TickerTalks
Browse all tickers →
TickerTalks›$AUR
AUAUR

Aurora Innovation, Inc.

$AUR·$13B·Software - Application·Technology
$6.36-1.2%YTD+64.8%1Y+5.0%
Price updated 15h ago·X counts updated 4d ago
AUAUR
$AURAurora Innovation, Inc.
$6.36-1.24%132 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

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.

132X posts · last 7 days
Aug 31Sep 13
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, louder than 61% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-12

Aurora Innovation is bullish — leading first-mover in long-haul autonomous trucking ($1T TAM growing to $1.5T by 2030), share price +60% YTD 2026. Second-gen driverless trucks rolling without human backup, targeting 20-25 by end of Q3 and 200+ by EOY; Roush ramping to 1,000/year production. Customer contracts stacking, D-FW positioned as launchpad to Houston/El Paso/Phoenix.

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
Free, forever. No credit card.

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.

Driven by hypeAcceleratingAI verdict · as of 2026-09-17

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

Autonomous-trucking leader ramping second-gen driverless trucks with Uber and Index Ventures anchoring.

Aurora Innovation is the leading US long-haul autonomous-trucking company, up 65% YTD at 56% of 52w. Second-gen driverless trucks are ramping without human backup, targeting 20-25 by end of Q3 and 200+ by year-end.

  • Revenue base is a rounding error: Q1 revenue was ~$1M with op margin -24,400% — the equity is a bet on the driverless-truck ramp reaching Roush's 1,000-unit production capacity.
  • The customer stack is real: contracts stacking with DFW as the launchpad to Houston/El Paso/Phoenix — real logistics customers, though the multi-year gap to profitable operations remains.
  • Insider action is minimal: three officers had F-InKind on Aug 20 totaling ~$1M — not directional, just RSU dressing.

Oct 27: driverless-truck production hitting 20-25 units and Roush production update keeps the acceleration; a ramp miss or safety-incident and the run gives back to $4.50.

Agrees with X sentimentX is right that Aurora is genuinely leading long-haul autonomous trucking, and Roush ramping to 1,000/year plus the DFW launchpad + Houston/El Paso/Phoenix expansion is real execution. The $1T-$1.5T TAM framing is aggressive but the underlying strategy is working — the ramp timing is what needs to hold Oct 27.

What to watch: The Oct 27 Q3 print — driverless-truck production hitting 20-25 units and Roush production ramp update. A miss or safety-incident is what gives back the run toward $4.50.

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

earnings within 60dproduction ramp pendingpre revenue 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
Free, forever. No credit card.

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

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 while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $AUR

Neutral — Aurora's autonomous trucking platform is a separate technology cycle; commercialization depends on AV regulatory milestones, not enterprise SaaS AI spending.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.4%YTD
-6.9%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$14.8M$13.4M – $15.3M-$0.49-$0.52 – -$0.469
FY27$179.7M$135.6M – $253.9M-$0.45-$0.53 – -$0.419
FY28$631.7M$361.4M – $1.1B-$0.32-$0.57 – -$0.1011
FY29$1.7B$1.1B – $2.8B$0.04$0.02 – $0.085
FY30$3.2B$2.0B – $5.2B$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.1.9×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.56%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.+0.9%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.+17.1%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 today4.0% 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.β2.635-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
+ 24 other (11 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

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.

+ 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. (AUR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcriptseekingalpha.com·2d agoAurora Innovation, Inc. (AUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·7d agoAurora to Host Analyst & Investor Day on September 23, 2026gurufocus.com·15d agoAurora to Host Analyst & Investor Day on September 23, 2026businesswire.com·15d agoAurora Innovation: Built To Win With Less Than 1% Of The Marketseekingalpha.com·17d ago

In themes

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

EVs & Autonomous Vehicles

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AI$BULL$MSTR$UBER$ADBE$ZETA$NOW$BILL
Voices on X · last 7 days

No standout posts about $AUR on X in the 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.

PrivacyTermsSupport