Aurora

AUR

Market cap $8.84B

New feature now available, enabling seamless tendering and dispatch of autonomous trucks BIRMINGHAM, Ala., Jan. 15, 2026 /PRNewswire/ -- McLeod Software and Aurora Innovation, Inc. (NASDAQ: AUR), the leader in autonomous trucks, today announced the completion of the API integration between Aurora and McLeod's Transportation Management System (TMS).

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.

Cathie Wood's Ark Autonomous Technology & Robotics ETF holds both large and small companies. One of the ETF's smaller holdings, Aurora Innovation, is a leader in autonomous trucking.

Reduced AUR stake by 1,154,317 shares. Quarter-end position value fell by $8.3 million, reflecting both trading activity and stock price changes Post-trade: 1,340,223 shares valued at $5.1 million remain Position now accounts for 1.0% of fund AUM, which places it outside the fund's top five holdings CEO says this is worth 18 Nvidias.

Shares of Aurora Innovation (NASDAQ:AUR) are trading around $5.21 as retail investor sentiment deteriorates sharply.

MIDLAND, Texas--(BUSINESS WIRE)---- $AUR #autonomoustrucking--Aurora Innovation, Inc. (NASDAQ: AUR), the leader in self-driving freight, today announced a commercial agreement with Detmar Logistics, a leading provider in dry bulk and frac sand logistics solutions, to autonomously transport proppants around the clock for one of the world's largest multinational oil and gas companies. The deployment marks the first time frac sand will be hauled autonomously on public roads and highways in the Permian Basin. It also establish.

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 made notable progress in the third quarter in areas like driverless miles, driverless vehicles, and deployed capabilities (nighttime driving). AUR is targeting a rapid expansion in 2026-2027 but still needs to prove it can scale from a handful to thousands of trucks and reduce operational costs. Despite recent advances, there are still significant uncertainties, and there aren't any meaningful near-term catalysts, which likely keeps the stock range bound.

Aurora Innovation, Inc. (NASDAQ:AUR ) Q3 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Stacy Feit - Vice President of Investor Relations Christopher Urmson - Co-Founder, CEO & Non-Independent Executive Chairman David Maday - Chief Financial Officer Conference Call Participants George Gianarikas - Canaccord Genuity Corp., Research Division Ravi Shanker - Morgan Stanley, Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Christopher Pierce - Needham & Company, LLC, Research Division David Vernon - Sanford C. Bernstein & Co., LLC.