Earnings Momentum Builds: Recent market chatter has highlighted Aurora Innovation's first-quarter results, which surpassed expectations with an EPS beat and revenue guidance pointing to substantial year-over-year growth. Analysts and observers note the company's plans for expanding its fleet of driverless trucks, positioning it for commercialization milestones ahead.
Trucking Scale Projections: Discussions emphasize forecasts for explosive growth in autonomous trucking miles, potentially reaching tens of billions annually over the coming decades amid a thinning field of competitors. Participants point to the company's technological edge and remaining rivals as factors that could support long-term execution in a capital-intensive sector.
Technical and Strategic Views: Short-term chart patterns have drawn attention for showing potential upward moves, while broader commentary underscores patience required for scaling in autonomous technology. Overall market sentiment reflects measured optimism around the firm's path forward.
Note: This discussion summary was generated from an AI condensation of post data.
Aurora Innovation Insider Trading Activity
Aurora Innovation insiders have traded $AUR stock on the open market 11 times in the past 6 months. Of those trades, 1 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $AUR stock by insiders over the last 6 months:
- TECHNOLOGIES, INC UBER sold 67,500,000 shares for an estimated $479,250,000
- REID HOFFMAN has made 0 purchases and 9 sales selling 7,048,487 shares for an estimated $54,288,482.
- DAVID M. WEHNER purchased 82,500 shares for an estimated $498,300
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Aurora Innovation Revenue
Aurora Innovation had revenues of $1M in Q1 2026.
You can track AUR financials on Quiver Quantitative's AUR stock page.
You can access data on AUR stock through the Quiver Quantitative API.
Aurora Innovation Hedge Fund Activity
We have seen 240 institutional investors add shares of Aurora Innovation stock to their portfolio, and 193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 72,251,893 shares (-28.0%) from their portfolio in Q4 2025, for an estimated $277,447,269
- VANGUARD GROUP INC added 17,818,179 shares (+12.5%) to their portfolio in Q4 2025, for an estimated $68,421,807
- BANK OF AMERICA CORP /DE/ added 16,975,927 shares (+130.0%) to their portfolio in Q1 2026, for an estimated $69,940,819
- MORGAN STANLEY added 14,702,733 shares (+8.3%) to their portfolio in Q1 2026, for an estimated $60,575,259
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 12,174,784 shares (+inf%) to their portfolio in Q1 2026, for an estimated $50,160,110
- CAPITAL RESEARCH GLOBAL INVESTORS added 11,274,769 shares (+15.8%) to their portfolio in Q1 2026, for an estimated $46,452,048
- SG AMERICAS SECURITIES, LLC removed 8,883,957 shares (-92.1%) from their portfolio in Q1 2026, for an estimated $36,601,902
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Aurora Innovation Government Contracts
We have seen $1,452,106 of award payments to $AUR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EFAST PA 25-070-NW; RISK, ISSUE, OPPORTUNITIES (RIO) PMO SUPPORT: $1,445,213
- TASK ORDER FOR ATEPS II RIO MANAGEMENT SUPPORT FOR AJM-2 PMO. THIS AIR TRAFFIC ENGINEERING AND PROGRAM SUPP...: $6,893
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Aurora Innovation Analyst Ratings
Wall Street analysts have issued reports on $AUR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/12/2026
To track analyst ratings and price targets for Aurora Innovation, check out Quiver Quantitative's $AUR forecast page.
Aurora Innovation Price Targets
Multiple analysts have issued price targets for $AUR recently. We have seen 5 analysts offer price targets for $AUR in the last 6 months, with a median target of $11.0.
Here are some recent targets:
- Ryan Sigdahl from Craig-Hallum set a target price of $18.0 on 06/05/2026
- Michael Latimore from Northland Capital Markets set a target price of $11.0 on 05/29/2026
- Chris Pierce from Needham set a target price of $13.0 on 05/07/2026
- Itay Michaeli from TD Cowen set a target price of $7.0 on 05/07/2026
- Mark Delaney from Goldman Sachs set a target price of $5.0 on 04/17/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
