AU

Aurora Innovation Inc

AUR
Accountable AI Logo

Aurora Innovation Inc AI Insights

Informational only. Not investment advice.
As of 2025-12-16

Snapshot

  • R&D of 722M TTM consumes 361x revenue (2M) - pure technology bet with zero commercial traction yet[Research and Development TTM]
  • Cash burn of 577M TTM vs 87M cash on hand - raised 469M in equity TTM, ~2 years runway at current rate[Cash Flow TTM]
  • Debt/equity of 0.05 with 1.2B working capital - clean balance sheet despite losses, dilution is the funding model[Debt to Equity]

Watch Triggers

  • Total Revenue TTM: Exceeds 50M (25x current)Any commercial traction validates technology; current 2M is effectively zero
  • Cash Flow TTM: Burn rate exceeds 700M annuallyAccelerates dilution timeline - current 1.2B buffer shrinks faster
  • Issuance of Capital Stock: New equity raise announcedTiming and terms signal market confidence and dilution impact

Bull Case

1.2B working capital buffer with minimal debt (0.05 D/E) provides runway for autonomous tech development without near-term solvency risk

Working CapitalDebt to EquityTotal Equity

722M R&D spend (99% of opex) signals all-in technology focus - winner-take-most AV market could justify current losses

Research and Development TTMOperating Expense TTM

Bear Case

Negative gross margin (-5%) with 2M revenue TTM - no path to profitability visible, pure cash incinerator

Gross MarginTotal Revenue TTMOperating Margin TTM

FCF of -608M TTM requires continuous dilution; 469M equity raised TTM already - shareholders funding R&D indefinitely

Free Cash Flow TTMIssuance of Capital Stock

Bull vs Bear Balance

AI-generated sentiment analysis based on fundamental metrics and market conditions.

BearBull
30%

Leverage AUR's top insights and create a custom strategy based on them in seconds. Our AI editor does it all — in one click.

Take Me to The Editor

Forward Thesis

Cash runway exhaustion will force equity raise within 18-24 months at current burn rate

1-3yhigh
  • 577M annual cash burn vs 87M cash
  • 469M raised TTM shows dilution pattern
  • No revenue inflection visible
Cash Flow TTM: -577MCash: 87M, Working Capital: 1.2BRevenue TTM: 2M (negligible)
Valuation Context
Caveats

Public Strategies Rankings

See how Aurora Innovation Inc ranks across different investment strategies.

Leverage AUR's top insights and create a custom strategy in seconds. Our AI editor does it all — in one click.

Data Partners
Morningstar Logo

Fundamental company data provided by Morningstar, updated daily.

Accountable Finance, Inc. Disclaimer
accountable.finance is not operated by a broker or a dealer. Under no circumstances does any information posted on accountable.finance represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. In no event shall accountable.finance be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on accountable.finance, or relating to the use of, or inability to use, accountable.finance or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Stock quotes and fundamental company data provided by Morningstar, updated daily.

Accountable Logo
© 2025 Accountable Finance, Inc. All rights reserved.