Aurora Innovation (AUR): What Could Drive AUR Higher or Lower From Here?

Evercore ISI added Aurora to its Tactical Outperform list on September 15, ahead of the Investor Day, citing potential for a 10% to 15% near term move in the stock.

The September 23 Investor Day gave bulls a number to underwrite: more than 30,000 driverless trucks by 2030, at gross margins CFO David Maday compared to a software business.

The firm called the Investor Day an incremental positive but said the driverless demos and OEM participation on display also pointed to a slower, costlier ramp than previously modeled.

D E Shaw, the largest holder, cut its stake 24% to 22.4 million shares worth $152.6 million, while Durable Capital Partners grew its position 633% to 10.9 million shares worth $74.3 million.

Short interest remains on the higher side at 17.98% of the float as of September 15, 2026, up from 174.94 million shares a month earlier to 198.26 million shares.