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Aurora Innovation AUR

Aurora Innovation scores weak on business quality (3.3 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$5.83Oct 10, 2026
Business qualityWeak
Next earningsNov 4, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Aurora Innovation does

    Aurora Innovation builds self-driving software, the Aurora Driver, to automate commercial trucking. Fleets and logistics operators pay to deploy autonomous freight hauling without human drivers.

  2. What it does best

    Aurora builds autonomous trucking software backed by heavy R&D, attempting to crack complex driverless navigation. Unlike software peers like HUBS with 83% gross margins, Aurora currently operates with a -400% gross margin as it invests heavily in building its system.

  3. The main risk

    Massive cash burn threatens the company's long-term viability before commercial scale is reached. Free cash flow sits at negative $751 million, draining the $1.3 billion cash pile rapidly if commercialization stalls.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin of -194% and FCF margin deeply negative show heavy losses. The business model currently loses money on every unit while scaling R&D rather than turning a profit.

MoatWeak

The moat is near non-existent with a moat score of 1.9, placing gross and operating margins at the very bottom percentile of its sector with zero advantage currently locked in.

GrowthSlow

Revenue is minimal at $5 million with historical figures flat, reflecting an early-stage pre-commercial profile rather than a traditional growth engine.

Financial healthStrong

Debt-free with $1.3 billion in cash and zero total debt, providing a strong cash runway. However, free cash flow remains heavily negative at -$751M, meaning cash is burning fast.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $44.8M outside pre-planned sales.

Our sealed record on AUR

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is AUR a good business?

Aurora Innovation scores weak on the Cluenex quality check (3.3 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health strong.

Are insiders buying AUR?

In the last 90 days of SEC Form 4 filings: 1 sold $44.8M outside pre-planned sales.

When does AUR report earnings?

Nov 4, 2026.

For members

See AUR today

  • Today's verdict on AUR, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Aurora Innovation (AUR)”, https://cluenex.com/stocks/aur/, data as of Oct 10, 2026.