Aurora Mobile Limited (JG) AI Stock Analysis
JG AI stock analysis summary
AI ResearchAurora Mobile Limited (JG) is a mobile app developer service provider based in China. In FY2025, the company returned to profitability with net income of $411,472 on revenue of $364.6M, which grew 15.3% year-over-year. For the trailing twelve months ended June 30, 2026, revenue totaled $390.5M with an operating margin of 1.6%.
- Market cap
- $50.5M
- Revenue (TTM)
- $390.5M
- P/E
- 58.7x fwd 7.3x
- 1Y return
- 4.8% S&P 500 16.8%
- Avg. target
- $7.12 -19.1% vs last close
Bull case
- Free cash flow surged to $62.9M in FY2025 alongside operating cash flow of $63.1M.
- Aurora Mobile closed the quarter on June 30, 2026, with net cash of $148.3M and total debt of just $18.5M.
- Annual revenue growth accelerated to 15.3% in FY2025, generating $364.6M.
Bear case
- The mean price target of $7.12 represents a -19.1% target vs last close compared to $8.80.
- Over a 5-year period, the stock produced a return of -71.1% while the S&P 500 gained 83.0%.
- The company recorded a current ratio of 0.73 as of June 30, 2026.
What Aurora Mobile does
Aurora Mobile Limited operates as a mobile app developer service provider based in China. Founded in 2011 and headquartered in Shenzhen, the company delivers a suite of services including push notifications, instant messaging, analytics, sharing, short message services, and one-click verification. Aurora Mobile also provides vertical applications such as market intelligence through its iApp product, financial risk management solutions for financial institutions and lenders, and location-based intelligence tools for tracking foot traffic and optimizing site selection. Its customer base spans media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare.
Growth and profitability
Aurora Mobile's revenue was $357.3M in FY2021, $328.8M in FY2022, and $290.2M in FY2023, before rising 8.9% to $316.2M in FY2024 and 15.3% to $364.6M in FY2025. Over the 5-year period from FY2020 to FY2025, revenue registered a CAGR of -5.0%. Operating margin shifted from -38.7% in FY2021 to -0.5% in FY2025. Following net income of -$140.6M in FY2021, -$107.0M in FY2022, and -$62.1M in FY2023, net income turned positive at $411,472 in FY2025. For the trailing twelve months ended June 30, 2026, revenue reached $390.5M with quarterly revenue growth year-over-year of 12.6% and a net margin of 1.5%.
Balance sheet and cash flow
As of June 30, 2026, Aurora Mobile held $166.8M in cash and short-term investments against total debt of $18.5M, resulting in net cash of $148.3M. Total assets were $403.7M and shareholders' equity was $58.1M, yielding a debt-to-equity ratio of 0.32 and a current ratio of 0.73. In FY2025, operating cash flow reached $63.1M and free cash flow was $62.9M. Cash deployment that year included capital expenditures of $245,139 and share buybacks of $7.4M, with a 5-year share count change of -94.7%.
Valuation and performance
At a closing price of $8.80 on October 16, 2026, Aurora Mobile traded at a market capitalization of $50.5M and an enterprise value of $15.0M. The stock trades at a trailing P/E of 58.7x, compared to the median of 28.1x for its US-listed Technology peers. Its forward P/E of 7.3x sits below the peer median of 18.8x, while its price-to-sales ratio of 0.1x compares to 2.8x for peers. Over the past year, the stock returned 4.8% versus 16.8% for the S&P 500, and its 5-year return was -71.1% compared to 83.0% for the S&P 500.
What analysts expect
Aurora Mobile carried a mean price target of $7.12 as of October 16, 2026, reflecting a target vs last close of -19.1% against its closing price of $8.80. The revenue estimate for the current fiscal year ending December 31, 2026, is $0. In terms of earnings track record, the company achieved 3 EPS beats over the last 4 quarters. The next earnings date is scheduled for November 12, 2026.
Key risks and what to watch
- A current ratio of 0.73 as of June 30, 2026, points to working capital that is below current obligations.
- The 5-year revenue CAGR from FY2020 to FY2025 stands at -5.0% despite recent top-line gains.
- Operating margin for the trailing twelve months was 1.6%, leaving a slim buffer for operational variability.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this JG AI stock analysis
This page is an AI-written research summary of Aurora Mobile Limited (JG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: JG income statement, JG balance sheet, JG key metrics, JG analyst forecast, JG chart. See the JG stock overview for the latest quote and news.
JG AI stock analysis FAQ
Does Aurora Mobile pay a dividend?
Aurora Mobile does not pay a dividend. In FY2025, capital was deployed toward share buybacks of $7.4M and capital expenditures of $245,139.
What is Aurora Mobile's cash and debt position?
As of June 30, 2026, Aurora Mobile held $166.8M in cash and short-term investments alongside $18.5M in total debt, resulting in net cash of $148.3M.
When is Aurora Mobile's next earnings report?
Aurora Mobile's next earnings date is scheduled for November 12, 2026. The company posted 3 EPS beats over the last 4 quarters.
How is Aurora Mobile valued relative to peers?
Aurora Mobile trades at a forward P/E of 7.3x and a price-to-sales ratio of 0.1x, both lower than the median of its US-listed Technology peers at 18.8x and 2.8x. However, its trailing P/E of 58.7x is higher than the peer median of 28.1x.