UBS lowered the firm’s price target on Life360 (LIF) to $110 from $120 and keeps a Buy rating on the shares. The firm’s FY26 revenue and EBITDA estimates remain largely unchanged despite a stronger FY25 outlook, driven by slightly better ad revenue in the second half, the analyst tells investors in a research note. The outlook is tempered by slower U.S. user growth and decelerating subscription revenue, along with concerns that the $120M Nativo acquisition and recent capital raise could signal more low-margin ad-tech deals ahead. While ad momentum and web-based payments remain positives, the core subscription slowdown stands out, UBS says.
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