Aurora Mobile Ltd (JG)
NASDAQ:JG
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Aurora Mobile
(NASDAQ:JG)
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Rating:57Neutral
Price Target:
$7.00
▲(3.24% Upside)
Action:ReiteratedDate:03/31/26
The score is supported primarily by improving financial performance (turnaround in growth, profitability, and notably stronger free cash flow) and constructive earnings-call guidance for 2026. Offsetting this are weak technical momentum (below major moving averages with negative MACD) and very unattractive valuation (P/E 640 with no dividend yield), which materially cap the overall score.
Positive Factors
Stronger cash generation
Aurora materially strengthened cash generation in 2025 with operating cash flow and free cash flow near RMB63M. Durable cash flow supports reinvestment, share repurchases, and liquidity buffers, reducing refinancing risk and enabling multi-year growth funding if the company sustains this performance.
Negative Factors
Extremely thin net margin
Reported net income in 2025 was barely positive with an approx 0.1% margin after years of losses. This leaves very little earnings cushion versus operational setbacks or slower demand, meaning a return to losses is plausible if growth slows or expenses accelerate, challenging durable profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Stronger cash generation
Aurora materially strengthened cash generation in 2025 with operating cash flow and free cash flow near RMB63M. Durable cash flow supports reinvestment, share repurchases, and liquidity buffers, reducing refinancing risk and enabling multi-year growth funding if the company sustains this performance.
Read all positive factors
Aurora Mobile (JG) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$39.29M
Dividend YieldN/A
Average Volume (3M)5.52K
Price to Earnings (P/E)22.2
Beta (1Y)0.45
Revenue Growth20.68%
EPS Growth84.51%
CountryUS
Employees393
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)0.07
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 Cap3.36
Enterprise Value/Revenue0.44
Enterprise Value/Gross Profit0.64
Enterprise Value/Ebitda-1.70
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, 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 oth...
How the Company Makes Money
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Aurora Mobile Earnings Call Summary
Earnings Call Date:Mar 12, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Jun 04, 2026
Earnings Call Sentiment Positive
The call emphasized multiple historic achievements — first full-year GAAP profit, record quarterly revenue above RMB 100 million, substantial ARR and customer growth for EngageLab, strong gross profit improvement, and impressive cash inflows — while acknowledging specific weaknesses (notably Market Intelligence revenue decline and YoY softness in Value-Added Services) and higher operating expenses due to strategic investments. Management provided confident 2026 guidance but noted it is subject to changing market conditions.Positive Updates
Record Quarterly Revenue
Group revenue for Q4 was RMB 105.2 million, up 13% year-over-year and 16% sequentially, marking the first quarter above RMB 100 million since the transition to a pure SaaS model.
Negative Updates
Market Intelligence Revenue Decline
Market Intelligence revenue decreased 24% year-over-year and 3% quarter-over-quarter due to continued weak demand for Chinese app data, as expected by management.
Read all updates
Q4-2025 Updates
Positive
Negative
Record Quarterly Revenue
Group revenue for Q4 was RMB 105.2 million, up 13% year-over-year and 16% sequentially, marking the first quarter above RMB 100 million since the transition to a pure SaaS model.
Read all positive updates
Company Guidance
Aurora guided 2026 full‑year revenue of RMB 450–480 million, implying growth of 20–28% year‑over‑year (which implies 2025 revenue of roughly RMB 375 million), a target management says is supported by Q4 momentum including group Q4 revenue of RMB 105.2 million (+13% YoY, +16% QoQ), EngageLab ARR of USD 10 million (186% YoY) with cumulative signed contract value of RMB 157 million and Q4 bookings of ~RMB 29 million, customer count of 1,641 (+142% YoY) across >70 countries (18 new in Q4), developer subscription revenue of RMB 61.9 million (+13% YoY, +8% QoQ), highest quarterly gross profit of RMB 69.7 million (+23% YoY), NDR of 103%, deferred revenue of RMB 178.7 million, AR days of 37, net operating cash inflow of RMB 35.1 million, cash & equivalents of RMB 173 million (+45% YoY), and continued share repurchases (73k ADS in Q4; 400k ADS total).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 | 3.08M | -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
7.39
Negative
7.12
Negative
8.27
Negative
Market Momentum
-0.17
Positive
41.34
Neutral
24.16
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 below the 20-day moving average (MA) of 7.15, below the 50-day MA of 7.39, and below the 200-day MA of 8.27, indicating a bearish trend. The MACD of -0.17 indicates Positive momentum. The RSI at 41.34 is Neutral, neither overbought nor oversold. The STOCH value of 24.16 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 Turns First Full-Year Profit on Double-Digit 2025 Revenue Growth
Mar 12, 2026
On March 12, 2026, Aurora Mobile reported unaudited results for the fourth quarter and full year ended December 31, 2025, marking its first-ever full-year GAAP net profit. Revenue grew 19% year-over-year to RMB374.8 million, driven by both develop...
Aurora Mobile Issues Premium-Priced Warrant and Signs Data Analytics Deal With PAG Pegasus Fund
Feb 11, 2026
On February 11, 2026, Aurora Mobile Limited issued a warrant to PAG Pegasus Fund, granting the investor rights to purchase up to 9,666,666 common shares, equivalent to about 725,000 ADSs, at an initial exercise price of US$1.035 per share, or US$1...
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.