The current price of Serve Robotics Inc. (NASDAQ: SERV) is approximately $10.68, as of February 10, 2026, reflecting a modest intraday change.citeturn0finance0
Market Snapshot and Analyst Forecasts
Serve Robotics, a leader in autonomous sidewalk delivery, is generating attention from analysts who mostly rate the stock a Stronger Buy or Buy. The average 12-month price target hovers around $18.8 to $20, suggesting a potential upside of 70% to 95% from current levels.
- Northland Capital Markets leads with a bold $26 target—suggesting a 143% upside.
- Oppenheimer offers a $20 estimate, projecting nearly 94% upside.
- Most conservative forecasts dip to around $15, still signaling a ~40% upside.
This consensus lean toward optimism, though the spread between projections reflects both confidence and caution.
Recent Developments & Key Momentum Indicators
Financing and Capital Strength
Serve recently completed a $100 million direct share offering in October 2025, bolstering its balance sheet for expansion. This followed its January 2025 round, raising $80 million via direct offering.
Operations & Growth
- In Q3 2025, Serve surpassed the deployment of 1,000 robots, ultimately aiming for 2,000 by year-end.
- Delivery volume surged 66% QoQ, with revenue up 209% YoY to about $687,000.
- The company ended Q3 2025 with a solid liquidity position of ~$211 million, and is debt-free.
Partnerships & Market Expansion
Serve expanded its collaborations—most notably with DoorDash, complementing existing deals with Uber Eats, 7‑Eleven, and Shake Shack. Coverage now spans cities such as Atlanta, Chicago, Dallas, Los Angeles, and Miami.
Sentiment & Momentum
Equity performance shows promise. Serve’s Relative Strength (RS) Rating reached 85, marking it among top performers in the machinery-materials handling sector.
Risks & Cautions
- Negative EBITDA remains a headwind, with Q3 2025 losses driven by expansion costs.
- Q2 2025 guidance below expectations led to short-term stock weakness, though deployment targets remain intact.
- A high price-to-sales (P/S) ratio—reportedly around 368 in mid-2025—points to lofty valuation metrics.
- Scaling such an operation is capital-intensive; future dilution is a possibility depending on execution.
Full Outlook
Serve Robotics is carving out a niche within the fast-growing autonomous delivery sector. With firm analyst confidence—driven by strategic partnerships, scaling deployments, and strong financing—it stands poised for meaningful upside. Still, profitability remains elusive and the business model relies heavily on capital-intensive scaling.
In short: Serve Robotics is a high-conviction, high-risk growth play. The potential is compelling, but success hinges on execution and maintaining liquidity while transitioning toward scale.
Summary
- Current Price: ~$10.68 (as of Feb. 10, 2026)citeturn0finance0
- Analyst Consensus: Strong Buy/Buy, with targets from $15 up to $26
- Recent Achievements: 1,000+ robots deployed; target 2,000 by end-2025; strong revenue growth and cash position
- Drivers: Strategic partnerships, expanding city coverage, RS rating strength
- Challenges: Continued losses, high valuation, diplomatic scaling hurdles
Serve Robotics at a Glance
| Factor | Details |
|———————|———|
| Price | ~$10.68 |
| Analyst Target Range | $15 – $26 |
| Upside Potential | ~40% to 140% |
| Growth Catalysts | Partnerships (Uber, DoorDash), fleet expansion |
| Risks | Capital burn, valuation concerns, scale execution |
| Verdict | Bold growth potential with sharp execution needs |
FAQs
What’s the current price of Serve Robotics (SERV)?
As of February 10, 2026, SERV trades around $10.68.citeturn0finance0
How do analysts view SERV’s potential?
Mostly bullish—averaging $18.8 to $20, with targets ranging from $15 to $26, signaling upside between 40% to 140%.
What key milestones has Serve achieved recently?
Milestones include surpassing 1,000 deployed robots, aiming for 2,000 by year-end, and securing major partnerships with Uber Eats, DoorDash, and retailers like 7‑Eleven.
What are the main risks to SERV’s growth story?
Persistent losses, high P/S valuation, heavy reliance on execution and capital, and potential dilution if scaling stalls.
What makes SERV stand out in the autonomous delivery space?
It’s building a shared infrastructure model—robots compatible with multiple platforms (e.g., Uber Eats, DoorDash), aiming to scale across urban markets.
Serve Robotics is an intriguing hybrid of robotics innovation and delivery logistics. It’s still early days, but if the company delivers on its ambitious roadmap, investors could see substantial rewards.









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