David Moadel
Mon, August 3, 2026 astatine 10:35 AM CDT 4 min read
Quick Read
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SERV jumped 13% up of Thursday's Q2 net portion OUST climbed 6%, some bouncing from steep caller losses connected wide risk-on sentiment.
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TER holds 91% YTD gains post-earnings portion VPG has surged 140% YTD, though VPG's 209x trailing P/E flags utmost valuation risk.
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Investors tin ticker Serve Robotics' Thursday telephone for reaffirmation of its ~$26 cardinal FY2026 gross usher and updates connected its 2,000-robot fleet.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Symbotic Inc - Class A didn't marque the cut. Grab the names FREE today.
Robotics stocks are moving higher Monday greeting arsenic a wide risk-on portion lifts the radical and traders presumption up of a cardinal net people aboriginal this week. Serve Robotics (NASDAQ:SERV) leads the pack, with SERV banal up 13% to $5.39 arsenic investors reposition into the transportation robot sanction up of Thursday's report.
Ouster (NASDAQ:OUST) shares are up 6% to $41.53, portion Symbotic (NASDAQ:SYM) banal adds 4% to $44.76. Aeva Technologies (NASDAQ:AEVA) shares are up 4% to $18.26, and Vishay Precision Group (NYSE:VPG) banal is unchanged/flat astatine $92.55.
Meanwhile, Teradyne (NASDAQ:TER) banal is level astatine $368.72. The taxable money is besides participating: the ROBO Global Robotics and Automation ETF (NYSE:ROBO) is up 2% to $80.89, and the NASDAQ 100 is up 1.24% for broader scale context.
Serve Earnings Setup Powers the Rally
Serve Robotics is rising successful anticipation of its Q2 2026 earnings, which the institution has confirmed for Thursday, August 6, aft the marketplace close, with a 5 p.m. ET league call. SERV banal has been severely beaten down, truthful today's determination looks similar an oversold anticipation bounce alternatively than a breakout.
The discourse matters here. Serve Robotics banal is down 48% twelvemonth to day (YTD) and had already slid 27% implicit the past period heading into today. The institution operates astir 2,000 deployed robots crossed 44 cities, with CEO Ali Kashani framing the concern arsenic a "multi-domain autonomy platform" spanning sidewalks and infirmary corridors.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Symbotic Inc - Class A didn't marque the cut. Grab the names FREE today.
The remainder of the radical has nary evident company-specific catalyst today. The determination reflects a wide risk-on robotics rally tied to easing Middle East hostility aft President Trump called disconnected strikes connected Iran, lifting names that had sold disconnected sharply into July.
Rebound Cuts Across LiDAR, Warehouse, and Sensing Names
Ouster and Aeva Technologies stocks are bouncing disconnected caller weakness. OUST shares had fallen 35% implicit the past month, and AEVA shares slid 37% successful July. Both run successful the lidar and cognition furniture that has go synonymous with the Physical AI theme.

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