximately $240.4 million in cash and marketable securities, providing substantial liquidity for continued robot deployment and technology development.
Still, the financial picture is not entirely comfortable. Management reduced full-year revenue guidance to between $9 million and $10 million after delivery volume from the Uber Eats partnership came in below expectations.
The company also recorded a second-quarter net loss of approximately $64.1 million. Its delivery robots may be visible on public streets, but the business has not yet shown that large-scale deployment can produce acceptable unit economics.
The acquisition of Diligent Robotics gives Serve Robotics Inc. (NASDAQ: SERV) another potential revenue stream. Diligent’s Moxi robots assist hospital workers by transporting supplies and performing routine logistical tasks, expanding the company beyond food delivery.
Serve Robotics Inc. (NASDAQ: SERV) remains one of the clearest pure-play robotics stocks available on Nasdaq. Its technology is operating in real environments, but investors should watch revenue per robot, gross margin, delivery volume and operating expenses before assuming that fleet growth will produce profits.
