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Serve Robotics raises 2026 revenue guidance to $12 million after Q3 revenue jumps 313%

🇺🇸 Serve Robotics Inc. /DE/ (SERV) · Thu 05 Nov 2026

The Nasdaq-listed sidewalk and hospital robot company also cut its non-GAAP operating expense outlook and launched a service offering its technology to other robot makers.

Serve Robotics reported results for the third quarter ended 30 September 2026 on 5 November. Revenue was $2.8 million, up 313% on the same period a year earlier.

The company raised its full-year 2026 revenue guidance to $12 million. It also lowered its guidance for non-GAAP operating expenses to $150 million.

Serve ended the quarter with $198.0 million in cash and marketable securities.

The company also announced Serve Physical AI Services, which offers its technology to other robot makers. The summary available to VigiEye gives no further detail on the offering, and the full results text was not available for this report.

What it means for your team

  • This is a corporate earnings update and contains no regulatory, pharmacovigilance or quality-specific information.
  • Teams assessing robotics suppliers for hospital logistics may note the company's reported cash position and revised guidance as part of general vendor due diligence.
  • Any use of the new Serve Physical AI Services offering in healthcare settings would need to be judged against the company's own detailed disclosures, which were not available for this report.

Company's press release (SEC filing): Serve Robotics Inc. /DE/ ↗

Article written by VigiEye from the official source (Serve Robotics Inc. /DE/). Claims are the company's own. AI-assisted; check the source before acting.

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