Latest news with #Serve
Business Insider
7 days ago
- Business
- Business Insider
Serve Robotics, Little Caesars launch autonomous robot delivery via Uber Eats
Serve Robotics (SERV) and Little Caesars announced a partnership to deliver pizza with Serve's autonomous delivery robots via Uber Eats (UBER). Little Caesars customers in Serve's Los Angeles delivery area may now receive their orders via autonomous sidewalk robots. The partnership expands Serve's presence on Uber Eats-which already offers Serve's robotic deliveries in Los Angeles, Miami, Dallas and Atlanta-with additional U.S. cities coming soon. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Yahoo
25-07-2025
- Business
- Yahoo
2 Top Robotics Stocks to Buy Right Now
Key Points AI capabilities once considered "artificial general intelligence" are now a reality, enabling robots to perceive, reason, and act autonomously to a degree. Serve Robotics' surging revenue growth and expansion into software platforms position it as an early mover in autonomous delivery. Nvidia's Jetson Thor platform and Isaac foundation models position it as the computing backbone for the $1 trillion physical AI opportunity. 10 stocks we like better than Serve Robotics › Robotics is on the cusp of a revolutionary "iPhone moment," driven by the accelerating progress in artificial intelligence (AI). This surge in AI research and development is profoundly affecting numerous emerging technologies, with robotics poised for a significant leap forward. Why the timing is critical now: Today's AI models already demonstrate remarkable capabilities in understanding, reasoning, and adapting across a diverse range of tasks. The rapid improvements in vision, language understanding, and real-time decision-making -- capabilities that once defined the elusive "artificial general intelligence" (AGI) benchmark -- are now table stakes for leading AI systems. These advances translate directly into robots that can perceive environments, understand context, and take autonomous action in complex real-world scenarios. This impending transformation positions robotics companies to capitalize on a massive new growth phase. Here are two robotics stocks uniquely positioned to benefit from this coming catalyst. When delivering dinner becomes a billion-dollar business Serve Robotics (NASDAQ: SERV) is carving out a significant role in the robotics industry, not with futuristic humanoid robots, but with its highly practical autonomous sidewalk delivery robots that are already generating substantial revenue. The company demonstrated strong operational growth in the first quarter of 2025, successfully building over 250 new third-generation robots. This expansion directly contributed to a 150% sequential increase in revenue, reaching $440,000 for the three months. This explosive growth highlights the increasing adoption and efficiency of the company's delivery service. Serve Robotics' operational momentum is impressive and expanding rapidly. The service now reaches over 320,000 households, marking a 110% increase since December 2024. The company has also significantly expanded its merchant network, partnering with over 1,500 businesses, a 50% quarter-over-quarter growth. A key indicator of its reliability is a consistent up to 99.8% delivery completion rate. Beyond its core food delivery operations, Serve has strategically diversified by formalizing a software and data platform division. This forward-looking move has already yielded results, with the company signing deals with a top-tier European automaker and an autonomous trucking company. This strategic pivot transforms Serve from solely a robotics hardware provider into a broader data and software company, dramatically expanding its addressable market and unlocking new recurring revenue streams. Looking ahead, management projects a substantial annualized revenue run-rate of $60 million to $80 million once its ambitious 2,000-robot fleet is fully deployed, anticipated during 2026. This projection offers a glimpse into the significant revenue potential as the robotics revolution continues to accelerate beyond 2028. With a robust cash position of approximately $198 million as of March 31, 2025, Serve Robotics has ample resources to execute its deployment and expansion plans through 2026, minimizing near-term dilution concerns and positioning it as a compelling long-term investment in the autonomous delivery space. The picks and shovels play on physical AI Nvidia (NASDAQ: NVDA) is strategically positioned to lead the robotics revolution, not by manufacturing robots, but by providing the foundational computing power and software infrastructure essential for AI-powered automation. The company, a commanding force in AI chips with a market capitalization of over $4 trillion, reported a robust first quarter for fiscal 2026. Revenue reached an impressive $44.1 billion, a 69% year-over-year increase, primarily driven by its data center segment, which contributed $39.1 billion. A significant indicator of market demand came from CEO Jensen Huang, who highlighted a tenfold surge in AI inference token generation in just one year, signaling explosive demand for the computing capabilities indispensable for future robots. Nvidia has further solidified its position with the launch of Jetson Thor developer kits, which became available in the first half of 2025. This compact computer, boasting up to 2,000 teraflops of processing power, is specifically engineered for humanoid robots. This initiative builds on Nvidia's existing footprint in robotics; the company already supplies critical technology for projects like Tesla's Optimus humanoid robot and participated in Figure AI's $675 million funding round. Jetson Thor, however, signifies a grander ambition: Nvidia's concerted effort to establish itself as the indispensable computing platform for the entire robotics industry. Beyond hardware, Nvidia's comprehensive Isaac ecosystem is a cornerstone of its strategy. Isaac GR00T N1 and the recently announced N1.5 provide pre-trained AI foundation models crucial for humanoid reasoning and skill development. Concurrently, Isaac Sim enables developers to rigorously train and validate robots in virtual environments before costly real-world deployment. Jensen Huang champions physical AI as the world's next trillion-dollar industry, noting that "countries around the world are recognizing AI as essential infrastructure." With the company guiding toward $45 billion in Q2 fiscal 2026 revenue and making substantial investments in robotics infrastructure, Nvidia is building formidable competitive advantages in this space, making it the robotics stock to own. Should you invest $1,000 in Serve Robotics right now? Before you buy stock in Serve Robotics, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Serve Robotics wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* Now, it's worth noting Stock Advisor's total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 George Budwell has positions in Nvidia and Serve Robotics. The Motley Fool has positions in and recommends Nvidia, Serve Robotics, and Tesla. The Motley Fool has a disclosure policy. 2 Top Robotics Stocks to Buy Right Now was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
25-07-2025
- Business
- Yahoo
Serve Robotics Guides for 60-75% Delivery Surge in Q2: Too Bold?
Serve Robotics SERV is betting big on growth. Following a first quarter marked by rapid fleet expansion and entry into new markets, the autonomous delivery startup has guided for a 60% to 75% quarter-over-quarter increase in delivery volume for the second quarter of 2025. This projection builds on a 75% jump seen between the first and last weeks of the first quarter as 250 third-generation robots came online in cities like Miami, Dallas, and Los bullish forecast reflects Serve's growing geographic footprint, merchant base, and improved robot utilization. The company now serves more than 1,500 restaurants—five times more than a year ago—and has increased its daily supply hours by more than 40% since the fourth quarter of 2024. With Atlanta set to launch in the second quarter and another 700 robots expected by the end of the third quarter, Serve aims to hit a 2,000-robot deployment by despite this momentum, questions linger. Revenues for the first quarter rose 150% sequentially to just $440,000, while adjusted EBITDA remained negative at $7.1 million. Although gross margins improved and Serve ended the quarter with $198 million in cash, the path to profitability remains uncertain. Additionally, the company is banking on software platform monetization and long-term tech licensing, which are still in early guidance is undeniably ambitious. But in a competitive delivery landscape where scale, efficiency, and capital discipline matter, the company's ability to execute on this bold forecast will be a key test for investors in the quarters ahead. Facing the Competition: Can Serve Keep Pace With Uber and DoorDash? As Serve targets 60% to 75% delivery volume growth in the second quarter, it finds itself increasingly in the orbit of larger players like Uber Technologies UBER and DoorDash DASH. Both Uber and DoorDash have invested heavily in autonomous and last-mile logistics, testing robotic delivery in select markets and partnering with startups to accelerate through its Uber Eats segment, has piloted sidewalk delivery robots in collaboration with Cartken and Motional, aiming to reduce last-mile costs. Meanwhile, DoorDash is expanding its own robotic trials while leveraging its scale and logistics infrastructure to stay ahead. Serve may be more nimble, but Uber's global delivery volume and DoorDash's deep merchant network create serious competitive SERV aggressively scales its robot fleet, the question is whether it can compete on speed, reliability, and market coverage against giants like Uber and DoorDash. Their dominance could test Serve's ability to capture sustained share in urban delivery. SERV Stock's Price Performance & Valuation Trend Shares of this leading autonomous sidewalk delivery company have surged 79.7% in the past three months, significantly outperforming the Zacks Computers - IT Services industry, the Zacks Computer and Technology sector and the S&P 500 index, as you can see below. SERV Share Price Performance Image Source: Zacks Investment Research From a valuation standpoint, SERV trades at a forward price-to-sales ratio of 26.11, significantly higher than the industry's average, as shown below. SERV Valuation Image Source: Zacks Investment Research Earnings Estimate Trend of SERV Stock SERV's bottom-line estimates for 2025 have remained unchanged at a loss of 93 cents over the past 30 days. The estimated figure for 2025 implies a decline from a loss of 67 cents per share reported a year ago. SERV's Earnings Estimate Revision Image Source: Zacks Investment Research SERV stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Serve Robotics Inc. (SERV) : Free Stock Analysis Report Uber Technologies, Inc. (UBER) : Free Stock Analysis Report DoorDash, Inc. (DASH) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
18-07-2025
- Automotive
- Yahoo
An $860 Billion Opportunity: Is Serve Robotics Stock a Buy Based on This Forecast by Cathie Wood's Ark Invest?
Key Points Cathie Wood's Ark Invest exchange-traded funds hold stakes in some of the world's most innovative technology companies. Ark recently issued a forecast suggesting the logistics industry will be shaken up by autonomous vehicles, creating an $860 billion opportunity. Serve Robotics is an early leader in the autonomous delivery robot niche, and it already has a big deal with Uber Eats. 10 stocks we like better than Serve Robotics › Cathie Wood is one of the most vocal bulls on Wall Street when it comes to innovative technologies like artificial intelligence (AI), robotics, and autonomous vehicles. Her firm, Ark Invest, runs a set of exchange-traded funds (ETFs) that invest in companies operating in those industries. Earlier this year, Ark released the 2025 edition of its annual "Big Ideas" report, which featured updated forecasts for many of its favorite investing themes. In its look at the future of the logistics industry, the firm predicted there could be a whopping $860 billion revenue opportunity by 2030 for autonomous delivery robots, drones, and even trucks. Serve Robotics (NASDAQ: SERV) is a small-cap company worth just $600 million, but it's trying to transform last-mile logistics with its autonomous food delivery robots. It has a major contract with Uber Technologies to launch 2,000 robots this year, but that might be the tip of the iceberg if Ark's forecasts prove close to accurate. Is the stock a buy right now? Breaking down the opportunity Ark's $860 billion forecast is divided into three parts: $160 billion for food delivery, $280 billion for parcel delivery, and $420 billion for larger freight that would be delivered by autonomous trucks. Serve started with food delivery robots that navigate on sidewalks autonomously, but the company is moving into drones and other last-mile solutions that could eventually expand its reach into parcels. Serve's latest Gen3 robots run on Nvidia's Jetson Orin platform, which provides the computing power they need to operate autonomously. Those Gen3 robots operate with level 4 autonomy, meaning they can safely travel on sidewalks within designated areas without any human intervention. To capture the forecast $160 billion opportunity in autonomous food delivery by 2030 could require millions of robots operating all over the world. The 2,000 new Gen3 models that Serve will deploy this year under its deal with Uber Eats will help validate its business model and pave the way for a larger rollout. Around 250 hit the streets during the first quarter of 2025, with 700 more expected to be in use by the end of the third quarter, and the remainder coming online before the end of the year. The new robots enabled Serve to expand its service into Miami and Dallas earlier this year. In June, the company also started operating in Atlanta. Serve's revenue could soar, but it's losing truckloads of money Serve's revenue stream is quite lumpy right now, which is typical for a company in the scale-up phase. In the first quarter, revenue plunged by 53% year over year to $440,465. However, that decline was entirely due to the fact that the comparison was being made against a year-ago period during which its revenue was inflated by a one-off licensing payment of $850,000 from its manufacturing partner, Magna International. Moreover, Serve's first-quarter revenue was up by a whopping 150% from its result three months earlier (which wasn't distorted by unusual payments). This suggests there is some genuine momentum building in its delivery business. In fact, Wall Street's consensus estimate (provided by Yahoo! Finance) suggests Serve's 2025 revenue could come in at $6.8 million, which would be a 275% jump compared to 2024. Then in 2026, analysts believe Serve's revenue will surge by another 648% to $50.6 million as more of its robots go into service. But there's a glaring problem: Scaling an autonomous robotics business isn't cheap. Serve lost $13.2 million during the first quarter of 2025 alone, putting the company on track to exceed its 2024 net loss of $39.2 million by a wide margin. Even if Serve does deliver $6.8 million in revenue this year, that won't be anywhere near enough to offset the amount it's spending on line items like research and development. The company has around $197 million in cash on its balance sheet, so it can afford to lose money at its current pace for at least a couple more years, but it will have to chart a path to profitability soon. If it doesn't, it might need to raise capital again, which would dilute existing investors and dent their potential returns. Serve stock isn't cheap, but should investors buy it anyway? Serve stock trades at a sky-high price-to-sales (P/S) ratio of 368 as of July 15, which makes it a staggering 13 times more expensive by that metric than Nvidia. I'm going to be completely frank: Serve stock doesn't deserve to be trading at such a hefty premium, so it's difficult to make the case for buying it right now. However, the stock looks a little more reasonable if we value it based on its expected future revenue. If we assume the company will bring in $6.8 million this year as Wall Street expects, that gives the stock a forward P/S ratio of 89.6 -- still expensive, but a little less ludicrous. If we base its valuation on Wall Street's 2026 revenue forecast of $50.6 million, that places its stock at a 1-year forward P/S ratio of 12, which might even be considered cheap for a company growing this quickly. But it's impossible to know whether Serve can deliver as much revenue over the next couple of years as Wall Street expects. Therefore, short- to medium-term investors should probably proceed with caution. However, if Ark's 2030 forecasts for the autonomous logistics industry prove accurate, then investors who are willing to buy Serve stock today and hold onto it for at least the next five years or so could do well, despite its eye-watering valuation right now. Should you invest $1,000 in Serve Robotics right now? Before you buy stock in Serve Robotics, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Serve Robotics wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $679,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,308!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia, Serve Robotics, and Uber Technologies. The Motley Fool recommends Magna International. The Motley Fool has a disclosure policy. An $860 Billion Opportunity: Is Serve Robotics Stock a Buy Based on This Forecast by Cathie Wood's Ark Invest? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
From Airfield to Battlefield and Beyond: Cvi Launches the MNG-4 NitroGen RS, Mobile Nitrogen Generator
BEND, Ore., June 17, 2025 /PRNewswire/ -- Cv International Introducing the MNG-4 NitroGen RS (Rapid Serve), a next-generation mobile nitrogen system built for mobility, durability and speed. With rapid-fill capability from 13 -15 SCFM and up to 5000 PSI, the Rapid Serve system delivers high-purity nitrogen exactly when and where it's needed, cutting downtime and boosting mission readiness. Whether you're servicing aircraft struts, filling cylinders, or purging systems, the MNG-4's high-output generation and on-the-spot delivery redefine what fast, efficient nitrogen service looks like in the field. The MNG-4 NitroGen RS features a hybrid power supply capable of running on 480V at 60Hz, 400V at 50Hz, or Final Tier 4 diesel, making it adaptable across global power standards and remote deployments. Its multi-fuel capability, supported by national security exemptions, ensures mission continuity wherever it's deployed. For added versatility, the MNG-4 also offers an option to integrate with the NBSS-3 Nitrogen Backpack System, providing both high and low pressure nitrogen delivery in a compact, portable format ideal for field operations. "The MNG-4 was shaped by the real-world demands of field operators and mission planners," said Tim Kemper, Director of Engineering at Cv International. "It's built to perform where others can't, delivering high-purity nitrogen with absolute reliability in extreme temperatures, rugged terrain, and at altitude." MNG-4 NitroGen RS Key Performance Features Delivers 13–15 SCFM at 0–600 PSI and 0–5000 PSI 99.5% purity compliant with A-A-5903 Type I, Class 1, Grade B 1140 cubic feet @ 5000 PSI output Operates efficiently at altitudes up to 10,000 ft and in temperatures from 0°F to 120°F Bottle Safety Fill Station and integrated tool air supply Continuous 24-hour runtime on a single fuel tank MNG-4 NitroGen RS Strategic Integration Built for seamless integration, the MNG-4 NitroGen RS works in concert with Cvi's full suite of nitrogen servicing tools, including the J-108 Nitrogen Trailer, CFK Remote Bottle Fill Stations, NDSK Nitrogen Cart, NBSS Nitrogen Backpack, and MNU Nitrogen Servicing Unit. The MNG-4 provides reliable, high-purity nitrogen for a broad range of applications, from aviation maintenance to industrial purging and inerting, making it an essential asset for critical field operations. The MNG-4 is on track to enter full production by early 2026. For more information about Cv International and its line of nitrogen related products, visit For further details or media inquiries, please contact: George DarcyChief Marketing Officergdarcy@ About Cv International:For over 40 years, Cv International has been a leader in delivering high-performance nitrogen systems, contaminated fuel detectors, cryogenic samplers, and advanced maintenance solutions for industries such as Wind Energy, Aviation, Utilities, Hydro Electric, and Oil & Gas. Headquartered in Bend, Oregon, Cv International is a Veteran-Owned Small Business (VOSB) committed to innovation and sustainability. Visit us at View original content to download multimedia: SOURCE Cv International
