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AUAUR

Aurora Innovation, Inc.

$AUR·$13B·Information Technology Services·Technology
$5.93-1.5%YTD+56.0%1Y+4.0%
Mentions · last 7 days
2026-07-09: 45 posts2026-07-10: 52 posts2026-07-11: 35 posts2026-07-12: 31 posts2026-07-13: 95 posts2026-07-14: 96 posts2026-07-15: 180 posts539+43%
Price updated 12m ago·X counts updated 17h ago
AUAUR
$AURAurora Innovation, Inc.
$5.93-1.49%539 posts+43%
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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-15

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

Autonomous trucking equity up 59% YTD with FMCSA framework expected in August — July 29 print has to hold the operating narrative.

Aurora Innovation is one of the two remaining large-cap autonomous-driving pure-plays, focused on the Aurora Driver platform for autonomous trucking. It's an entirely optionality-based equity right now, with revenue essentially zero and a specific regulatory catalyst approaching.

How the setup lands:

  • Revenue is a rounding error: Q1 revenue at $1M with gross margin of -500% and operating margin of -244x — this is a pre-revenue business burning cash to build out the autonomous-trucking commercial deployment, priced entirely on the eventual driver-as-a-service revenue model.
  • The FMCSA August NPRM is a specific catalyst: the Federal Motor Carrier Safety Administration is expected to issue a Notice of Proposed Rulemaking in August establishing a regulatory framework for autonomous truck operations — clarity on this is the specific unlock the entire industry has been waiting for.
  • The technology proof points are landing: custom silicon photonic engine for FirstLight lidar, plus a viral incident of a human-driven truck running a red light into an Aurora truck (validating the platform's defensive capabilities) — narrative signals that support the technical lead thesis.

July 29 earnings is the near-term test: any commercial-scaling commentary combined with cash-runway color and the FMCSA NPRM landing in August would push shares toward $7-8, while a soft operating quarter or FMCSA-timing slippage would let the current 59% YTD gain give back a chunk toward $5.

Agrees with X sentimentAgree with the bullish framing — the custom silicon photonic engine, the FMCSA August NPRM, and the viral traffic incident as marketing moment are all consistent with the setup. The Q2 business review call on July 29 is the specific gate.

What to watch: July 29 earnings and FMCSA August NPRM: commercial-scaling commentary, cash-runway update, and FMCSA regulatory-framework details. A soft quarter combined with FMCSA timing slippage pulls shares to $5.

On the calendar: 2026-07-29 — Q2 2026 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-15

Aurora Innovation chatter is bullish. AUR announced Q2 2026 earnings for July 29 after market close. AUR's latest engineering blog reveals a custom silicon photonic engine for FirstLight lidar - technical moat. Community celebrated a human-driven pickup running a red light and crashing into an Aurora truck as 'the ad wrote itself.' Community broadly long into earnings.

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

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $AUR

Neutral — Self-driving trucking company commercializing its Aurora Driver autonomous platform for long-haul freight; end markets and revenue mix have limited overlap with the DoD AI production contract conversions driving multi-year IT backlog.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%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
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%
Q2 2025Jul 30, 2025$-0.11$-0.12+8.3%
Next earningsWed, Jul 29·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$14.5M$13.2M – $15.3M-$0.46-$0.47 – -$0.459
FY27$183.2M$132.6M – $262.2M-$0.43-$0.50 – -$0.399
FY28$621.0M$607.7M – $634.3M-$0.32-$0.59 – -$0.1111
FY29$1.7B$1.2B – $2.7B-$0.02-$0.04 – -$0.015
FY30$3.2B$2.2B – $4.9B$0.45$0.28 – $0.785

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.0.6×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.49%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.-10.6%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.+17.8%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 today1.4% 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.β2.645-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

BuyJun 11David M. WehnerDirector82.5K sh$498KSellJun 2Uber Technologies, Inc10% owner67.5M sh$479.3MSellMay 28Reid HoffmanDirector60.1K sh$437KSellMay 18Reid HoffmanDirector330.3K sh$2.5MSellMay 15Reid HoffmanDirector5.2M sh$40.8M
+ 18 other (12 awards · 6 inkinds) 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
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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 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
8-KOfficer or director changeFeb 278-K — Item 5.02: Officer or director change
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Why Aurora Innovation Stock Zoomed 77.6% Higher In The First Half of 2026fool.com·2d agoAurora Innovation: The Road To Driver-As-A-Service, Buyseekingalpha.com·7d agoAurora to Host Second Quarter 2026 Business Review Conference Call on July 29, 2026businesswire.com·8d agoAre Business Services Stocks Lagging Aduro Clean Technologies Inc. (ADUR) This Year?zacks.com·9d agoSignet Jewelers: Moving Up The Value Chainseekingalpha.com·17d 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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