Serve Robotics Surges 5.16% as Trump Admin Boosts Robotics Push, Eyes 10X Revenue by 2026

Serve Robotics surged 5.16% in pre-market trading on December 12, 2025, marking a significant pre-market gain as investor sentiment shifted toward optimism.

The rally followed reports that the Trump administration is prioritizing domestic robotics development, with Commerce Secretary Howard Lutnick confirming discussions with industry leaders. This aligns with Serve Robotics’ strategic trajectory, as management highlighted expectations of a tenfold revenue increase by 2026. The company, which generated $2.5 million in 2024 revenue, has positioned itself at a critical inflection point, leveraging potential policy tailwinds to scale operations.

Analysts noted that government support for advanced manufacturing could accelerate adoption of delivery robots, a core segment for Serve. While the stock remains below its 2025 peak of $23, the recent momentum reflects renewed confidence in its growth narrative amid broader sector tailwinds.

Looking ahead, investors are closely monitoring the company's ability to execute its expansion plans and secure key partnerships. The recent pre-market move could be a harbinger of broader industry enthusiasm if regulatory and funding frameworks continue to evolve in favor of robotics innovation.

With a market capitalization of approximately $300 million as of December 2025, Serve Robotics remains a high-growth, high-risk proposition in the AI and automation space. The company’s long-term viability will depend on both operational execution and macroeconomic tailwinds such as government funding, workforce automation trends, and evolving consumer demand for automated services.

Given the current momentum and strategic positioning in the U.S. robotics market, Serve Robotics may continue to attract speculative and institutional interest in the near term. However, investors should remain cautious as the company has yet to turn a profit and faces stiff competition from larger, more established players in the automation sector.