Aurora Mobile Ltd (JG)
NASDAQ:JG
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Aurora Mobile
(NASDAQ:JG)
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Rating:64Neutral
Price Target:
$5.50
▼(-18.88% Downside)
Action:Reiterated
Date:05/26/26
The score is driven primarily by improving fundamentals (better growth, stronger free cash flow, and reduced leverage) and a constructive earnings outlook centered on accelerating SaaS/EngageLab momentum and margin improvement. These positives are meaningfully tempered by weak technicals (price below all key moving averages with negative MACD) and still-fragile profitability with a history of volatility, while valuation appears roughly mid-range at a 22.16 P/E.
Positive Factors
Stronger cash generation
Material improvement in operating and free cash flow in 2025 provides durable self-funding for product investment, global expansion and buybacks. Strong cash conversion reduces near-term financing risk and gives management flexibility to scale SaaS GTM and sustain margin improvement over coming quarters.
Negative Factors
Thin profitability & historical volatility
Reported net margins are almost breakeven after multi-year losses; earnings durability remains unproven. Small profit buffers mean downturns, cadence slips in SaaS growth, or incremental OpEx could quickly erase profits, constraining long-term free cash flow predictability and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Stronger cash generation
Material improvement in operating and free cash flow in 2025 provides durable self-funding for product investment, global expansion and buybacks. Strong cash conversion reduces near-term financing risk and gives management flexibility to scale SaaS GTM and sustain margin improvement over coming quarters.
Read all positive factors
Aurora Mobile (JG) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$31.25M
Dividend YieldN/A
Average Volume (3M)5.52K
Price to Earnings (P/E)52.3
Beta (1Y)0.40
Revenue Growth13.23%
EPS GrowthN/A
CountryUS
Employees393
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)-12.86
Shares Outstanding4,687,352
10 Day Avg. Volume5,744
30 Day Avg. Volume5,523
Financial Highlights & Ratios
PEG Ratio-6.05
Price to Book (P/B)4.00
Price to Sales (P/S)0.72
P/FCF Ratio4.19
Enterprise Value/Market Cap3.79
Enterprise Value/Revenue0.39
Enterprise Value/Gross Profit0.57
Enterprise Value/Ebitda-1.52
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Aurora Mobile Business Overview & Revenue Model
Company Description
Aurora Mobile Limited (JG) is a Chinese technology firm that, through its subsidiaries, delivers a comprehensive suite of services primarily tailored for mobile application developers. Its foundational offerings encompass essential mobile function...
How the Company Makes Money
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Aurora Mobile Earnings Call Summary
Earnings Call Date:May 26, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 27, 2026
Earnings Call Sentiment Positive
Positive overall: the call highlighted strong, accelerating SaaS momentum driven by EngageLab (record ARR, steep ARR growth, large new contract wins and customer additions), improved margins, consistent GAAP profitability and healthy SaaS KPIs (103% NDR, RMB 173.9M deferred revenue). Offsetting factors include declines in vertical applications and value-added services (notably a 53% QoQ drop), modest overall revenue growth of 5% YoY, and YoY increases in operating expenses tied to expansion. Management emphasizes global expansion and long-term market opportunity, positioning the positives to outweigh near-term headwinds.Positive Updates
Total Revenue Growth
Group revenue for Q1 2026 was RMB 93.3 million, representing 5% year-over-year growth despite seasonal headwinds.
Negative Updates
Vertical Applications Revenue Decline
Vertical applications revenue fell 19% year-over-year; within this, Financial Risk Management revenue decreased 18% year-over-year and 29% quarter-over-quarter due to recent regulatory headwinds in the financial industry.
Read all updates
Q1-2026 Updates
Positive
Negative
Total Revenue Growth
Group revenue for Q1 2026 was RMB 93.3 million, representing 5% year-over-year growth despite seasonal headwinds.
Read all positive updates
Company Guidance
Management guided that Aurora Mobile expects continued acceleration in 2026 driven by its core developer subscription business and global EngageLab expansion, saying the core subscription is "poised for substantial growth" in the remaining three quarters and EngageLab is "expected to accelerate" as global partners and market rollout scale. They pointed to Q1 proof points — group revenue RMB93.3m (+5% YoY); developer subscription revenue a record RMB64.9m (+21% YoY, +5% QoQ) and developer services +15% YoY; EngageLab ARR $11.7m (Mar 2026, +172% YoY), Q1 recognized EngageLab revenue RMB24m (+210% YoY), cumulative EngageLab signed contract value RMB185m (RMB28m signed in Q1), 223 new EngageLab customers in Q1 (total 1,864, +120% YoY); and reiterated disciplined spending (Q1 OpEx RMB66.1m; R&D RMB28.7m, S&M RMB25.9m, G&A ~$11.5m) alongside strong unit economics (gross profit RMB66.3m, +13% YoY; gross margin +490 bps YoY), healthy SaaS KPIs (net dollar retention 103% TTM, deferred revenue RMB173.9m, AR turnover 42 days) and ongoing capital returns (42,000 ADS repurchased in Q1; 441,000 ADS cumulative).Aurora Mobile Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
66
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 299.74M | 364.63M | 316.17M | 290.23M | 328.82M | 357.32M |
| Gross Profit | 205.80M | 245.05M | 209.03M | 199.29M | 225.76M | 264.93M |
| EBITDA | -77.77M | 7.66M | -570.00K | -52.22M | -75.36M | -99.92M |
| Net Income | -77.51M | 411.47K | -7.05M | -62.10M | -106.96M | -140.58M |
Balance Sheet | ||||||
| Total Assets | 359.50M | 416.43M | 378.03M | 350.19M | 433.11M | 595.54M |
| Cash, Cash Equivalents and Short-Term Investments | 97.89M | 173.54M | 119.17M | 114.52M | 120.76M | 120.55M |
| Total Debt | 12.36M | 15.42M | 20.84M | 4.64M | 30.09M | 150.00M |
| Total Liabilities | 239.00M | 316.94M | 278.63M | 246.47M | 274.87M | 380.09M |
| Stockholders Equity | 90.64M | 65.84M | 67.92M | 73.55M | 127.69M | 215.44M |
Cash Flow | ||||||
| Free Cash Flow | 553.56M | 62.87M | 3.56M | -18.43M | -18.60M | -95.59M |
| Operating Cash Flow | 233.29M | 63.12M | 8.54M | -17.91M | -17.48M | -76.65M |
| Investing Cash Flow | 866.47M | -7.25M | -5.38M | 25.13M | 26.85M | 26.44M |
| Financing Cash Flow | -4.21B | -7.83M | 1.23M | -8.65M | -148.04M | -54.52M |
Aurora Mobile Technical Analysis
Negative
6.78
Price Trends
6.40
Negative
6.94
Negative
7.34
Negative
Market Momentum
-0.32
Positive
32.43
Neutral
32.02
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 6.78 is above the 20-day moving average (MA) of 5.77, above the 50-day MA of 6.40, and below the 200-day MA of 7.34, indicating a bearish trend. The MACD of -0.32 indicates Positive momentum. The RSI at 32.43 is Neutral, neither overbought nor oversold. The STOCH value of 32.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JG.
Aurora Mobile Risk Analysis
Aurora Mobile disclosed 80 risk factors in its most recent earnings report. Aurora Mobile reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Aurora Mobile Peers Comparison
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Aurora Mobile Corporate Events
Aurora Mobile Posts Fourth Straight Profitable Quarter on SaaS Growth
May 27, 2026
Aurora Mobile Limited is a Shenzhen-based provider of customer engagement and marketing technology services, listed on Nasdaq under the ticker JG. The company focuses on developer subscription services and SaaS-based solutions, including its Engag...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.