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AUAUR

Aurora Innovation, Inc.

$AUR·$11B·Software - Application·Technology
$5.40+6.9%YTD+39.9%1Y-1.6%
Price updated 11h ago·X counts updated 4d ago
AUAUR
$AURAurora Innovation, Inc.
$5.40+6.93%581 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AUR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

581X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AUR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data21 posts analyzed · as of 2026-10-02

This is the Aurora token on Mosh.trade — the agentic market-making project, not Aurora Innovation. $AUR ran roughly 7x to a $2M+ ATH from a ~$300K post, the GLD-paired fee reserve is accumulating 36+ GLD waiting to be deployed to AI agents, and holders are already modeling a $10M-$20M next leg. The thread is pure early-adopter conviction ("like buying BTC at $5k") with no visible pushback.

Read what X is saying about $AUR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AUR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A pre-revenue autonomous trucking bet whose next earnings is the first chance to say 'commercial scale' with a number attached.

Aurora Innovation is building autonomous Class-8 trucks for the US freight corridor. The pitch — a driverless truck is roughly 60% cheaper per mile than a drivered one, and the Dallas-Houston lane is already running — is the clearest TAM pitch in AV, but Aurora is still burning cash with revenue effectively zero.

  • The P&L reflects the stage, not the ambition: last quarter revenue was $1M against an operating loss roughly 240x the revenue line, so the question isn't 'is this a good business' — it's 'can management reach a cash-flow break-even before dilution does the thesis in.'
  • The newly disclosed $5B revenue target implies fleet scaling from current pilot volumes into real paid-mileage, and the Oct 27 earnings print is the first chance management puts a dated milestone against that number.

At +47% YTD but still at just 42% of its 52-week range, the stock is coiled into the earnings event. Named shipper customers plus a credible unit-economics disclosure is the trigger for the next leg; another cash-burn-widening print without new revenue is where dilution risk prices back in.

What to watch: Oct 27 Q3 earnings — commercial-service revenue, named new customer wins, operating-cash-burn trajectory, and timeline to the stated $5B revenue target. A credible unit-economics disclosure is what unlocks the next leg.

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

event ahead 30dpre revenue at scale

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Software - Application sits in its cycle right now — and what that implies for $AUR.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $AUR

Partial — Self-driving trucking company commercializing its Aurora Driver autonomous platform for long-haul freight.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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 earningsWed, Oct 28·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$14.8M$13.4M – $15.3M-$0.49-$0.51 – -$0.459
FY27$177.1M$130.7M – $244.7M-$0.46-$0.54 – -$0.419
FY28$748.0M$470.8M – $1.1B-$0.34-$0.55 – -$0.1911
FY29$2.0B$1.4B – $2.9B$0.06$0.04 – $0.105
FY30$3.7B$2.6B – $5.4B$0.51$0.31 – $0.805

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.36%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.-11.6%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.-3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β2.705-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

SellSep 15Uber Technologies, Inc10% owner29.4M sh$182.2MSellAug 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$498K
1–10 of 14
+ 22 other (9 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
Free, forever. No credit card.

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

8-KPress release / Reg FDSep 238-K — Item 7.01: Press release / Reg FD
AI summary

Aurora Innovation, Inc. (AUR) held an Analyst and Investor Day in Dallas, Texas on September 23, 2026, disclosing a press release and a full investor presentation as exhibits to this Reg FD filing. The company's CFO David Maday signed the filing on behalf of the registrant. This is a routine investor relations event; the presentation may contain material forward-looking guidance on Aurora's autonomous trucking commercialization roadmap.

SC 13D/AActivist amendmentSep 17SC 13D/A
AI summary

Uber Technologies, Inc. filed Amendment No. 7 to its Schedule 13D for Aurora Innovation, Inc. (AUR), reporting sole beneficial ownership of 157,103,800 Class A common shares (9.2% of the class) as of September 15, 2026, funded from working capital. Uber holds sole voting and dispositive power over all reported shares with no shared positions. This routine amendment updates Uber's continued strategic stake in the autonomous trucking company, reflecting no new intent language in the available excerpt.

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.

+ 10 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Head-To-Head Contrast: Aurora Innovation (NASDAQ:AUR) versus Intellicheck (NASDAQ:IDN)defenseworld.net·4d agoUS grants Aurora exemption for self-driving trucks safety featurereuters.com·9d agoAurora to Host Third Quarter 2026 Business Review Conference Call on October 28, 2026businesswire.com·9d agoAurora Innovation: The Technology Is Maturing, Now Comes The Hard Partseekingalpha.com·10d ago96,818 Aurora Innovation, Inc. $AUR Shares Sold by Corient Private Wealth LPdefenseworld.net·10d ago

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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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