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Aurora Mobile (JG) AI Stock Analysis
Aurora Mobile
(NASDAQ:JG)
The score is driven primarily by improving fundamentals and a strong, metrics-supported earnings narrative (revenue acceleration, cash-flow rebound, sustained GAAP profitability, and growing deferred revenue/retention). These positives are tempered by weak technicals (below key moving averages with negative MACD) and a relatively high P/E with no dividend support.
Aurora Mobile (JG) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $28.04M
- Dividend Yield
- ―
- Average Volume (3M)
- 11.33K
- Price to Earnings (P/E)
- 36.1
- Beta (1Y)
- 0.43
- Revenue Growth
- 14.88%
- EPS Growth
- ―
- Country
- US
- Employees
- 421
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Application
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 functionali...
How the Company Makes Money
Aurora Mobile primarily makes money by selling software and data-driven services to business customers (such as mobile app developers, internet companies, and brands) through a mix of subscription/usage-based fees and marketing-related service revenu...
Aurora Mobile Earnings Call Summary
The call conveyed strong positive momentum across the core SaaS business and the global EngageLabs franchise, with multiple record metrics (RMB 100M quarter, developer subscription record, EngageLabs ARR and revenue growth, gross profit and margin expansion, five consecutive GAAP profit quarters, net cash inflow, historic deferred revenue and NDR). Offsetting these wins are continued weakness and decline in Vertical Applications (Financial Risk Management and Market Intelligence), some volatility in value-added services, and higher targeted operating expenses driven by R&D and overseas sales investment. Overall, management presented a cautiously optimistic outlook, emphasizing product-led global expansion and disciplined cost allocation.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management's guidance was cautiously optimistic—saying Aurora remains on track to deliver against its full‑year 2026 targets while exercising strict cost discipline and selectively investing in high‑priority initiatives—and was supported by a string of Q2 metrics: total group revenue of RMB 101.2 million (+13% YoY) with developer services up 24% YoY and core developer subscription revenue at a record RMB 70.7 million (+32% YoY, +9% QoQ); EngageLabs ARR of $14.6 million (170% YoY), Q2 recognized EngageLabs revenue of RMB 27.5 million (+186% YoY), cumulative EngageLabs signed contracts >RMB 200 million and new Q2 contracts ~RMB 27.4 million; value‑added services RMB 9.2 million (+36% QoQ, -15% YoY); gross profit RMB 69.2 million (+16% YoY) with gross margin +197 bps YoY; fifth consecutive quarter of U.S. GAAP net profit; net operating cash inflow RMB 23.3 million; total deferred revenue RMB 181.9 million; net dollar retention 106% (TTM to June 30, 2026); AR turnover days 37; Q2 OpEx RMB 67.6 million (+2% QoQ, +11% YoY) with R&D RMB 29.3 million (+13% YoY), S&M RMB 28.3 million (+25% YoY) and G&A RMB 10.0 million (-18% YoY); and continued shareholder support via 44,000 ADS repurchased in the quarter (485,000 ADS cumulatively).
Aurora Mobile Financial Statement Overview
Summary
Turnaround is evident with accelerating revenue growth, leverage improvement (lower debt-to-equity), and a sharp rebound in operating/free cash flow. However, profitability is still very thin and cash flows have been historically volatile, so durability is not fully proven.
Income Statement
62PositiveBalance Sheet
66PositiveCash Flow
74Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 388.23M | 364.63M | 316.17M | 290.23M | 328.82M | 357.32M |
| Gross Profit | 267.33M | 245.05M | 209.03M | 199.29M | 225.76M | 264.93M |
| EBITDA | 9.61M | 7.80M | -570.00K | -52.22M | -75.36M | -99.92M |
| Net Income | 5.88M | 411.47K | -7.05M | -62.10M | -106.96M | -140.58M |
Balance Sheet | ||||||
| Total Assets | 403.67M | 416.43M | 378.03M | 350.19M | 433.11M | 595.54M |
| Cash, Cash Equivalents and Short-Term Investments | 166.82M | 173.54M | 119.17M | 114.52M | 120.76M | 120.55M |
| Total Debt | 18.54M | 15.42M | 20.84M | 4.64M | 30.09M | 150.00M |
| Total Liabilities | 316.52M | 316.94M | 278.63M | 246.47M | 274.87M | 380.09M |
| Stockholders Equity | 58.12M | 65.84M | 67.92M | 73.55M | 127.69M | 215.44M |
Cash Flow | ||||||
| Free Cash Flow | 0 | 62.87M | 3.56M | -18.43M | -18.60M | -95.59M |
| Operating Cash Flow | 0 | 63.12M | 8.54M | -17.91M | -17.48M | -76.65M |
| Investing Cash Flow | 0 | -7.25M | -5.38M | 25.13M | 26.85M | 26.44M |
| Financing Cash Flow | 0 | -7.83M | 1.23M | -8.65M | -148.04M | -54.52M |
Aurora Mobile Technical Analysis
Price Trends
Market Momentum
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 5.32 is below the 20-day moving average (MA) of 7.31, below the 50-day MA of 6.82, and below the 200-day MA of 6.38, indicating a bearish trend. The MACD of -0.31 indicates Positive momentum. The RSI at 26.94 is Positive, neither overbought nor oversold. The STOCH value of 17.43 is Positive, 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.
Latest Risks Added
0 New RisksAurora Mobile Peers Comparison
Overall Rating
- JG65Neutral
ALAR52Neutral
STEM41Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JG | 65Neutral | $29.33M | 36.13 | 9.31% | ― | 14.88% | ― |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| ALAR | 52Neutral | $9.21M | 7.00 | 3.67% | ― | 49.15% | -76.75% |
| STEM | 41Neutral | $20.99M | -0.29 | 28.62% | ― | -5.11% | -161.56% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JG | Aurora Mobile | 5.32 | -1.17 | -17.96% | |
| VHC | Virnetx Holding | 9.71 | -13.50 | -58.16% | |
| ALAR | Alarum Technologies Ltd Sponsored Adr | 1.20 | -13.89 | -92.05% | |
| STEM | Stem, Inc. | 2.52 | -16.15 | -86.50% |
Aurora Mobile Corporate Events
Aurora Mobile Files June 2026 Unaudited Interim Results on Form 6-K
Aurora Mobile Limited has furnished a Form 6-K to the U.S. Securities and Exchange Commission for September 2026, filing unaudited interim condensed consolidated financial statements for the six months ended June 30, 2026. The submission updates inve...
Aurora Mobile Posts Record SaaS Growth and Fifth Straight Profitable Quarter in Q2 2026
Aurora Mobile reported unaudited financial results for the second quarter ended June 30, 2026, highlighting solid revenue and profit growth as it continues to scale its SaaS business. Revenue rose 13% year-over-year to RMB101.2 million, driven by a 2...
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.
Date of analysis: Nov 04, 2026