Added to YB: 2026-05-11
Pitch date: 2026-05-08
AUR [neutral]
Aurora Innovation, Inc.
Author Info
Company Info
Aurora Innovation, Inc. engages in the self-driving technology business in the United States. It focuses on developing Aurora Driver, a platform that brings a suite of self-driving hardware, software, and data services together to adapt and interoperate various vehicle types and applications.
Market Cap
$13.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.54
P/E
-16.10
EV/Sales
3.2K
Sector
Software
Category
growth
Aurora Innovation 1Q26: Time to scale.
AUR (update): Commercially launching virtual railway system on US highways. Mgmt guides >$200M rev 2027 w/ hundreds of trucks. Finishing 2026 w/ 200+ driverless trucks (~$80M run rate, $400k/truck). 7 customers (FedEx, Uber Freight, Werner, etc) across 12 routes. Proprietary FMCW LiDAR enables highway speeds vs competitors' AM LiDAR. Launching DaaS model 2027 (customers own trucks, Aurora manages systems) - Hirschbach deal for 500 trucks = 'hundreds of millions' multi-year rev. CA approved heavy-duty autonomous regs 4/28. $1.3B cash vs $600M 2026 burn. $14B mkt cap vs Waymo's $126B at $350M run rate.
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