WallStSmart
AUR

Aurora Innovation Inc

NASDAQ: AUR · CONSUMER CYCLICAL · AUTO PARTS

$7.26
-7.75% today

Updated 2026-06-05

Market cap
$12.02B
P/E ratio
P/S ratio
3,005.54x
EPS (TTM)
$-0.43
Dividend yield
52W range
$4 – $9
Volume
26.5M

Aurora Innovation Inc (AUR) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

AUR · Aurora Innovation Inc · Price target summary

Current
$7.26
Consensus
$11.50
+58.40%
2030 Target
$0.73
-89.94%
DCF
9 analysts:
5 Buy2 Hold2 Sell

Management guidance

CEO Christopher Urmson stated Aurora targets $80M run rate by end of 2026 and plans to deploy 200+ fully driverless trucks in 2026. Company projects $14-16M revenue for 2026 and aims for breakeven gross margin by end of 2026, with positive free cash flow by 2028.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

AUR · Aurora Innovation Inc · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range
Bear case (2030)
$0.73
$2.1B Rev × 0.5x P/S
Base case (2030)
$0.73
$2.1B Rev × 0.8x P/S
Bull case (2030)
$1.45
$2.1B Rev × 1.3x P/S
WallStSmart.com

Financial forecast — research-backed

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$0.0B$0.0B$0.2B$0.5B$1.1B$2.1B
Revenue growth400.0%1167.0%174.0%112.0%95.0%
EPS$-0.36$-0.47$-0.43$-0.15$0.25$0.85
P/S ratio0.8x0.8x0.8x0.8x0.8x
Implied price$0.00$0.00$0.00$0.73$0.73

AUR · Aurora Innovation Inc · Catalysts & risks

Growth catalysts
+ McLane Company partnership for driverless hauls in restaurant supply chain (Berkshire Hathaway-backed)
+ Hirschbach Motor Lines expansion to 500 Aurora Driver-powered trucks
+ Volvo and Aurora autonomous truck route launches to Oklahoma City and multi-state expansion
+ Q2 2026 deployment of next-generation fleet without observer requirement
+ Continental hardware scaling partnership exclusive agreement by 2027
Key risks
- Regulatory uncertainty around autonomous trucking at scale; Teamsters union opposition to robotaxis
- Execution risk on scaling from 200 trucks (2026) to commercial viability; high cash burn ($816M net loss in 2025)
- Competition from other autonomous trucking companies and traditional carriers adding autonomous capability
- Technology maturity risk; potential accidents or safety incidents could trigger regulatory backlash
- Customer concentration risk; early revenues heavily dependent on small number of pilots (McLane, Hirschbach, Detmar)

Methodology

Aurora Innovation Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 9 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 16, 2026.