your badges 52W Range $4–$19 3% of range Analyst Rating BUY 15 analysts Price Target $12 +163% upside P/E -1.9 ROE -64.6% Net Profit Margin -2316.0%

SERV Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $4.62
Market Cap (MRQ) $399M
P/E (TTM) -1.9
EPS (TTM) $-2.49
Revenue (TTM) $8M
ROE (TTM) -64.6%
52W Range $4–$19

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04
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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$3M
2022-12-31 → 2025-12-31
EPS$-1.63
2021-12-31 → 2025-12-31
Free Cash Flow$-118M
2023-12-31 → 2025-12-31
Net margin-2316.0%
2023-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SERV 5Y avg Peer Median Verdict
P/E (TTM) -1.9 · · ·
P/S (TTM) 51.2 · 1.1 Overvalued
P/B (MRQ) 1.1 · · ·
Price / FCF (TTM) -2.4 · · ·
Price / Cash Flow (TTM) -2.9 · · ·
Price / Tangible Book (MRQ) 1.3 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -21.5%
Next Report Nov 10, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 18, 2026 $-0.80 $-0.70 -14.6%
March 31, 2026 May 20, 2026 $-0.65 $-0.59 -11.1%
Dec. 31, 2025 $-0.45 $-0.54 16.8%
Sept. 30, 2025 $-0.51 $-0.31 -63.0%
June 30, 2025 $-0.32 $-0.22 -47.1%
March 31, 2025 $-0.23 $-0.21 -10.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 18
Metric Trend 2025202420232022
Revenue $3M$2M$207.5K$107.8K
Cost of Revenue $18M$2M$2M$1M
Gross Profit $-15M$-75.0K$-2M$-1M
R&D Expense $45M$24M$10M$14M
SG&A Expense $37M$10M$5M$4M
Operating Expenses $97M$38M$19M$20M
Operating Income $-113M$-38M$-21M$-21M
Interest Expense ··$2M$636.3K
Interest Income $7M$1M··
Other Non-op $91.0K$0$-4M$-902.1K
Pretax Income $-105M$-39M··
Income Tax $-4M$0$0·
Net Income $-101M$-39M$-25M$-22M
EPS (Basic) $-1.63$-1.07$-1.75$-3.17
EPS (Diluted) $-1.63$-1.07$-1.75$-3.17
Shares (Basic) 62,284,44936,658,83414,204,0786,896,769
Shares (Diluted) 62,284,44936,658,83414,204,0786,896,769
EBITDA $-105M·$-21M$-51.4K
Balance Sheet 28
Metric Trend 2025202420232022
Cash & Equivalents $106M$123M$6.8K$3M
Receivables $851.0K$87.0K$3.0K$23.7K
Inventory $0$310.0K$774.3K$618.3K
Prepaid Expense $6M$1M$677.0K$81.3K
Other Current Assets $77.0K$0··
Current Assets $241M$125M$1M$3M
PP&E (Net) $47M$12M$48.4K$3M
PP&E (Gross) $53M$15M$2M$4M
Accum. Depreciation $6M$3M$2M$430.6K
Goodwill $16M$0··
Intangibles $31M$0··
Other Non-current Assets $1M$578.0K··
Total Assets $368M$140M$3M$9M
Accounts Payable $5M$5M$2M$162.0K
Accrued Liabilities $6M$655.0K$255.8K$37.4K
Short-term Debt ··$1M$1M
Current Liabilities $13M$7M$6M$4M
Capital Leases $3M$1M$211.2K$708.1K
Deferred Tax $255.0K$0··
Total Liabilities $17M$8M$7M$21M
Total Debt ··$1M$114.0K
Common Stock $7.0K$5.0K$2.5K$683
Paid-in Capital $559M$239M$64M$31M
Retained Earnings $-209M$-108M$-68M$-44M
AOCI $138.0K$0··
Stockholders' Equity $351M$132M$-4M$-12M
Liabilities + Equity $368M$140M$3M$9M
Shares Outstanding 74,734,94951,288,56624,508,7956,826,352
Cash Flow 14
Metric Trend 2025202420232022
D&A $8M$310.0K··
Stock-based Comp $21M$15M$544.4K$195.1K
Deferred Tax $-5M$0··
Amort. of Intangibles $2M$0··
Other Non-cash $-4M···
Operating Cash Flow $-80M$-22M$-16M$-21M
CapEx $37M$10M$4.9K$4M
Investing Cash Flow $-198M$-10M$-4.9K$-4M
Stock Issued $171M$36M$10M·
Net Stock Activity $171M···
Financing Cash Flow $261M$155M$13M$20M
Net Change in Cash $-17M$123M··
Taxes Paid $0$0$0·
Free Cash Flow $-118M·$-16M·
Profitability 8
Metric Trend 2025202420232022
Gross Margin -580.2%·-733.7%·
Operating Margin -4253.8%·-9987.0%·
Net Margin -3823.5%·-11955.8%·
Pretax Margin -3961.4%···
EBITDA Margin -3944.0%·-9987.0%·
ROA -40.0%·-437.3%-14108.2%
ROE -36.3%·2981.3%2.0%
ROIC -31.0%···
Liquidity & Solvency 4
Metric Trend 2025202420232022
Current Ratio 18.1·0.20.0
Quick Ratio 8.1·0.00.0
Debt / Equity ··-0.2-0.9
Interest Coverage ··-9.2·
Efficiency 3
Metric Trend 2025202420232022
Asset Turnover 0.0·0.0·
Inventory Turnover 116.3·2.5·
Receivables Turnover 5.7·15.6·
Per Share 5
Metric Trend 2025202420232022
Book Value / Share $4.69·$-0.16$-0.02
Revenue / Share $0.04·$0.01·
Cash Flow / Share $-1.29·$-1.12$-0.01
Cash / Share $1.42·$0.00$0.00
EPS (TTM) $-1.63$-1.07$-1.75$-3.17
Growth Rates 2
Metric Trend 2025202420232022
Revenue YoY 46.2%773.5%92.5%·
Revenue CAGR 3Y 190.8%···
Valuation (TTM) 10
Metric Trend 2025202420232022
Revenue TTM $3M$2M$207.5K$107.8K
Net Income TTM $-101M$-39M$-25M$-22M
Market Cap $776M···
P/E -6.4-12.6··
P/S 292.6···
P/B 2.2···
P / Tangible Book 2.65.3··
P / Cash Flow -9.7···
P / FCF -6.6···
Earnings Yield -15.7%-7.9%··

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $3M $2M $207.5K $107.8K ·
Gross Margin % -580.2% · -733.7% · ·
Operating Margin % -4253.8% · -9987.0% · ·
Net Income $-101M $-39M $-25M $-22M $-54.6K
Diluted EPS $-1.63 $-1.07 $-1.75 $-3.17 $-0.01

Institutional owners (13F) 230 filers · $317.2M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 230
Value held $317.2M
New positions 59
Exited positions 47
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
59 (+3 vs prior Q) 47 (+16 vs prior Q) 85 (+6 vs prior Q) 37 (-10 vs prior Q) +4.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $39,748,822 6,040,854 12.53% Shares
VANGUARD GROUP INC $37,429,355 3,605,911 11.80% Shares
VANGUARD CAPITAL MANAGEMENT LLC $19,291,935 2,931,905 6.08% Shares
STATE STREET CORP $16,164,810 2,456,658 5.10% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,929,540 1,813,000 3.76% Call option
GEODE CAPITAL MANAGEMENT, LLC $11,551,125 1,755,095 3.64% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10,139,958 1,541,027 3.20% Shares
EXCHANGE TRADED CONCEPTS, LLC $10,018,813 1,522,616 3.16% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9,935,142 1,509,900 3.13% Put option
CITADEL ADVISORS LLC $9,802,226 1,489,700 3.09% Put option
Legal & General Group Plc $8,410,262 1,371,454 2.65% Shares
FIRST TRUST ADVISORS LP $7,683,525 1,167,709 2.42% Shares
CITADEL ADVISORS LLC $6,451,690 980,500 2.03% Call option
JANE STREET GROUP, LLC $5,958,190 905,500 1.88% Call option
MORGAN STANLEY $5,641,153 857,318 1.78% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $5,327,758 815,926 1.68% Shares
CAPTRUST FINANCIAL ADVISORS $5,188,103 788,465 1.64% Shares
UBS Group AG $4,573,955 695,130 1.44% Shares
WOLVERINE TRADING, LLC $4,202,792 358,600 1.33% Call option
Nuveen, LLC $4,045,990 614,892 1.28% Shares
NORTHERN TRUST CORP $3,989,934 606,373 1.26% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,317,978 504,252 1.05% Shares
JANE STREET GROUP, LLC $3,278,156 498,200 1.03% Put option
VANGUARD PORTFOLIO MANAGEMENT LLC $3,182,220 483,620 1.00% Shares
VANGUARD FIDUCIARY TRUST CO $2,784,301 423,146 0.88% Shares
WOLVERINE TRADING, LLC $2,779,984 237,200 0.88% Put option
Walleye Trading LLC $2,411,570 366,500 0.76% Put option
Clear Street Group Inc. $2,394,462 363,900 0.75% Call option
CITADEL ADVISORS LLC $2,356,713 358,163 0.74% Shares
Walleye Trading LLC $2,231,278 339,100 0.70% Call option
LPL Financial LLC $1,848,954 280,996 0.58% Shares
TUDOR INVESTMENT CORP ET AL $1,792,708 272,448 0.57% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,788,319 271,781 0.56% Shares
ExodusPoint Capital Management, LP $1,754,840 266,693 0.55% Shares
DIMENSIONAL FUND ADVISORS LP $1,748,786 265,773 0.55% Shares
IMC-Chicago, LLC $1,656,726 251,782 0.52% Shares
XTX Topco Ltd $1,594,104 242,265 0.50% Shares
Themes Management Co LLC $1,562,947 237,530 0.49% Shares
Bank of New York Mellon Corp $1,533,693 233,084 0.48% Shares
Daiwa Securities Group Inc. $1,411,410 214,500 0.45% Shares
Daiwa Securities Group Inc. $1,411,410 214,500 0.45% Put option
GROUP ONE TRADING LLC $1,168,898 177,644 0.37% Shares
GOLDMAN SACHS GROUP INC $1,151,658 175,024 0.36% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,148,700 174,574 0.36% Shares
DNB Asset Management AS $1,067,441 162,225 0.34% Shares
Crawford Fund Management, LLC $1,052,800 160,000 0.33% Put option
JPMORGAN CHASE & CO $992,055 156,229 0.31% Shares
BANK OF AMERICA CORP /DE/ $955,001 145,137 0.30% Shares
SIMPLEX TRADING, LLC $901,492 137,005 0.28% Shares
MILLENNIUM MANAGEMENT LLC $873,653 132,774 0.28% Shares

Show all 230 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Uber Technologies, Inc. Sept. 23, 2025 3.36% Amendment · SEC
Uber Technologies, Inc. (2) May 8, 2024 · Initial filing Passive investment SEC
Ali Kashani Aug. 10, 2023 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 16 insiders · 7 officers · 8 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Ali Kashani Chief Executive Officer Aug. 18, 2026 S 3,232,933 0 13 $-1,852,760
Brian Read Chief Financial Officer Aug. 19, 2026 S 276,002 0 23 $-658,451
April Pannell Chief Financial Officer July 31, 2023 A · 0 0 $0
Touraj Parang President & COO Aug. 18, 2026 S 1,260,251 0 15 $-912,925
Anthony Armenta Chief Software & Data Officer March 13, 2026 S 540,919 0 7 $-714,575
Euan Abraham Chief Hardware & Mftg Offcr March 10, 2026 S 235,647 0 9 $-638,788
Evan Dunn General Counsel March 6, 2026 S 202,294 0 8 $-397,405
Andreas Lieber Director June 22, 2026 A 20,000 0 0 $0
David Michael Goldberg Director June 17, 2026 A 55,125 0 1 $-76,320
Olivier Vincent Director June 17, 2026 A 49,928 0 0 $0
Lily Sarafan Director June 17, 2026 A 78,402 0 0 $0
James Buckly Jordan Director Dec. 6, 2024 S 409,118 0 0 $0
Ali Pourdad Director April 18, 2024 A 31,283 0 0 $0
NVIDIA CORP 10% owner April 22, 2024 J 3,727,033 0 0 $0
Ian Seth Jacobs · July 31, 2023 J 125,000 0 0 $0
Mark N. Tompkins · July 31, 2023 A 1,687,500 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 21 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ROBO · EXCHANGE TRADED CONCEPTS TRUST 0.38% 1,574,723 NS July 31, 2026 N-PORT
IDRV · iShares Trust 0.17% 55,451 SH Sept. 11, 2026 Daily
IWC · iShares Trust 0.07% 242,654 SH Sept. 11, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 45,194 SH Aug. 19, 2026 Daily
FDIS · FIDELITY COVINGTON TRUST 0.02% 60,796 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.01% 34,256 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.01% 1,872,374 SH Sept. 11, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 412,372 SH Aug. 19, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 21,037 SH Aug. 19, 2026 Daily
IWO · iShares Trust 0.01% 213,763 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.00% 2,456 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 8,446 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 102,827 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.00% 53,027 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.00% 18,617 SH Sept. 3, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 7,209 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 14,732 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 703,782 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 2,163,769 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 5,017 SH Aug. 19, 2026 Daily
IWN · iShares Trust · 486,096 SH Sept. 11, 2026 Daily

SERV Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 15 analysts BUY
Median target $10.00 +116.7%
6 40.0% Strong Buy
7 46.7% Buy
2 13.3% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

7 analysts · 2026-09-29

Mean target $12.14 +163.1%

← Below all targets Current price $4.62
Low$7.00 Mean$12.14 High$22.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SERV $776M -6.4 46.2% -3823.5% -36.3% -580.2%
KRUS · -530.0 18.9% -0.67% -0.83% ·
DNUT $734M -1.4 -8.6% -33.9% -57.8% ·
LOCO $313M 11.6 3.6% 5.4% 9.4% ·
NATH · 20.8 9.4% · · ·
DIN $454M 30.7 8.2% 1.9% -7.0% 40.9%
BRCB · · 24.5% -0.03% 0.06% ·
PTLO · 17.4 3.0% 2.6% 4.5% ·
JACK $1.68B -4.8 -6.8% -5.5% 8.4% ·
RICK $265M 24.8 -5.5% 3.9% 4.1% ·
MCD · 25.6 3.7% 31.9% -376.3% ·

Latest News Recent headlines mentioning this company

23
NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend Yahoo Finance · 2 months ago Why Serve Robotics (SERV) Is Emerging as a Physical AI Growth Story Yahoo Finance · 4 months, 3 weeks ago Serve Robotics well-positioned to gain market share: Wedbush Yahoo Finance · 6 months, 1 week ago I Just Put More Than $10,000 Into These 3 Tech Stocks. Here's Why. Nasdaq · 6 months, 1 week ago A $450 Billion Opportunity: Is This Physical Artificial Intelligence (AI) Stock a Buy Right Now? Nasdaq · 6 months, 2 weeks ago

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26

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Source: SEC 10-Q filed Aug 6, 2026