DA Davidson downgrades Life360 on ‘stalling’ user growth

DA Davidson analyst Wyatt Swanson downgraded Life360 (LIF) to Neutral from Buy with a price target of $40, down from $70. The firm sees elevated execution risk for the company in 2026. Life360’s international user growth “appears to be stalling,” the analyst tells investors in a research note. DA believes the company may have to spend more time developing new features and marketing to attract international users that will remain on the platform and convert to paid subscribers.