Market Cap
$403.2M
SERV
Serve Robotics Inc. /DE/
$4.60 ▼ -3.16%
Prev close $4.75Market cap$403.2M
ConsensusStrong Buy
12-mo target$12.14 (+163.7%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)21 New Institutional Positions12 Institutional Exits Robotics & Automation
Snapshot
The big-picture read on SERV right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$244.8M
Inst. Activity
21 buys / 12 sells
Insider Activity
$0.00 buy / $2.1M sell
Insider Net $
-$2.1M
Social Sentiment
37° Cool
SEC Reports
18
Press Releases
3
Price chart 30d -5.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 19, 2026 SEC Short Volume: SERV — 62.8% short (0.6M / 0.9M)
Short: 587,259 | Exempt: 11,833 | TRF Vol: 934,793 | Short Ratio: 62.8% | Off-exchange volume (dark
Three top executives at Serve Robotics (CEO, CFO, President/COO) collectively sold $316K in open-market shares over a 7-
CLUSTER — Impact 4/10
Aug 19, 2026 Insider
Read Brian sold 9,700 shares
Chief Financial Officer @ $4.80 ($46.6K)
Aug 18, 2026 Insider
Kashani Ali sold 45,158 shares
Chief Executive Officer @ $4.56 ($205.9K)
Aug 18, 2026 Insider
Aug 17, 2026 SEC Parang Touraj sold 18,183 shares
President & COO @ $4.53 ($82.4K)
Serve Robotics filed an 8-K disclosing both a new partnership with Grubhub/Wonder and expansion into new markets, but al
8-K — Impact 6/10
Serve Robotics reported Q2 2026 revenue of $3.2M (+404% YoY, +9% sequential) but GAAP EPS of -$0.80, a 10.2% miss vs con
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
2,456,658 shares ($16.2M)
Analyst ratings buy % -6.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 14, 2026 | Freedom Broker | UPGRADE | Buy | 66% |
| Aug 10, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 13, 2026 | Ladenburg Thalmann | MAINTAIN | Buy | 45% |
| May 13, 2026 | Freedom Broker | DOWNGRADE | Hold | 66% |
| Apr 20, 2026 | Guggenheim | INITIATE | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 6 | 7 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 6 | 7 | 2 | 0 | 0 | 87% | |
| Jun 1, 2026 | 6 | 7 | 2 | 0 | 0 | 87% | |
| May 1, 2026 | 6 | 8 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% |
Price targets
Where 7 covering analysts think SERV trades over the next 12 months.
$12.14 +163.7% upside Strong Buy
Current$4.61 Low$7.00 Median$10.00 High$22.00 7 analysts
$7.00$22.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
37°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
18 SEC filing reports analyzed · 2 bullish, 7 bearish, 1 mixed, 8 neutral · avg impact 4.6/10.Plus 3 press releases.
BEARISHCLUSTER4/10
Three top executives at Serve Robotics (CEO, CFO, President/COO) collectively sold $316K in open-mar
Aug 19, 2026
BEARISH8-K6/10
Serve Robotics filed an 8-K disclosing both a new partnership with Grubhub/Wonder and expansion into
Aug 17, 2026
BEARISHPRESS-RELEASE7/10
Serve Robotics reported Q2 2026 revenue of $3.2M (+404% YoY, +9% sequential) but GAAP EPS of -$0.80,
Aug 6, 2026
BULLISHINST-CLUSTER4/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, T. Rowe Pric
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SERV — 62.8% short (0.6M / 0.9M)
Short: 587,259 | Exempt: 11,833 | TRF Vol: 934,793 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SERV — 59.1% short (0.8M / 1.4M)
Short: 831,652 | Exempt: 3,384 | TRF Vol: 1,408,210 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SERV — 60.3% short (0.6M / 1.0M)
Short: 618,928 | Exempt: 5,399 | TRF Vol: 1,025,734 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: SERV — 59.5% short (0.6M / 1.0M)
Short: 611,526 | Exempt: 2,735 | TRF Vol: 1,027,615 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: SERV — 59.5% short (1.1M / 1.8M)
Short: 1,095,270 | Exempt: 8,502 | TRF Vol: 1,841,186 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.54 | $-0.54–$-0.54 | -35.0% | +3.6% | 1↑ 2↓ | $0.0B | 1 |
| Next Q | $-0.48 | $-0.48–$-0.48 | -41.2% | +11.9% | 1↑ 2↓ | $0.0B | 1 |
| Current FY | $-2.11 | $-2.11–$-2.11 | -80.3% | +4.7% | 1↑ 2↓ | $0.0B | 1 |
| Next FY | $-1.75 | $-1.77–$-1.74 | 16.8% | +2.5% | 1↑ 2↓ | $0.0B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.540 | — |
| 7d ago | $-0.560 | +0.020 |
| 30d ago | $-0.560 | +0.020 |
| 60d ago | $-0.560 | +0.020 |
| 90d ago | $-0.490 | -0.050 |
Institutional ownership
Which big funds own SERV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $244.8M total value (37,308,589 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 21 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,040,854 | $39.7M | 16.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,931,905 | $19.3M | 7.9% | — |
| STATE STREET CORP | 2,456,658 | $16.2M | 6.6% | ADD +90.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,813,000 | $11.9M | 4.9% | ADD +84.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,755,095 | $11.6M | 4.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,541,027 | $10.1M | 4.1% | ADD +84.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,522,616 | $10.0M | 4.1% | ADD +28.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,509,900 | $9.9M | 4.1% | ADD +84.6% |
| CITADEL ADVISORS LLC | 1,489,700 | $9.8M | 4.0% | TRIM -30.7% |
| Legal & General Group Plc | 1,371,454 | $8.4M | 3.4% | ADD +31.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 1,287,944 | 2,456,658 | +90.7% | $16.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 834,878 | 1,541,027 | +84.6% | $10.1M |
| UBS Group AG | ADD | 481,818 | 695,130 | +44.3% | $4.6M |
| CITADEL ADVISORS LLC | TRIM | 516,886 | 358,163 | -30.7% | $2.4M |
| Bank of New York Mellon Corp | ADD | 179,781 | 233,084 | +29.6% | $1.5M |
| Daiwa Securities Group Inc. | DOUBLED | 33,400 | 214,500 | +542.2% | $1.4M |
| GROUP ONE TRADING LLC | DOUBLED | 57,870 | 177,644 | +207.0% | $1.2M |
| JPMORGAN CHASE & CO | DOUBLED | 46,331 | 156,229 | +237.2% | $992.1K |
| WELLS FARGO & COMPANY/MN | ADD | 70,589 | 123,162 | +74.5% | $810.4K |
| CITIGROUP INC | ADD | 66,140 | 102,324 | +54.7% | $673.3K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 45 transactions. Net -$2.1M — $0.00 bought, $2.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Read Brian | Chief Financial Officer | SELL | 9,700 | $4.80 | $46.6K |
| Aug 18, 2026 | Kashani Ali | Chief Executive Officer | SELL | 45,158 | $4.56 | $205.9K |
| Aug 18, 2026 | Parang Touraj | President & COO | SELL | 18,183 | $4.53 | $82.4K |
| Aug 18, 2026 | Read Brian | Chief Financial Officer | SELL | 6,129 | $4.56 | $27.9K |
| Aug 18, 2026 | Parang Touraj | President & COO | SELL | 19,810 | $4.56 | $90.3K |
| Aug 17, 2026 | Read Brian | Chief Financial Officer | SELL | 25,240 | $5.24 | $132.3K |
| Jun 22, 2026 | Lieber Andreas | Director | AWARD | 20,000 | — | — |
| Jun 17, 2026 | Goldberg David Michael | Director | AWARD | 20,000 | — | — |
| Jun 17, 2026 | Vincent Olivier | Director | AWARD | 20,000 | — | — |
| Jun 17, 2026 | Sarafan Lily | Director | AWARD | 20,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SERV.
Shares short
32,083,311
Settlement Sep 15, 2026
Change vs prior
+4.7%
Semi-monthly cycle
Days to cover
11.4
At avg daily volume
Of shares outstanding
≈37.0%
Estimate — not % of float
All SERV filing & press-release reports (21)
- CLUSTER reportAug 19, 2026
- 8-K reportAug 17, 2026
- PRESS-RELEASE reportAug 6, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- EFFECT reportMay 15, 2026
- 424B5 reportMay 14, 2026
- S-3 reportMay 11, 2026
- 8-K reportMay 11, 2026
- CLUSTER reportMay 8, 2026
- 8-K reportMay 7, 2026
- PRESS-RELEASE reportMay 7, 2026
- DEFA14A reportApr 24, 2026
- PRESS-RELEASE reportApr 21, 2026
- 144 reportApr 8, 2026
- CLUSTER reportMar 16, 2026
- PRESS-RELEASE reportMar 11, 2026
- PRESS-RELEASE reportMar 11, 2026
- PRESS-RELEASE reportMar 10, 2026
- CLUSTER reportMar 9, 2026
- INST-CLUSTER reportFeb 28, 2026