Aurora Innovation, Inc. (AUR) Stock Price & Analysis

Aurora Innovation, Inc. (AUR) is trading at USD 4.47, down 12.17% today, as of October 29, 2026 at 16:50 UTC (US market open; quotes may be delayed), according to Nexqual market data.

AUR last closed at USD 5.09; today's session has ranged USD 4.41–4.91 on volume of 23,165,484 shares. Market capitalization is $8.96B, with a 52-week range of USD 3.6–8.57 (NMS). Source: Nexqual, retrieved October 29, 2026 at 16:50 UTC.

Also available as compact Markdown for AI agents: nexqual.com/AUR.md

Key facts (AUR)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AUR)

USDFY2021FY2022FY2023FY2024FY2025TTM
Revenue$82.0M$68.0M$0K$0K$3.0M$7.0M
Gross profit——$0K$0K-$14.0M—
Operating income-$731M-$1.85B-$835M-$786M-$901M-$1.00B
Net income-$755M-$1.72B-$796M-$748M-$816M-$933M
EPS (diluted)-$1.22-$1.51-$0.60-$0.46-$0.44—
Free cash flow-$612M-$523M-$613M-$645M-$612M-$800M
Gross margin————-466.7%—
Operating margin-891.5%-2723.5%——-30033.3%-14357.1%
Net margin-920.7%-2533.8%——-27200.0%-13328.6%
Revenue growth—-17.1%-100.0%———
Cash + short-term investments$1.61B$1.10B$1.20B$1.22B$1.28B—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Sep 30, 2026) (AUR)

P/S 1279.8x · P/B 5.0x · FCF yield -8.93% · Earnings yield -10.41%

Superinvestors (SEC 13F-HR, Q2 2026) (AUR)

3 of 80 tracked investors hold AUR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

InvestorFirm% of portfolioValueChange
Henry EllenbogenDurable Capital Partners0.72%$74.3MAdded +632.8%
Daniel LoebThird Point0.16%$7.6MUnchanged
Polen CapitalPolen Capital Management<0.01%$222KNew position

Insider sales (SEC Form 4, open-market, last ~7 months) (AUR)

0 of 9 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-09-15Uber Technologies, Inc29,369,611$182M15.8%NoToo little history (no open-market trades in 2024 or 2025)
2026-08-17Volpi MichelangeloDirector2,842,682$19.9M75.1%NoToo little history (no open-market trades in 2023–2025)
2026-08-17Uber Technologies, Inc72,000,000$472M27.9%NoToo little history (no open-market trades in 2024 or 2025)
2026-08-11…2026-08-13Volpi MichelangeloDirector1,479,266$10.3M61.1%NoToo little history (no open-market trades in 2023–2025)
2026-08-07…2026-08-10Volpi MichelangeloDirector1,889,023$13.3M66.7%NoToo little history (no open-market trades in 2023–2025)
2026-08-05Volpi MichelangeloDirector179,782$1.3M7.6%NoToo little history (no open-market trades in 2023–2025)
2026-06-02Uber Technologies, Inc67,500,000$479M20.7%NoToo little history (no open-market trades in 2024 or 2025)
2026-05-28Hoffman ReidDirector1,202,354$8.7M17.9%NoToo little history (no open-market trades in 2023 or 2025)
2026-05-15…2026-05-18Hoffman ReidDirector5,846,133$45.5M51.3%NoToo little history (no open-market trades in 2023 or 2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Insider purchases (SEC Form 4, open-market, last ~7 months) (AUR)

1 purchase, $498K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.

Trade dateInsiderRoleSharesValueAvg priceInsider type
2026-06-11Wehner David M.Director82,500$498K6.04Too little history (no open-market trades in 2023–2025)

Analysts (AUR)

Consensus Buy (mean 2.23 on a 1–5 scale), 13 analysts; mean target USD 12.13 (low 3.59, high 18).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-29Cantor FitzgeraldTarget loweredOverweight$12 → $11
2026-10-29NeedhamTarget loweredBuy$13 → $10
2026-10-08OppenheimerTarget raisedOutperform$15 → $16
2026-09-25Cantor FitzgeraldReiteratedOverweight$12
2026-09-24AmerxReiteratedHold
2026-09-24Goldman SachsTarget raisedNeutral$6 → $7
2026-09-24Canaccord GenuityTarget raisedBuy$15 → $17
2026-09-24NeedhamReiteratedBuy$13
2026-09-11Morgan StanleyTarget raisedOverweight$14 → $18
2026-07-23Cantor FitzgeraldReiteratedOverweight$12

Total return (dividends reinvested) (AUR)

1Y (from 2025-10-29)5Y (from 2021-10-25)
Total return-12.3%-55.5%
S&P 500 (SPY)+13.1%+79.0%
Per year-12.4%-14.9%
Volatility (annualized)68.0%89.3%
Max drawdown-46.8% (May 2026→Oct 2026)-93.0% (Nov 2021→Dec 2022)

AUR major shareholder filing: Schedule 13D/A, Sep 17, 2026

Uber Technologies, Inc. filed a Schedule 13D/A with the SEC on Sep 17, 2026, reporting up to 9.20% of the class. A Schedule 13D is filed by an owner of more than 5% who may seek to influence the company. Item 4 (Purpose of Transaction), quoted from the filing:

On September 15, 2026, Neben Holdings, LLC, a wholly-owned subsidiary of the Reporting Person, sold 29,369,611 shares of Class A Common Stock to a financial institution in a block sale transaction at a price per share of $6.2050 (the "Block Sale").

Source: SEC EDGAR, Schedule 13D/A filed Sep 17, 2026. Quoted word for word; Nexqual adds no interpretation.

AUR earnings history and stock reaction

Results filedQuarterEPSConsensusSurpriseStock reaction
Oct 28, 2026————-12.7%
Jul 29, 2026Quarter ended Jun 30, 2026−$0.14−$0.12Miss −16.7%+0.5%
May 6, 2026Quarter ended Mar 31, 2026−$0.11−$0.12Beat +8.3%+9.3%
Feb 11, 2026Quarter ended Dec 31, 2025−$0.08−$0.12Beat +33.3%-5.4%
Oct 28, 2025Quarter ended Sep 30, 2025−$0.08−$0.12Beat +33.3%-3.2%
Jul 30, 2025————-2.7%
May 8, 2025————-0.4%
Feb 12, 2025————+34.6%

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

AUR recent SEC filings (last 120 days)

FiledFormWhat it says
Oct 28, 202610-QQuarterly report · period ended Sep 30, 2026
Oct 28, 20268-KQuarterly results
Sep 23, 20268-KRegulation FD disclosure
Sep 17, 2026Schedule 13D/AUber Technologies, Inc.: 9.2% of shares, 5%+ holder that may seek to influence the company (amended)
“On September 15, 2026, Neben Holdings, LLC, a wholly-owned subsidiary of the Reporting Person, sold 29,369,611 shares of Class A Common Stock to a financial institution in a block sale transaction at a price per share of $6.2050 (the "Block…”
Aug 19, 2026Schedule 13D/AUber Technologies, Inc.: 10.9% of shares, 5%+ holder that may seek to influence the company (amended)
“and restated as follows: On August 17, 2026, Neben Holdings, LLC, a wholly-owned subsidiary of the Reporting Person, sold 72,000,000 shares of Class A Common Stock to a financial institution in a block sale transaction at a price per share of $6.55 (the "Block Sale"). The…”
Aug 14, 2026Schedule 13G/AT. Rowe Price Investment Management, Inc.: 18.1% of shares, passive 5%+ holder (amended)
Aug 13, 2026Schedule 13G/AMorgan Stanley, Morgan Stanley Investment Management Inc.: 11.0% of shares, passive 5%+ holder (amended)
Aug 7, 2026Schedule 13D/AIndex Ventures Growth III (Jersey), L.P., Yucca (Jersey) SLP: 2.2% of shares, 5%+ holder that may seek to influence the company (amended)
Jul 29, 202610-QQuarterly report · period ended Jun 30, 2026
Jul 29, 20268-KQuarterly results

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

AUR suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
PartnerUber (UBER)“•Uber, a leading ride hailing company globally.”
PartnerToyota (TM)“•Toyota, a leading vehicle manufacturer globally.”
PartnerAllen & Company“On February 14, 2025, we entered into a sales agreement with Cantor Fitzgerald & Co., TD Securities (USA) LLC, and Allen & Company LLC, as sales agents (the "Sales Agents"), pursuant to which we may, from time to time, sell up to an aggregate amount of $500 million of the Company's Class A common stock through the Sales Agents in an "at-the-market" offering (the "ATM Program").”

Quoted from the company's 10-K filed Feb 11, 2026.

AUR company outlook (results filed Oct 28, 2026)

Quoted word-for-word from the SEC 8-K results press release.

AUR analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$-0.13$-0.12−$0.01$2.9M8
Next quarter (ends Dec 2026)$-0.13$-0.12−$0.01$9.0M8
Current fiscal year (ends Dec 2026)$-0.49$-0.54+$0.05$15.0M3
Next fiscal year (ends Dec 2027)$-0.45$-0.42−$0.03$187.7M2

AUR options: expected move

ExpirationDaysATM implied volatilityExpected move
Oct 30, 2026197.2%±4.5%
Nov 6, 2026874.3%±8.9%
Nov 13, 20261571.8%±11.7%
Nov 20, 20262273.7%±14.5%
Nov 27, 20262974.4%±16.7%
Dec 4, 20263669.0%±17.3%
Dec 18, 20265069.9%±21.7%
Jan 15, 20277868.0%±25.1%

30-day implied volatility 72.5% vs 74.4% realized over the last 30 trading days. Put/call ratio (volume) 0.12. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 16:50 UTC)

PriceUSD 4.47
Change▼ 12.17% (down)
Previous CloseUSD 5.09
OpenUSD 4.79
Day RangeUSD 4.41 – 4.91
52-Week RangeUSD 3.6 – 8.57
Volume23,165,484 shares
Market Cap$8.96B
ExchangeNMS

Technical Analysis (AUR)

Nexqual's technical model rates AUR "SELL" based on 2 bullish and 5 bearish signals across 128 daily candles, as of October 29, 2026 at 16:50 UTC.

Overall SignalSELL
RSI (14)29.96 (oversold)
vs SMA50Below (USD 5.73)
MACD-0.3 (negative)

Analyst Ratings (AUR)

Wall Street analysts rate AUR "Buy" based on 13 analysts, with a mean price target of USD 12.13 (range USD 3.59–18), per Nexqual as of October 29, 2026 at 16:50 UTC.

Consensus RatingBuy
Analyst Count13
Mean TargetUSD 12.13
High TargetUSD 18
Low TargetUSD 3.59
Buy / Hold / Sell8 / 5 / 0

Earnings (AUR)

Next Earnings Date2026-10-28
Revenue Estimate$2.94M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD -0.14 vs est -0.12 ▼ miss
2026-03-31USD -0.11 vs est -0.12 ▲ beat
2025-12-31USD -0.08 vs est -0.12 ▲ beat
2025-09-30USD -0.08 vs est -0.12 ▲ beat

Source: Nexqual, October 29, 2026 at 16:50 UTC.

Financials & Fundamentals (AUR)

Total Revenue$5.00M
Revenue Growth (latest quarter, YoY)+100.00%
Gross Margin+0.00%
Operating Margin-13300.00%
Profit Margin+0.00%
ROE-45.64%
Debt / Equity0.04
Current Ratio11.38
Total Cash$1.22B
Total Debt$82.00M
Free Cash Flow (last four quarters to Sep 2026, SEC 10-Q / 10-K)-$800.00M (-11428.6% of revenue)

Source: Nexqual, October 29, 2026 at 16:50 UTC.

Financial Health Score (AUR)

Nexqual rates Aurora Innovation, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 16:50 UTC.

GrowthStrong — Revenue +100% YoY (latest Q)
ProfitabilityCritical — Heavily loss-making — early-stage company
Balance SheetStrong — $1.22B cash vs $82M debt, net cash position
Cash FlowWeak — FCF negative: -$800M (last 4 quarters to Sep 2026, SEC), burning cash
EfficiencyCritical — ROE -52%, ROA -46.5% (last 4 quarters, SEC)

Ownership (AUR)

Insider Ownership+10.92%
Institutional Ownership+84.47%
Shares Outstanding1.71B
Float1.52B
Short % of Float+20.46%

Source: Nexqual, October 29, 2026 at 16:50 UTC.

Leadership (AUR)

Aurora Innovation, Inc. is led by Christopher Urmson, Co-Founder, CEO & Non-Independent Executive Chairman, per Nexqual as of October 29, 2026 at 16:50 UTC.

Co-Founder, CEO & Non-Independent Executive ChairmanChristopher Urmson
PresidentOssa Fisher
Chief Financial OfficerDavid Maday
Vice President of Investor RelationsStacy Feit C.F.A.
Vice President of Government Relations & Public AffairsGerardo Interiano

Major Backers & Investors (AUR)

Notable institutional backers of Aurora Innovation, Inc. include T. Rowe Price, Uber Technologies, Inc, Morgan Stanley, according to Nexqual as of October 29, 2026 at 16:50 UTC.

Active Investors

InvestorStake
T. Rowe Price17.53%
Uber Technologies, Inc15.13%
Morgan Stanley12.52%
Growth Fund of America7.32%
Capital Group4.86%
Capital International Investors4.55%
AMERICAN FUNDS FUNDAMENTAL INVESTORS4.5%
Baillie Gifford3.23%

Index Funds (Passive)

FundStake
Vanguard Group8.96%
BlackRock4.01%

Source: Nexqual, October 29, 2026 at 16:50 UTC.

From Aurora Innovation, Inc.'s Latest SEC 10-K Filing (filed 2026-02-11)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 16:50 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt