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Aurora Innovation, Inc.NasdaqGS:AUR 株式レポート

時価総額 US$13.6b
株価
US$7.12
US$9.79
27.3% 割安 内在価値ディスカウント
1Y17.5%
7D-15.2%
ポートフォリオ価値
​
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Aurora Innovation, Inc.

NasdaqGS:AUR 株式レポート

時価総額：US$13.6b

Aurora Innovation（AUR）株式概要

オーロラ・イノベーション社は、米国で自動運転技術事業に従事している。 詳細

AUR ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績0/6
財務の健全性6/6
配当金0/6

報酬

当社が推定した公正価値より81.9%で取引されている

収益は年間63.53%増加すると予測されています

リスク分析

意味のある収益がありません ( $4M )

現在は利益が出ておらず、今後3年間で利益が出る見込みはない


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Aurora Innovation, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Aurora Innovation
過去の株価
現在の株価US$7.12
52週高値US$8.57
52週安値US$3.60
ベータ2.59
1ヶ月の変化36.40%
3ヶ月変化46.50%
1年変化17.49%
3年間の変化394.44%
5年間の変化-27.20%
IPOからの変化-28.80%

最新ニュース

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

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
分析記事 • 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.

株主還元

AURUS SoftwareUS 市場
7D-15.2%2.2%-1.0%
1Y17.5%-10.0%23.3%

業界別リターン: AUR過去 1 年間で-10 % の収益を上げたUS Software業界を上回りました。

リターン対市場: AURは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。

価格変動

Is AUR's price volatile compared to industry and market?
AUR volatility
AUR Average Weekly Movement10.9%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: AUR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AURの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
20171,900Chris Urmsonaurora.tech

オーロラ・イノベーション社は、米国で自動運転技術事業に従事している。自動運転のハードウェア、ソフトウェア、データサービス一式を統合し、様々な車種やアプリケーションに適応・相互運用させるプラットフォーム「Aurora Driver」の開発に注力している。同社は2017年に設立され、ペンシルベニア州ピッツバーグに本社を置いている。

Aurora Innovation, Inc. 基礎のまとめ

Aurora Innovation の収益と売上を時価総額と比較するとどうか。
AUR 基礎統計学
時価総額US$13.61b
収益（TTM）-US$831.00m
売上高(TTM)US$4.00m
3,491x
P/Sレシオ
-16.8x
PER（株価収益率

AUR は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
AUR 損益計算書（TTM）
収益US$4.00m
売上原価US$781.00m
売上総利益-US$777.00m
その他の費用US$54.00m
収益-US$831.00m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益（EPS）-0.42
グロス・マージン-19,425.00%
純利益率-20,775.00%
有利子負債／自己資本比率0%

AUR の長期的なパフォーマンスは？

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 21:26
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Aurora Innovation, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
George GianarikasCanaccord Genuity
Andres Sheppard-SlingerCantor Fitzgerald & Co.
Christopher McNallyEvercore ISI