How Serve Robotics (SERV) Is Expanding Its Physical AI Story

Serve Robotics Inc. (NASDAQ:SERV) is one of the best “moonshot” tech stocks to buy according to short sellers. The stock’s latest publicly reported short interest stood at 29.11% of float as of April 30, 2026, according to MarketBeat. Serve’s moonshot case strengthened on May 7, when the company reported first-quarter revenue of $3.0 million, up…


How Serve Robotics (SERV) Is Expanding Its Physical AI Story

Serve Robotics Inc. (NASDAQ:SERV) is one of the best “moonshot” tech stocks to buy according to short sellers. The stock’s latest publicly reported short interest stood at 29.11% of float as of April 30, 2026, according to MarketBeat.

Serve’s moonshot case strengthened on May 7, when the company reported first-quarter revenue of $3.0 million, up 238% sequentially and 578% year-over-year. The company said it operated across sidewalk delivery and healthcare robotics in the quarter after acquiring Diligent Robotics, expanding its footprint to 44 cities across 14 states. Serve also had about 2,000 robots deployed, with software services contributing about one-third of Q1 revenue and recurring revenue making up just under half of total revenue.

How Serve Robotics (SERV) Is Expanding Its Physical AI Story
How Serve Robotics (SERV) Is Expanding Its Physical AI Story

Image by drobotdean on Freepik

That puts SERV squarely in the physical AI bucket. The company is trying to build a broader autonomy platform across outdoor delivery robots and indoor hospital robots, not just a cute sidewalk bot that brings burritos like a tiny wheeled intern. Short sellers still have a clear case. Serve reaffirmed 2026 revenue guidance of about $26 million, but its Q1 net loss was $49.0 million, adjusted EBITDA loss was $36.3 million, and net cash used in operating activities was $41.4 million. In other words, the revenue ramp is real, but the burn rate is still doing parkour through the income statement.

Serve Robotics Inc. (NASDAQ:SERV) designs and operates autonomous robots for sidewalk delivery and indoor service environments, including hospital delivery robots through Diligent Robotics, combining robotics hardware, autonomy software, fleet operations, and related services.

While we acknowledge the potential of SERV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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