Out Fox The $treet

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.  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. ...

GrubHub surges following strong revenue guidance for Q4. The market appears to misunderstand the inclusion of Eat24 numbers into the estimates. Solid financial metrics support the effective handling of competition. Stock valuation remains a question as EBITDA will trail sales growth in 2018. In no real surprise,  GrubHub  ( GRUB ) easily fought off competition during Q3. As the company integrates recent acquisitions, the bigger issue is valuation now that the online food order and delivery service added debt to the balance sheet and boosted sales. Read the full article on Seeking Alpha.  Disclosure: No position. Please review the disclaimer page for more details.