Added to YB: 2025-12-22
Pitch date: 2025-12-18
SERV [bearish]
Serve Robotics Inc.
-0.1%
current return
Author Info
The Bear Cave provides analysis, commentary, and curated links on the short world. Sign up for the newsletter.
Company Info
Serve Robotics Inc. designs, develops, and operates low-emission robots that serve people in public spaces for food delivery activity in the United States.
Market Cap
$710.8M
Pitch Price
$10.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.20
P/E
-6.62
EV/Sales
259.47
Sector
Hotels, Restaurants and Leisure
Category
N/A
Problems at Serve Robotics ($SERV)
SERV (short): Food delivery robots face poor economics, safety issues & fierce competition. Lost $80M on $2M revenue LTM. Robots disrupt sidewalks, run red lights, require manual collection nightly. High labor costs with $22/hr field ops roles. Waymo/autonomous cars pose existential threat via Uber/DoorDash partnerships.
Read full article (4 min)