Aurora Innovation (NASDAQ:AUR) Given “Buy” Rating at Needham & Company LLC

Needham & Company LLC restated their buy rating on shares of Aurora Innovation (NASDAQ:AUR) in a research note published on Thursday morning,Benzinga reports. The firm currently has a $13.00 target price on the stock.

A number of other research analysts have also recently weighed in on AUR. Cantor Fitzgerald reiterated an “overweight” rating on shares of Aurora Innovation in a research report on Monday. The Goldman Sachs Group cut their price target on shares of Aurora Innovation from $6.00 to $4.00 and set a “neutral” rating on the stock in a report on Wednesday, November 26th. UBS Group reissued an “underperform” rating on shares of Aurora Innovation in a research report on Wednesday, October 29th. TD Cowen reiterated a “hold” rating on shares of Aurora Innovation in a report on Thursday, October 30th. Finally, Canaccord Genuity Group reiterated a “buy” rating and set a $15.00 price target on shares of Aurora Innovation in a research report on Wednesday, October 29th. Five investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $10.07.

Aurora Innovation Trading Down 3.2%

Shares of NASDAQ:AUR opened at $4.22 on Thursday. Aurora Innovation has a 12-month low of $3.60 and a 12-month high of $10.77. The stock has a 50 day moving average of $4.33 and a 200 day moving average of $4.97. The company has a market cap of $8.17 billion, a PE ratio of -9.38 and a beta of 2.47.

Aurora Innovation (NASDAQ:AUR) last announced its quarterly earnings data on Wednesday, February 11th. The company reported ($0.11) EPS for the quarter, beating the consensus estimate of ($0.12) by $0.01. The business had revenue of $1.00 million during the quarter, compared to analysts’ expectations of $1.47 million. Equities research analysts predict that Aurora Innovation will post -0.49 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Christopher Urmson bought 258,000 shares of the firm’s stock in a transaction on Tuesday, November 25th. The shares were bought at an average cost of $3.88 per share, for a total transaction of $1,001,040.00. Following the transaction, the chief executive officer owned 258,000 shares of the company’s stock, valued at approximately $1,001,040. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 11.85% of the company’s stock.

Institutional Investors Weigh In On Aurora Innovation

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Danske Bank A S acquired a new stake in Aurora Innovation during the 3rd quarter worth approximately $36,000. Eurizon Capital SGR S.p.A. acquired a new position in Aurora Innovation during the 4th quarter valued at about $39,000. Stonebridge Financial Group LLC MO bought a new stake in shares of Aurora Innovation during the 4th quarter worth about $40,000. Simplify Asset Management Inc. bought a new stake in Aurora Innovation in the fourth quarter worth about $42,000. Finally, N.E.W. Advisory Services LLC acquired a new stake in shares of Aurora Innovation during the third quarter worth $44,000. 44.71% of the stock is currently owned by hedge funds and other institutional investors.

Aurora Innovation News Summary

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

• Positive Sentiment: Needham reaffirmed a “buy” and set a $13 price target, signaling sizable upside vs. the current price and giving investors an analyst-driven reason to add exposure. Benzinga
• Positive Sentiment: Aurora said it tripled its driverless network to 10 routes and plans Sun‑Belt expansion in 2026 — a commercial progress update that supports future revenue growth as deployments scale. Business Wire release
• Positive Sentiment: Management and press emphasize the commercial case for long‑distance automated trucks (the “superhuman logistics” narrative), which can help re‑rate expectations if adoption and customer endpoints continue to grow. MSN article
• Neutral Sentiment: Q4 EPS slightly beat consensus at ($0.11) vs. ($0.12) expected — a modest positive vs. the revenue shortfall. MarketBeat earnings recap
• Neutral Sentiment: Company earnings call transcript and presentation published — useful for investors digging into product milestones, cadence and customer commentary. Earnings call transcript Earnings presentation
• Neutral Sentiment: Reports show a small (3%) workforce reduction — could modestly reduce cash burn but is not a major restructuring. InsiderMonkey
• Neutral Sentiment: Short‑interest entries in the feed show zeros/NaN and a 0.0 days‑to‑cover — likely a data anomaly, so no clear short‑squeeze signal from this report.
• Negative Sentiment: Revenue miss in Q4 — reported revenue of $1.0M vs. consensus ~$1.47M — and a reported Q4 loss that was in line with estimates, weighing on near‑term sentiment. Zacks report
• Negative Sentiment: FY‑2026 revenue guidance was updated to $14.0M–$16.0M versus a consensus near $19.9M — a material downward surprise that appears to be the main driver of the stock decline as it lowers near‑term revenue expectations.
• Neutral Sentiment: Recent pieces reassessing AUR valuation and share‑price swings may keep volatility elevated as investors debate the timeline for scaled commercial revenue. Yahoo Finance valuation piece

Aurora Innovation Company Profile

Aurora Innovation, Inc is a technology company specializing in the development of self-driving vehicle systems for both passenger and commercial applications. Headquartered in Mountain View, California, Aurora has built an end-to-end platform—known as the Aurora Driver—that integrates proprietary software, machine learning algorithms and a suite of sensors (LiDAR, radar and cameras) to enable vehicles to operate safely and efficiently in diverse driving environments.

The company’s core business revolves around designing, testing and deploying its autonomy stack on vehicles from established automotive and transportation partners.