Serve Robotics' stock plunged after Nvidia sold its stake in the company at the end of 2024, but the company has an enormous long-term opportunity.Nvidia (NVDA 0.41%) was valued at $360 billion at the start of 2023, but it has added almost $4 trillion to its market capitalization since then, thanks to surging demand for its artificial intelligence (AI) chips. The company is now spreading some of its wealth by investing in other AI enterprises. For instance, just last week, CEO Jensen Huang announced plans t ...

Nvidia's (NVDA) recent multi-billion dollar investment into OpenAI has pushed AI-based companies further into the spotlight, giving peers BigBear.ai Holdings (NYSE:BBAI) and SoundHound AI Inc (NASDAQ:SOUN) a boost. Though Serve Robotics (NASDAQ:SERV) isn't faring as well today, it's worth noting that all three have short squeeze potential. BBAI is capitalizing on the momentum, up 11.7% to trade at $7.90 at last glance. The stock earlier touched a three-month high of $8.48 and has surged 55.8% so far in Sept ...

The company puts this service into play for customers in the defense sector, the intelligence community and commercial businesses, too. BigBear.ai’s customers rely on the firm for predictive analytics that can be used to clarify complex environments while keeping a focus on the mission at hand. The company’s services have supported, and continue to support, a wide array of critical operations, including global supply chain optimization and cybersecurity, and have even found applications in such disparate fi ...

Serve Robotics Inc. (NASDAQ:SERV) is one of the best small cap AI stocks to invest in according to hedge funds. On September 9, Serve Robotics announced the acquisition of the assets of Phantom Auto Inc. and its subsidiary, Voysys AB, for a cash consideration of ~$5.75 million. The acquisition was completed earlier in the year and enhances Serve’s technology stack for its quickly expanding fleet of autonomous delivery robots. Voysys AB is headquartered in Norrköping, Sweden, and was founded in 2014. It’s ...

Welcome back to Market on Close. I'm Marley Caden here in our Chicago headquarters. Shares of Serve Robotics are on the move higher today, up about 7 and a half% right now and have gained 12% in September so far.The move higher comes after the company's integrated Voices technology into its autonomy platform offering. Joining me now to discuss what this means for the company and more is Ali Kashani, the CEO and co-founder of Serve Robotics. Ali, thanks for being with us today.you know, first could you just ...

股价表现 - Serve Robotics股价连续两日上涨 今日涨幅达93% 昨日涨幅68% [1][3] - 特斯拉股价同时段上涨54% 量子计算类股票出现双位数涨幅 [3] 行业驱动因素 - 特斯拉CEO埃隆·马斯克宣称公司80%价值将来自Optimus自主机器人 [5] - 新兴科技板块受热捧 包括量子计算 eVTOL飞行器和固态电池等领域 [2] - 投资者正寻找机器人领域初创企业 Serve Robotics被视为合适标的 [2] 公司运营状况 - 最新季度营收642,000美元 同比增长37% [6] - 净亏损扩大至2090万美元 同比增幅超一倍 [6] - 与Uber Eats保持紧密合作 提供餐饮配送服务 [5] - 目前市值低于10亿美元 仍处于发展初期阶段 [6] 市场关注点 - 无公司特定消息面推动 涨势源于新兴科技股整体热情 [7] - 季度营收仍低于100万美元 基本面支撑相对薄弱 [6][7]

Voysys’ platform-agnostic video streaming and data connectivity strengthens Serve’s technology stack and provides enhanced connection reliability at scaleVoysys will continue to operate as a standalone entity to support new and existing customers SAN FRANCISCO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (Nasdaq: SERV), a leading autonomous sidewalk delivery company (“Serve”), today announced its acquisition earlier this year of the assets of Phantom Auto Inc. and its subsidiary, Voysys AB, a Swe ...

股价表现与评级事件 - 股价在截至周五上午的一周内上涨15.7% 受Wedbush证券首次覆盖报告推动 [2] - 分析师Dan Ives给予"跑赢大盘"评级及15美元目标价 较当前股价存在33%溢价空间 [2] 业务模式与市场定位 - 公司专注于人工智能驱动的最后一英里机器人配送服务 解决住宅配送成本高和效率低的问题 [3] - 已与Uber Eats达成商业合作 体现其物流与商业模式的合理性 [3] - 当前缺乏像特斯拉在机器人出租车领域的市场主导地位 面临行业竞争压力 [5] 扩张计划与实施进展 - 服务已在洛杉矶、迈阿密、达拉斯和亚特兰大启动 计划扩展至芝加哥市场 [4] - 预计到2023年底实现2000台机器人的运营规模 [4] 财务增长预期 - 华尔街共识预测2026年收入将增长3500万美元 2027年再增长7100万美元 [5] - 增长动力主要来自业务规模扩张 但竞争可能对未来利润率提升形成压力 [5]

核心观点 - 文章重点讨论如何通过识别市场错误定价来配置被低估股票的投资策略 [1] 免责声明与披露信息 - 分析师声明未持有任何提及公司的股票、期权或衍生品头寸 且未来72小时内无相关交易计划 [2] - 明确表示文章内容仅代表分析师个人观点 未获得除Seeking Alpha外任何形式的补偿 [2] - 强调信息仅供参考 不构成证券买卖邀约 建议投资者自行研究或咨询专业顾问 [3] - 声明Seeking Alpha非持牌证券交易商、经纪商或投资顾问 分析师团队包含未获专业资质认证人士 [4] - 提示投资存在本金损失风险 过往业绩不预示未来结果 [3][4]

评级与目标价 - Wedbush Securities首予Serve Robotics跑赢大盘评级 目标价15美元 [1] 公司业务模式 - 公司建立开创性自主配送平台 利用人工智能驱动最后一公里配送车辆日益普及趋势 [1] - 平台使机器人车队安全行驶于城市街道及人行道 提供可靠非接触式服务且无需用户技术知识 [1] - 与主要行业参与者及商家平台密切合作 定制部署方案并优化工作流程 [1] - 构建多条收入渠道包括配送 软件服务和广告 为实现稳定营收增长提供多种途径 [1] - 充分利用企业对商业行业自动化日益增长的需求 [1] 扩张计划 - 计划2025年底将自动机器人车队规模扩大至2000台 [1] - 建立新合作伙伴关系 在监管环境有利的其他城市开展业务运营 [1] - 将机器人数量扩展至多个城市达2000台 业务拓展至拥有强大城市影响力和有利法规的新城市 [1] - 预计与美国范围内多家餐厅及企业建立战略合作伙伴关系 [1] 市场定位与行业趋势 - 市场地位将随自动化 运营效率和可持续配送解决方案需求增长而巩固 [1] - 各城市及企业正寻求采用可扩展且基于数据的方法现代化配送基础设施 [1] - 公司将成为下一波城市商业发展的关键推动者 [1]