Aurora Innovation, Inc. Class A (AUR)

Aurora Innovation's stock price has been impacted by several events over the past six months. Aurora expanded its driverless trucking service from Fort Worth to El Paso and reported its Q3 2025 earnings, with EPS beating estimates but revenue falling short. The stock experienced several 52-week lows in November 2025. CEO Christopher Urmson purchased 258,000 shares of the company's stock. The Goldman Sachs Group lowered its target price for Aurora Innovation. Detmar selected Aurora to deploy an expanded fleet of autonomous trucks. The stock price jumped following the announcement of a deal with Nvidia and Continental. McLeod Software completed the integration of the Aurora Driver ahead of schedule. Weiss Ratings reiterated a "sell" rating on the stock. Canaccord Genuity and Cantor Fitzgerald maintained a "Buy" rating on Aurora Innovation. Analysts reached a consensus recommendation of "Hold" for the stock.

There is no publicly available information regarding specific demand seasonality for Aurora Innovation, Inc.'s products and services.

Aurora Innovation, Inc. is a self-driving vehicle technology company specializing in autonomous driving solutions. Its core product, the Aurora Driver, is a hardware and software system for autonomous capabilities across vehicle types. The company's business model centers on delivering the Aurora Driver as a service through Aurora Horizon and Aurora Connect. Aurora has partnerships with major automotive manufacturers and logistics providers.

Aurora Innovation, Inc. is headquartered in Pittsburgh, Pennsylvania, and Mountain View, California. The company tests its self-driving vehicles in the San Francisco Bay Area, Pittsburgh, and Dallas. Aurora also has offices in San Francisco, Bozeman, Montana, Detroit, Michigan, Louisville, Colorado, Seattle, Washington, and Texas. The company's commercial operations include a validated Dallas to Houston launch lane for driverless trucking, with plans to expand to Fort Worth to El Paso and further to Phoenix in the second half of 2025.

Aurora Innovation has a strong brand reputation in the autonomous vehicle industry due to its technological advancements and strategic partnerships. The company is recognized for developing the Aurora Driver and has partnerships with industry leaders. The deal with Nvidia and Continental and the early integration of the Aurora Driver by McLeod Software enhance its reputation. Analyst ratings generally lean towards "Hold" or "Buy."

Institutional investors hold a significant portion of Aurora Innovation, Inc. shares. Major institutional owners include Uber Technologies, Inc., T. Rowe Price Group, Inc., The Vanguard Group, Inc., Morgan Stanley Investment Management Inc., Baillie Gifford & Co., Capital Research and Management Company, BlackRock, Inc., and Toyota Motor Corporation. Individual insiders collectively own 12.3% of the company's shares.