Aurora Innovation, Inc.

NasdaqGS:AUR Rapport sur les actions

Capitalisation boursière : US$14.6b

Aurora Innovation Gestion

Gestion contrôle des critères 3/4

Le PDG Aurora Innovation est Chris Urmson, nommé en Jan2017, a un mandat de 9.33 ans. La rémunération annuelle totale est $ 879.05K, composée du salaire de 54.5% et des bonus 45.5%, y compris les actions et options de la société. détient directement 7.47% des actions de la société, d'une valeur de $ 1.09B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 4.7 ans.

Informations clés

Chris Urmson

Directeur général

US$879.0k

Rémunération totale

Pourcentage du salaire du PDG54.51%
Durée du mandat du directeur général9.3yrs
Propriété du PDG7.5%
Durée moyenne d'occupation des postes de direction3.3yrs
Durée moyenne du mandat des membres du conseil d'administration4.7yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Feb 13

Aurora Innovation: Barriers To Entry Are Fading

Summary Aurora Innovation is expanding its autonomous trucking operations, with significant growth planned for 2026 and beyond. Despite solid operational progress, AUR's share price remains weak. While this could represent a mispricing, I believe that the market is pricing an increased probability of Waymo dominating the market or the market becoming fragmented and economically unattractive. Investors can probably afford to sit on the sidelines in the short term, as Aurora's operations won't become material relative to its market capitalization until at least 2027. Read the full article on Seeking Alpha
Article d’analyse • Jul 03

Aurora Innovation, Inc. (NASDAQ:AUR) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Aurora Innovation's estimated fair value is US$10.06 based on 2 Stage Free Cash Flow to Equity Aurora...
Seeking Alpha • Apr 22

Aurora Innovation: Turbulent Times Ahead

Summary Aurora Innovation's stock is under pressure due to the uncertainty created by tariffs and a looming commercialization deadline. Despite a broader market pullback, Aurora's stock has actually held up fairly well so far. A freight market recession could see customer investments in self-driving technology delayed, impacting both Aurora's growth and transition to profitability. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

Aurora Innovation: When Excitement Outpaces Fundamentals

Summary I love a good growth story, but Aurora Innovation, Inc.’s cash burn and dilution risk are dealbreakers. Even if they execute well, paying 240x next year’s sales just doesn’t make sense to me. The tech is impressive, but financials matter—and Aurora’s don’t inspire confidence. With too many unknowns and high expectations baked in, I’m choosing to stay on the sidelines for AUR stock. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Aurora Innovation: Rating Downgrade As There Is Little Margin Of Safety

Summary I recommend downgrading Aurora Innovation stock to a hold due to the current stock price surge, leaving little margin of safety. AUR has shown consistent operational progress, with 88% autonomy performance and 99% autonomy readiness, nearing commercialization in 2Q25. Partnerships with DHL and NVIDIA validate AUR’s technology and reduce the capital burden, extending its financial runway into 2H26 with $1.2 billion in cash. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Aurora Innovation: Technological Edge Will Lead To Strong Business Performance

Summary Aurora Innovation's pivot to autonomous trucking with a DaaS model is poised to capitalize on the trucking industry's driver shortage, offering significant cost savings and profitability. Strategic partnerships with Nvidia, Continental, Volvo, and others enhance Aurora's technological capabilities and provide a competitive moat, ensuring rapid scalability and market dominance. Aurora's phased deployment, beginning in April 2025, emphasizes safety and environmental sustainability, with plans to expand operations and improve energy efficiency by up to 32%. Given Aurora's strong strategic positioning, technological advancements, and imminent deployment, I rate Aurora Innovation a 'Buy' for its potential to generate solid revenue and profit. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

Aurora Innovation: Nvidia Partnership Isn't Material

Summary Aurora's partnership with NVIDIA has boosted sentiment but is unlikely to meaningfully alter the trajectory of its business. Based on recent commentary, commercialization appears to be dependent on the Aurora Driver's ability to handle edge cases and real-world data demonstrating this ability. The Thor SoC could boost performance, but Aurora has given no indication that inference compute power is a constraint. Aurora's market capitalization appears high given its lack of revenue and long path to profitability, particularly relative to other companies operating in the space. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Aurora Innovation: Growing Hype As Commercialization Approaches

Summary Aurora Innovation's recent share price rebound has been driven by speculation regarding regulatory tailwinds, but the company's success hinges more on technology performance than regulations. While Aurora's business is progressing, the company is a long way away from demonstrating viability. Despite a significant cash raise in the third quarter, Aurora will likely need to raise cash again before it reaches breakeven. The size of the market means that there could be significant upside, but Aurora's large market capitalization, lack of revenue, and the long path to profitability make the stock risky. Read the full article on Seeking Alpha
Seeking Alpha • Oct 02

Aurora Innovation: Driving Toward The Future, But Proceed With Caution

Summary I focus on opportunities where the risk-reward is compelling, and for now, Aurora doesn’t fit the bill. I’d rather protect my capital and live to invest another day than get caught up in the hype. The autonomous driving space is exciting, but I need more concrete financials before committing. For now, I’m watching Aurora’s progress from a safe distance and waiting for clearer signs of profitability. Read the full article on Seeking Alpha
Seeking Alpha • Sep 15

Aurora Innovation: Valuation Limits Near-Term Upside

Summary Aurora Innovation is set to commercialize its autonomous trucking technology in the coming months, focusing initially on transportation between Dallas and Houston. Aurora is taking an asset-light approach, partnering with Continental and major OEMs to manufacture and install its hardware. Its self-driving solution will be monetized through a driver-as-a-service offering. While the company has a relatively large cash balance, cash burn is high, meaning a sizeable raise is likely at some point in the next few years. The trucking market is large, and autonomy potentially offers significant cost-savings, meaning Aurora could have a bright future. Aurora's high-valuation makes the stock unattractive from a risk-reward perspective, though, even if momentum continues to carry the stock higher in the near-term. Read the full article on Seeking Alpha
Seeking Alpha • Aug 30

Autonomous Trucking: Great Potential For Aurora Innovation But Risks Weigh

Summary Autonomous trucking, driven by LiDAR technology, offers significant potential due to its scalability, efficiency, and ability to address driver shortages and safety concerns. Aurora Innovation is the only publicly traded company in this sector, but it faces high costs and uncertain profitability, making it a risky investment. The market potential is substantial, with over 1.4 million trucks produced annually, but widespread adoption of autonomous trucking is still years away. I rate Aurora Innovation as a hold due to its potential and financial backing, but significant cash needs and commercialization uncertainties pose risks. Read the full article on Seeking Alpha
Seeking Alpha • Jul 29

Aurora Innovation: Lack Of Urgency

Summary Aurora Innovation, Inc. is focused on autonomous trucking, with plans to launch a driverless trucking service from Dallas to Houston by the end of 2024. The company is bleeding cash, with a large cash balance that is expected to be depleted by the end of 2025. Despite promising technology and strong partners, investors should avoid the stock due to rich valuation and potential need for future cash raises. Read the full article on Seeking Alpha
Seeking Alpha • May 12

Aurora Innovation: Appears Overvalued, Wait For Better Entry Point

Summary Aurora is developing self-driving technology integrated into cars for driverless capability. The company's share performance has been lackluster, currently trading at $3.2 per share. AUR's focus is on bringing its product to market quickly and finalizing contractual commitments from key customers. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Aurora Innovation: Attractive Upside If Commercialization Goes As Expected

Summary AUR focuses on developing autonomous solutions for the transportation industry, particularly in the AV trucking market. The company has made significant operational achievements, including logging over 1 million commercial miles and autonomously delivering 4,300 loads, positioning it well for commercialization. I believe there is a significant upside potential and give a buy recommendation to AUR. Read the full article on Seeking Alpha
Seeking Alpha • Jan 12

Aurora Innovation: It's A Challenge To See The Money

Summary Aurora Innovation's share price has surged over 100% in recent months following TuSimple's withdrawal from the US self-driving trucking market. AUR has made progress in its roadmap to commercial operations in 2023, but doubts remain about its ability to complete the roadmap on time. The prospects for profits in the medium term are challenging to assess, and the need for billions of dollars in funding adds to the uncertainty. Read the full article on Seeking Alpha
Seeking Alpha • Sep 02

Aurora Innovation soars 18% after CEO floats potential sale to Apple, Microsoft

Self-driving company Aurora Innovation (NASDAQ:AUR) jumped 18% after a report the company' CEO laid out potential scenarios for the company including a possible sale to Apple (AAPL) or Microsoft (MSFT). Aurora (AUR) CEO Chris Urmson, who co-founded the self driving firm after running Google's (GOOGL) self-driving car project, was outlining potential scenarios for the company due to worsening market conditions, according to a Bloomberg report, which cited a company memo. The CEO also outlined taking the company private, spinning off or selling assets or a small capital raise, Bloomberg reported, citing a memo from early last month. Aurora (AUR) confirmed the memo to Bloomberg and said the company is looking at ways to keep competitive in a tough market.

Analyse de la rémunération des PDG

Comment la rémunération de Chris Urmson a-t-elle évolué par rapport aux bénéfices de Aurora Innovation?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$831m

Dec 31 2025US$879kUS$479k

-US$816m

Sep 30 2025n/an/a

-US$803m

Jun 30 2025n/an/a

-US$810m

Mar 31 2025n/an/a

-US$791m

Dec 31 2024US$403kUS$403k

-US$748m

Sep 30 2024n/an/a

-US$747m

Jun 30 2024n/an/a

-US$729m

Mar 31 2024n/an/a

-US$765m

Dec 31 2023US$687kUS$400k

-US$796m

Sep 30 2023n/an/a

-US$898m

Jun 30 2023n/an/a

-US$906m

Mar 31 2023n/an/a

-US$2b

Dec 31 2022US$4mUS$399k

-US$2b

Sep 30 2022n/an/a

-US$2b

Jun 30 2022n/an/a

-US$2b

Mar 31 2022n/an/a

-US$643m

Dec 31 2021US$429kUS$330k

-US$755m

Sep 30 2021n/an/a

-US$570m

Jun 30 2021n/an/a

-US$498m

Mar 31 2021n/an/a

-US$363m

Dec 31 2020US$371kUS$330k

-US$214m

Rémunération vs marché: La rémunération totale de Chris ($USD 879.05K ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).

Rémunération et revenus: La rémunération de Chris a augmenté alors que l'entreprise n'est pas rentable.

PDG

Chris Urmson (48 yo)

9.3yrs
Titularisation
US$879,048
Compensation

Mr. Christopher Urmson, also known as Chris, Ph D., is a Co-founder and Chief Executive Officer of Aurora Innovation, Inc since 2017 and served as its President until February 2023. Mr. Urmson serves as No...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Christopher Urmson
Co-Founder9.3yrsUS$879.05k7.47%
$ 1.1b
Ossa Fisher
President3.3yrsUS$3.09m0.052%
$ 7.5m
David Maday
Chief Financial Officer2.9yrsUS$7.12m0.044%
$ 6.4m
Shelley Webb
Secretary & Chief Legal Officer1.3yrsUS$8.92m0.0054%
$ 787.3k
James Bagnell
Chief Scientistno datapas de données1.92%
$ 279.0m
Stacy Feit
Vice President of Investor Relations4.4yrspas de donnéespas de données
Gerardo Interiano
Vice President of Government Relations & Public Affairsno datapas de donnéespas de données
Nat Beuse
Chief Safety Officerno datapas de donnéespas de données
Sandor Barna
Senior Vice President of Hardwareno datapas de donnéespas de données
3.3yrs
Durée moyenne de l'emploi
48yo
Âge moyen

Gestion expérimentée: L'équipe de direction de AUR est considérée comme expérimentée (ancienneté moyenne 3.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher Urmson
Co-Founder9.2yrsUS$879.05k7.47%
$ 1.1b
Reid Hoffman
Non Executive Independent Director8.3yrsUS$262.21k0.17%
$ 24.4m
John Donahoe
Independent Director1yrUS$422.92k0.0083%
$ 1.2m
Michelangelo Volpi
Non Executive Independent Director8.3yrspas de données0.094%
$ 13.7m
Karen Rasmussen
Member of Safety Advisory Board4.5yrspas de donnéespas de données
Jeffrey Runge
Member of Safety Advisory Boardno datapas de donnéespas de données
Brittany Bagley
Non Executive Independent Director4.8yrsUS$277.21k0.019%
$ 2.8m
Adrian Lund
Member of Safety Advisory Boardno datapas de donnéespas de données
Gloria Boyland
Independent Director3.2yrsUS$252.21k0.015%
$ 2.2m
Shailen Bhatt
Independent Director1.4yrsUS$252.21k0.00055%
$ 80.0k
Victoria Nneji
Member of Safety Advisory Boardno datapas de donnéespas de données
George Snyder
Member of Safety Advisory Boardno datapas de donnéespas de données
4.7yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de AUR sont considérés comme expérimentés (ancienneté moyenne 4.7 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/19 12:58
Cours de l'action en fin de journée2026/05/19 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Aurora Innovation, Inc. est couverte par 12 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
George GianarikasCanaccord Genuity
Andres Sheppard-SlingerCantor Fitzgerald & Co.
Christopher McNallyEvercore ISI