Aurora Innovation バランスシートの健全性
財務の健全性 基準チェック /56
Aurora 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$214.0M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$1.22b |
| エクイティ | US$1.95b |
| 負債合計 | US$214.00m |
| 総資産 | US$2.17b |
財務の健全性に関する最新情報
Recent updates
AUR: Expanding Driverless Freight Network Will Support Future Revenue Upside
The analyst price target for Aurora Innovation has shifted modestly higher from about $11.22 to about $11.55. Analysts cite updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples to support the change.Aurora Innovation: Built To Win With Less Than 1% Of The Market
Summary Aurora Innovation's peers differ by freight class, road type, and commercial stage; those closest to its long-haul lane still trail it. AUR's lead rests on ~440,000 driverless miles, factory integration with Volvo and International, and no collisions attributed to its self-driving system. A "what would have to be true" analysis implies AUR needs only ~0.6% of the US combination-truck fleet by 2030 to return 20% annualized. Key execution milestones include at least 200 driverless trucks by Q4 2026, the DaaS rollout in 2027, and FCF breakeven targeted for FY2028. Read the full article on Seeking AlphaAUR: Safety Validation And New Freight Routes Will Support Future Upside
Analysts 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.AUR: Expanded Driverless Freight Partnerships Will Support Future Revenue Upside
Analysts 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.Aurora Innovation (AUR) Stock Could Be 35.8% Undervalued After Craig Hallum Buy Initiation
Craig-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...Aurora Innovation: Turbulent Times Ahead
Summary Aurora Innovation's stock is under pressure due to the uncertainty created by tariffs and a looming commercialization deadline. Despite a broader market pullback, Aurora's stock has actually held up fairly well so far. A freight market recession could see customer investments in self-driving technology delayed, impacting both Aurora's growth and transition to profitability. Read the full article on Seeking AlphaAurora Innovation: When Excitement Outpaces Fundamentals
Summary I love a good growth story, but Aurora Innovation, Inc.’s cash burn and dilution risk are dealbreakers. Even if they execute well, paying 240x next year’s sales just doesn’t make sense to me. The tech is impressive, but financials matter—and Aurora’s don’t inspire confidence. With too many unknowns and high expectations baked in, I’m choosing to stay on the sidelines for AUR stock. Read the full article on Seeking AlphaAurora Innovation: Rating Downgrade As There Is Little Margin Of Safety
Summary I recommend downgrading Aurora Innovation stock to a hold due to the current stock price surge, leaving little margin of safety. AUR has shown consistent operational progress, with 88% autonomy performance and 99% autonomy readiness, nearing commercialization in 2Q25. Partnerships with DHL and NVIDIA validate AUR’s technology and reduce the capital burden, extending its financial runway into 2H26 with $1.2 billion in cash. Read the full article on Seeking AlphaAurora Innovation: Technological Edge Will Lead To Strong Business Performance
Summary Aurora Innovation's pivot to autonomous trucking with a DaaS model is poised to capitalize on the trucking industry's driver shortage, offering significant cost savings and profitability. Strategic partnerships with Nvidia, Continental, Volvo, and others enhance Aurora's technological capabilities and provide a competitive moat, ensuring rapid scalability and market dominance. Aurora's phased deployment, beginning in April 2025, emphasizes safety and environmental sustainability, with plans to expand operations and improve energy efficiency by up to 32%. Given Aurora's strong strategic positioning, technological advancements, and imminent deployment, I rate Aurora Innovation a 'Buy' for its potential to generate solid revenue and profit. Read the full article on Seeking AlphaAurora Innovation: Nvidia Partnership Isn't Material
Summary Aurora's partnership with NVIDIA has boosted sentiment but is unlikely to meaningfully alter the trajectory of its business. Based on recent commentary, commercialization appears to be dependent on the Aurora Driver's ability to handle edge cases and real-world data demonstrating this ability. The Thor SoC could boost performance, but Aurora has given no indication that inference compute power is a constraint. Aurora's market capitalization appears high given its lack of revenue and long path to profitability, particularly relative to other companies operating in the space. Read the full article on Seeking AlphaAurora Innovation: Growing Hype As Commercialization Approaches
Summary Aurora Innovation's recent share price rebound has been driven by speculation regarding regulatory tailwinds, but the company's success hinges more on technology performance than regulations. While Aurora's business is progressing, the company is a long way away from demonstrating viability. Despite a significant cash raise in the third quarter, Aurora will likely need to raise cash again before it reaches breakeven. The size of the market means that there could be significant upside, but Aurora's large market capitalization, lack of revenue, and the long path to profitability make the stock risky. Read the full article on Seeking AlphaAurora Innovation: Driving Toward The Future, But Proceed With Caution
Summary I focus on opportunities where the risk-reward is compelling, and for now, Aurora doesn’t fit the bill. I’d rather protect my capital and live to invest another day than get caught up in the hype. The autonomous driving space is exciting, but I need more concrete financials before committing. For now, I’m watching Aurora’s progress from a safe distance and waiting for clearer signs of profitability. Read the full article on Seeking AlphaAurora Innovation: Valuation Limits Near-Term Upside
Summary Aurora Innovation is set to commercialize its autonomous trucking technology in the coming months, focusing initially on transportation between Dallas and Houston. Aurora is taking an asset-light approach, partnering with Continental and major OEMs to manufacture and install its hardware. Its self-driving solution will be monetized through a driver-as-a-service offering. While the company has a relatively large cash balance, cash burn is high, meaning a sizeable raise is likely at some point in the next few years. The trucking market is large, and autonomy potentially offers significant cost-savings, meaning Aurora could have a bright future. Aurora's high-valuation makes the stock unattractive from a risk-reward perspective, though, even if momentum continues to carry the stock higher in the near-term. Read the full article on Seeking AlphaAutonomous Trucking: Great Potential For Aurora Innovation But Risks Weigh
Summary Autonomous trucking, driven by LiDAR technology, offers significant potential due to its scalability, efficiency, and ability to address driver shortages and safety concerns. Aurora Innovation is the only publicly traded company in this sector, but it faces high costs and uncertain profitability, making it a risky investment. The market potential is substantial, with over 1.4 million trucks produced annually, but widespread adoption of autonomous trucking is still years away. I rate Aurora Innovation as a hold due to its potential and financial backing, but significant cash needs and commercialization uncertainties pose risks. Read the full article on Seeking AlphaAurora Innovation: Lack Of Urgency
Summary Aurora Innovation, Inc. is focused on autonomous trucking, with plans to launch a driverless trucking service from Dallas to Houston by the end of 2024. The company is bleeding cash, with a large cash balance that is expected to be depleted by the end of 2025. Despite promising technology and strong partners, investors should avoid the stock due to rich valuation and potential need for future cash raises. Read the full article on Seeking AlphaAurora Innovation: Appears Overvalued, Wait For Better Entry Point
Summary Aurora is developing self-driving technology integrated into cars for driverless capability. The company's share performance has been lackluster, currently trading at $3.2 per share. AUR's focus is on bringing its product to market quickly and finalizing contractual commitments from key customers. Read the full article on Seeking AlphaAurora Innovation: Attractive Upside If Commercialization Goes As Expected
Summary AUR focuses on developing autonomous solutions for the transportation industry, particularly in the AV trucking market. The company has made significant operational achievements, including logging over 1 million commercial miles and autonomously delivering 4,300 loads, positioning it well for commercialization. I believe there is a significant upside potential and give a buy recommendation to AUR. Read the full article on Seeking AlphaAurora Innovation: It's A Challenge To See The Money
Summary Aurora Innovation's share price has surged over 100% in recent months following TuSimple's withdrawal from the US self-driving trucking market. AUR has made progress in its roadmap to commercial operations in 2023, but doubts remain about its ability to complete the roadmap on time. The prospects for profits in the medium term are challenging to assess, and the need for billions of dollars in funding adds to the uncertainty. Read the full article on Seeking Alpha財務状況分析
短期負債: AURの 短期資産 ( $1.3B ) が 短期負債 ( $110.0M ) を超えています。
長期負債: AURの短期資産 ( $1.3B ) が 長期負債 ( $104.0M ) 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
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 | 2026/09/13 18:54 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 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 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 Gianarikas | Canaccord Genuity |
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |
| Ryan Sigdahl | Craig-Hallum Capital Group LLC |