This Physical AI Stock jumped on earnings

Serve Robotics (SERV) jumped after reporting better-than-expected revenue and stronger 2026 guidance

This highlights how AI is beginning to move from software into the physical world.

The company posted $900K in Q4 revenue, beating Wall Street expectations of $800K. It also projected $26M in 2026 revenue, ahead of the $23M analysts expected.

Serve operates AI-powered autonomous delivery robots that deliver food for Uber Eats and DoorDash. The company currently has 547 daily active robots serving 4,500+ restaurants, and deployed its 2,000th robot in December.

Investors reacted positively. The stock rose about 15% after the announcement and is now up roughly 60% over the past year.

CEO Ali Kashani says the company is building the largest autonomous sidewalk robot fleet in the U.S., betting that “physical AI” will improve as robots gather more real-world data.

Serve is still early-stage and not expected to be profitable until around 2031, but the company is positioning itself at the center of a new trend: AI leaving the cloud and entering the real economy.

What do y'all think? I think it's worth looking into what the CEOs vision is + how they could execute it. I'm not sure they could hit the production capacity of other, larger robotics companies (like Tesla)

Some quick financials: