NVIDIA CEO Jensen Huang highlighted a small robotics company at CES 2026. One analyst sees significant upside potential for the share.
• NVIDIA CEO Jensen Huang praised Serve Robotics during his CES keynote
• Serve Robotics is a manufacturer of autonomous sidewalk delivery robots that spun off from Uber in 2021
• In the third quarter of 2025, revenue increased 209 percent while losses quadrupled
Jensen Huang’s praise at CES for delivery robot manufacturers
During his keynote at CES 2026 on January 6 in Las Vegas, NVIDIA CEO Jensen Huang spoke about the future of physical AI, i.e. artificial intelligence that operates in the physical world. He showed a picture of an autonomous delivery robot and praised the company behind it. The company is Serve Robotics, a manufacturer of sidewalk delivery robots that was spun off from Uber in 2021.
Huang’s mention is notable because NVIDIA and Serve Robotics are strategic partners. NVIDIA was also a shareholder in the company until 2025, but sold the stake last year. During his presentation, Huang emphasized that Physical AI represents the next generation of artificial intelligence. Serve Robotics is developing AI-powered delivery robots that autonomously deliver orders from restaurants and retailers to customers at a cost of about $1 per delivery over an average distance of 2.5 miles.
Northland analyst: price target implies significant potential
On January 2, 2026, Michael Latimore, analyst at Northland Capital Markets, reiterated his Buy rating on Serve Robotics. As CNBC reports, Latimore rates the stock “Outperform” and maintains his price target of $26 – the highest among analysts. Based on the closing price of $10.38 at the end of 2025, this corresponds to an upside potential of more than 150 percent.
Latimore called Serve Robotics one of the best investments in physical AI, according to CNBC, and named the stock one of his top picks for 2026. The company has solved one of the technology’s toughest problems with its virtual driver, the analyst said. According to TipRanks, a total of five analysts rate the stock with a buy recommendation, and the average price target is around $20.
2,000 robots in use – sales are expected to increase tenfold
Serve Robotics announced in a press release on December 12, 2025 that it had reached its annual goal of 2,000 delivery robots deployed. The company claims to operate the largest sidewalk delivery fleet in the United States. The robots are deployed in cities such as Los Angeles, Chicago, Miami, Dallas-Fort Worth, Atlanta and Fort Lauderdale, delivering orders for partners such as Uber Eats, Doordash, 7-Eleven, Shake Shack and Little Caesars.
In the third quarter of 2025, revenue rose 209 percent to $687,000, while losses quadrupled to $33 million. Management expects sales to increase tenfold to around $25 million in 2026.
D. Maier / editorial team finanzen.net
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