Serve Robotics Inc. (SERV) Posts Fourth Quarter Loss, Surpasses Revenue Projections

Serve Robotics Inc. Reports Quarterly Results

Serve Robotics Inc. (SERV) announced a quarterly loss of $0.46 per share, which was less than the anticipated loss of $0.49 per share according to Zacks Consensus Estimate. In comparison, the company reported a loss of $0.23 per share in the same period last year. The reported figures exclude one-time items.

This result marks a positive earnings surprise of 6.75%. In the previous quarter, Serve Robotics was expected to post a loss of $0.37 per share but actually reported a loss of $0.54, resulting in a negative surprise of 45.95%.

Over the past year, Serve Robotics has exceeded consensus earnings per share estimates in two out of four quarters.

For the quarter ending December 2025, the company, which operates in the Computers - IT Services sector, generated $0.88 million in revenue—16.51% higher than the consensus estimate. This is a significant increase from the $0.18 million reported a year earlier. Serve Robotics has surpassed revenue expectations three times in the last four quarters.

The direction of the company's stock price in the near term will likely be influenced by management's insights during the earnings call, as well as future earnings projections.

Since the start of the year, Serve Robotics shares have declined by approximately 6.8%, compared to a 0.9% drop in the S&P 500.

What Lies Ahead for Serve Robotics Inc.?

Although Serve Robotics Inc. has lagged behind the broader market this year, investors are now considering the company's future prospects.

While there is no definitive answer, one useful indicator for investors is the company's earnings outlook, which includes both current consensus estimates for upcoming quarters and any recent changes to those forecasts.

Studies have shown a strong link between short-term stock performance and changes in earnings estimates. Investors can monitor these estimate revisions themselves or use established tools such as the Zacks Rank, which has a proven history of leveraging earnings estimate trends.

Prior to this earnings announcement, the trend in estimate revisions for Serve Robotics was mixed. While the latest earnings report could shift these revisions, the current outlook gives the stock a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market in the near term.

It remains to be seen how estimates for the next quarters and the current fiscal year will evolve. At present, the consensus forecast is for an EPS of -$0.52 on $2.24 million in revenue for the next quarter, and an EPS of -$1.83 on $21.54 million in revenue for the full year.

Investors should also consider the broader industry outlook, as it can significantly affect individual stock performance. The Computers - IT Services industry currently ranks in the top 35% among over 250 Zacks industries. Historically, the top half of Zacks-ranked industries outperforms the bottom half by more than two to one.

Industry Update: TD SYNNEX (SNX) Preview

Another company in the same sector, TD SYNNEX (SNX), has yet to release its results for the quarter ending February 2026, with the announcement expected on March 31.

TD SYNNEX is projected to report quarterly earnings of $3.24 per share, reflecting a 15.7% increase from the prior year. The consensus EPS estimate has remained steady over the past month.

The company's revenue is anticipated to reach $15.5 billion, representing a 6.7% year-over-year increase.

Is Serve Robotics Inc. (SERV) a Good Investment?

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