Cantor and Oppenheimer Maintain $12 and $15 Targets as Aurora Prepares 200 Driverless Trucks
Cantor Fitzgerald reiterated an overweight rating on Aurora Innovation with a $12 target after logging 4.5 million autonomous miles, including 250,000 driverless miles, and planning 200 driverless trucks by year-end 2026. Oppenheimer kept an outperform rating with a $15 target, citing route expansion and next-generation hardware rollout in Q3 2026.
1. Analyst Ratings and Targets
Cantor Fitzgerald reiterated its overweight rating with a $12 price target and Oppenheimer maintained its outperform rating with a $15 price target, reflecting confidence in Aurora Innovation's growth prospects.
2. Autonomous Mileage and Truck Deployment Plans
Aurora has completed over 4.5 million autonomous miles since January 2026, including 250,000 fully driverless miles, and plans to expand its driverless fleet from 10 to 200 trucks by the end of 2026.
3. Next-Generation Hardware and Commercialization Timeline
The company intends to roll out its next-generation hardware in the third quarter of 2026, aiming for full commercialization of 200 observer-free vehicles by year-end and validating new routes as capacity increases.