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AUAUR

Aurora Innovation, Inc.

$AUR·$14B·Information Technology Services·Technology
$5.52-5.3%YTD+87.3%1Y+1.0%
Mentions · last 7 days
2026-08-21: 21 posts2026-08-22: 8 posts2026-08-23: 10 posts2026-08-24: 21 posts193+5%
Price updated 13m ago·X counts updated 7d ago
AUAUR
$AURAurora Innovation, Inc.
$5.52-5.32%193 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AUR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Autonomous-trucking pure play with 200 driverless trucks targeted — the tape has caught up to the story.

Aurora Innovation is the autonomous-trucking-first ADAS company whose Aurora Driver is running commercial routes and targeting 200 driverless trucks by year-end. The stock is +87% YTD at $5.83 as the commercial-launch story has finally gotten specific.

  • The P&L is pre-scale but ramping: quarterly revenue has been flat around $1M (with a small step recently), quarterly EPS at $-0.11 across four quarters — analysts model $14.7M of full-year revenue and $-0.49 EPS, so this is entirely an option on the commercial fleet actually reaching real revenue.
  • The unit economics are the specific bull argument: 200 driverless trucks by year-end at ~$400k per truck revenue is what supports the $12B market cap against only $80M recurring revenue — the equity is priced on that growth curve continuing, and the answer is on a quarterly print rather than a distant milestone.
  • The partnership stack is substantial: Volvo partnership, plus DAML/PCAR/FDXF/UBER as customer/partner names, and Chris Urmson defending the moat around defensible AI training data — that's a broader network of relationships than most autonomous-vehicle names have, and the SC 13D/A ownership updates (Uber's Krishnamurthy, Index Ventures Growth III) reinforce the setup.

An Oct 27 print that shows deployed truck count crossing 100 and revenue crossing double-digit millions extends the run; a specific safety incident, a partnership-termination announcement, or a further ATM/equity raise is what invalidates the setup.

Agrees with X sentimentX's bullish framing captures the transition — the 200-truck target, the Volvo partnership, and the mid-teens $12B/80M valuation-disconnect framing are all real; the sample missing a specific safety-incident bear voice is the honest gap.

What to watch: The Oct 27 Q3 print — deployed truck count, revenue, and any commentary on unit economics per truck. A safety incident or partnership-termination announcement is what invalidates the setup.

On the calendar: 2026-10-27 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-28

Aurora Innovation chatter is small and forward-looking. Bulls tout 200 driverless trucks by year-end at ~$400k/truck average, framing a $12B market cap against $80M recurring revenue as a large valuation disconnect ramping fast. Posters cite the Volvo partnership, DAML/PCAR/FDXF/UBER as partners, and questions to Chris Urmson about defensible moats and moving to non-dilutive financing by 2028. No bearish voice, but the tone reads more anticipatory than triumphant.

Read the AI verdict + X sentiment for $AUR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Self-driving trucking company commercializing its Aurora Driver autonomous platform for long-haul freight.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $AUR.

Information Technology Services · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $AUR

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Aurora Innovation, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-14.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-45.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-234%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3091.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-39.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$-0.14$-0.12-20.0%
Q1 2026May 6, 2026$-0.11$-0.12+5.0%
Q4 2025Feb 11, 2026$-0.12$-0.120.0%
Q3 2025Oct 28, 2025$-0.11$-0.12+8.3%
Next earningsTue, Oct 27·consensus EPS $-0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0M—-500%-24400%$-0.11$-184.0M
Q4 FY25$1.0M—38000%-23800%$-0.11$-154.0M
Q3 FY25$1.0M—-1800%-22200%$-0.11$-157.0M
Q2 FY25$1.0M—-19400%-23000%$-0.11$-151.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.7M$13.3M – $15.4M-$0.49-$0.50 – -$0.489
FY27$179.7M$130.1M – $257.2M-$0.44-$0.53 – -$0.409
FY28$631.7M$365.7M – $1.1B-$0.32-$0.55 – -$0.2111
FY29$1.7B$1.1B – $2.9B-$0.04-$0.07 – -$0.025
FY30$3.2B$2.0B – $5.3B$0.44$0.24 – $0.825

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.45%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Michelangelo VolpiDirector42.6K sh$299KSellAug 17Uber Technologies, Inc10% owner72.0M sh$471.6MSellAug 13Michelangelo VolpiDirector338 sh$2KSellAug 12Michelangelo VolpiDirector224 sh$2KSellAug 11Michelangelo VolpiDirector21.6K sh$151KSellAug 10Michelangelo VolpiDirector520 sh$4KSellAug 7Michelangelo VolpiDirector27.8K sh$196KSellAug 5Michelangelo VolpiDirector179.8K sh$1.3MBuyJun 11David M. WehnerDirector82.5K sh$498KSellJun 2Uber Technologies, Inc10% owner67.5M sh$479.3M
1–10 of 13
+ 25 other (12 awards · 6 inkinds · 6 conversions · 1 gift) in window

See when $AUR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 19SC 13D/A
AI summary

Balaji Krishnamurthy, c/o Uber Technologies, filed a Schedule 13D/A (Amendment No. 6) on August 17, 2026, disclosing a change in his beneficial ownership position in Aurora Innovation (AUR). Uber is Aurora's strategic partner and a significant stakeholder in the autonomous trucking company; this amendment from a Uber-affiliated individual reflects a change in share count or disclosed intent at the intersection of these two companies' relationship. Aurora is advancing autonomous freight operations on Texas highways; any change in Uber's holding or strategic posture is relevant to Aurora's commercialization timeline and capital access. Investors should review the amendment for the updated share count and any revised 13D item disclosures.

SC 13D/AActivist amendmentAug 7SC 13D/A
AI summary

Index Ventures Growth III (Jersey), L.P. filed Amendment No. 1 to its Schedule 13D on Aurora Innovation, Inc. as of August 5, 2026. The reporting entity beneficially owns 37,658,409 shares — comprising 315,415 Class A shares and 37,342,994 Class B shares — representing approximately 2.2% of Class A common stock based on 1,708,146,085 Class A shares outstanding. Class B shares carry 10 votes per share versus 1 for Class A. This appears to be a routine update to the VC position in the autonomous trucking company with no stated change in intent.

SC 13D/AActivist amendmentJun 4SC 13D/A
AI summary

With filed Amendment No. 5 to Schedule 13D disclosing updated beneficial ownership in AUR (AUR). The filing covers approximately 258,473,411 shares of AUR. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

3New insider — initial holdingsMay 263
AI summary

Lara Caimi filed an initial Form 3 for Aurora Innovation, Inc. (AUR) as of May 21, 2026, reporting initial beneficial ownership upon joining as a new Section 16 insider (likely a new board director). Routine compliance filing for the autonomous trucking company.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
AI summary

Aurora Innovation, Inc. held its 2026 Annual Meeting of Stockholders on May 21, 2026 with stockholders voting on three proposals including director elections; holders of Class A common stock voted as described in the proxy statement filed April 2, 2026. Final vote results are disclosed. Routine annual meeting governance filing for the autonomous vehicle technology company.

3New insider — initial holdingsMar 63
+ 14 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aurora Innovation, Inc. (NASDAQ:AUR) Receives Consensus Rating of “Hold” from Analystsdefenseworld.net·5d ago3 Overlooked Autonomous Vehicle Stocks Investors Should Jump Onfool.com·5d agoAurora Innovation Targets 200 Driverless Trucks in 2026 as Customer Demand Buildsdefenseworld.net·10d agoAurora Innovation, Inc. (AUR) Discusses AI Advancements, Commoditization Concerns, and Defensibility in Autonomous Trucking Transcriptseekingalpha.com·11d agoAurora Innovation Targets 200 Driverless Trucks in 2026 as Customer Demand Buildsmarketbeat.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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