Serve Robotics Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-9.0%projected annual EPS growth
Analyst Coverage
8analysts covering
FY EPS (est.)
-$2.22next fiscal year
Monitoring Framework
Key Performance Indicators
Daily Active Robots Quarterly812.0
Daily Robot Supply Hours Quarterly10K
Quarterly Revenue Quarterly3MTarget: 26000000 (Full Year 2026)
Watch Items
- Fleet Utilization and Unit EconomicsTrigger: Persistent negative gross margins and high cash burnAction: Monitor sequential changes in gross margin and the ratio of software-to-fleet revenue to assess path to profitability.
- Dilution Risk and Capital StructureTrigger: Termination of Controlled Equity Offering Agreement after raising $91.2 millionAction: Track cash runway (currently $197.4 million) and potential secondary offerings or debt financing over the next 12-18 months.
- Commercial Partner IntegrationsTrigger: Slower Q2 2026 growth guidance during geographic expansion and merchant activationAction: Evaluate acceleration of deployments with Uber Eats, DoorDash, and White Castle in the second half of 2026.
Research as of 19 Jun 2026