Wall Street is closely monitoring Serve Robotics as the company deploys its 2,000 autonomous delivery robots. The age of robotics is upon us, and the market is scrutinizing players to identify those with a significant competitive edge. Enter Serve Robotics, whose partnership with NVIDIA and Uber Eats positions it prominently in the last-mile urban delivery space.

Serve Robotics is pioneering fourth-generation 4-wheeled robots that utilize AI for navigating dense cityscapes. These third-gen robots incorporate advanced sensing technology and ample onboard computing resources thanks to NVIDIA’s Jetson Orin module. In 2024, NVIDIA took a 10 percent stake in Serve Robotics, which significantly boosted the company’s stock price. However, NVIDIA divested its entire stake by Q4 of that year.

Serve Robotics is currently partnering with Uber Eats to provide autonomous food deliveries in cities like Los Angeles. In the second quarter of 2025, the company deployed 120 delivery robots, bringing its fleet strength to 400. Serve Robotics plans to expand its robot fleet by 400 percent, reaching 2,000 units by the end of 2025.

Wall Street is now paying close attention to this aggressive growth strategy. Wedbush has initiated coverage on Serve Robotics with a $15 stock price target, indicating a potential 35 percent increase from current levels. The firm highlights strength in Serve Robotics’ autonomous delivery platform linked to AI growth. Similarly, Cantor Fitzgerald reiterated its overweight rating on the company’s shares earlier in August, setting a $17 stock price target.

In Q2 2025, Serve Robotics generated $642,000 in revenue, marking an annual growth rate of 46 percent. The company boasts strong liquidity with approximately $183 million (as of the end of Q2), which has enabled its hyper-aggressive expansion efforts.

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Serve Robotics is exploring multiple revenue streams, including selling advertising space on its delivery robots. This allows advertisers to gain visibility as these robots become a common sight in urban areas. The company has a low-cost capital expenditure model, outsourcing robot manufacturing to Magna.

Cantor Fitzgerald expects the company to price its delivery services at a competitive sub-$8 per order point, allowing each robot to achieve break-even within less than two years.