Out Fox The $treet

Update - May 7, 2026 Still blown away that the 2026 revenue target isn't even 50% of the revenue potential of the 2,000 delivery robots placed in service at the end of 2025, much less the opportunity to expand and the addition of hospital robots. -Q1 Non-GAAP EPS of -$0.50 beats by $0.01. -Revenue of $3M (+581.8% Y/Y) misses by $0.03M. -The Company is reaffirming its 2026 financial guidance of approximately $26 million in full year revenue (consensus at $25.99M); and 2026 Non-GAAP operating expense of $160 to $170 million. Serve Robotics only reported Q1 daily active robots at just 812. The company was only running at 40% capacity.  Original article posted on March 11 Serve Robotics Inc. remains in early-stage scaling, with 2,000 robots deployed but Q4 revenue at only $0.88 million. SERV's current per-robot revenue is $1,185 per quarter, far below the $7,500 needed to meet its $60–80 million annual revenue goal. Management guided to only $26 million in 2026 revenue, significant...

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. ...

The recent news that Amazon.com ( NASDAQ: AMZN     ) wants to pursue delivering packages via drones and the decision of  Google ( NASDAQ: GOOG     )  to purchase several robotic companies have pushed investors into iRobot ( NASDAQ: IRBT     ) . The company most famous for the robotic vacuum has yet to move significantly beyond home robots after several cutbacks in spending on military robots. Investors might want to be careful about rushing into the stock based on the robotic theme. The excitement over the recent news from Amazon.com and Google sent iRobot spiking higher, but the initial enthusiasm will fade until the company can show a revolutionary product beyond the vacuum series. A few recently released robots which include an update to the popular Roomba vacuum line offer some promises, but the robots might not provide the revolutionary technology envisioned by investors. Read the full article here . Disclosure: No posit...

On Monday, iRobot (IRBT) announced a deal to purchase Evolution Robotics, Inc. for $74M. The company looks for this deal to expand iRobot's technology leadership through a combination of intellectual property, engineering talent and new products. iRobot has been a leader in delivering robotic technology-based solutions for both consumer and defense sectors. Evolution brings the Mint product line that automatically dusts and damp mops hard surface floors using popular cleaning cloths. The stock is trading down again on Wednesday as investors fret over the short-term earnings hit instead of the long-term benefits of the new products and technology. Read the full article at Seeking Alpha. Disclosure: No position. Please review the disclaimer page for more details.