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Serve Robotics: Intriguing After The Reset

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Update - Apr. 14, 2025 

Serve Robotics was chased into the $20s, but doesn't appear very loved in the $5s now. The only change to the story is the better understanding of the new 2,000 delivery robots pushed out towards 2026 with the delivery dates very late in 2025. 

Finviz Chart

Original article published on March 19

  • Serve Robotics faces significant expansion challenges, aiming to grow from 50 to 2,000 delivery robots by year-end, with revenues lagging behind expectations.
  • The 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.
As investors were warned, Serve Robotics Inc. (NASDAQ:SERV) needed to cool off before the stock got appealing. The delivery robots company is in the midst of a major expansion plan, but the company has a lot of hurdles to top in order to reach aggressive financial targets. My investment thesis is more Bullish on the stock after the collapse back to $7.


Read the full article on Seeking Alpha. 

Disclosure: No position. Please review the disclaimer page for more details. 

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