On November 13, 2025, Aurora Mobile Limited’s board approved a new share repurchase program that authorizes the company to buy back up to US$10 million of its ordinary shares, including American depositary shares, through December 31, 2026. The program allows purchases from the open market, private negotiations, block trades, or other permissible methods, giving the company flexibility to manage its capital structure in line with market conditions.
The company plans to fund the buy‑back from its existing cash balance. As of September 30, 2025, Aurora Mobile held RMB141.2 million (US$19.8 million) in cash, restricted cash, and short‑term investments, which comfortably exceeds the $10 million buy‑back limit. The authorized amount represents roughly 25 % of the company’s market capitalization of US$40.09 million, underscoring the program’s significance relative to the firm’s size.
The new program follows a prior $5 million share repurchase that was authorized on December 30, 2024, effective from January 1, 2025. Aurora Mobile’s Q3 2025 earnings, released concurrently with the buy‑back announcement, showed a 15 % year‑over‑year revenue increase to RMB90.9 million (US$12.8 million) and the company’s first back‑to‑back U.S. GAAP net income. Gross profit rose 20 % YoY to RMB63.8 million, reflecting stronger demand for its flagship EngageLab platform and growth in its Developer Subscription and Financial Risk Management businesses.
Management views the buy‑back as a direct commitment to shareholders and a signal that the stock is substantially undervalued. CEO Weidong Luo said, “We remain fully confident in our business model’s fundamental advantages and strategic positioning for long‑term growth. This upsized share repurchase program is a direct commitment to our loyal shareholders.” CFO Shan‑Nen Bong added that the company’s solid financial position provides a strong foundation for continued growth acceleration. The program is expected to reduce the share count, support earnings per share, and demonstrate liquidity strength to investors.
Aurora Mobile will review the program periodically and may adjust its terms and size. The company’s Q4 2025 guidance projects revenue between RMB94.0 million and RMB96.0 million, a modest 1 %–3 % year‑over‑year growth, indicating cautious optimism amid a competitive market. The buy‑back, coupled with the company’s robust earnings trajectory, positions Aurora Mobile to maintain shareholder value while pursuing strategic investments in high‑return verticals.
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