Nvidia's Exit from Serve Robotics: Should You Buy the Dip or Run for the Hills?

Nvidia's investment in Serve Robotics has seen a 55% drop in stock value since Nvidia filed a 13-F with the SEC. Serve develops autonomous last-mile logistics solutions and is working to deploy 2,000 robots with Uber Eats. The company believes a shift to autonomous solutions could create a $450 billion opportunity by 2030. Serve's robots have made over 100,000 deliveries with a 99.8% completion rate, and the company aims to drive costs down to $1 per delivery. Investors are weighing whether to buy the dip or avoid the company.

Nvidia's (NASDAQ: NVDA) investment in Serve Robotics (NASDAQ: SERV) has seen a significant decline, with the stock value dropping by 55% since the company filed a 13-F with the SEC. This substantial drop has raised questions among investors about the future prospects of Serve Robotics, a company specializing in autonomous last-mile logistics solutions.

Serve Robotics has been working towards deploying 2,000 robots with Uber Eats, aiming to capitalize on the growing demand for autonomous delivery solutions. The company believes that the shift to autonomous solutions could create a $450 billion opportunity by 2030. Thus far, Serve's robots have successfully completed over 100,000 deliveries with a 99.8% completion rate. The company's goal is to drive costs down to $1 per delivery, a feat that could revolutionize the logistics industry.

However, the recent stock value drop has investors weighing whether to buy the dip or avoid the company altogether. Analysts have provided varying opinions on the stock's performance. For instance, Seaport Research Partners downgraded Serve Robotics from "Buy" to "Neutral" on August 12, 2025 [1]. Cantor Fitzgerald initiated coverage with an "Overweight" rating and a $17.00 price target on May 22, 2025 [2]. These ratings reflect the market's uncertainty about Serve Robotics' future trajectory.

Serve Robotics has been making strategic moves to bolster its position in the market. For example, the company acquired Vayu Robotics, a pioneer in urban robot navigation using large-scale AI models, in August 2025 [3]. This acquisition positions Serve at the forefront of the robotics industry, aiming to redefine autonomous delivery.

Despite these advancements, the stock value drop has been a significant setback. Investors are advised to carefully consider the company's financial health, recent acquisitions, and market position before making any investment decisions. Serve Robotics' ability to navigate the challenges posed by the recent stock value drop will be crucial in determining its long-term success.

References:

[1] Serve Robotics downgraded by Seaport Research Partners. (August 12, 2025). Retrieved from [URL](https://quantisnow.com/company/SERV)

[2] Cantor Fitzgerald initiated coverage on Serve Robotics with a new price target. (May 22, 2025). Retrieved from [URL](https://quantisnow.com/company/SERV)

[3] Serve Robotics Acquires Vayu Robotics to Pioneer AI Foundation Model-Based Autonomy for Last-Mile Delivery. (August 18, 2025). Retrieved from [URL](https://quantisnow.com/company/SERV)