Aurora Innovation Inc stock news
On September 23, 2026, Aurora Innovation Inc. (NASDAQ: AUR) held its 2026 Analyst and Investor Day in Dallas, Texas, detailing its roadmap to expand its autonomous fleet to over 30,000 driverless trucks by 2030 and projecting $5 billion in revenue alongside approximately 60% gross margins. Aurora confirmed it is fully allocated to deploy 200 driverless trucks under Transport--as--a--Service agreements by the end of 2026 and highlighted non--binding intentions from fleet operator Hirschbach to acquire 500 Aurora--equipped trucks under a Driver--as--a--Service model starting in 2027. Despite demonstrations of humanless freight runs on the Dallas--to--Houston corridor, AUR shares dropped 10% during the session as investors weighed scaling timelines against ongoing capital consumption. Chief Financial Officer David Maday is scheduled to provide a follow--up corporate presentation at the Evercore 9th Annual ADAS, AV & AI Forum on September 29, 2026.