Aurora Innovation/$AUR

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About Aurora Innovation

Aurora Innovation is a US autonomous driving provider for heavy trucks. The company produces and sells its Aurora Driver system, which includes hardware installed in a vehicle, software to autonomously drive it, and data management to maintain and improve the software. Aurora targets long-haul routes. The company currently offers its trucking-as-a-service model, where it owns and operates the trucks and makes deliveries for customers. The company plans to start selling its driver-as-a-service model next year, where fleet owners will own the trucks and Aurora's software will operate them.
Ticker
$AUR
Sector
Software & Cloud Services
Primary listing
NASDAQ
Employees
1,900

AUR Metrics

BasicAdvanced
$13B
-
-$0.46
2.66
-

What the Analysts think about AUR

Analyst ratings (Buy, Hold, Sell) for Aurora Innovation stock.
Analyst projections of the future price of Aurora Innovation stock.

Bulls say / Bears say

Aurora has moved beyond pilots into commercial scaling. Its second-generation fleet is on the road, the company says its 200-truck 2026 capacity is fully allocated, and manufacturing partner Roush is targeting a 1,000-truck annual run-rate. (StockTitan, MarketScreener)
The planned shift to Driver as a Service could make Aurora more capital-efficient and higher margin. Hirschbach’s memorandum of understanding covers 500 Aurora-powered tractors from 2027, with Aurora describing the potential multi-year revenue stream as worth hundreds of millions of dollars. (BusinessWire)
Aurora has produced encouraging operating evidence with a major customer. McLane approved driverless Dallas–Houston hauls after Aurora completed more than 280,000 autonomous miles and 1,400 loads with 100% on-time delivery. (BusinessWire)
Aurora is still burning heavily before reaching meaningful scale: Q2 revenue was $2 million against a $266 million operating loss and $225 million of operating cash use. It also issued 30 million shares for $215 million through its ATM, while its filing says further capital may be needed. (Aurora Innovation, StockTitan)
The commercial ramp is highly back-end loaded and leaves little room for delays: management expected only 20–25 driverless trucks by the end of September, then plans to add 20 a week in the fourth quarter to reach 200 by year-end. More than half of its $14–16 million 2026 revenue forecast is also expected in Q4. (StockAnalysis, StockTitan)
Regulatory expansion is not yet frictionless. Aurora’s California permit initially covers supervised testing, and the state requires 500,000 miles at each testing stage before driverless commercial deployment; a Teamsters lawsuit is also challenging the rules. (Heavy Duty Trucking)
Data summarised monthly by Lightyear AI. Last updated on 18 Sept 2026.

AUR Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

AUR Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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