Market Cap
$11.1B
AUR
Aurora Innovation, Inc.
$5.64 ▲ +2.08%
Prev close $5.52Market cap$11.1B
ConsensusBuy
12-mo target$12.05 (+113.8%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)40 New Institutional Positions10 Institutional Exits Software & IT
Snapshot
The big-picture read on AUR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (63%)
Inst. Holders
50 funds
Inst. Value
$6.7B
Inst. Activity
40 buys / 10 sells
Insider Activity
$498.3K buy / $1.2B sell
Insider Net $
-$1.2B
Social Sentiment
75° Bullish
SEC Reports
12
Price chart 30d -3.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Bagley Brittany was granted 3,419 shares
Director
Oct 1, 2026 Insider
Wehner David M. was granted 2,414 shares
Director
Sep 30, 2026 short_volume
Short Volume: AUR — 56.4% short (10.6M / 18.8M)
Short: 10,607,537 | Exempt: 41,341 | TRF Vol: 18,810,926 | Short Ratio: 56.4% | Off-exchange volume
Sep 15, 2026 Insider
Aug 22, 2026 SEC Uber Technologies, Inc sold 29,369,611 shares
10%+ Owner @ $6.21 ($182.2M)
A massive insider selling cluster at Aurora Innovation, driven by Uber Technologies' $471.6M open-market sale of 72M sha
CLUSTER — Impact 8/10
A massive insider selling cluster at Aurora Innovation, driven by Uber Technologies unloading 72 million shares ($471.6M
CLUSTER — Impact 8/10
A massive insider selling cluster at Aurora Innovation: 10% owner Uber Technologies sold 72 million shares for $471.6M o
CLUSTER — Impact 8/10
Jun 30, 2026 Inst.
Capital International Investors — NEW
77,638,388 shares ($529.5M)
Analyst ratings buy % +10.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 24, 2026 | Amerx | REITERATE | Hold | — |
| Sep 24, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Sep 24, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Sep 24, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 11, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jun 5, 2026 | Craig-Hallum | INITIATE | Buy | 54% |
| May 29, 2026 | Northland Capital Markets | INITIATE | Outperform | 51% |
| May 11, 2026 | Amerx | INITIATE | Hold | — |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 8 | 6 | 0 | 0 | 63% | |
| Aug 1, 2026 | 2 | 8 | 6 | 0 | 0 | 63% | |
| Jul 1, 2026 | 2 | 8 | 6 | 0 | 0 | 63% | |
| Jun 1, 2026 | 2 | 7 | 6 | 0 | 0 | 60% | |
| May 1, 2026 | 2 | 6 | 6 | 0 | 0 | 57% | |
| Apr 1, 2026 | 2 | 6 | 6 | 0 | 0 | 57% | |
| Mar 1, 2026 | 2 | 6 | 6 | 0 | 0 | 57% | |
| Feb 1, 2026 | 2 | 6 | 6 | 0 | 0 | 57% |
Price targets
Where 12 covering analysts think AUR trades over the next 12 months.
$12.05 +113.8% upside Strong Buy
Current$5.64 Low$3.59 Median$12.50 High$18.00 12 analysts
$3.59$18.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +12.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Recent posts
$AUR YOLO - $116K
▲ 1 · 💬 1· ⚡ 0.5
AUR is worth $13B. KDK is worth $750M. Both run driverless semis, and KDK targets highway driver out in December... ($KDK DD)
▲ 1 · 💬 5· ⚡ 0.5
Between these 4 stocks which one has the strongest potential to reach $200?
▲ 1 · 💬 1· ⚡ 0.5
AUR - Are U Regarded? Why yes, yes I am. $20k YOLO
▲ 1 · 💬 5· ⚡ 0.5
$AUR DD: 5,000 shares at $6.04 - I’m betting Chris Urmson and Aurora Innovation win a winner-take-most market
▲ 1 · 💬 7· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 1 bullish, 7 bearish, 0 mixed, 4 neutral · avg impact 5.2/10.
BEARISHCLUSTER8/10
A massive insider selling cluster at Aurora Innovation, driven by Uber Technologies' $471.6M open-ma
Aug 22, 2026
BEARISHCLUSTER8/10
A massive insider selling cluster at Aurora Innovation, driven by Uber Technologies unloading 72 mil
Aug 21, 2026
BEARISHCLUSTER8/10
A massive insider selling cluster at Aurora Innovation: 10% owner Uber Technologies sold 72 million
Aug 20, 2026
BEARISH1446/10
Two affiliated venture entities — Index Ventures Growth III (Jersey), L.P. and Yucca (Jersey) SLP —
Aug 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: AUR — 56.4% short (10.6M / 18.8M)
Short: 10,607,537 | Exempt: 41,341 | TRF Vol: 18,810,926 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: AUR — 57.6% short (10.5M / 18.3M)
Short: 10,537,774 | Exempt: 394,008 | TRF Vol: 18,293,980 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: AUR — 55.5% short (11.1M / 20.1M)
Short: 11,147,652 | Exempt: 186,808 | TRF Vol: 20,083,010 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: AUR — 56.9% short (9.7M / 17.1M)
Short: 9,706,910 | Exempt: 5,018 | TRF Vol: 17,060,779 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: AUR — 56.1% short (11.7M / 20.9M)
Short: 11,718,257 | Exempt: 46,390 | TRF Vol: 20,883,238 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.12 | $-0.13–$-0.12 | -12.5% | +0.0% | 1↑ 1↓ | $0.0B | 8 |
| Next Q | $-0.13 | $-0.14–$-0.12 | -14.8% | -1.0% | 1↑ 0↓ | $0.0B | 8 |
| Current FY | $-0.49 | $-0.54–$-0.45 | -43.5% | +0.0% | 0↑ 1↓ | $0.0B | 3 |
| Next FY | $-0.45 | $-0.47–$-0.43 | 8.2% | +0.0% | 0↑ 1↓ | $0.2B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.124 | — |
| 7d ago | $-0.124 | — |
| 30d ago | $-0.124 | — |
| 60d ago | $-0.124 | — |
| 90d ago | $-0.120 | -0.004 |
Institutional ownership
Which big funds own AUR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.7B total value (978,069,622 shares) as of 2026-Q2. Top holders: MORGAN, VANGUARD, Capital. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 213,915,089 | $1.5B | 21.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 83,371,305 | $568.6M | 8.5% | — |
| Capital Research Global Investors | 83,051,619 | $566.4M | 8.5% | — |
| Capital International Investors | 77,638,388 | $529.5M | 7.9% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 69,715,424 | $475.5M | 7.1% | — |
| BlackRock, Inc. | 68,470,786 | $467.0M | 7.0% | — |
| BAILLIE GIFFORD & CO | 55,182,704 | $376.3M | 5.6% | — |
| BANK OF AMERICA CORP /DE/ | 23,516,606 | $160.4M | 2.4% | — |
| STATE STREET CORP | 22,922,729 | $156.3M | 2.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 22,862,658 | $156.0M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | NEW | — | 77,638,388 | — | $529.5M |
| Daiwa Securities Group Inc. | NEW | — | 14,369,599 | — | $98.0M |
| UBS Group AG | ADD | 6,850,951 | 12,587,650 | +83.7% | $85.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 3,053,389 | 9,397,494 | +207.8% | $64.1M |
| NORGES BANK | NEW | — | 8,049,282 | — | $54.9M |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 4,897,100 | — | $33.4M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 3,796,580 | — | $25.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 257,680 | 3,651,955 | +1317.2% | $24.9M |
| Nuveen, LLC | ADD | 2,250,588 | 2,949,919 | +31.1% | $20.1M |
| CITIGROUP INC | DOUBLED | 200,849 | 2,933,882 | +1360.7% | $20.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$1.2B — $498.3K bought, $1.2B sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Bagley Brittany | Director | AWARD | 3,419 | — | — |
| Oct 1, 2026 | Wehner David M. | Director | AWARD | 2,414 | — | — |
| Sep 15, 2026 | Uber Technologies, Inc | 10%+ Owner | SELL | 29,369,611 | $6.21 | $182.2M |
| Aug 20, 2026 | WEBB SHELLEY | See Remarks | TAX W/H | 41,699 | $6.20 | $258.5K |
| Aug 20, 2026 | Fisher Ossa | President | TAX W/H | 70,281 | $6.20 | $435.7K |
| Aug 20, 2026 | Maday David | Chief Financial Officer | TAX W/H | 54,412 | $6.20 | $337.4K |
| Aug 17, 2026 | Uber Technologies, Inc | 10%+ Owner | SELL | 72,000,000 | $6.55 | $471.6M |
| Aug 17, 2026 | Volpi Michelangelo | Director | SELL | 42,639 | $7.00 | $298.6K |
| Aug 17, 2026 | Volpi Michelangelo | Director | CONVERT | 2,800,043 | — | — |
| Aug 17, 2026 | Volpi Michelangelo | Director | CONVERT | 42,639 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AUR.
Shares short
198,257,624
Settlement Sep 15, 2026
Change vs prior
+3.6%
Semi-monthly cycle
Days to cover
7.2
At avg daily volume
Of shares outstanding
≈9.9%
Estimate — not % of float
All AUR filing & press-release reports (12)
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 20, 2026
- 144 reportAug 17, 2026
- 144 reportAug 12, 2026
- 144 reportAug 12, 2026
- 144 reportAug 10, 2026
- 144 reportAug 10, 2026
- 144 reportAug 7, 2026
- INSIDER-BUY reportJun 15, 2026
- CLUSTER reportJun 4, 2026
- INST-CLUSTER reportFeb 28, 2026