Aurora Innovation’s (AUR) Buy Rating Reaffirmed at Needham & Company LLC

Posted by Brenda Bartman on Sep 24th, 2026

Aurora Innovation (NASDAQ:AUR – Get Free Report)‘s stock had its “buy” rating reiterated by stock analysts at Needham & Company LLC in a report released on Thursday, Benzinga reports. They currently have a $13.00 price objective on the stock. Needham & Company LLC’s price objective points to a potential upside of 114.70% from the stock’s previous close.

A number of other research firms also recently issued reports on AUR. Evercore reiterated an “outperform” rating on shares of Aurora Innovation in a report on Tuesday, September 15th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Aurora Innovation in a research note on Friday, July 17th. Wall Street Zen downgraded shares of Aurora Innovation from a “sell” rating to a “strong sell” rating in a report on Saturday, August 1st. Northland Securities initiated coverage on shares of Aurora Innovation in a report on Friday, May 29th. They set an “outperform” rating and a $11.00 target price for the company. Finally, The Goldman Sachs Group lifted their price target on shares of Aurora Innovation from $6.00 to $7.00 and gave the company a “neutral” rating in a research note on Thursday. Eight equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $13.11.

Check Out Our Latest Research Report on AUR

Aurora Innovation Price Performance

Shares of Aurora Innovation stock traded down $0.27 on Thursday, hitting $6.06. The company had a trading volume of 30,412,174 shares, compared to its average volume of 25,080,816. The stock has a 50-day moving average of $6.33 and a 200-day moving average of $5.97. Aurora Innovation has a twelve month low of $3.60 and a twelve month high of $8.56. The firm has a market capitalization of $12.14 billion, a P/E ratio of -12.86 and a beta of 2.63.

Aurora Innovation (NASDAQ:AUR – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported ($0.14) EPS for the quarter, missing the consensus estimate of ($0.12) by ($0.02). Aurora Innovation had a negative net margin of 18,000.00% and a negative return on equity of 43.94%. The company had revenue of $2.00 million during the quarter, compared to the consensus estimate of $1.66 million. During the same period in the prior year, the firm posted ($0.11) earnings per share. The company’s revenue was up 100.0% compared to the same quarter last year. Equities analysts predict that Aurora Innovation will post -0.48 EPS for the current year.

Insider Transactions at Aurora Innovation

In other Aurora Innovation news, Director Michelangelo Volpi sold 2,842,682 shares of the company’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $7.00, for a total transaction of $19,898,774.00. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders have sold 6,390,753 shares of company stock worth $44,826,378 over the last 90 days. Corporate insiders own 8.52% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of AUR. QRG Capital Management Inc. increased its position in Aurora Innovation by 13.9% during the second quarter. QRG Capital Management Inc. now owns 15,528 shares of the company’s stock worth $106,000 after buying an additional 1,891 shares during the last quarter. State Street Corp lifted its position in shares of Aurora Innovation by 6.0% in the second quarter. State Street Corp now owns 22,922,729 shares of the company’s stock valued at $156,333,000 after buying an additional 1,293,487 shares during the last quarter. Tidal Investments LLC boosted its stake in shares of Aurora Innovation by 32.5% during the 2nd quarter. Tidal Investments LLC now owns 16,505 shares of the company’s stock worth $113,000 after acquiring an additional 4,048 shares during the period. BlueCrest Capital Management Ltd bought a new position in shares of Aurora Innovation during the 2nd quarter worth approximately $490,000. Finally, Integrated Wealth Concepts LLC increased its holdings in shares of Aurora Innovation by 30.4% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 15,039 shares of the company’s stock worth $103,000 after acquiring an additional 3,504 shares during the last quarter. 44.71% of the stock is currently owned by institutional investors and hedge funds.

Aurora Innovation News Roundup

Here are the key news stories impacting Aurora Innovation this week:

Positive Sentiment: Canaccord Genuity raised its price target on Aurora Innovation from $15 to $17 and maintained a “buy” rating, implying substantial potential upside from recent trading levels.
Positive Sentiment: Needham reaffirmed its “buy” rating and set a $13 price target, indicating continued Wall Street support for Aurora’s long-term autonomous-driving strategy.
Positive Sentiment: At its Analyst and Investor Day, Aurora outlined plans to end 2026 with approximately 200 driverless trucks in operation and scale to more than 30,000 by 2030. The target suggests significant potential for fleet growth, commercialization and recurring revenue. Aurora targets 30,000 driverless trucks by 2030
Neutral Sentiment: Unusually heavy call-option activity showed investors bought roughly 25,746 calls, about 129% above average volume. This may reflect bullish speculation, but options activity does not necessarily indicate sustained demand for the shares.
Negative Sentiment: The 30,000-truck objective is a long-term ambition, and the large gap between the planned 2026 fleet and the 2030 goal highlights substantial execution, manufacturing, regulatory and capital requirements. Coverage characterized the market reaction as muted, suggesting investors wanted more evidence of near-term commercialization. Aurora’s driverless ambition meets Wall Street shrug
Negative Sentiment: Aurora remains loss-making, with the latest reported quarter missing consensus EPS estimates despite revenue growth. That financial profile may be weighing on investors as the company prepares for a costly scale-up.

About Aurora Innovation

(Get Free Report)

Aurora Innovation, Inc develops autonomous vehicle technology designed to transport people and goods without human drivers. Its core product, the Aurora Driver, combines artificial intelligence, sensors, mapping, and other software and hardware systems to enable automated driving across trucking, ride-hailing, and logistics applications.

The company is initially focused on autonomous trucking, where its technology is intended to support long-haul freight operations and improve safety, efficiency, and vehicle utilization.