Aurora Innovation (AUR)'s Acceleration Toward Autonomous Trucking Drives Analyst Confidence

Aurora Innovation, Inc. (NASDAQ:AUR) is included in our list of the 7 most volatile stocks under $5 for day trading.

On February 12, 2026, despite the company’s minimal current revenue, Cantor Fitzgerald maintained its ‘Overweight’ rating and $12.00 price target for Aurora Innovation, Inc. (NASDAQ:AUR). With this update, the investment firm expressed its confidence in the company’s trajectory toward autonomous trucking.

Since commercialization started in late April, Aurora Innovation, Inc. (NASDAQ:AUR) has accumulated more than 4.5 million autonomous miles, including more than 250,000 fully driverless miles. This achievement positions the company as a leader in self-driving freight, according to Cantor.

However, the early-stage monetization profile was highlighted by the $2.00 million in revenue over the previous 12 months. By the end of 2026, management plans to have more than 200 driverless trucks, roughly matching Cantor’s previous estimate of 207 units, up from 10 as of December. The investment firm expressed confidence in Aurora Innovation, Inc. (NASDAQ:AUR)’s goal to achieve positive free cash flow in fiscal 2028 and breakeven (gross margins) by the end of fiscal 2026. With production scheduled to begin in 2027, Aurora’s exclusive partnership with Continental AG is seen as a crucial catalyst for scaling.

Aurora Innovation, Inc. (NASDAQ:AUR), headquartered in Pittsburgh, develops the Aurora Driver, integrating hardware, software, and data services to enable autonomous vehicle operation, with a focus on long-haul trucking and logistics markets.

While we acknowledge the potential of AUR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.