Serve Robotics (SERV) Stock Rallies After White Castle, Uber Eats Delivery Partnership

TLDR

• Serve Robotics (SERV) jumped more than 14% in premarket trading on Wednesday
• The company announced a delivery partnership with White Castle via Uber Eats
• Autonomous sidewalk robots will now deliver White Castle menu items in Serve’s delivery zone
• Q4 results beat Wall Street estimates, with loss per share of -$0.46 on revenue of $0.88M
• 2026 revenue outlook raised to ~$26M, above the consensus estimate of $25.28M

Serve Robotics (SERV) popped more than 14% in premarket trading Wednesday after a double dose of good news: a new delivery partnership and a stronger-than-expected Q4 earnings report.

The company announced a tie-up with White Castle to deliver the fast food chain’s menu items through Uber Eats (UBER). Orders placed in Serve’s delivery zone may now arrive via one of the company’s autonomous sidewalk robots.

Serve Robotics Inc., SERV

The deal expands Serve’s footprint on the Uber Eats platform, which is already a key distribution channel for the company.

CEO Ali Kashani said the partnership marks a milestone for the company. “White Castle is a legendary brand that helped define convenient, fast meals, and we’re thrilled to bring that legacy into the future,” he said.

Q4 Results Beat Expectations

Separate from the White Castle news, Serve also dropped its Q4 financial results — and they came in ahead of what analysts had penciled in.

The company posted a loss per share of -$0.46, which topped Wall Street estimates. Revenue came in at $0.88M, also beating consensus.

For context, Serve is still an early-stage company, so the revenue numbers are small. But beating on both lines matters.

2026 Outlook Raised

Perhaps more important to investors than the Q4 numbers was the updated guidance. Serve raised its revenue outlook for full-year 2026 to approximately $26M.

That’s ahead of the prior Wall Street consensus of $25.28M.

Raising guidance tends to get attention. It suggests the company has more confidence in its pipeline heading into the rest of the year.

The White Castle deal is part of that picture. Adding a nationally recognized fast food brand expands the potential order volume flowing through Serve’s robot fleet.

Serve’s robots operate on sidewalks and make last-mile deliveries in urban areas. The robots are already active in parts of Los Angeles.

The partnership with Uber Eats has been a core part of Serve’s go-to-market strategy, and the White Castle announcement is the latest expansion of that relationship.

SERV was trading up sharply in premarket as of Wednesday morning, with the stock reacting to both the earnings beat and the new partnership announcement.

The 2026 revenue guidance of ~$26M represents a large step up for a company that posted $0.88M in Q4 revenue.

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