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AUAUR

Aurora Innovation, Inc.

$AUR·$12B·Information Technology Services·Technology
$6.45+3.4%YTD+61.7%1Y+11.0%
Mentions · last 7 days
2026-07-25: 30 posts2026-07-26: 28 posts2026-07-27: 52 posts2026-07-28: 78 posts2026-07-29: 79 posts2026-07-30: 59 posts2026-07-31: 62 posts391+31%
Price updated 7h ago·X counts updated 5h ago
AUAUR
$AURAurora Innovation, Inc.
$6.45+3.37%391 posts+31%
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 eventWinding up for a moveAI verdict · as of 2026-07-31

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Aurora Driver 2 is live with new Value Truck and Charger Logistics customers — the autonomous-trucking commercial rollout is finally happening.

Aurora Innovation is the leading US autonomous-trucking company backed by Nvidia and Uber, with 1M+ sensor miles and the 'Aurora Driver' platform. The Q2 print reinforced that customer rollout is happening — but revenue is still tiny.

  • The commercial proof points are stacking: Aurora Driver 2 is now live ('nobody in the cab'), new agreements with Value Truck (2nd-gen driverless trucks on two major freight lanes) and Charger Logistics (Dallas-Laredo) — real commercial customer signings, not slide-ware.
  • The revenue is still pre-scale: Q1 revenue of $1M with -244% operating margin — a pre-commercial profile that only justifies the $11.7B market cap if the FY27 revenue consensus of $183M actually arrives, meaning the whole thesis is 2027 execution.
  • The strategic backdrop is durable: Uber remains a strategic partner with meaningful strategic-review rights, Nvidia powers the compute stack, and CEO Chris Urmson's 'we are still very early in autonomous trucking' framing is honest rather than promotional.

The stock is at the 53rd percentile of its 52-week range and above the 200-day, but yesterday's Q2 EPS of -$0.14 vs -$0.117 (a 20% miss) shows the setup is fragile. What extends the move is an Oct 27 Q3 print with a fleet-scale customer commitment; what breaks it is a driverless-mile ramp slippage or a Value Truck / Charger deployment delay.

Agrees with X sentimentX's bull frame — Aurora Driver 2 live 'with nobody in the cab,' the Value Truck and Charger Logistics customer signings, 1M sensor miles, Nvidia partnership, and Urmson's 'very early' framing — is supported by the just-reported quarter and by the Charger Logistics July 28 press release, so agreeing is honest even with the 20% Q2 EPS miss.

What to watch: The Oct 27 Q3 print — driverless-mile growth, any fleet-scale customer commitment beyond the current Value Truck and Charger lanes, and cash-burn rate. A signed fleet-scale contract extends the move; a slippage in the deployment ramp or a soft cash-burn print breaks the coiling.

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

X sentiment

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

Bullish sentiment27 posts analyzed · as of 2026-07-31

Aurora Innovation is being circulated as an overlooked autonomous-trucking name whose business update the market missed during the AI sell-off. Morgan Stanley reiterated Overweight and raised PT to $14 (Oppenheimer floated $15) with a bull case implying roughly 4x upside, on the back of 200+ expected driverless trucks by year-end 2026 and active Driver-as-a-Service negotiations with multiple customers. Chartists describe a flag-like consolidation and a promising base. There is no bear voice in the window.

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; limited read-through from information technology services macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%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 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$14.5M$13.2M – $15.3M-$0.46-$0.47 – -$0.459
FY27$183.2M$132.6M – $262.2M-$0.43-$0.52 – -$0.409
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.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.57%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.-0.5%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.+25.2%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 today2.1% 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.β2.645-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
+ 16 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Aurora Innovation, Inc. (AUR) Reports Q2 Loss, Tops Revenue Estimateszacks.com·2d agoAurora Innovation, Inc. (AUR) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoAurora Innovation Q2 Earnings Call Highlightsmarketbeat.com·2d agoAurora Announces Second Quarter 2026 Resultsbusinesswire.com·2d agoCharger Logistics to Deploy Second-Generation Driverless Trucksgurufocus.com·4d ago

In themes

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

EVs & Autonomous Vehicles

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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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