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Serve Robotics Starts White Castle Robot Deliveries on Uber Eats

The launch coincides with a Q4 beat that prompted a 2026 revenue outlook of about $26 million.

Overview

  • White Castle orders placed through Uber Eats in Serve’s operating zones can now arrive via the company’s autonomous sidewalk robots.
  • SERV shares rose more than 14% in premarket trading, according to market reports following the announcement and earnings release.
  • Serve reported Q4 revenue of $0.88 million and a loss per share of $0.46, both better than Wall Street estimates cited in coverage.
  • Management raised full-year 2026 revenue guidance to roughly $26 million, above a prior consensus of $25.28 million reported by analysts.
  • Serve says it has deployed over 2,000 robots supporting more than 3,600 restaurants across several U.S. cities on Uber Eats, and its third-generation units are designed to keep hot food at serving quality.