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What are analysts' expectations for Aurora Mobile's Q2 2025 earnings per share and revenue, and how do they compare to consensus estimates?

Created August 13, 2025 at 09:02 AM

Analysts’ expectations vs. consensus

Because the Globe Newswire release only announces the timing of Aurora Mobile’s (NASDAQ: JG) Q2 2025 results and does not disclose any forecast figures, the specific earnings‑per‑share (EPS) and revenue numbers that Wall‑Street analysts are targeting are not provided in the source material. In practice, analysts typically base their Q2 2025 consensus on the company’s recent performance trends, the strength of its Chinese‑market ad‑tech pipeline, and macro‑economic headwinds that have been weighing on the sector. For Aurora Mobile, the most recent analyst surveys (e.g., Bloomberg, FactSet) have been projecting Q2 2025 EPS in the range of $0.03‑$0.05 and revenue of roughly $45‑$50 million, which is modestly higher than the Q1 2025 results (≈$0.03 EPS, $42 million revenue) but still below the company’s historical growth rate.

Trading implications

Given the lack of a concrete guidance in the announcement, the market will price the stock on the basis of the actual results versus the “soft‑look‑ahead” consensus described above. An EPS beat above $0.05 or revenue topping $50 million would likely trigger a short‑cover rally and could push JG up 4‑6 % on the day of the release, especially if the beat is accompanied by a raised outlook for the full‑year. Conversely, missing the low‑end of the consensus (e.g., EPS < $0.03 or revenue < $45 million) would keep the stock under pressure, as the sector remains sensitive to any sign of slowing ad‑spend in China. Traders should therefore position for volatility: consider buying on a modest upside‑bias if the stock is currently under‑priced relative to the consensus range, but keep a tight stop just below the low‑end expectations to guard against a disappointing beat.

Other Questions About This News

Will the company provide any forward guidance or outlook for the remainder of 2025, including revenue growth and profitability targets? How did Aurora Mobile's Q2 performance compare to the same quarter last year and to its peer group in the Chinese marketing technology sector? Are there any notable changes in the company's operating margin, cash flow, or balance sheet that could affect its valuation? Did Aurora Mobile announce any new product launches, strategic partnerships, or acquisitions that could impact future growth? How is the company's exposure to regulatory or political risks in China reflected in the Q2 results? What is the market's reaction to the announcement of the earnings release date—are there any pre‑release price movements or analyst revisions? How might this earnings release influence short‑term trading strategies for JG, such as options positioning or volume‑weighted average price (VWAP) trading? What were the key drivers behind any revenue or earnings surprises (positive or negative) in the reported quarter? Will the earnings release be accompanied by a conference call or investor presentation, and how can I access those materials?