
Uber Backs This Tiny AI Stock — Wall Street Sees Up to 200% Upside
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Uber Technologies is placing a strategic bet on a lesser‑known AI company with bold growth expectations. The company in question is Serve Robotics (NASDAQ: SERV), a spin‑out from Uber’s acquisition of Postmates’ robotics division. According to analysts at The Motley Fool, Serve could soar up to 200% in share price over the next 12 to 18 months.
Here’s what to know:
Uber remains a major investor in Serve, aligning its own future with the rollout of autonomous “last‑mile” delivery robots.
Serve’s business model: deploy autonomous delivery robots (Gen 3 model) across key U.S. markets via Uber’s delivery platform. The target: up to ~2,000 robots in service by end of 2025.
Revenue outlook: Once the full robot fleet is operational, management believes annual revenues could reach US $60–80 million.
Valuation and risk: Although the upside potential is large, Serve carries significant execution risk. Its current valuation is already rich relative to its revenues, meaning any delay or shortfall in deployment could hurt the stock.
Bottom line: Uber’s backing gives Serve Robotics strategic heft and a clear deployment path. For investors, this could represent a high‑reward play in the autonomous delivery space — but not without correspondingly higher risk.
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