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Serve Robotics Teams with Uber for 2,000 Delivery Bots

11/25/2025

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Summary

Story summary

Serve Robotics, valued at $650 million, partners with Uber to deploy 2,000 Gen3 autonomous delivery robots by 2025 in a $450 billion last-mile market.
The company reported Q3 revenue of $687,000 and annual costs of $30.4 million, posting a net loss of $67.1 million for the year.
Analysts are optimistic, with six of seven recommending a buy, but caution remains due to a price-to-sales ratio of 245 and an unproven business model.

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Story summary

Serve Robotics, valued at $650 million, partners with Uber to deploy 2,000 Gen3 autonomous delivery robots by 2025 in a $450 billion last-mile market.
The company reported Q3 revenue of $687,000 and annual costs of $30.4 million, posting a net loss of $67.1 million for the year.
Analysts are optimistic, with six of seven recommending a buy, but caution remains due to a price-to-sales ratio of 245 and an unproven business model.