Analyst Consensus ?
ConsensusBuy10 ratings
Bullish660.0%
Neutral440.0%
Bearish00.0%
Aurora Innovation, Inc. · AUR · FY2026 Q3 · Calendar Q4 2026
Aurora advances commercial ramp as execution risks remain
Aurora’s Q3 update supports the case that customer demand and regulatory progress can underpin commercial growth, but the thesis remains dependent on manufacturing execution, component availability, contracted demand, and cash discipline.
Reported After market closeNASDAQTechnology
$10.20B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$-0.12
Consensus $-0.12
EPS surprise
+3.6%
Reported versus consensus
Reported revenue
$3.0M
Consensus $3.0M
Revenue surprise
+0.4%
Reported versus consensus
Market reaction
close-to-close (session unavailable)
Stock move
-0.6%
Event window
SPY move
+0.3%
Same window
Abnormal move
-0.9%
Stock minus SPY
Volume
0.8×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
AURSPY benchmark
Ask FN2 about AUR FY2026 Q3
Transcript, numbers and history already loaded
Why did AUR fall 0.6% after beating EPS estimates in FY2026 Q3?What changed in AUR's guidance and outlook in FY2026 Q3?Give me the bull and bear case for AUR after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management described progress toward 20 trucks per week by early December, highlighted a potential 500-truck Charger Logistics DaaS deployment, and added regulatory and product milestones. The production ramp had been delayed by six weeks because of material availability and component quality issues.
Guidance delta
Maintained
Key takeaways
- Commercial scaling remains the central focus, with a target of 20 trucks per week by early December and 1,000 trucks on the road in 2027.
- Demand evidence improved through the Charger Logistics DaaS MOU and a broader 2027–28 pipeline, although converting MOUs and pipeline into firm orders remains important.
- Regulatory progress included a five-year FMCSA exemption for cab-mounted warning beacons and new weigh-station traversal capability.
- Revenue increased modestly to $3 million, while the company reported a sizable operating loss and continued to emphasize liquidity and cash-burn guidance.
- Volvo, PACCAR, Roush, and AUMOVIO remain critical partners for manufacturing scale and future hardware industrialization.
Management priorities
- Reach a 20-truck-per-week production rate and support the planned 2027 fleet expansion.
- Convert DaaS pipeline and MOUs into firm orders while expanding deployments with carriers.
- Advance Volvo and PACCAR industrialization and develop the third-generation hardware kit with AUMOVIO.
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Beat
Miss
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Analyst 52W Price Targets
$5.09Previous close
$5Low
$13.25Average
$18High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Oppenheimer | Outperform | Outperform | Maintain | Oct 8, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Sep 25, 2026 |
| Needham | Buy | Buy | Maintain | Sep 24, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Sep 24, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Sep 24, 2026 |
| Amerx | Hold | Hold | Maintain | Sep 24, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Sep 11, 2026 |
| TD Cowen | Hold | Hold | Maintain | May 7, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Feb 18, 2025 |
| DA Davidson | Buy | Buy | Maintain | Sep 29, 2022 |
Named analyst price targets
Upside is calculated against the persisted previous close $5.09. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Oppenheimer | Colin Rusch | $16 | $5.72 | +214.3% | Oct 8, 2026 |
| Goldman Sachs | Analyst unavailable | $7 | $6.32 | +37.5% | Sep 24, 2026 |
| Canaccord Genuity | George Gianarikas | $17 | $6.32 | +234.0% | Sep 24, 2026 |
| Morgan Stanley | Analyst unavailable | $18 | $6.33 | +253.6% | Sep 11, 2026 |
| Craig-Hallum | Analyst unavailable | $18 | $6.84 | +253.6% | Jun 5, 2026 |
| Northland Securities | Analyst unavailable | $11 | $7.07 | +116.1% | May 29, 2026 |
| Morgan Stanley | Ravi Shanker | $14 | $7.12 | +175.0% | May 7, 2026 |
| Goldman Sachs | Mark Delaney | $5 | $5.17 | -1.8% | Apr 17, 2026 |
| Goldman Sachs | Analyst unavailable | $4 | $3.92 | -21.4% | Nov 26, 2025 |
| Oppenheimer | Colin Rusch | $15 | $5.2 | +194.7% | Oct 29, 2025 |
| Morgan Stanley | Analyst unavailable | $12 | $6.94 | +135.8% | Mar 3, 2025 |
Track every rating change on AUR the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAurora Innovation, Inc. is a U.S.-based company specializing in autonomous driving technology. Its primary focus involves creating the Aurora Driver, an advanced platform that integrates various self-driving hardware components, software systems, and data services. This comprehensive solution is engineered to enable and unify autonomous capabilities across diverse vehicle types, including passenger automobiles, light commercial vans, and heavy-duty trucks. The company was founded in 2017 and maintains its headquarters in Pittsburgh, Pennsylvania.
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| AUROW Aurora Innovation, Inc. | FY2026 Q3 · Calendar Q4 2026 | +3.6% | 0.0% | Aurora advances commercial trucking ramp while execution risks remain |
| FLEX Flex Ltd. | FY2027 Q2 · Calendar Q4 2026 | +11.3% | +11.6% | Flex raises FY27 outlook as AI power demand drives growth |
| NOW ServiceNow, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.0% | -3.0% | ServiceNow raises outlook as AI monetization accelerates |
| APH Amphenol Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.7% | +3.5% | Amphenol posts record Q3 as AI datacom demand accelerates |
| FTV Fortive Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.4% | +4.0% | Fortive raises 2026 EPS outlook after strong Q3 execution |
| FTNT Fortinet, Inc. | FY2026 Q3 · Calendar Q4 2026 | +5.8% | -5.9% | Fortinet Q3: SASE and AI Security Lift Growth, Guidance Raised |
Latest beats and misses
Who reports nextBeat on EPS
- AONFY2026 Q3 · October 28, 2026+1.8% EPS+4.4% move
- LHFY2026 Q3 · October 28, 2026+3.0% EPS+8.8% move
- AUROWFY2026 Q3 · October 28, 2026+3.6% EPS0.0% move
- CHRWFY2026 Q3 · October 28, 2026+2.9% EPS-11.1% move
- IPFY2026 Q3 · October 28, 2026+29.5% EPS+3.3% move
- FLEXFY2027 Q2 · October 28, 2026+11.3% EPS+11.6% move
Missed on EPS
- NOWFY2026 Q3 · October 28, 2026-2.0% EPS-3.0% move
- CMGFY2026 Q3 · October 28, 2026-7.1% EPS+2.7% move
- GOOGFY2026 Q3 · October 28, 2026-11.3% EPS+1.6% move
- MGMFY2026 Q3 · October 28, 2026-405.6% EPS-2.6% move
- CVNAFY2026 Q3 · October 28, 2026-11.6% EPS-0.3% move
- GOOGMFY2026 Q3 · October 28, 2026-29.6% EPS+1.0% move
Get the AUR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-29T04:06:42.326686+00:00
- FN2 earnings calendar · 2026-10-29T01:23:20.584741+00:00
- Polygon adjusted daily market bars · 2026-10-29T11:30:44.606498+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-29T11:30:44.603713+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-29. For educational purposes only; not investment advice.