Serve Robotics

Q2 FY2026 EarningsQ2 FY26 missed top-line and bottom-line expectations despite a 404% YoY revenue surge to $3.2M (vs. $3.9M expected). Significant net losses of $64.1M ($0.80 EPS GAAP) were wider than consensus estimates due to aggressive expansion costs and stock-based compensation. Notably, the Company revised FY2026 revenue guidance downwards to $9M–$10M, citing lower-than-expected volumes from the Uber Eats partnership, despite strong performance in advertising and DoorDash channels.