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Aurora Mobile (JG)
:JG
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Aurora Mobile
(NASDAQ:JG)
Select Model
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Rating:59Neutral
Price Target:
$10.00
▲(17.65% Upside)
Aurora Mobile's overall stock score reflects a company in transition. The most significant positive factor is the strong performance highlighted in the earnings call, including achieving its first-ever quarterly GAAP net profit. Financial performance shows improvement, but challenges in revenue growth and profitability remain. Technical analysis and valuation present mixed to negative signals, indicating caution for potential investors.
Aurora Mobile (JG) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$48.63M
Dividend YieldN/A
Average Volume (3M)9.20K
Price to Earnings (P/E)―
Beta (1Y)0.08
Revenue Growth18.99%
EPS Growth77.96%
CountryUS
Employees393
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)<0.01
Shares Outstanding4,801,123
10 Day Avg. Volume6,202
30 Day Avg. Volume9,202
Financial Highlights & Ratios
PEG Ratio0.49
Price to Book (P/B)4.54
Price to Sales (P/S)0.97
P/FCF Ratio86.51
Enterprise Value/Market Cap1.14
Enterprise Value/Revenue0.18
Enterprise Value/Gross Profit0.27
Enterprise Value/Ebitda-0.70
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
Aurora Mobile Business Overview & Revenue Model
Company DescriptionAurora Mobile (JG) is a leading mobile big data service provider based in China, specializing in mobile marketing, user engagement, and data analytics solutions. The company operates primarily in the mobile technology sector, offering a suite of products and services that include mobile push notifications, SMS messaging, and user behavior analytics. Aurora Mobile aims to empower businesses with data-driven insights and tools to enhance user experience and drive customer retention.
How the Company Makes MoneyAurora 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 Earnings Call Summary
Earnings Call Date:Aug 28, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Nov 19, 2025
Earnings Call Sentiment Positive
Aurora Mobile's Q2 2025 earnings call presented a strong performance with the first ever quarterly GAAP net profit, significant revenue growth, and notable success of its EngageLab and financial risk management segments. Despite challenges in Market Intelligence revenue and increased operating expenses, the positive aspects significantly outweigh the negatives.Q2-2025 Updates
Positive Updates
First Ever Quarterly Net Profit
Aurora Mobile recorded its first ever quarterly GAAP net profit in Q2 2025, marking a significant milestone for the company.
Revenue Growth
The group's revenue for the quarter was RMB 89.9 million, achieving a remarkable year-over-year growth of 13% and reaching the higher end of the guidance provided.
EngageLab Performance
EngageLab recognized revenue grew by 67% year-over-year and 24% quarter-over-quarter, with customer numbers increasing by 25% sequentially.
Financial Risk Management Growth
Financial risk management business recorded solid revenue growth of 27% year-over-year.
Improved Gross Profit
Gross profit grew by 13% year-over-year, achieving the highest gross profit for the past 10 quarters, with improved gross margin quarter-over-quarter.
Deferred Revenue and Net Dollar Retention
Deferred revenue was RMB 156.1 million, and net dollar retention for the core Developer Service business was 99%, indicating strong customer retention and upsell capabilities.
Negative Updates
Market Intelligence Revenue Decline
Market Intelligence revenue decreased by 38% year-over-year and 23% quarter-over-quarter due to continued weak demand for Chinese APP data.
Increase in Operating Expenses
Operating expenses increased by 11% year-over-year, driven by higher R&D, selling and marketing, and G&A expenses.
Company Guidance
In the second quarter of 2025, Aurora Mobile achieved a milestone by reporting its first-ever quarterly GAAP net profit, driven by significant growth across various business segments. The company's revenue reached RMB 89.9 million, marking notable year-over-year and sequential growth, and hitting the high end of their guidance. EngageLab, the global flagship product, demonstrated robust performance with a 67% year-over-year and 24% quarter-over-quarter increase in recognized revenue, supported by a 25% sequential rise in customer numbers, reaching 1,058 globally. Additionally, the financial risk management business recorded a 27% year-over-year revenue growth. Gross profit increased by 13% year-over-year, with improved gross margins. The company's operating expenses were tightly managed, growing by only 11% year-over-year compared to a 13% increase in revenue. Aurora Mobile also reported a healthy net dollar retention rate of 99% for its core developer service business, indicating strong customer retention and upsell capabilities. Looking forward, the company anticipates Q3 2025 revenue to range between RMB 88 million and RMB 91 million, reflecting an 11% to 15% year-over-year growth.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.55
Neutral
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.60
Neutral
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.70
Positive
| 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 | 225.80M | 264.93M | 206.18M |
| EBITDA | -78.70M | -570.00K | -52.22M | -75.36M | -99.92M | -171.19M |
| Net Income | -76.81M | -7.05M | -62.10M | -106.96M | -140.58M | -225.07M |
Balance Sheet | ||||||
| Total Assets | 359.50M | 378.03M | 350.19M | 420.93M | 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 | 262.03M | 380.09M | 466.09M |
| Stockholders Equity | 90.64M | 67.92M | 73.55M | 128.35M | 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
Negative
8.50
Price Trends
9.05
Negative
9.81
Negative
9.71
Negative
Market Momentum
-0.24
Negative
36.96
Neutral
47.24
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 8.5 is above the 20-day moving average (MA) of 8.33, below the 50-day MA of 9.05, and below the 200-day MA of 9.71, indicating a bearish trend. The MACD of -0.24 indicates Negative momentum. The RSI at 36.96 is Neutral, neither overbought nor oversold. The STOCH value of 47.24 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 Releases Interim Financial Report for Mid-2025
Sep 19, 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
Aug 28, 2025
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.
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.