Aurora Mobile (JG) AI Stock Analysis

• Market Cap: $39.56M
• Dividend Yield: N/A
• Average Volume (3M): 5.52K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.32
• Revenue Growth: 19.41%
• EPS Growth: 85.27%
• Country: US
• Employees: 393
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Infrastructure
• EPS (TTM): 0.00
• Shares Outstanding: 4,760,946
• 10 Day Avg. Volume: 5,744
• 30 Day Avg. Volume: 5,523
• PEG Ratio: 0.49
• Price to Book (P/B): 4.54
• Price to Sales (P/S): 0.97
• P/FCF Ratio: 86.51
• Enterprise Value/Market Cap: 0.93
• Enterprise Value/Revenue: 0.12
• Enterprise Value/Gross Profit: 0.18
• Enterprise Value/Ebitda: -0.47
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 58 Neutral
• Price Target: $7.00 ▲(8.86% Upside)

Aurora Mobile's overall stock score reflects a mixed outlook. The most significant strength is the positive sentiment from the latest earnings call, highlighting revenue growth and profitability improvements. However, technical analysis indicates bearish momentum, and valuation metrics suggest challenges with profitability. Financial performance shows recovery signs but remains constrained by revenue growth issues.

Positive Factors

Revenue Growth

The consistent revenue growth indicates strong market demand and effective business strategies, contributing to long-term financial stability.

Cash Flow Improvement

Improved cash flow enhances liquidity and provides the company with more flexibility for investments and debt servicing, supporting sustainable growth.

Product Expansion

Significant growth in Engage Labs' ARR demonstrates successful product adoption and positions the company for continued expansion in its core markets.

Negative Factors

Revenue Decline in Market Intelligence

The decline in market intelligence revenue suggests challenges in maintaining market share and could impact overall revenue diversification and stability.

Negative Return on Equity

Negative return on equity indicates inefficiencies in generating profits from shareholders' investments, potentially affecting investor confidence and capital raising.

Revenue Decline

A decline in revenue signals potential difficulties in sustaining growth and could hinder the company's ability to invest in future opportunities.

Aurora Mobile Business Overview & Revenue Model

Company Description

Aurora Mobile Limited, through its subsidiaries, operates as a mobile app developer service provider in China. The company provides push notification, instant messaging, analytics, sharing and short message service, one-click verification, and other services. Its vertical applications have expanded to market intelligence, financial risk management, and location-based intelligence; and offers real-time market intelligence solutions, such as product iApp, which provides analysis and statistical results on the usage and trends of mobile apps to investment funds and corporations. The company also provides financial risk management solutions to assist financial institutions, licensed lenders, and credit card companies in making informed lending and credit decisions; and location-based intelligence solutions to help retailers and other traditional brick-and-mortar industries, such as real estate developers, track and analyze foot traffic, conduct targeted marketing, and make more informed and impactful operating decisions, such as site selection. In addition, it offers targeted marketing solutions to help advertisers to target the right audience with the right content at the right time; application programming interfaces that create connectivity and automate the process of message exchange between the mobile apps and its backend network; and an interactive web-based service dashboard that allows app developers to utilize and monitor its services through controls on an ongoing basis. The company primarily serves mobile app developers in a range of industries, such as media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare. The company was founded in 2011 and is headquartered in Shenzhen, the People's Republic of China.

How the Company Makes Money

Aurora Mobile generates revenue primarily through its mobile marketing and data service offerings. The company employs a subscription-based model for its services, allowing clients to access its platform for a fee. Key revenue streams include fees for mobile push notifications, SMS services, and analytics tools, which are charged based on usage volume or subscription tiers. Additionally, Aurora Mobile has established partnerships with various businesses and platforms, enabling them to integrate its services into their applications, thereby expanding its customer base and increasing revenue. The company's focus on big data analytics also allows it to monetize insights and data services, contributing further to its earnings.

Aurora Mobile Financial Statement Overview

Summary

Aurora Mobile is showing signs of recovery with improvements in profit margins, cash flow, and operational efficiency. However, challenges remain in revenue growth and achieving consistent profitability. The balance sheet is stable with manageable debt levels, and the cash flow position is improving, indicating potential for future growth and financial stability.

Income Statement

Aurora Mobile has shown a positive trend in gross profit margin, increasing from 68.7% in 2023 to 66.1% in 2024, indicating improved efficiency in cost management despite a decrease in total revenue. The net profit margin improved significantly from -21.4% in 2023 to -2.2% in 2024, suggesting better control over expenses. However, the company experienced a revenue decline of 9.1% in 2024, which signals a potential struggle in maintaining market share. The EBIT and EBITDA margins also show improvement, moving towards break-even, highlighting operational efficiencies. The company is on a path to recovery but still faces challenges in achieving profitability.

Balance Sheet

Aurora Mobile's balance sheet reflects moderate financial stability with a debt-to-equity ratio of 0.31 in 2024, indicating a conservative leverage approach. The return on equity remains negative due to ongoing net losses, but stockholders' equity decreased slightly. The equity ratio fell to 18.0% in 2024 from 21.0% in 2023, suggesting a decline in asset financing through equity. Overall, while the company maintains a manageable debt level, the consistent net losses are a concern, albeit with signs of improvement.

Cash Flow

The cash flow statement for Aurora Mobile shows a substantial turnaround in operating cash flow, moving from a negative position in 2023 to a positive $8.5 million in 2024, indicating better cash management and operational improvements. Free cash flow also improved significantly, which is a positive sign for future investments and debt servicing. The operating cash flow to net income ratio indicates that cash flow generation is improving faster than income, which is a positive indicator for liquidity. Despite these improvements, the company still needs to consistently generate positive free cash flow to ensure long-term sustainability.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	299.74M	316.17M	290.23M	328.82M	357.32M	471.61M
Gross Profit	205.80M	209.03M	199.29M	225.76M	264.93M	206.18M
EBITDA	-77.77M	-570.00K	-52.22M	-75.36M	-99.92M	-171.19M
Net Income	-77.51M	-7.05M	-62.10M	-106.96M	-140.58M	-225.07M
Balance Sheet
Total Assets	359.50M	378.03M	350.19M	433.11M	595.54M	787.33M
Cash, Cash Equivalents and Short-Term Investments	97.89M	119.17M	114.52M	120.76M	120.55M	436.12M
Total Debt	12.36M	20.84M	4.64M	30.09M	150.00M	225.23M
Total Liabilities	239.00M	278.63M	246.47M	274.87M	380.09M	466.09M
Stockholders Equity	90.64M	67.92M	73.55M	127.69M	215.44M	321.24M
Cash Flow
Free Cash Flow	537.27M	3.56M	-18.43M	-18.60M	-95.59M	53.48M
Operating Cash Flow	217.01M	8.54M	-17.91M	-17.48M	-76.65M	75.81M
Investing Cash Flow	866.47M	-5.38M	25.13M	26.85M	26.44M	-144.41M
Financing Cash Flow	-4.21B	1.23M	-8.65M	-148.04M	-54.52M	315.00K

Aurora Mobile Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 6.43
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JG, the sentiment is Negative. The current price of 6.43 is below the 20-day moving average (MA) of 6.63, below the 50-day MA of 7.74, and below the 200-day MA of 9.49, indicating a bearish trend. The MACD of -0.35 indicates Negative momentum. The RSI at 39.04 is Neutral, neither overbought nor oversold. The STOCH value of 53.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JG.

Aurora Mobile Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ALAR	71 Outperform	$61.04M	53.28	4.27%	―	15.29%	-84.06%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
JG	58 Neutral	$39.56M	―	-5.29%	―	19.41%	85.27%
ZENV	49 Neutral	$69.74M	-3.40	-14.38%	―	9.16%	20.13%
STEM	44 Neutral	$137.35M	―	―	―	-35.61%	―

Aurora Mobile Corporate Events

Aurora Mobile Reports Q3 2025 Financial Growth and Announces Share Repurchase

On November 13, 2025, Aurora Mobile Limited announced its unaudited financial results for the third quarter ending September 30, 2025, reporting a 15% year-over-year revenue increase to RMB90.9 million. The company achieved its first back-to-back quarterly U.S. GAAP net income, with notable growth in its flagship product, EngageLab, and a significant rise in its Annual Recurring Revenue. The company also announced a share repurchase program of up to US$10 million, reflecting a strong financial position and commitment to enhancing shareholder value.

Aurora Mobile Releases Interim Financial Report for Mid-2025

On September 19, 2025, Aurora Mobile Limited released its unaudited consolidated interim financial statements for the six months ending June 30, 2025. The report highlights a stable financial position with total assets slightly increasing from RMB 378,033 thousand at the end of 2024 to RMB 380,994 thousand by mid-2025. The company’s liabilities also saw a marginal increase, indicating a balanced approach to managing its financial obligations. This release provides stakeholders with insights into the company’s financial health and operational stability during the first half of 2025.

Aurora Mobile Reports Record Q2 2025 Financial Results with First U.S. GAAP Net Income

Aurora Mobile Limited announced its unaudited financial results for the second quarter of 2025, highlighting a 13% year-over-year revenue growth to RMB89.9 million. The company achieved its first-ever quarterly U.S. GAAP net income, driven by the expansion of EngageLab, which saw a 67% revenue increase and the addition of 210 new customers. The Financial Risk Management business also reported a 27% revenue growth. The company remains optimistic about its future performance, projecting continued revenue growth in the third quarter.