Aurora Innovation: Too Slow To Commercialize
Aurora Innovation, Inc. (AUR) Q4 2025 Earnings Call Transcript
Aurora Innovation, Inc. (AUR) came out with a quarterly loss of $0.12 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.11 per share a year ago.
Aurora (AUR) is upgraded to Buy with a $5.8 price target, reflecting 22% upside amid early commercialization momentum. AUR has robust $1.25B liquidity, and a narrowing net loss, supporting a 15+ month runway. Key 2026 catalysts include second-generation hardware (50% cost reduction) and the Detmar Logistics contract, validating scalability and technology maturity.
Aurora Innovation remains in a cautious crawl phase, with limited near-term revenue and slow scaling despite initial autonomous trucking lane launches. The autonomous trucking company targets only several hundred driverless trucks by end of 2026, while competitors like Kodiak AI and PlusAI are accelerating, eroding any first-mover advantage. Financials are challenging: $1M quarterly revenue, $9B market cap, significant cash burn, and ongoing share dilution to fund operations.
If the roadways are filled with self-driving trucks someday, then Aurora Innovation (NASDAQ:AUR) and its investors could be due for a financial windfall.
Aurora Innovation, Inc. (AUR) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.13 per share a year ago.
Aurinia Pharmaceuticals is rated BUY, driven by strong Lupkynis sales growth and a robust cash position supporting pipeline development. AUPH's Lupkynis leads as the first FDA-approved oral therapy for lupus nephritis, with 22% YoY revenue growth and expanding physician adoption. The company's pipeline drug, AUR200, targets dual immune proteins and offers long-term diversification potential in a multi-billion-dollar autoimmune market.
Aurora Innovation, Inc. (NASDAQ:AUR ) Evercore ISI's Autonomous, ADAS & AI Forum September 30, 2025 10:15 AM EDT Company Participants David Maday - Chief Financial Officer Conference Call Participants Chris McNally - Evercore ISI Institutional Equities, Research Division Presentation Chris McNally Evercore ISI Institutional Equities, Research Division Thanks so much for coming back. Chris McNally, Evercore ISI.
Aurora Innovation, Inc. (NASDAQ:AUR ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Christopher Urmson - Co-Founder, CEO & Non-Independent Executive Chairman David Maday - Chief Financial Officer Stacy Feit - Vice President of Investor Relations Conference Call Participants Aman S. Gupta - Goldman Sachs Group, Inc., Research Division Andres Juan Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Christopher Alan Pierce - Needham & Company, LLC, Research Division Cole Alexander Couzens - Wolfe Research, LLC Colin William Rusch - Oppenheimer & Co. Inc., Research Division Douglas William Dutton - Evercore ISI Institutional Equities, Research Division George Gianarikas - Canaccord Genuity Corp., Research Division Operator Greetings, and welcome to the Aurora Second Quarter 2025 Business Review Call.
Welcome to the Green Stock News brief for Thursday July 31st. Here are today's top headlines: Aurora Innovation (NASDAQ: AUR) has expanded its commercial self-driving truck operations, surpassing 20,000 driverless miles, launching nighttime driverless operations, and opening a new terminal in Phoenix.
Aurora Innovation, Inc. (AUR) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.12 per share a year ago.