Aurora (AUR)’s Driverless Trucks Gain Momentum—Cantor Sees $12 Target

We recently published a list of 10 AI Stocks Gaining Wall Street’s Attention. In this article, we are going to take a look at where Aurora Innovation Inc. (NASDAQ:AUR) stands against other AI stocks gaining Wall Street’s attention.

On May 27, Cantor Fitzgerald analyst Andres Sheppard reiterated an “Overweight” rating on Aurora Innovation, Inc. (NASDAQ:AUR) with a $12.00 price target. Aurora Innovation is a self-driving technology company.

The firm has highlighted Aurora’s significant progress in the autonomous trucking industry, noting how the company has reportedly become the first in the United States to operate a commercial self-driving service via heavy-duty trucks on public roads.

As of May 2025, the company’s autonomous technology surpassed 3 million cumulative miles, both driverless and supervised. Moreover, since the company has entered early into the market, the firm believes that it may have a first-mover advantage in a sector with a substantial total addressable market (TAM).

A closeup of a self-driving hardware unit inside the dashboard of a passenger vehicle.

Some key strengths of Aurora’s business model include its low asset intensity, high margins, favorable regulatory conditions, and its capability to scale its operations rapidly. The firm also highlighted Aurora’s partnership with Continental, designed to improve high-volume installation of Aurora’s hardware. With the start of production (SOP) poised for 2027, the firm expects it to be a catalyst for Aurora’s growth.

Overall, AUR ranks 9th on our list of AI stocks gaining Wall Street’s attention. While we acknowledge the potential of AUR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AUR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 AI Stocks on Analyst’s Radar Today and 10 AI Stocks on Wall Street’s Radar. 

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