A $450 Billion Opportunity: Is Serve Robotics Stock a Buy in 2026?
2026-01-16 06:30:00 ET
In 2020, ride-hailing and food delivery giant Uber Technologies acquired a company called Postmates, and in 2021, it spun Postmates' robotics division off as a separate company: Serve Robotics (NASDAQ: SERV) .
Serve has become a leading developer of autonomous last-mile logistics solutions, and it's currently building thousands of its latest Gen 3 robots -- small delivery systems that travel on sidewalks -- to deploy in the Uber Eats food delivery network. Citing an estimate by Cathie Wood's Ark Investment Management , Serve believes the largely untapped market for robotic and drone delivery could be worth a whopping $450 billion by 2030.
Serve stock declined by 23% last year, but it has already soared by 40% in the first few weeks of 2026. Now trading 8% above where it began 2025, is it still a buy?
NASDAQ: SERV
SERV Trading
5.28% G/L:
$9.76 Last:
2,010,052 Volume:
$9.62 Open:
