Better Robotics Stock: Richtech Robotics vs. Serve Robotics

5 days ago 5

George Budwell, The Motley Fool

Mon, November 17, 2025 astatine 6:15 AM CST 5 min read

Serve Robotics operates autonomous sidewalk transportation robots with a focused web strategy, whereas Richtech Robotics sells work robots crossed aggregate verticals, including hospitality and healthcare.
Serve holds implicit $200 cardinal successful currency and short-term investments to money assertive expansion, portion Richtech has relied connected ongoing stock dilution to concern operations.
Wall Street expects Serve to stay currency travel antagonistic until astatine slightest 2028, portion Richtech could attack breakeven by 2027 if its Robotics-as-a-Service exemplary gains traction.
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Serve Robotics (NASDAQ: SERV) and Richtech Robotics (NASDAQ: RR) some person marketplace capitalizations of astir $640 million, yet their strategies disagree significantly. One of these robot pioneers is gathering a transportation web that could go captious municipality infrastructure. The different is spreading crossed assorted industries, including hospitality and healthcare. As of Nov. 14, 2025, Serve shares are down astir 30% twelvemonth to date, portion Richtech is up astir 24%.

Which of these robotics stocks is the amended bargain close now? Let's interruption down each company's halfway worth proposition and cardinal hazard factors to find out.

A robot manus interacting with a integer interface.

Serve Robotics originated wrong Postmates and spun retired with Uber Technologies arsenic a large partner. The institution present besides works with DoorDash and operates fleets successful Los Angeles, Dallas, Miami, and Atlanta. The robots are built by Magna International and utilize Nvidia artificial quality (AI) hardware, traveling astatine astir 11 miles per hour. The concern exemplary is evolving from hardware income toward recurring fleet services.

Richtech takes the other approach. Headquartered successful Las Vegas, the institution sells robots crossed aggregate verticals. Key products see ADAM, a two-armed AI bartender showcased astatine Nvidia GTC, arsenic good arsenic the Scorpion robot bartender, Matradee Plus nutrient runners, and Dex, a mobile humanoid platform. Richtech is pivoting from one-off hardware income to Robotics-as-a-Service (RaaS) connected multi-year contracts, aiming for 70% gross margins.

Serve is increasing accelerated from a tiny base. Third-quarter 2025 gross deed $687,000, up astir 209% twelvemonth implicit year. Full-year 2025 guidance is expected to transcend $2.5 million. The existent inflection comes successful 2026, wherever Wall Street expects astir $28 cardinal to $31 million, driven by a 2,000-robot fleet. Profitability remains elusive done astatine slightest 2028, but the institution holds implicit $200 cardinal successful currency and short-term investments pursuing a $100 cardinal equity rise successful October 2025.