Robotics stocks are running higher Monday morning as a broad risk-on tape lifts the group and traders position ahead of a key earnings print later this week. Serve Robotics (NASDAQ:SERV) leads the pack, with SERV stock up 13% to $5.39 as investors reposition into the delivery robot name ahead of Thursday’s report.
Ouster (NASDAQ:OUST) shares are up 6% to $41.53, while Symbotic (NASDAQ:SYM | SYM Price Prediction) stock adds 4% to $44.76. Aeva Technologies (NASDAQ:AEVA) shares are up 4% to $18.26, and Vishay Precision Group (NYSE:VPG) stock is unchanged/flat at $92.55.
Meanwhile, Teradyne (NASDAQ:TER) stock is flat at $368.72. The theme fund is also 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 index context.
Serve Earnings Setup Powers the Rally
Serve Robotics is rising in anticipation of its Q2 2026 earnings, which the company has confirmed for Thursday, August 6, after the market close, with a 5 p.m. ET conference call. SERV stock has been badly beaten down, so today’s move looks like an oversold anticipation bounce rather than a breakout.
The context matters here. Serve Robotics stock is down 48% year to date (YTD) and had already slid 27% over the past month heading into today. The company operates around 2,000 deployed robots across 44 cities, with CEO Ali Kashani framing the business as a “multi-domain autonomy platform” spanning sidewalks and hospital corridors.
The rest of the group has no obvious company-specific catalyst today. The move reflects a broad risk-on robotics rally tied to easing Middle East tension after President Trump called off strikes on Iran, lifting names that had sold off sharply into July.
Rebound Cuts Across LiDAR, Warehouse, and Sensing Names
Ouster and Aeva Technologies stocks are bouncing off recent weakness. OUST shares had fallen 35% over the past month, and AEVA shares slid 37% in July. Both operate in the lidar and perception layer that has become synonymous with the Physical AI theme.
Symbotic stock is climbing on warehouse automation demand narratives, while Teradyne stock is holding after last week’s post-earnings surge. Teradyne shares are still up 91% YTD, riding AI-related test equipment demand. Vishay Precision Group shares, which sell precision sensors into humanoid robotics developers, are up 140% YTD.
The Valuation Gap Inside the Group
The valuation picture inside this basket splits sharply. Serve Robotics, Symbotic, Ouster, and Aeva Technologies are each pre-profit with no trailing P/E ratio. Teradyne trades at a trailing 12-month P/E ratio of 50.73x, while Vishay Precision Group carries a striking P/E ratio of 209.44x.
The ROBO ETF, which spans automation, industrial robotics, and semiconductor-linked names, trades at a holdings-weighted P/E ratio of 29.6x. The ETF is a diversified basket across the robotics and automation theme, and it doesn’t necessarily hold every micro-cap moving today. Concentration risk in narrower single names remains elevated for anyone chasing the sharper movers.
What to Watch Next
The Serve Robotics conference call on Thursday at 5 p.m. ET is the next real information event for the group’s biggest mover. Investors can watch for whether Serve reaffirms its roughly $26 million FY2026 revenue guide and for updates on deployment pace across the 2,000-robot fleet.
For the broader theme, traders may want to watch for whether the ROBO ETF’s strength holds into the close and whether Ouster and Aeva Technologies shares can extend their bounces. Position sizing matters here: several of these names carry betas above 2, and the group has swung hard in both directions over the past month.
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