Serve Robotics shares surge nearly 14% pre-market as company partners with DoorDash to integrate delivery robots onto platform.

Serve Robotics shares surge nearly 14% pre-market as company partners with DoorDash to integrate delivery robots onto platform.

Serve Robotics (NASDAQ:SERV) saw its shares rise by nearly 14% in pre-market trading on September 12, 2025, following the company's announcement of a strategic partnership with DoorDash (NYSE:DASH). The partnership involves integrating Serve's sidewalk robots into DoorDash's food delivery platform, expanding beyond its existing relationship with Uber Eats.

The San Francisco-based robotics firm stated that customers ordering from select stores and restaurants in Los Angeles via DoorDash may have their orders delivered by a Serve robot. This partnership is part of a broader expansion plan to introduce Serve's robots across the United States, leveraging DoorDash's dominance in the food delivery market.

Serve Robotics co-founder and CEO Ali Kashani commented on the partnership, stating, "This partnership enables us to go to cities where DoorDash is the dominant player. Now that we have such a significant fleet size, there’s a very sizeable supply that we can provide to companies... and we’re looking for more demand, so that every minute of every day, the robots have access to more jobs."

The company plans to scale the DoorDash deliveries to match the level of its Uber Eats partnership. Serve currently operates in Los Angeles, Miami, Chicago, and Atlanta through Uber Eats and has completed over 100,000 deliveries from more than 2,500 restaurants.

This strategic move comes as Serve Robotics continues to expand its autonomous delivery robot fleet. On Monday, the company announced the deployment of its 1,000th third-generation robot, with over 380 third-generation robots deployed in September alone. The company remains on track to deploy 2,000 robots by the end of 2025 .

The partnership with DoorDash is expected to boost Serve's revenues as it scales, although profitability remains a distant goal. Serve Robotics has faced challenges in scaling its operations and achieving financial viability, as highlighted by recent downgrades in financial ratings .