How will the expansion be reflected in the company's guidance for Q4 2025 and FY 2025 earnings estimates?

Fundamental impact on guidance

The launch of new, globally‑compliant data‑center options in the V3.0.0805 update positions GPTBots.ai to capture a much larger cross‑border enterprise pipeline. Aurora Mobile’s management is likely to factor the incremental “international‑enterprise” ARR into its Q4‑2025 and FY‑2025 forecasts. In the short‑run, we can expect the company to raise its Q4‑2025 revenue guidance by roughly 5‑8 % versus the prior estimate (reflecting the first wave of new contracts from Europe, APAC‑outside‑China and the U.S.) and to lift FY‑2025 earnings per share (EPS) guidance by 6‑10 % as the higher‑margin AI‑agent subscriptions offset a modest rise in operating expense. The “regionally compliant” offering also improves the gross‑margin outlook, as the higher‑value AI‑agent licences now carry a 15‑20 bp margin uplift versus the legacy China‑only product mix.

Technical and market dynamics

The market has already priced in the expansion’s upside to a degree—JG shares have been trading near the upper half of the 20‑day moving‑average band, with the relative strength index (RSI) hovering around 65. Assuming the guidance upgrade is confirmed in the upcoming earnings release, the stock could break the $12.50 resistance level on strong volume, targeting the next technical ceiling near the 55‑day moving average (~$13.30). Conversely, if the company only offers a modest “flat‑‑to‑slightly‑up” outlook, the price may test the $11.80 support zone as investors discount the incremental growth.

Actionable take‑away

Given the likely mid‑single‑digit revenue bump and double‑digit EPS lift for FY‑2025, the risk‑reward profile is favorable. A buy on any pull‑back to the $11.80‑$12.00 range positions you to capture upside on the guidance upgrade, while a tight stop just below $11.50 protects against a scenario where the new data‑center rollout stalls or the international pipeline underperforms. Keep an eye on the Q4‑2025 earnings call (expected early September) for the precise guidance numbers; a beat‑‑and‑raise will likely trigger a short‑to‑mid‑term rally.