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AUROW Stock Analysis - Aurora Innovation, Inc. AI Rating

AUROW Nasdaq Services-Computer Integrated Systems Design DE CIK: 0001828108
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
95% Confidence

📊 AUROW Key Takeaways

Revenue: $3.0M
Net Margin: -27,200.0%
Free Cash Flow: $-612.0M
Current Ratio: 11.86x
Debt/Equity: 0.00x
EPS: $-0.44
AI Rating: STRONG SELL with 95% confidence

Investment Thesis

Aurora Innovation is a pre-revenue stage company with massive operating losses (-$901M) on minimal revenue ($3M), indicating the business model has not yet achieved commercialization. The company is burning cash at an unsustainable rate ($612M negative FCF) despite holding $221M in cash, which provides only ~5 months of runway at current burn rates. Without clear path to profitability or revenue scaling, the fundamental business economics are severely challenged.

AUROW Strengths

  • + Strong balance sheet liquidity with $221M cash and 11.86x current ratio
  • + Minimal leverage with 0.0x debt-to-equity ratio
  • + Substantial asset base of $2.3B suggesting significant capitalization and R&D investment

AUROW Risks

  • ! Extreme cash burn of $612M annually with only ~5 months of cash runway remaining
  • ! Revenue of only $3M cannot support $901M operating losses - business not commercially viable yet
  • ! Negative FCF margin of -20400% indicates capital-intensive operations with no near-term path to cash generation
  • ! EPS deeply negative at -$0.44 with deteriorating unit economics
  • ! Pre-revenue commercialization stage with no evidence of product-market fit

Key Metrics to Watch

AUROW Financial Metrics

Revenue
$3.0M
Net Income
$-816.0M
EPS (Diluted)
$-0.44
Free Cash Flow
$-612.0M
Total Assets
$2.3B
Cash Position
$221.0M

💡 AI Analyst Insight

Strong liquidity with a 11.86x current ratio provides a solid financial cushion.

AUROW Profitability Ratios

Gross Margin N/A
Operating Margin -30,033.3%
Net Margin -27,200.0%
ROE -38.1%
ROA -34.8%
FCF Margin -20,400.0%

AUROW vs Technology Sector

How Aurora Innovation, Inc. compares to Technology sector averages

Net Margin
AUROW -27,200.0%
vs
Sector Avg 18.0%
AUROW Sector
ROE
AUROW -38.1%
vs
Sector Avg 22.0%
AUROW Sector
Current Ratio
AUROW 11.9x
vs
Sector Avg 2.5x
AUROW Sector
Debt/Equity
AUROW 0.0x
vs
Sector Avg 0.5x
AUROW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

AUROW Balance Sheet & Liquidity

Current Ratio
11.86x
Quick Ratio
11.86x
Debt/Equity
0.00x
Debt/Assets
8.7%
Interest Coverage
N/A
Long-term Debt
N/A

AUROW 5-Year Financial Trend

AUROW 5-year financial data: Year 2021: Revenue $82.5M, Net Income -$214.4M, EPS $-0.79. Year 2022: Revenue $150.0M, Net Income -$214.0M, EPS $-0.79. Year 2025: Revenue $3.0M, Net Income -$796.0M, EPS $-0.60.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Aurora Innovation, Inc.'s revenue has declined by 96% over the 5-year period, indicating business contraction. The most recent EPS of $-0.60 indicates the company is currently unprofitable.

AUROW Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-20,400.0%
Free cash flow / Revenue

AUROW Quarterly Performance

Quarterly financial performance data for Aurora Innovation, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 N/A -$201.0M $-0.11
Q2 2025 N/A -$182.0M $-0.11
Q2 2023 N/A -$218.0M $-0.18
Q1 2023 N/A -$77.0M $-0.07
Q3 2022 $2.9M -$133.3M $-0.17
Q2 2022 N/A -$181.8M $-0.34
Q1 2022 N/A -$76.8M $-0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

AUROW Capital Allocation

Operating Cash Flow
-$581.0M
Cash generated from operations
Stock Buybacks
$754.6M
Shares repurchased (TTM)
Capital Expenditures
$31.0M
Investment in assets
Dividends
None
No dividend program

AUROW SEC Filings

Access official SEC EDGAR filings for Aurora Innovation, Inc. (CIK: 0001828108)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 4 xslF345X05/wk-form4_1773433636.xml View →
Feb 27, 2026 8-K aur-20260226.htm View →
Feb 20, 2026 4 xslF345X05/wk-form4_1771624190.xml View →
Feb 20, 2026 4 xslF345X05/wk-form4_1771624084.xml View →
Feb 20, 2026 4 xslF345X05/wk-form4_1771624000.xml View →

Frequently Asked Questions about AUROW

What is the AI rating for AUROW?

Aurora Innovation, Inc. (AUROW) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are AUROW's key strengths?

Strong balance sheet liquidity with $221M cash and 11.86x current ratio. Minimal leverage with 0.0x debt-to-equity ratio.

What are the risks of investing in AUROW?

Extreme cash burn of $612M annually with only ~5 months of cash runway remaining. Revenue of only $3M cannot support $901M operating losses - business not commercially viable yet.

What is AUROW's revenue and growth?

Aurora Innovation, Inc. reported revenue of $3.0M.

Does AUROW pay dividends?

Aurora Innovation, Inc. does not currently pay dividends.

Where can I find AUROW SEC filings?

Official SEC filings for Aurora Innovation, Inc. (CIK: 0001828108) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AUROW's EPS?

Aurora Innovation, Inc. has a diluted EPS of $-0.44.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI