Serve Robotics Grew Its Second-Quarter Revenue by 400%, but This Shocking News Sent Its Stock Plunging

Impact · against what's priced in

Serve Robotics faces a significant valuation reset as it slashed its 2026 revenue guidance from $26 million to $9-$10 million due to weak Uber Eats volumes. This exposes a precarious dependency on a single partner that outweighs recent inorganic growth from the Diligent acquisition. Nvidia and Uber face negligible impact given the scale of their operations relative to Serve's revenue.

SERV−0.80

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