Cantor and Oppenheimer Stay Positive on Aurora (AUR)

By Ali Ahmed | February 23, 2026, 9:58 AM

Aurora Innovation, Inc. (NASDAQ:AUR) is one of the 13 Best American Penny Stocks to Invest In. On February 12, Cantor Fitzgerald reiterated its Overweight rating on Aurora Innovation, Inc. (NASDAQ:AUR) with a price target of $12 for the stock.

The research firm noted that Aurora Innovation, Inc. (NASDAQ:AUR) has completed over 4.5 million total autonomous miles since January 31, 2026. This includes over 250,000 fully driverless miles. By year-end 2026, Aurora Innovation, Inc. (NASDAQ:AUR) plans to have more than 200 driverless trucks in operation, aligning with Cantor Fitzgerald’s forecast of 207 trucks for fiscal year 2026. This would be a huge increase from the 10 trucks it had as of December 2025. The company is also aiming to reach breakeven gross margins by the end of 2026 and positive free cash flow in 2028. Cantor Fitzgerald sees these updates as encouraging.

Cantor and Oppenheimer Stay Positive on Aurora (AUR)
Photo by ThisisEngineering RAEng on Unsplash

On February 12, Oppenheimer also reiterated an Outperform rating with a $15 price target on Aurora Innovation, Inc. (NASDAQ:AUR). According to Oppenheimer, the company is making “material progress” in growing its operating areas and extending routes. The firm added that the company’s next-gen hardware is expected to be available in the third quarter of 2026.

Oppenheimer also noted that Aurora Innovation, Inc.’s (NASDAQ:AUR) plan to have 200 vehicles on the road without observers by the end of 2026 is “essentially full commercialization of the platform. The research firm also pointed out that the company is in a good position to quickly validate new routes and bring on customers as more vehicles become available in the second half of 2026 and later.

Aurora Innovation, Inc. (NASDAQ:AUR) is a self-driving technology company. The Aurora Driver is a self-driving system that can operate various types of vehicles, including freight-hauling trucks and ride-hailing passenger vehicles.

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.

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Disclosure: None. This article is originally published at Insider Monkey.

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