Aurora Innovation, Inc.
Aurora develops the Aurora Driver, a self-driving platform combining hardware, software and services for vehicles including Class 8 trucks and passenger vehicles. Its first commercial product is Aurora Driver for Freight, a driverless trucking subscription service, with driverless commercial operations launched in April 2025 with Hirschbach and Uber Freight. Aurora also offers Aurora Driver for Rides, a driverless ride-hailing subscription service, and targets local goods delivery. Its technology includes the FirstLight Lidar sensor and Aurora Services, tools and infrastructure for integrating the system into customers’ businesses. Aurora earns money through subscriptions to the Aurora Driver and intends to charge a fee per mile or use comparable pricing. It works with vehicle manufacturers, fleet operators and logistics and mobility partners to support vehicle deployment and operations. Aurora is headquartered in Pittsburgh, Pennsylvania.
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See all $AUR insider activity →Aurora Mobile reported Q3 GAAP EPS of $0.01 and revenue of $15.88M, up 17% year-over-year. Adjusted net income was $0.7M, compared to $0.2M last year. The company also revised its FY2026 outlook.
Aurora Innovation (AUR) shares fell 21% in October due to weak earnings and an analyst's removal from a buy list. Q3 revenue was $3M, up from $1M YoY, but net loss widened to $234M. Oppenheimer raised its price target to $16. The company signed a non-binding deal for 500 trucks with Charger Logistics.
Aurora Innovation's truck production is delayed six weeks due to supply and quality issues, executives said on the Q3 earnings call. The company aims to build 200 trucks by February and over 1,000 by 2027, with a target of 30,000 trucks and $5B revenue by 2030. Aurora plans to spend $250M in Q4 to ramp production.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning AUR (Aurora Innovation, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 3 bearish.
Recent AUR coverage spans financial news, earnings and market movers.
Modest earnings and modest revenue growth suggest limited upside; the revision of FY2026 outlook may pressure the stock.
Quarterly earnings miss and widening loss likely pressure the stock lower.
The delay may reduce near‑term revenue visibility and increase cost pressure.
Delay in ramping production likely pressures near-term execution expectations and increases risk premium on the deployment timeline.
Analyst target cut suggests lower near‑term valuation.
AlphAI scores every news story that mentions AUR with an AI model for sentiment and relevance, and aggregates insider trades from Aurora Innovation, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Aurora Mobile reported Q3 GAAP EPS of $0.01 and revenue of $15.88M, up 17% year-over-year. Adjusted net income was $0.7M, compared to $0.2M last year. The company also revised its FY2026 outlook.
Aurora Innovation (AUR) shares fell 21% in October due to weak earnings and an analyst's removal from a buy list. Q3 revenue was $3M, up from $1M YoY, but net loss widened to $234M. Oppenheimer raised its price target to $16. The company signed a non-binding deal for 500 trucks with Charger Logistics.
Aurora Innovation's truck production is delayed six weeks due to supply and quality issues, executives said on the Q3 earnings call. The company aims to build 200 trucks by February and over 1,000 by 2027, with a target of 30,000 trucks and $5B revenue by 2030. Aurora plans to spend $250M in Q4 to ramp production.
Aurora Innovation Inc. delayed its goal of deploying 200 driverless trucks to February due to supply chain issues, according to CEO Chris Urmson. The company had previously targeted the end of 2023 for this milestone. Urmson cited material availability, component quality, and sourcing challenges as reasons for the delay during the Q3 earnings call.
Evercore ISI Group kept its In-Line rating for Aurora Innovation but reduced its price target from $8 to $7, a 12.5% cut. This implies a 60.6% upside from the Oct 30 close of $4.36. Recent analyst price targets for the company range from $6 to $16.
Analysts from Canaccord Genuity and Northland Securities maintained Buy ratings on Aurora Innovation (AUR) with price targets of $17.00 and $10.00, respectively. Marriott International (MAR) and Service International (SCI) also received Buy ratings from Bank of America Securities, with SCI upgraded to Buy by TipRanks-OpenAI. AUR's average price target is $10.88, MAR's is $391.00, and SCI's is $100.50.
Aurora reaffirmed its plan to produce over 1,000 trucks by 2027, with nonbinding MOUs covering 1,000 trucks from Charger Logistics and Hirschbach Motor Lines. The company ended September with $1B in cash, down from $1.2B in June, and expects positive cash flow in 2028. Aurora also announced advancements in autonomous truck operations and manufacturing plans with Volvo and PACCAR.
Goldman Sachs kept its Neutral rating on Aurora Innovation but reduced its price target from $7 to $6, a 14.3% cut. This implies a 17.9% upside from the Oct 28 close of $5.09. Other recent targets for the company range from $10 to $16.
Aurora Innovation's shares dropped 12% after a six-week production delay reduced its 2026 revenue forecast to $9M. The company faces preproduction bottlenecks, affecting its ramp-up schedule. Aurora expects to burn $250M in cash this quarter, with $1B on hand. Charger Logistics plans a 500-truck fleet, indicating demand. The delay impacts partners Fabrinet and Uber Technologies.
Cantor Fitzgerald reduced its price target for Aurora Innovation (AUR) to $11 from $12, citing a revenue delay. AUR now expects $9M in 2026 revenue, down from $14M-$16M. The stock trades at $4.57 with a $10.2B market cap. Aurora reported Q3 revenue of $3M, in line with estimates, but wider operating losses and a delayed production schedule.
