View Past PerformanceAurora Innovation バランスシートの健全性財務の健全性 基準チェック /56Aurora Innovationの総株主資本は$2.0B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$2.2Bと$221.0Mです。主要情報0%負債資本比率US$0負債インタレスト・カバレッジ・レシオn/a現金US$1.23bエクイティUS$1.96b負債合計US$221.00m総資産US$2.19b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesライブニュース • Jul 24Aurora Innovation Launches Driverless Trucks Ready for Large-Scale Deployment and One Million Mile LifeAurora Innovation has launched its second-generation driverless trucks based on the International LT Series, designed for a one million mile operating life and capable of running without a passive safety observer, with manufacturing partner Roush targeting an annual production run-rate of 1,000 trucks by year-end. The move signals a shift from pilot-scale operations to industrial-scale deployment in the U.S. Sun Belt, with hardware and production plans tailored for long-haul, high-utilization commercial fleets. Aurora Innovation’s stock trades at $5.99, with the share price up 54.8% year to date, while the latest product launch adds a concrete timeline and scale to its commercialization plans. The key read-through is that Aurora Innovation is moving from proving its technology to preparing for real-world, high-mileage freight operations, which increases both the potential revenue opportunity and the operational, regulatory and execution risks tied to large-scale deployment.ライブニュース • Jul 16Aurora Innovation Expands Self-Driving Truck Routes With New Contracts and Revenue GrowthAurora Innovation shares climbed 77.6% in the first half of 2026 as the company added new self‑driving truck routes for customers and secured contracts that are expected to drive significantly higher revenue this year. The company is currently concentrating its autonomous trucking operations on 12 routes in the U.S. southwest, indicating a focused commercial rollout rather than a purely test‑phase network. Aurora Innovation’s stock trades at $6.02, and despite being down 1.8% on the day, it remains up 55.6% year to date, reflecting interest around its expanding route footprint and contract pipeline. The key question now is whether Aurora Innovation can execute reliably on these 12 routes and scale further without operational setbacks, since any stumbles in performance, safety or customer adoption could challenge the expectations that have built up in the share price.ナラティブ更新 • Jul 10AUR: Safety Validation And New Freight Routes Will Support Future UpsideAnalysts have revised their price target for Aurora Innovation from $15.00 to $18.00, citing updated assumptions for the discount rate, long-term revenue growth, profit margins, and future P/E multiples. What's in the News for Aurora Innovation Aurora Innovation received an independent review of its Safety Case from Edge Case, which found the framework well structured, aligned with industry best practices, and actively maintained, supporting confidence in the Aurora Driver’s readiness for U.S. highways.お知らせ • Jul 08Aurora Innovation, Inc. to Report Q2, 2026 Results on Jul 29, 2026Aurora Innovation, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026ナラティブ更新 • Jun 26AUR: Expanded Driverless Freight Partnerships Will Support Future Revenue UpsideAnalysts have lifted their price target for Aurora Innovation from $9.79 to $11.22, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that, in their view, better reflect the company’s current risk and return profile. What's in the News Aurora Innovation expanded its partnership with McLane Company to launch driverless commercial hauls in Texas using the Aurora Driver.ライブニュース • Jun 25Aurora Innovation Advances Driverless Freight as Director Invests Nearly $500,000Aurora Innovation director David Wehner bought 82,500 Class A shares for about US$498,300 on 11 June 2026, while the company moves from pilot projects toward commercial deployment of its Aurora Driver autonomous trucking system with partners such as Hirschbach and McLane. Management reports that McLane has now approved driverless operations after earlier pilots, and Aurora is preparing to deploy hundreds of driverless trucks and shift its Driver as a Service offering toward revenue-generating freight operations. Aurora Innovation shares trade around US$6.23, with the stock up about 61% year to date, reflecting heavy trading and volatility between the recent Uber sale price and the director’s purchase level. A board member buying stock while the company advances into paid driverless freight runs links governance, capital allocation and product execution, but also raises the stakes if commercial ramp-up or safety performance falls short of current expectations.分析記事 • Jun 19Aurora Innovation (AUR) Stock Could Be 35.8% Undervalued After Craig Hallum Buy InitiationCraig-Hallum’s decision to initiate coverage of Aurora Innovation (AUR) has put fresh attention on the autonomous trucking specialist, as investors weigh its physical AI focus and Aurora Driver technology against ongoing R&D spending and market risks. See our latest analysis for Aurora Innovation. Aurora Innovation’s recent 3.8% 1 day share price return and 5.2% 7 day share price return sit against a 30 day decline of 9.5%. At the same time, the 90 day share price return of 52.1% and 3 year...Seeking Alpha • Jun 16Aurora Innovation: The Volvo MomentSummary Aurora Innovation remains on a slow path to scaling autonomous trucking, with industrial scale now targeted for 2028 alongside Volvo. The company has plans in place for a material ramp in business during 2027 with a shift to the key Driver-as-a-Service to start the year. Competitive pressures are intensifying, with Kodiak and Bot Works advancing autonomous truck deployments and challenging AUR's leadership narrative. The stock valuation is stretched with limited upside from deployments over the next couple of years and risky cash burn, but Aurora Innovation could rally on hype. Read the full article on Seeking Alphaライブニュース • Jun 14Aurora Expands Driverless Trucking With McLane as Stock Volatility Follows Uber and Insider SalesAurora and McLane Company are expanding their partnership to run driverless commercial hauls in Texas using Aurora’s SAE Level 4 Aurora Driver, with plans to extend routes across the US Sun Belt by year-end. Uber sold 67.5 million Aurora shares for US$479 million, cutting its stake by 14.46% but still holding 15.6% of the company. Aurora’s stock has fallen about 22% to 23% over the past week, erasing roughly US$3.3b to US$3.4b in market value, alongside insider selling from director Reid Hoffman, who sold about 1.2 million shares but retains around 7.7 million Class A shares. These developments highlight a tension between growing commercial partnerships and continued investor concerns around cash burn, operating performance and the timing of full commercialization of Aurora’s autonomous trucking platform. Investors may want to monitor how quickly Aurora converts its McLane and other relationships into recurring “driver as a service” revenue, and whether further large shareholder or insider sales contribute to volatility in what is already considered a speculative growth stock.New Risk • Jun 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$647m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$4.0m revenue).お知らせ • May 05Aurora Innovation, Inc. and Volvo Autonomous Solutions Launches Autonomous Freight Route to Oklahoma CityAurora Innovation, Inc. and Volvo Autonomous Solutions announced the expansion of their autonomous freight network with a new 200-mile route between Dallas and Oklahoma City. The expansion marks a significant milestone as V.A.S. begins hauling freight to customer facilities in Oklahoma City with the Volvo VNL Autonomous integrated with the Aurora Driver. The Oklahoma City program currently supports trips five days a week in supervised autonomy. By logging hundreds of miles, the Volvo VNL Autonomous integrated with the Aurora Driver supports safer, quicker, and more efficient movement of goods, enabling V.A.S. to provide a premium service. By operating directly to customer facilities, V.A.S. can reduce the need for drayage moves and additional handoffs, helping remove complexity from the logistics flow. Customers also benefit from Volvo’s extensive dealer network, robust service support, and proven uptime capabilities, helping them adopt autonomous transport while maintaining efficiency. The launch also highlights the maturity of the Aurora Driver to meet VAS’ customer demand. Within weeks, Aurora mapped the Dallas-to-Oklahoma City interstate route and began autonomous hauls.ライブニュース • May 04Aurora Innovation Director Sells US$8.7 Million Shares While Retaining Major StakeAurora Innovation director Reid Hoffman sold around 1.2 million shares for roughly US$8.7 million as part of recent insider activity. Hoffman still holds about 7.7 million Class A shares after the sale, indicating he maintains a significant position in the company. The company continues to be characterized as a speculative growth stock with heavy cash burn, minimal revenue and stock price volatility linked to sentiment around its autonomous-driving strategy and safety concerns. Insider selling of this size often draws attention, but Hoffman's remaining stake suggests he is not exiting his investment in Aurora Innovation. For you, the key considerations are the company’s ongoing cash needs, limited current revenue base and the sensitivity of the stock to both safety developments in autonomous driving and broader shifts in risk appetite.お知らせ • Apr 15Aurora Innovation, Inc. to Report Q1, 2026 Results on May 06, 2026Aurora Innovation, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 03Aurora Innovation, Inc., Annual General Meeting, May 21, 2026Aurora Innovation, Inc., Annual General Meeting, May 21, 2026.お知らせ • Mar 06Aurora Appoints David Wehner to Its Board of DirectorsAurora has appointed David Wehner, the chief strategy officer and former chief financial officer at Meta, to its board of directors, the autonomous trucking company announced. CEO and co-founder Chris Urmson said Mr. Wehner will take the place of board member Claire Hughes Johnson.お知らせ • Jan 21Aurora Innovation, Inc. to Report Q4, 2025 Results on Feb 11, 2026Aurora Innovation, Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026Recent Insider Transactions • Nov 28Co-Founder recently bought US$1.0m worth of stockOn the 25th of November, Christopher Urmson bought around 258k shares on-market at roughly US$3.88 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Nov 04Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to US$4.49. The fair value is estimated to be US$6.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 145% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 75% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Major Estimate Revision • Nov 04Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$4.22m to US$3.59m. EPS estimate increased from -US$0.48 to -US$0.456 per share. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$10.22 to US$10.01. Share price fell 4.2% to US$5.05 over the past week.お知らせ • Oct 29Aurora Innovation, Inc. Expands Driverless Trucking Service from Fort Worth to El PasoAurora Innovation, Inc. announced the rapid expansion of its commercial operations by launching a second driverless route from Fort Worth to El Paso. This comes as the company surpasses 100,000 driverless miles on public roads and shares its plan to deploy hundreds of driverless trucks with its next-generation Aurora Driver hardware in 2026, fortifying a clear path to meet strong customer demand. Rapid Scaling and Operational Excellence: The launch of the 600-mile lane from Fort Worth to El Paso, just six months after the inaugural Dallas to Houston route, marks the fastest scaling to a second market in the U.S. self-driving industry. With five driverless trucks now regularly delivering customer freight, Aurora continues to maintain its perfect driverless on-time and safety record. Next-Generation Hardware: Ready for Deployment in 2026. Aurora also unveiled next-generation hardware, which is designed to reduce overall cost by half while boosting performance and durability. Key features include: Increased Reliability: Built to last for over a million miles. All-Weather Operation: Enhanced sensor cleaning allows the Aurora Driver to operate reliably in harsh weather conditions. The new hardware is manufactured by Fabrinet and precedes the highly-scalable hardware being jointly developed with AUMOVIO (formerly Continental), which is slated for production in 2027 and is expected to enable the deployment of tens of thousands of trucks. Simultaneous Platform Integration: The Aurora Driver's common core architecture allows for seamless integration across multiple truck platforms. The new hardware is being integrated with the Volvo VNL Autonomous, where lineside integration is taking place at Volvo's New River Valley manufacturing facility, and a new fleet of International®? LT®? Series Class 8 vehicles at Aurora's Pittsburgh hardware facilities. Aurora has successfully begun testing the new fleet at its closed test track. Upon completion of a closed safety case for these trucks, Aurora plans to haul freight without a partner-requested observer in Second Quarter 2026 and already has customer interest for this capacity.お知らせ • Oct 07Aurora Innovation, Inc. to Report Q3, 2025 Results on Oct 28, 2025Aurora Innovation, Inc. announced that they will report Q3, 2025 results After-Market on Oct 28, 2025Buy Or Sell Opportunity • Aug 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to US$6.39. The fair value is estimated to be US$8.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 142% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 71% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Recent Insider Transactions • Aug 08Insider recently bought US$989k worth of stockOn the 6th of August, John Donahoe bought around 162k shares on-market at roughly US$6.10 per share. This transaction increased John Donahoe's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$528k more in shares than they have sold in the last 12 months.New Risk • Jul 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$1.0m revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$602m net loss in 3 years). Shareholders have been diluted in the past year (18% increase in shares outstanding).お知らせ • Jul 09Aurora Innovation, Inc. to Report Q2, 2025 Results on Jul 30, 2025Aurora Innovation, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • Jun 30+ 7 more updatesAurora Innovation, Inc.(NasdaqGS:AUR) dropped from Russell 2000 IndexAurora Innovation, Inc.(NasdaqGS:AUR) dropped from Russell 2000 Indexお知らせ • May 24Aurora Innovation, Inc. Elects John Donahoe as Class I DirectorAurora Innovation, Inc. announced at Annual Meeting of Stockholders held on May 22, 2025, the shareholders elected John Donahoe as Class I director to serve until the 2028 annual meeting of stockholders.Price Target Changed • May 10Price target increased by 15% to US$10.29Up from US$8.95, the current price target is an average from 9 analysts. New target price is 41% above last closing price of US$7.28. Stock is up 126% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$0.46 last year.お知らせ • May 10Aurora Innovation, Inc. Announces Resignation of Sterling Anderson as Chief Product Officer and Member of the Board of DirectorAurora Innovation, Inc. announced that on May 6, 2025, Sterling Anderson, Chief Product Officer and a member of the board of directors, notified the Company of his decision to resign from his position as Chief Product Officer of the Company and its subsidiaries, effective June 1, 2025, and from the Board, effective August 31, 2025. Mr. Anderson is a nominee for re-election as a member of the Board at the Company’s 2025 Annual Meeting of Stockholders to be held on May 22, 2025. Mr. Anderson is still standing for re-election, and the Board continues to recommend Mr. Anderson for re-election as a member of the Board at the Annual Meeting through his Resignation Date. Mr. Anderson’s resignation from the Board did not result from any disagreement with the Company concerning any matter relating to its operations, policies, or practices.お知らせ • May 01Aurora Innovation, Inc. Begins Commercial Driverless Trucking in Texas, Ushering in New Era of FreightAurora Innovation, Inc. has successfully launched its commercial self-driving trucking service in Texas. Following the closure of its safety case, Aurora began regular driverless customer deliveries between Dallas and Houston this week. To date, the Aurora Driver has completed over 1,200 miles without a driver. The milestone makes Aurora the first company to operate a commercial self-driving service with heavy-duty trucks on public roads. Aurora plans to expand its driverless service to El Paso, Texas and Phoenix, Arizona by the end of 2025. Transforming how goods are moved in America. Aurora's product, the Aurora Driver, is an SAE L4 self-driving system that is first being deployed in long-haul trucking. Trucking is a trillion dollar industry in the U.S. but it faces challenges, including an aging driver population with high turnover rates, skyrocketing operating costs, and underutilized assets. These intensify every year, making the value proposition of autonomy - a solution that will offer safe, reliable capacity without an impact to jobs - highly attractive to the trucking industry. Aurora's launch customers are Uber Freight, and Hirschbach Motor Lines, a veteran-owned carrier that delivers time- and temperature-sensitive freight. Both companies have had long-standing supervised commercial pilots with Aurora.Seeking Alpha • Apr 22Aurora Innovation: Turbulent Times AheadSummary 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お知らせ • Apr 17Aurora Innovation, Inc. to Report Q1, 2025 Results on May 08, 2025Aurora Innovation, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025お知らせ • Apr 07Aurora Innovation, Inc., Annual General Meeting, May 22, 2025Aurora Innovation, Inc., Annual General Meeting, May 22, 2025.Seeking Alpha • Mar 24Aurora Innovation: When Excitement Outpaces FundamentalsSummary 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 AlphaSeeking Alpha • Feb 19Aurora Innovation: Rating Downgrade As There Is Little Margin Of SafetySummary 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 AlphaPrice Target Changed • Feb 18Price target increased by 7.1% to US$6.27Up from US$5.85, the current price target is an average from 6 analysts. New target price is 39% below last closing price of US$10.19. Stock is up 260% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$0.46 last year.New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$691m net loss in 3 years).Buy Or Sell Opportunity • Feb 13Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 89% to US$9.42. The fair value is estimated to be US$7.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 112% over the last 3 years. Earnings per share has grown by 39%.お知らせ • Feb 13Aurora Innovation, Inc. Provides Revenue Guidance for the Year 2025Aurora Innovation, Inc. provided revenue guidance for the year 2025. The company expects 2025 revenue to be modest in the mid-single-digit millions.Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. Director Shailen Bhatt was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 22Aurora Innovation, Inc. to Report Q4, 2024 Results on Feb 12, 2025Aurora Innovation, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025Seeking Alpha • Jan 20Aurora Innovation: Technological Edge Will Lead To Strong Business PerformanceSummary 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 AlphaSeeking Alpha • Jan 09Aurora Innovation: Nvidia Partnership Isn't MaterialSummary 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お知らせ • Jan 04Aurora Innovation, Inc. Announces Board ChangesAurora Innovation, Inc. announced on December 31, 2024, Dara Khosrowshahi provided notice of his decision to resign from the board of directors (the board) of the company to reduce his external board commitments and focus on his ongoing responsibilities as CEO of Uber Technologies, Inc. Mr. Khosrowshahi's resignation was effective as of December 31, 2024, and did not result from any disagreement with the Company concerning any matter relating to its operations, policies, or practices. On December 31, 2024, Shailen Bhatt was appointed to the Board. Mr. Bhatt will serve as a director with a term of office expiring at the company's 2026 Annual Meeting of Stockholders. Mr. Bhatt, age 49, has served as a Senior Vice President and the Chief Operating Officer for AtkinsR alis, an engineering, procurement, and construction services company, in the United States and Latin America since September 2024. Mr. Bhatt also served as the Administrator for the Federal Highway Administration from January 2023 to September 2024. Prior to the Federal Highway Administration, Mr. Bhatt served as the Senior Vice President of AECOM, an infrastructure consulting firm, from August 2021 to December 2022, and the President and Chief Executive Officer of the Intelligent Transportation Society of America from December 2017 to July 2021. Mr. Bhatt has also served in leadership positions with the Colorado Department of Transportation, the Delaware Department of Transportation and the Kentucky Transportation Cabinet. Mr. Bhatt holds a B.A. in Economics from Western Kentucky University. Mr. Bhatt has previously served on the Company's Safety Advisory Board.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Member of Safety Advisory Board Karen Rasmussen was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Seeking Alpha • Nov 25Aurora Innovation: Growing Hype As Commercialization ApproachesSummary 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 AlphaPrice Target Changed • Nov 04Price target increased by 7.3% to US$4.42Up from US$4.12, the current price target is an average from 5 analysts. New target price is 20% below last closing price of US$5.55. Stock is up 183% over the past year. The company is forecast to post a net loss per share of US$0.46 next year compared to a net loss per share of US$0.60 last year.Price Target Changed • Oct 15Price target increased by 11% to US$4.12Up from US$3.72, the current price target is an average from 5 analysts. New target price is 31% below last closing price of US$5.93. Stock is up 209% over the past year. The company is forecast to post a net loss per share of US$0.45 next year compared to a net loss per share of US$0.60 last year.お知らせ • Oct 09Aurora Innovation, Inc. to Report Q3, 2024 Results on Oct 30, 2024Aurora Innovation, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024Seeking Alpha • Oct 02Aurora Innovation: Driving Toward The Future, But Proceed With CautionSummary 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 AlphaNew Risk • Sep 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$623m net loss in 3 years). Shareholders have been diluted in the past year (16% increase in shares outstanding).Seeking Alpha • Sep 15Aurora Innovation: Valuation Limits Near-Term UpsideSummary 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 AlphaSeeking Alpha • Aug 30Autonomous Trucking: Great Potential For Aurora Innovation But Risks WeighSummary 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 AlphaMajor Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$0.45 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.495 to -US$0.445 per share. Revenue forecast unchanged from US$1.72m at last update. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$3.93 unchanged from last update. Share price fell 17% to US$3.31 over the past week.お知らせ • Aug 01Aurora Innovation, Inc. has filed a Follow-on Equity Offering in the amount of $350 million.Aurora Innovation, Inc. has filed a Follow-on Equity Offering in the amount of $350 million. Security Name: Class A Common Stock Security Type: Common StockSeeking Alpha • Jul 29Aurora Innovation: Lack Of UrgencySummary 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お知らせ • Jul 11Aurora Innovation, Inc. to Report Q2, 2024 Results on Jul 31, 2024Aurora Innovation, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024Seeking Alpha • May 12Aurora Innovation: Appears Overvalued, Wait For Better Entry PointSummary 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お知らせ • Apr 19Aurora Innovation, Inc. to Report Q1, 2024 Results on May 08, 2024Aurora Innovation, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024お知らせ • Apr 06Aurora Innovation, Inc., Annual General Meeting, May 23, 2024Aurora Innovation, Inc., Annual General Meeting, May 23, 2024, at 13:00 US Eastern Standard Time. Agenda: To elect Brittany Bagley, Reid Hoffman and Claire D’Oyly-Hughes Johnson as Class III directors to hold office until the company's 2027 annual meeting of stockholders and until their respective successors are elected and qualified; to approve an amendment to the company's Certificate of Incorporation to reflect recently adopted Delaware law provisions regarding officer exculpation; to approve, on an advisory basis, the compensation of the company's named executive officers; to approve, on an advisory basis, the frequency of future stockholder advisory votes on the compensation of the company's named executive officers; to ratify the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact other business that may properly come before the annual meeting or any adjournments or postponements thereof.Price Target Changed • Feb 24Price target decreased by 8.1% to US$3.77Down from US$4.10, the current price target is an average from 6 analysts. New target price is 46% above last closing price of US$2.57. Stock is up 81% over the past year. The company is forecast to post a net loss per share of US$0.57 next year compared to a net loss per share of US$0.60 last year.Seeking Alpha • Feb 23Aurora Innovation: Attractive Upside If Commercialization Goes As ExpectedSummary 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お知らせ • Jan 25Aurora Innovation, Inc. to Report Q4, 2023 Results on Feb 14, 2024Aurora Innovation, Inc. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024Seeking Alpha • Jan 12Aurora Innovation: It's A Challenge To See The MoneySummary 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 AlphaReported Earnings • Nov 03Third quarter 2023 earnings released: US$0.13 loss per share (vs US$0.17 loss in 3Q 2022)Third quarter 2023 results: US$0.13 loss per share (improved from US$0.17 loss in 3Q 2022). Net loss: US$190.0m (loss narrowed 4.1% from 3Q 2022). Revenue is forecast to grow 84% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.Price Target Changed • Nov 02Price target decreased by 10.0% to US$4.14Down from US$4.60, the current price target is an average from 6 analysts. New target price is 116% above last closing price of US$1.92. Stock is down 4.0% over the past year. The company is forecast to post a net loss per share of US$0.62 next year compared to a net loss per share of US$1.51 last year.お知らせ • Nov 02Aurora Innovation, Inc. Opens First Commercial-Ready Route for Its Planned Driverless Truck Launch in Late 2024Aurora Innovation, Inc. announced it has opened the industry's first lane for driverless trucks supported by commercial-ready terminals in Dallas and Houston. Nearly half of all truck freight in Texas moves along the I-45 between Dallas and Houston, making this corridor an ideal route for Aurora's commercial launch. Similar to its first terminal in South Dallas, Aurora's new terminal in Houston is designed to support and service driverless trucks at a commercial scale. Commercial-Ready Terminals Designed for Seamless Customer Experience: Aurora uses terminals to house, maintain, prepare, inspect, and deploy autonomous trucks between destinations. The company has developed an innovative terminal blueprint to implement a layout and list of features that make its terminals commercial-ready for the launch of driverless operations. Aurora's terminal blueprint is designed to maximize the time autonomous trucks are on the road hauling freight. For example, on-site weigh stations support enhanced pre-trip inspections, which ensure Aurora's trucks are compliant with regulatory standards while allowing them to bypass inspection sites on the road. This promotes safe operations and results in a more efficient trip with fewer stops. Aurora picks its terminal locations with its customers in mind. Aurora's Houston terminal is located in a logistics hub near its pilot customers, including FedEx and others. This proximity to customers makes it easy to seamlessly integrate autonomous trucks into their middle-mile operations. Aurora's terminals operate day and night, supporting their trucks as they haul more than 75 loads a week for pilot customers. Aurora is also preparing its Command Center to support around-the-clock commercial operations. Aurora's Command Center includes a team of remote specialists who monitor and provide guidance to the active fleet of Aurora-powered trucks, and dispatchers who allocate trucks, trailers, and vehicle operators to missions. Aurora's Command Center already supports commercial pilot hauls and is prepared to support driverless missions.お知らせ • Oct 12Aurora Innovation, Inc. to Report Q3, 2023 Results on Nov 01, 2023Aurora Innovation, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2023Recent Insider Transactions Derivative • Sep 20Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of September. If the sale is conducted around the recent share price of US$3.54, it would amount to US$707k. Since December 2022, Sterling's direct individual holding has decreased from 52.93m shares to 44.98m. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Sep 07Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$3.57, it would amount to US$713k. Since December 2022, Sterling's direct individual holding has decreased from 52.93m shares to 45.53m. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Aug 17Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$3.53, it would amount to US$705k. Since September 2022, Sterling's direct individual holding has decreased from 52.95m shares to 46.05m. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$934m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (31% increase in shares outstanding). Revenue is less than US$5m (US$5.0m revenue).Reported Earnings • Aug 04First half 2023 earnings released: US$0.35 loss per share (vs US$1.09 loss in 1H 2022)First half 2023 results: US$0.35 loss per share (improved from US$1.09 loss in 1H 2022). Net loss: US$414.0m (loss narrowed 66% from 1H 2022). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • Jul 24Aurora Innovation, Inc. to Report Q2, 2023 Results on Aug 02, 2023Aurora Innovation, Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023お知らせ • Jun 17Aurora Releases Open-Source Autonomous Driving DatasetAurora Innovation, Inc. publicly released the Aurora Multi-Sensor Dataset, a large-scale multi-sensor dataset with localization ground truth, in collaboration with the University of Toronto. The dataset contains rich metadata such as semantic segmentation and spans weather patterns during all four seasons, including rain, snow, overcast and sunny days, as well as different times of day, and a variety of traffic conditions. It is between one and two orders of magnitude larger than other publicly available localization datasets and can be used to develop and evaluate large-scale, long-term approaches to autonomous vehicle localization. This dataset was previously introduced as PIT30M at the International Conference on Intelligent Robots and Systems (IROS) 2020, one of the world’s top robotics publication venues, in a paper that was nominated as a Finalist for Best Application Paper. Martinez, J., Doubov, S., Fan, J., Wang, S., Máttyus, G., & Urtasun, R. (2020, October). Pit30M: A benchmark for global localization in the age of self-driving cars. In 2020 IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS) (pp. 4477-4484). IEEE. In making this data broadly available to the academic community, Aurora hopes to contribute to meaningful engineering research and development that will spur continued progress in the autonomous systems field. The Aurora Multi-Sensor Dataset’s size and diversity also make it suitable for a wide range of research areas such as 3D reconstruction, HD map construction, and map compression, among others. The Aurora Multi-Sensor Dataset was captured between January 2017 and February 2018 in the metropolitan area of Pittsburgh, PA, by Uber Advanced Technologies Group (ATG), which was acquired by Aurora in January 2021. The data was captured using a 64-beam Velodyne HDL-64E LiDAR sensor and seven 1920x1200-pixel resolution cameras including a forward-facing stereo pair and five wide-angle lenses covering a 360º view around the vehicle. The Aurora Multi-Sensor Dataset is hosted on Amazon Simple Storage Service (S3), made available through the Open Data Sponsorship Program, and is intended for non-commercial academic use. It is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License (CC BY-NC 4.0).お知らせ • Jun 16Aurora Innovation, Inc. Names David Maday as Chief Financial OfficerAurora Innovation, Inc. announced that it has named David Maday as its new Chief Financial Officer, effective June 14, 2023. Maday assumes the role from Richard Tame, who is stepping down to pursue other opportunities. Tame will continue with the company until August 31, 2023 to support a smooth transition. Maday previously served as Aurora’s Senior Vice President of Business Development and Product Strategy. Prior to joining Aurora, Maday spent over 20 years at General Motors, including leading the transformation of GM's Product Program Finance organization. In this capacity, he was accountable for prioritization, tracking and reporting of the global product portfolio that encompassed multi-billion dollar capital and engineering expenditures annually. He also oversaw the development and implementation of financial metrics that increased focus on controllable factors to maximize return on invested capital. In his role leading Corporate Development and Global M&A, he developed and executed several multi-billion dollar partnerships.Recent Insider Transactions Derivative • Jun 11Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of June. If the sale is conducted around the recent share price of US$2.03, it would amount to US$406k. Since September 2022, Sterling's direct individual holding has decreased from 52.95m shares to 52.65m. There has only been one transaction (US$195k sale) from insiders over the last 12 months.Recent Insider Transactions Derivative • Feb 07Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$2.05, it would amount to US$102k. Since March 2022, Sterling's direct individual holding has increased from 52.63m shares to 52.93m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Jan 31Aurora Innovation, Inc. Appoints Ossa Fisher as PresidentAurora Innovation, Inc. announced it has appointed Ossa Fisher as the company’s president. Fisher brings more than 20 years of leadership experience to Aurora, spanning strategy, operations, and business functions across a wide variety of technology organizations. As the company focuses on scaling operations and preparing for commercial launch in 2024, Fisher will play a pivotal role in supporting and advancing these critical initiatives. Fisher is expected to begin in February and will be joining Aurora from Istation, where she has served as president and chief operating officer since 2019 and oversaw a number of the company’s functions including engineering, product, sales, marketing, customer success, and more. Prior to this, Fisher held other leadership roles at the e-learning platform since joining in 2015, including two years as chief marketing officer, before expanding her role and responsibilities. Fisher’s previous roles include serving as a senior vice president of strategy and analytics at Match Group and being named a partner at Bain & Company where she was a leader in the technology, media and telecom practice.お知らせ • Jan 26Aurora Innovation, Inc. to Report Q4, 2022 Results on Feb 15, 2023Aurora Innovation, Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023お知らせ • Dec 20Aurora Releases Aurora Driver Beta 5.0, as Company Advances Toward Commercial LaunchAurora Innovation, Inc. released Aurora Driver Beta 5.0, the latest version of its integrated hardware and autonomy system, to its autonomous trucking fleet in Texas. With a more performant Aurora Driver, Aurora advances toward commercial launch and continues to increase its weekly hauls of freight for pilot customers like FedEx, Uber Freight, Werner, and Schneider. Safe and reliable autonomous driving, while being courteous and also handling the nuances of the road, is essential to launch commercial operations at scale. Aurora Driver Beta 5.0 unlocks key safety-critical and increasingly complex highway driving capabilities, enabling the Aurora Driver to autonomously operate in more scenarios. These new capabilities include: Detecting and appropriately responding to emergency vehicles like ambulances, fire engines, and law enforcement vehicles. Safely re-entering traffic after resolving a system problem that prompted the Aurora Driver to pull over to the shoulder. Navigating lanes with temporary barriers, a typical scenario in construction zones.Major Estimate Revision • Dec 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$1.06 to -US$1.43 per share. Revenue forecast unchanged at US$66.1m. Commercial Services industry in the US expected to see average net income growth of 9.4% next year. Consensus price target down from US$4.70 to US$4.36. Share price fell 14% to US$1.24 over the past week.Price Target Changed • Nov 16Price target decreased to US$4.70Down from US$5.20, the current price target is an average from 3 analysts. New target price is 153% above last closing price of US$1.86. Stock is down 81% over the past year. The company is forecast to post a net loss per share of US$1.06 next year compared to a net loss per share of US$1.22 last year.お知らせ • Nov 05Aurora Innovation, Inc. Promotes Nolan Shenai to Serve as General CounselAurora Innovation, Inc. announced the appointment of Nolan Shenai as General Counsel. Shenai previously served as Auroras Interim General Counsel from June 2022 and Deputy General Counsel from August 2020. Shenai has more than 15 years of experience as a practicing attorney, including almost a decade in the automotive and autonomous vehicle industries. Since joining Aurora in August 2020, Shenai has played a critical role in helping the company shepherd key strategic collaborations with industry leaders like FedEx, Uber Freight, Schneider, and Werner. Prior to joining Aurora in August of 2020, Shenai held leadership positions at Waymo and at Jaguar Land Rover. He began his career in private practice as a commercial litigator at Clark Hill PLC and Obermayer Rebmann Maxwell &Hippel in Philadelphia. Shenai received his JD from Vanderbilt University and his BA from the University of Pennsylvania, where he is also an adjunct professor and teaches on the law of autonomous vehicles. Shenai also holds a Masters of Letters degree from the University of St. Andrews in Scotland.お知らせ • Oct 13Aurora Innovation, Inc. to Report Q3, 2022 Results on Nov 02, 2022Aurora Innovation, Inc. announced that they will report Q3, 2022 results After-Market on Nov 02, 2022財務状況分析短期負債: AURの 短期資産 ( $1.3B ) が 短期負債 ( $134.0M ) を超えています。長期負債: AURの短期資産 ( $1.3B ) が 長期負債 ( $87.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: AURは負債がありません。負債の削減: AUR過去 5 年間負債を抱えていません。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: AURは、現在の フリーキャッシュフロー に基づき、1 年以上にわたって十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: AURの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/07/28 21:19終値2026/07/28 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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. 12 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。13 アナリスト機関George GianarikasCanaccord GenuityAndres Sheppard-SlingerCantor Fitzgerald & Co.Ryan SigdahlCraig-Hallum Capital Group LLC10 その他のアナリストを表示
ライブニュース • Jul 24Aurora Innovation Launches Driverless Trucks Ready for Large-Scale Deployment and One Million Mile LifeAurora Innovation has launched its second-generation driverless trucks based on the International LT Series, designed for a one million mile operating life and capable of running without a passive safety observer, with manufacturing partner Roush targeting an annual production run-rate of 1,000 trucks by year-end. The move signals a shift from pilot-scale operations to industrial-scale deployment in the U.S. Sun Belt, with hardware and production plans tailored for long-haul, high-utilization commercial fleets. Aurora Innovation’s stock trades at $5.99, with the share price up 54.8% year to date, while the latest product launch adds a concrete timeline and scale to its commercialization plans. The key read-through is that Aurora Innovation is moving from proving its technology to preparing for real-world, high-mileage freight operations, which increases both the potential revenue opportunity and the operational, regulatory and execution risks tied to large-scale deployment.
ライブニュース • Jul 16Aurora Innovation Expands Self-Driving Truck Routes With New Contracts and Revenue GrowthAurora Innovation shares climbed 77.6% in the first half of 2026 as the company added new self‑driving truck routes for customers and secured contracts that are expected to drive significantly higher revenue this year. The company is currently concentrating its autonomous trucking operations on 12 routes in the U.S. southwest, indicating a focused commercial rollout rather than a purely test‑phase network. Aurora Innovation’s stock trades at $6.02, and despite being down 1.8% on the day, it remains up 55.6% year to date, reflecting interest around its expanding route footprint and contract pipeline. The key question now is whether Aurora Innovation can execute reliably on these 12 routes and scale further without operational setbacks, since any stumbles in performance, safety or customer adoption could challenge the expectations that have built up in the share price.
ナラティブ更新 • Jul 10AUR: Safety Validation And New Freight Routes Will Support Future UpsideAnalysts have revised their price target for Aurora Innovation from $15.00 to $18.00, citing updated assumptions for the discount rate, long-term revenue growth, profit margins, and future P/E multiples. What's in the News for Aurora Innovation Aurora Innovation received an independent review of its Safety Case from Edge Case, which found the framework well structured, aligned with industry best practices, and actively maintained, supporting confidence in the Aurora Driver’s readiness for U.S. highways.
お知らせ • Jul 08Aurora Innovation, Inc. to Report Q2, 2026 Results on Jul 29, 2026Aurora Innovation, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
ナラティブ更新 • Jun 26AUR: Expanded Driverless Freight Partnerships Will Support Future Revenue UpsideAnalysts have lifted their price target for Aurora Innovation from $9.79 to $11.22, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that, in their view, better reflect the company’s current risk and return profile. What's in the News Aurora Innovation expanded its partnership with McLane Company to launch driverless commercial hauls in Texas using the Aurora Driver.
ライブニュース • Jun 25Aurora Innovation Advances Driverless Freight as Director Invests Nearly $500,000Aurora Innovation director David Wehner bought 82,500 Class A shares for about US$498,300 on 11 June 2026, while the company moves from pilot projects toward commercial deployment of its Aurora Driver autonomous trucking system with partners such as Hirschbach and McLane. Management reports that McLane has now approved driverless operations after earlier pilots, and Aurora is preparing to deploy hundreds of driverless trucks and shift its Driver as a Service offering toward revenue-generating freight operations. Aurora Innovation shares trade around US$6.23, with the stock up about 61% year to date, reflecting heavy trading and volatility between the recent Uber sale price and the director’s purchase level. A board member buying stock while the company advances into paid driverless freight runs links governance, capital allocation and product execution, but also raises the stakes if commercial ramp-up or safety performance falls short of current expectations.
分析記事 • Jun 19Aurora Innovation (AUR) Stock Could Be 35.8% Undervalued After Craig Hallum Buy InitiationCraig-Hallum’s decision to initiate coverage of Aurora Innovation (AUR) has put fresh attention on the autonomous trucking specialist, as investors weigh its physical AI focus and Aurora Driver technology against ongoing R&D spending and market risks. See our latest analysis for Aurora Innovation. Aurora Innovation’s recent 3.8% 1 day share price return and 5.2% 7 day share price return sit against a 30 day decline of 9.5%. At the same time, the 90 day share price return of 52.1% and 3 year...
Seeking Alpha • Jun 16Aurora Innovation: The Volvo MomentSummary Aurora Innovation remains on a slow path to scaling autonomous trucking, with industrial scale now targeted for 2028 alongside Volvo. The company has plans in place for a material ramp in business during 2027 with a shift to the key Driver-as-a-Service to start the year. Competitive pressures are intensifying, with Kodiak and Bot Works advancing autonomous truck deployments and challenging AUR's leadership narrative. The stock valuation is stretched with limited upside from deployments over the next couple of years and risky cash burn, but Aurora Innovation could rally on hype. Read the full article on Seeking Alpha
ライブニュース • Jun 14Aurora Expands Driverless Trucking With McLane as Stock Volatility Follows Uber and Insider SalesAurora and McLane Company are expanding their partnership to run driverless commercial hauls in Texas using Aurora’s SAE Level 4 Aurora Driver, with plans to extend routes across the US Sun Belt by year-end. Uber sold 67.5 million Aurora shares for US$479 million, cutting its stake by 14.46% but still holding 15.6% of the company. Aurora’s stock has fallen about 22% to 23% over the past week, erasing roughly US$3.3b to US$3.4b in market value, alongside insider selling from director Reid Hoffman, who sold about 1.2 million shares but retains around 7.7 million Class A shares. These developments highlight a tension between growing commercial partnerships and continued investor concerns around cash burn, operating performance and the timing of full commercialization of Aurora’s autonomous trucking platform. Investors may want to monitor how quickly Aurora converts its McLane and other relationships into recurring “driver as a service” revenue, and whether further large shareholder or insider sales contribute to volatility in what is already considered a speculative growth stock.
New Risk • Jun 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$647m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$4.0m revenue).
お知らせ • May 05Aurora Innovation, Inc. and Volvo Autonomous Solutions Launches Autonomous Freight Route to Oklahoma CityAurora Innovation, Inc. and Volvo Autonomous Solutions announced the expansion of their autonomous freight network with a new 200-mile route between Dallas and Oklahoma City. The expansion marks a significant milestone as V.A.S. begins hauling freight to customer facilities in Oklahoma City with the Volvo VNL Autonomous integrated with the Aurora Driver. The Oklahoma City program currently supports trips five days a week in supervised autonomy. By logging hundreds of miles, the Volvo VNL Autonomous integrated with the Aurora Driver supports safer, quicker, and more efficient movement of goods, enabling V.A.S. to provide a premium service. By operating directly to customer facilities, V.A.S. can reduce the need for drayage moves and additional handoffs, helping remove complexity from the logistics flow. Customers also benefit from Volvo’s extensive dealer network, robust service support, and proven uptime capabilities, helping them adopt autonomous transport while maintaining efficiency. The launch also highlights the maturity of the Aurora Driver to meet VAS’ customer demand. Within weeks, Aurora mapped the Dallas-to-Oklahoma City interstate route and began autonomous hauls.
ライブニュース • May 04Aurora Innovation Director Sells US$8.7 Million Shares While Retaining Major StakeAurora Innovation director Reid Hoffman sold around 1.2 million shares for roughly US$8.7 million as part of recent insider activity. Hoffman still holds about 7.7 million Class A shares after the sale, indicating he maintains a significant position in the company. The company continues to be characterized as a speculative growth stock with heavy cash burn, minimal revenue and stock price volatility linked to sentiment around its autonomous-driving strategy and safety concerns. Insider selling of this size often draws attention, but Hoffman's remaining stake suggests he is not exiting his investment in Aurora Innovation. For you, the key considerations are the company’s ongoing cash needs, limited current revenue base and the sensitivity of the stock to both safety developments in autonomous driving and broader shifts in risk appetite.
お知らせ • Apr 15Aurora Innovation, Inc. to Report Q1, 2026 Results on May 06, 2026Aurora Innovation, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 03Aurora Innovation, Inc., Annual General Meeting, May 21, 2026Aurora Innovation, Inc., Annual General Meeting, May 21, 2026.
お知らせ • Mar 06Aurora Appoints David Wehner to Its Board of DirectorsAurora has appointed David Wehner, the chief strategy officer and former chief financial officer at Meta, to its board of directors, the autonomous trucking company announced. CEO and co-founder Chris Urmson said Mr. Wehner will take the place of board member Claire Hughes Johnson.
お知らせ • Jan 21Aurora Innovation, Inc. to Report Q4, 2025 Results on Feb 11, 2026Aurora Innovation, Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
Recent Insider Transactions • Nov 28Co-Founder recently bought US$1.0m worth of stockOn the 25th of November, Christopher Urmson bought around 258k shares on-market at roughly US$3.88 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Nov 04Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to US$4.49. The fair value is estimated to be US$6.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 145% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 75% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Major Estimate Revision • Nov 04Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$4.22m to US$3.59m. EPS estimate increased from -US$0.48 to -US$0.456 per share. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$10.22 to US$10.01. Share price fell 4.2% to US$5.05 over the past week.
お知らせ • Oct 29Aurora Innovation, Inc. Expands Driverless Trucking Service from Fort Worth to El PasoAurora Innovation, Inc. announced the rapid expansion of its commercial operations by launching a second driverless route from Fort Worth to El Paso. This comes as the company surpasses 100,000 driverless miles on public roads and shares its plan to deploy hundreds of driverless trucks with its next-generation Aurora Driver hardware in 2026, fortifying a clear path to meet strong customer demand. Rapid Scaling and Operational Excellence: The launch of the 600-mile lane from Fort Worth to El Paso, just six months after the inaugural Dallas to Houston route, marks the fastest scaling to a second market in the U.S. self-driving industry. With five driverless trucks now regularly delivering customer freight, Aurora continues to maintain its perfect driverless on-time and safety record. Next-Generation Hardware: Ready for Deployment in 2026. Aurora also unveiled next-generation hardware, which is designed to reduce overall cost by half while boosting performance and durability. Key features include: Increased Reliability: Built to last for over a million miles. All-Weather Operation: Enhanced sensor cleaning allows the Aurora Driver to operate reliably in harsh weather conditions. The new hardware is manufactured by Fabrinet and precedes the highly-scalable hardware being jointly developed with AUMOVIO (formerly Continental), which is slated for production in 2027 and is expected to enable the deployment of tens of thousands of trucks. Simultaneous Platform Integration: The Aurora Driver's common core architecture allows for seamless integration across multiple truck platforms. The new hardware is being integrated with the Volvo VNL Autonomous, where lineside integration is taking place at Volvo's New River Valley manufacturing facility, and a new fleet of International®? LT®? Series Class 8 vehicles at Aurora's Pittsburgh hardware facilities. Aurora has successfully begun testing the new fleet at its closed test track. Upon completion of a closed safety case for these trucks, Aurora plans to haul freight without a partner-requested observer in Second Quarter 2026 and already has customer interest for this capacity.
お知らせ • Oct 07Aurora Innovation, Inc. to Report Q3, 2025 Results on Oct 28, 2025Aurora Innovation, Inc. announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
Buy Or Sell Opportunity • Aug 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to US$6.39. The fair value is estimated to be US$8.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 142% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 71% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Recent Insider Transactions • Aug 08Insider recently bought US$989k worth of stockOn the 6th of August, John Donahoe bought around 162k shares on-market at roughly US$6.10 per share. This transaction increased John Donahoe's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$528k more in shares than they have sold in the last 12 months.
New Risk • Jul 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$1.0m revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$602m net loss in 3 years). Shareholders have been diluted in the past year (18% increase in shares outstanding).
お知らせ • Jul 09Aurora Innovation, Inc. to Report Q2, 2025 Results on Jul 30, 2025Aurora Innovation, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • Jun 30+ 7 more updatesAurora Innovation, Inc.(NasdaqGS:AUR) dropped from Russell 2000 IndexAurora Innovation, Inc.(NasdaqGS:AUR) dropped from Russell 2000 Index
お知らせ • May 24Aurora Innovation, Inc. Elects John Donahoe as Class I DirectorAurora Innovation, Inc. announced at Annual Meeting of Stockholders held on May 22, 2025, the shareholders elected John Donahoe as Class I director to serve until the 2028 annual meeting of stockholders.
Price Target Changed • May 10Price target increased by 15% to US$10.29Up from US$8.95, the current price target is an average from 9 analysts. New target price is 41% above last closing price of US$7.28. Stock is up 126% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$0.46 last year.
お知らせ • May 10Aurora Innovation, Inc. Announces Resignation of Sterling Anderson as Chief Product Officer and Member of the Board of DirectorAurora Innovation, Inc. announced that on May 6, 2025, Sterling Anderson, Chief Product Officer and a member of the board of directors, notified the Company of his decision to resign from his position as Chief Product Officer of the Company and its subsidiaries, effective June 1, 2025, and from the Board, effective August 31, 2025. Mr. Anderson is a nominee for re-election as a member of the Board at the Company’s 2025 Annual Meeting of Stockholders to be held on May 22, 2025. Mr. Anderson is still standing for re-election, and the Board continues to recommend Mr. Anderson for re-election as a member of the Board at the Annual Meeting through his Resignation Date. Mr. Anderson’s resignation from the Board did not result from any disagreement with the Company concerning any matter relating to its operations, policies, or practices.
お知らせ • May 01Aurora Innovation, Inc. Begins Commercial Driverless Trucking in Texas, Ushering in New Era of FreightAurora Innovation, Inc. has successfully launched its commercial self-driving trucking service in Texas. Following the closure of its safety case, Aurora began regular driverless customer deliveries between Dallas and Houston this week. To date, the Aurora Driver has completed over 1,200 miles without a driver. The milestone makes Aurora the first company to operate a commercial self-driving service with heavy-duty trucks on public roads. Aurora plans to expand its driverless service to El Paso, Texas and Phoenix, Arizona by the end of 2025. Transforming how goods are moved in America. Aurora's product, the Aurora Driver, is an SAE L4 self-driving system that is first being deployed in long-haul trucking. Trucking is a trillion dollar industry in the U.S. but it faces challenges, including an aging driver population with high turnover rates, skyrocketing operating costs, and underutilized assets. These intensify every year, making the value proposition of autonomy - a solution that will offer safe, reliable capacity without an impact to jobs - highly attractive to the trucking industry. Aurora's launch customers are Uber Freight, and Hirschbach Motor Lines, a veteran-owned carrier that delivers time- and temperature-sensitive freight. Both companies have had long-standing supervised commercial pilots with Aurora.
Seeking Alpha • Apr 22Aurora Innovation: Turbulent Times AheadSummary 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
お知らせ • Apr 17Aurora Innovation, Inc. to Report Q1, 2025 Results on May 08, 2025Aurora Innovation, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
お知らせ • Apr 07Aurora Innovation, Inc., Annual General Meeting, May 22, 2025Aurora Innovation, Inc., Annual General Meeting, May 22, 2025.
Seeking Alpha • Mar 24Aurora Innovation: When Excitement Outpaces FundamentalsSummary 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 19Aurora Innovation: Rating Downgrade As There Is Little Margin Of SafetySummary 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
Price Target Changed • Feb 18Price target increased by 7.1% to US$6.27Up from US$5.85, the current price target is an average from 6 analysts. New target price is 39% below last closing price of US$10.19. Stock is up 260% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$0.46 last year.
New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$691m net loss in 3 years).
Buy Or Sell Opportunity • Feb 13Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 89% to US$9.42. The fair value is estimated to be US$7.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 112% over the last 3 years. Earnings per share has grown by 39%.
お知らせ • Feb 13Aurora Innovation, Inc. Provides Revenue Guidance for the Year 2025Aurora Innovation, Inc. provided revenue guidance for the year 2025. The company expects 2025 revenue to be modest in the mid-single-digit millions.
Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. Director Shailen Bhatt was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 22Aurora Innovation, Inc. to Report Q4, 2024 Results on Feb 12, 2025Aurora Innovation, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
Seeking Alpha • Jan 20Aurora Innovation: Technological Edge Will Lead To Strong Business PerformanceSummary 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 09Aurora Innovation: Nvidia Partnership Isn't MaterialSummary 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
お知らせ • Jan 04Aurora Innovation, Inc. Announces Board ChangesAurora Innovation, Inc. announced on December 31, 2024, Dara Khosrowshahi provided notice of his decision to resign from the board of directors (the board) of the company to reduce his external board commitments and focus on his ongoing responsibilities as CEO of Uber Technologies, Inc. Mr. Khosrowshahi's resignation was effective as of December 31, 2024, and did not result from any disagreement with the Company concerning any matter relating to its operations, policies, or practices. On December 31, 2024, Shailen Bhatt was appointed to the Board. Mr. Bhatt will serve as a director with a term of office expiring at the company's 2026 Annual Meeting of Stockholders. Mr. Bhatt, age 49, has served as a Senior Vice President and the Chief Operating Officer for AtkinsR alis, an engineering, procurement, and construction services company, in the United States and Latin America since September 2024. Mr. Bhatt also served as the Administrator for the Federal Highway Administration from January 2023 to September 2024. Prior to the Federal Highway Administration, Mr. Bhatt served as the Senior Vice President of AECOM, an infrastructure consulting firm, from August 2021 to December 2022, and the President and Chief Executive Officer of the Intelligent Transportation Society of America from December 2017 to July 2021. Mr. Bhatt has also served in leadership positions with the Colorado Department of Transportation, the Delaware Department of Transportation and the Kentucky Transportation Cabinet. Mr. Bhatt holds a B.A. in Economics from Western Kentucky University. Mr. Bhatt has previously served on the Company's Safety Advisory Board.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Member of Safety Advisory Board Karen Rasmussen was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Seeking Alpha • Nov 25Aurora Innovation: Growing Hype As Commercialization ApproachesSummary 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
Price Target Changed • Nov 04Price target increased by 7.3% to US$4.42Up from US$4.12, the current price target is an average from 5 analysts. New target price is 20% below last closing price of US$5.55. Stock is up 183% over the past year. The company is forecast to post a net loss per share of US$0.46 next year compared to a net loss per share of US$0.60 last year.
Price Target Changed • Oct 15Price target increased by 11% to US$4.12Up from US$3.72, the current price target is an average from 5 analysts. New target price is 31% below last closing price of US$5.93. Stock is up 209% over the past year. The company is forecast to post a net loss per share of US$0.45 next year compared to a net loss per share of US$0.60 last year.
お知らせ • Oct 09Aurora Innovation, Inc. to Report Q3, 2024 Results on Oct 30, 2024Aurora Innovation, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
Seeking Alpha • Oct 02Aurora Innovation: Driving Toward The Future, But Proceed With CautionSummary 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
New Risk • Sep 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$623m net loss in 3 years). Shareholders have been diluted in the past year (16% increase in shares outstanding).
Seeking Alpha • Sep 15Aurora Innovation: Valuation Limits Near-Term UpsideSummary 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 30Autonomous Trucking: Great Potential For Aurora Innovation But Risks WeighSummary 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
Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$0.45 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.495 to -US$0.445 per share. Revenue forecast unchanged from US$1.72m at last update. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$3.93 unchanged from last update. Share price fell 17% to US$3.31 over the past week.
お知らせ • Aug 01Aurora Innovation, Inc. has filed a Follow-on Equity Offering in the amount of $350 million.Aurora Innovation, Inc. has filed a Follow-on Equity Offering in the amount of $350 million. Security Name: Class A Common Stock Security Type: Common Stock
Seeking Alpha • Jul 29Aurora Innovation: Lack Of UrgencySummary 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
お知らせ • Jul 11Aurora Innovation, Inc. to Report Q2, 2024 Results on Jul 31, 2024Aurora Innovation, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024
Seeking Alpha • May 12Aurora Innovation: Appears Overvalued, Wait For Better Entry PointSummary 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
お知らせ • Apr 19Aurora Innovation, Inc. to Report Q1, 2024 Results on May 08, 2024Aurora Innovation, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024
お知らせ • Apr 06Aurora Innovation, Inc., Annual General Meeting, May 23, 2024Aurora Innovation, Inc., Annual General Meeting, May 23, 2024, at 13:00 US Eastern Standard Time. Agenda: To elect Brittany Bagley, Reid Hoffman and Claire D’Oyly-Hughes Johnson as Class III directors to hold office until the company's 2027 annual meeting of stockholders and until their respective successors are elected and qualified; to approve an amendment to the company's Certificate of Incorporation to reflect recently adopted Delaware law provisions regarding officer exculpation; to approve, on an advisory basis, the compensation of the company's named executive officers; to approve, on an advisory basis, the frequency of future stockholder advisory votes on the compensation of the company's named executive officers; to ratify the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact other business that may properly come before the annual meeting or any adjournments or postponements thereof.
Price Target Changed • Feb 24Price target decreased by 8.1% to US$3.77Down from US$4.10, the current price target is an average from 6 analysts. New target price is 46% above last closing price of US$2.57. Stock is up 81% over the past year. The company is forecast to post a net loss per share of US$0.57 next year compared to a net loss per share of US$0.60 last year.
Seeking Alpha • Feb 23Aurora Innovation: Attractive Upside If Commercialization Goes As ExpectedSummary 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
お知らせ • Jan 25Aurora Innovation, Inc. to Report Q4, 2023 Results on Feb 14, 2024Aurora Innovation, Inc. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024
Seeking Alpha • Jan 12Aurora Innovation: It's A Challenge To See The MoneySummary 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
Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.13 loss per share (vs US$0.17 loss in 3Q 2022)Third quarter 2023 results: US$0.13 loss per share (improved from US$0.17 loss in 3Q 2022). Net loss: US$190.0m (loss narrowed 4.1% from 3Q 2022). Revenue is forecast to grow 84% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
Price Target Changed • Nov 02Price target decreased by 10.0% to US$4.14Down from US$4.60, the current price target is an average from 6 analysts. New target price is 116% above last closing price of US$1.92. Stock is down 4.0% over the past year. The company is forecast to post a net loss per share of US$0.62 next year compared to a net loss per share of US$1.51 last year.
お知らせ • Nov 02Aurora Innovation, Inc. Opens First Commercial-Ready Route for Its Planned Driverless Truck Launch in Late 2024Aurora Innovation, Inc. announced it has opened the industry's first lane for driverless trucks supported by commercial-ready terminals in Dallas and Houston. Nearly half of all truck freight in Texas moves along the I-45 between Dallas and Houston, making this corridor an ideal route for Aurora's commercial launch. Similar to its first terminal in South Dallas, Aurora's new terminal in Houston is designed to support and service driverless trucks at a commercial scale. Commercial-Ready Terminals Designed for Seamless Customer Experience: Aurora uses terminals to house, maintain, prepare, inspect, and deploy autonomous trucks between destinations. The company has developed an innovative terminal blueprint to implement a layout and list of features that make its terminals commercial-ready for the launch of driverless operations. Aurora's terminal blueprint is designed to maximize the time autonomous trucks are on the road hauling freight. For example, on-site weigh stations support enhanced pre-trip inspections, which ensure Aurora's trucks are compliant with regulatory standards while allowing them to bypass inspection sites on the road. This promotes safe operations and results in a more efficient trip with fewer stops. Aurora picks its terminal locations with its customers in mind. Aurora's Houston terminal is located in a logistics hub near its pilot customers, including FedEx and others. This proximity to customers makes it easy to seamlessly integrate autonomous trucks into their middle-mile operations. Aurora's terminals operate day and night, supporting their trucks as they haul more than 75 loads a week for pilot customers. Aurora is also preparing its Command Center to support around-the-clock commercial operations. Aurora's Command Center includes a team of remote specialists who monitor and provide guidance to the active fleet of Aurora-powered trucks, and dispatchers who allocate trucks, trailers, and vehicle operators to missions. Aurora's Command Center already supports commercial pilot hauls and is prepared to support driverless missions.
お知らせ • Oct 12Aurora Innovation, Inc. to Report Q3, 2023 Results on Nov 01, 2023Aurora Innovation, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2023
Recent Insider Transactions Derivative • Sep 20Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of September. If the sale is conducted around the recent share price of US$3.54, it would amount to US$707k. Since December 2022, Sterling's direct individual holding has decreased from 52.93m shares to 44.98m. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Sep 07Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$3.57, it would amount to US$713k. Since December 2022, Sterling's direct individual holding has decreased from 52.93m shares to 45.53m. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Aug 17Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$3.53, it would amount to US$705k. Since September 2022, Sterling's direct individual holding has decreased from 52.95m shares to 46.05m. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$934m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (31% increase in shares outstanding). Revenue is less than US$5m (US$5.0m revenue).
Reported Earnings • Aug 04First half 2023 earnings released: US$0.35 loss per share (vs US$1.09 loss in 1H 2022)First half 2023 results: US$0.35 loss per share (improved from US$1.09 loss in 1H 2022). Net loss: US$414.0m (loss narrowed 66% from 1H 2022). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • Jul 24Aurora Innovation, Inc. to Report Q2, 2023 Results on Aug 02, 2023Aurora Innovation, Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
お知らせ • Jun 17Aurora Releases Open-Source Autonomous Driving DatasetAurora Innovation, Inc. publicly released the Aurora Multi-Sensor Dataset, a large-scale multi-sensor dataset with localization ground truth, in collaboration with the University of Toronto. The dataset contains rich metadata such as semantic segmentation and spans weather patterns during all four seasons, including rain, snow, overcast and sunny days, as well as different times of day, and a variety of traffic conditions. It is between one and two orders of magnitude larger than other publicly available localization datasets and can be used to develop and evaluate large-scale, long-term approaches to autonomous vehicle localization. This dataset was previously introduced as PIT30M at the International Conference on Intelligent Robots and Systems (IROS) 2020, one of the world’s top robotics publication venues, in a paper that was nominated as a Finalist for Best Application Paper. Martinez, J., Doubov, S., Fan, J., Wang, S., Máttyus, G., & Urtasun, R. (2020, October). Pit30M: A benchmark for global localization in the age of self-driving cars. In 2020 IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS) (pp. 4477-4484). IEEE. In making this data broadly available to the academic community, Aurora hopes to contribute to meaningful engineering research and development that will spur continued progress in the autonomous systems field. The Aurora Multi-Sensor Dataset’s size and diversity also make it suitable for a wide range of research areas such as 3D reconstruction, HD map construction, and map compression, among others. The Aurora Multi-Sensor Dataset was captured between January 2017 and February 2018 in the metropolitan area of Pittsburgh, PA, by Uber Advanced Technologies Group (ATG), which was acquired by Aurora in January 2021. The data was captured using a 64-beam Velodyne HDL-64E LiDAR sensor and seven 1920x1200-pixel resolution cameras including a forward-facing stereo pair and five wide-angle lenses covering a 360º view around the vehicle. The Aurora Multi-Sensor Dataset is hosted on Amazon Simple Storage Service (S3), made available through the Open Data Sponsorship Program, and is intended for non-commercial academic use. It is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License (CC BY-NC 4.0).
お知らせ • Jun 16Aurora Innovation, Inc. Names David Maday as Chief Financial OfficerAurora Innovation, Inc. announced that it has named David Maday as its new Chief Financial Officer, effective June 14, 2023. Maday assumes the role from Richard Tame, who is stepping down to pursue other opportunities. Tame will continue with the company until August 31, 2023 to support a smooth transition. Maday previously served as Aurora’s Senior Vice President of Business Development and Product Strategy. Prior to joining Aurora, Maday spent over 20 years at General Motors, including leading the transformation of GM's Product Program Finance organization. In this capacity, he was accountable for prioritization, tracking and reporting of the global product portfolio that encompassed multi-billion dollar capital and engineering expenditures annually. He also oversaw the development and implementation of financial metrics that increased focus on controllable factors to maximize return on invested capital. In his role leading Corporate Development and Global M&A, he developed and executed several multi-billion dollar partnerships.
Recent Insider Transactions Derivative • Jun 11Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 200k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of June. If the sale is conducted around the recent share price of US$2.03, it would amount to US$406k. Since September 2022, Sterling's direct individual holding has decreased from 52.95m shares to 52.65m. There has only been one transaction (US$195k sale) from insiders over the last 12 months.
Recent Insider Transactions Derivative • Feb 07Co-Founder notifies of intention to sell stockSterling Anderson intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$2.05, it would amount to US$102k. Since March 2022, Sterling's direct individual holding has increased from 52.63m shares to 52.93m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Jan 31Aurora Innovation, Inc. Appoints Ossa Fisher as PresidentAurora Innovation, Inc. announced it has appointed Ossa Fisher as the company’s president. Fisher brings more than 20 years of leadership experience to Aurora, spanning strategy, operations, and business functions across a wide variety of technology organizations. As the company focuses on scaling operations and preparing for commercial launch in 2024, Fisher will play a pivotal role in supporting and advancing these critical initiatives. Fisher is expected to begin in February and will be joining Aurora from Istation, where she has served as president and chief operating officer since 2019 and oversaw a number of the company’s functions including engineering, product, sales, marketing, customer success, and more. Prior to this, Fisher held other leadership roles at the e-learning platform since joining in 2015, including two years as chief marketing officer, before expanding her role and responsibilities. Fisher’s previous roles include serving as a senior vice president of strategy and analytics at Match Group and being named a partner at Bain & Company where she was a leader in the technology, media and telecom practice.
お知らせ • Jan 26Aurora Innovation, Inc. to Report Q4, 2022 Results on Feb 15, 2023Aurora Innovation, Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023
お知らせ • Dec 20Aurora Releases Aurora Driver Beta 5.0, as Company Advances Toward Commercial LaunchAurora Innovation, Inc. released Aurora Driver Beta 5.0, the latest version of its integrated hardware and autonomy system, to its autonomous trucking fleet in Texas. With a more performant Aurora Driver, Aurora advances toward commercial launch and continues to increase its weekly hauls of freight for pilot customers like FedEx, Uber Freight, Werner, and Schneider. Safe and reliable autonomous driving, while being courteous and also handling the nuances of the road, is essential to launch commercial operations at scale. Aurora Driver Beta 5.0 unlocks key safety-critical and increasingly complex highway driving capabilities, enabling the Aurora Driver to autonomously operate in more scenarios. These new capabilities include: Detecting and appropriately responding to emergency vehicles like ambulances, fire engines, and law enforcement vehicles. Safely re-entering traffic after resolving a system problem that prompted the Aurora Driver to pull over to the shoulder. Navigating lanes with temporary barriers, a typical scenario in construction zones.
Major Estimate Revision • Dec 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$1.06 to -US$1.43 per share. Revenue forecast unchanged at US$66.1m. Commercial Services industry in the US expected to see average net income growth of 9.4% next year. Consensus price target down from US$4.70 to US$4.36. Share price fell 14% to US$1.24 over the past week.
Price Target Changed • Nov 16Price target decreased to US$4.70Down from US$5.20, the current price target is an average from 3 analysts. New target price is 153% above last closing price of US$1.86. Stock is down 81% over the past year. The company is forecast to post a net loss per share of US$1.06 next year compared to a net loss per share of US$1.22 last year.
お知らせ • Nov 05Aurora Innovation, Inc. Promotes Nolan Shenai to Serve as General CounselAurora Innovation, Inc. announced the appointment of Nolan Shenai as General Counsel. Shenai previously served as Auroras Interim General Counsel from June 2022 and Deputy General Counsel from August 2020. Shenai has more than 15 years of experience as a practicing attorney, including almost a decade in the automotive and autonomous vehicle industries. Since joining Aurora in August 2020, Shenai has played a critical role in helping the company shepherd key strategic collaborations with industry leaders like FedEx, Uber Freight, Schneider, and Werner. Prior to joining Aurora in August of 2020, Shenai held leadership positions at Waymo and at Jaguar Land Rover. He began his career in private practice as a commercial litigator at Clark Hill PLC and Obermayer Rebmann Maxwell &Hippel in Philadelphia. Shenai received his JD from Vanderbilt University and his BA from the University of Pennsylvania, where he is also an adjunct professor and teaches on the law of autonomous vehicles. Shenai also holds a Masters of Letters degree from the University of St. Andrews in Scotland.
お知らせ • Oct 13Aurora Innovation, Inc. to Report Q3, 2022 Results on Nov 02, 2022Aurora Innovation, Inc. announced that they will report Q3, 2022 results After-Market on Nov 02, 2022
