Life360, Inc. (LIF)
NASDAQ:LIF
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Life360, Inc.
(NASDAQ:LIF)
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Rating:64Neutral
Price Target:
$48.00
▼(-1.54% Downside)
Action:Reiterated
Date:05/20/26
The score is driven primarily by strong financial momentum (scaled revenue, high gross margins, and solid cash generation) and a positive earnings update with raised guidance. These strengths are tempered by weak technicals (below major moving averages with negative MACD) and a demanding valuation (very high P/E with no dividend yield provided).
Positive Factors
High Gross Margins
Sustained high gross margins (TTM ~77%, subscription GM ~87%) indicate strong unit economics from a subscription-heavy model. Durable margin advantage gives pricing power and cash generation headroom, supporting reinvestment in product, marketing, and profitable scaling over the next several quarters.
Negative Factors
MAU Registration Headwinds
Technical onboarding and third‑party filter issues that suppressed MAU growth are structural risks to user funnel and long‑term monetization cadence. Delays in MAU recovery compress near‑term subscription and ad scale, making revenue delivery dependent on timely remediation and sustained re‑acquisition effort.
Read all positive and negative factors
Positive Factors
Negative Factors
High Gross Margins
Sustained high gross margins (TTM ~77%, subscription GM ~87%) indicate strong unit economics from a subscription-heavy model. Durable margin advantage gives pricing power and cash generation headroom, supporting reinvestment in product, marketing, and profitable scaling over the next several quarters.
Read all positive factors
Life360, Inc. (LIF) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$3.67B
Dividend YieldN/A
Average Volume (3M)794.45K
Price to Earnings (P/E)24.1
Beta (1Y)1.93
Revenue Growth33.28%
EPS Growth1483.49%
CountryUS
Employees455
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)1.92
Shares Outstanding81,031,690
10 Day Avg. Volume767,860
30 Day Avg. Volume794,452
Financial Highlights & Ratios
PEG Ratio-0.01
Price to Book (P/B)9.04
Price to Sales (P/S)10.12
P/FCF Ratio57.06
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue6.34
Enterprise Value/Gross Profit8.23
Enterprise Value/Ebitda110.66
Forecast
1Y Price Target
$63.36Price Target Upside29.97% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering7
EPS Forecast (FY)1.32
Revenue Forecast (FY)$671.81M
Life360, Inc. Business Overview & Revenue Model
Company Description
Life360, Inc. operates a comprehensive technology platform designed for tracking individuals, animals, and personal belongings across North America, Europe, the Middle East, Africa, and other international markets. The company's primary offering i...
How the Company Makes Money
Life360 primarily generates revenue through subscriptions to paid membership tiers of its Life360 app, which provide access to premium features beyond the free offering (e.g., enhanced location features, safety and emergency-related capabilities, ...
Life360, Inc. Earnings Call Summary
Earnings Call Date:May 11, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 17, 2026
Earnings Call Sentiment Positive
Overall the call presents a positive outlook: strong top-line results (38% revenue growth), meaningful subscription momentum, rapid scaling of the advertising business post-Nativo (Q1 ad revenue +329% and FY ad guidance of ~$98M–$115M), improved guidance and positive cash flow. Near-term headwinds include registration/MAU technical issues (impacting MAU growth cadence), margin compression from front-loaded ad and hardware investments, and higher operating expenses. Management communicated concrete remediation for the MAU issues, expects ad seasonality to drive back-half acceleration, and highlighted AI productivity gains that should deliver operating leverage over time.Positive Updates
Record Quarterly Revenue and Strong Topline Growth
Total revenue grew 38% year-over-year to a record $143.1 million in Q1 2026, with March AMR at a record $517.9 million (up 32% YoY).
Negative Updates
MAU Registration Headwind from Technical Issues
MAU growth in Q1 came in at 17% YoY, below plan due to registration suppression from two technical issues: a third-party fraud/traffic filter change and Android-specific onboarding problems (lower-end devices). Management expects fixes implemented and recovery by Q3, and updated MAU growth guidance of 17%–20% for the year.
Read all updates
Q1-2026 Updates
Positive
Negative
Record Quarterly Revenue and Strong Topline Growth
Total revenue grew 38% year-over-year to a record $143.1 million in Q1 2026, with March AMR at a record $517.9 million (up 32% YoY).
Read all positive updates
Company Guidance
Life360 raised its 2026 outlook and reiterated strong back‑half weighting: full‑year revenue was lifted to $650–$685M (from $640–$680M), with subscription revenue now guided to $470–$475M (vs. $460–$470M), advertising disclosed at $98–$115M, hardware $40–$50M and other revenue $42–$45M; adjusted EBITDA was raised to $130–$140M (≈20% margin) and Q4 adjusted EBITDA margin is expected to exceed the 22% delivered in Q4 2025. Management expects MAU growth of 17–20% for the year and reiterated longer‑term targets to exceed 150M MAUs, $1B revenue and >35% adjusted EBITDA margins. Q1 results underpinning the guide included revenue up 38% to $143.1M, subscription revenue $108.2M (+32%; core subscription +36%) driven by 27% paying circle growth and +7% ARPPC, advertising $19.7M (+329%), March AMR $517.9M (+32%), GAAP net income $2.8M (EPS $0.03), adjusted EBITDA $17.1M (12%), operating cash flow $17.2M and cash of $459M (total assets >$1B). Margins reflect consolidated gross margin 77% (vs. 81% YoY) with subscription GM 87%, ad GM ~60% (expected to normalize toward ~70% as scale improves), hardware GM negative while operating expenses were $118.6M (+46%; R&D +29%, S&M +62%)—noting ad seasonality (Q1 ads ≈18% of full‑year and Q4 roughly double Q1) and anticipated margin expansion in H2.Life360, Inc. Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
73
Positive
Cash Flow
79
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 528.98M | 489.48M | 371.48M | 304.52M | 228.31M | 112.64M |
| Gross Profit | 407.86M | 380.84M | 279.16M | 222.64M | 148.60M | 89.88M |
| EBITDA | 30.32M | 46.34M | 5.48M | -17.57M | -82.12M | -26.79M |
| Net Income | 149.23M | 150.83M | -4.55M | -28.17M | -91.63M | -33.56M |
Balance Sheet | ||||||
| Total Assets | 1.04B | 959.69M | 441.58M | 321.72M | 339.63M | 302.38M |
| Cash, Cash Equivalents and Short-Term Investments | 457.30M | 494.26M | 159.24M | 68.96M | 75.44M | 230.99M |
| Total Debt | 310.93M | 310.39M | 723.00K | 5.56M | 8.39M | 14.37M |
| Total Liabilities | 443.24M | 411.51M | 83.03M | 74.65M | 95.09M | 52.33M |
| Stockholders Equity | 597.63M | 548.18M | 358.55M | 247.06M | 244.54M | 250.04M |
Cash Flow | ||||||
| Free Cash Flow | 87.57M | 86.84M | 27.48M | 5.30M | -57.76M | -12.23M |
| Operating Cash Flow | 93.78M | 88.63M | 32.61M | 7.52M | -57.05M | -12.15M |
| Investing Cash Flow | -194.57M | -35.33M | -10.13M | -2.22M | -111.63M | -7.06M |
| Financing Cash Flow | 283.30M | 282.07M | 67.27M | -24.95M | 27.71M | 193.95M |
Life360, Inc. Technical Analysis
Negative
48.75
Price Trends
43.21
Positive
46.27
Negative
65.38
Negative
Market Momentum
1.01
Negative
53.67
Neutral
47.01
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LIF, the sentiment is Negative. The current price of 48.75 is above the 20-day moving average (MA) of 43.09, above the 50-day MA of 43.21, and below the 200-day MA of 65.38, indicating a neutral trend. The MACD of 1.01 indicates Negative momentum. The RSI at 53.67 is Neutral, neither overbought nor oversold. The STOCH value of 47.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LIF.
Life360, Inc. Risk Analysis
Life360, Inc. disclosed 59 risk factors in its most recent earnings report. Life360, Inc. reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Life360, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $9.51B | -153.13 | -7.04% | ― | 25.04% | 25.92% | |
73 Outperform | $3.58B | -352.75 | -1.06% | ― | 86.62% | -126.98% | |
64 Neutral | $3.67B | 24.06 | 31.74% | ― | 33.28% | 1483.49% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
52 Neutral | $356.08M | -0.43 | -108.85% | ― | -11.42% | -20.07% | |
48 Neutral | $221.76M | -8.88 | -10.61% | ― | -9.70% | 61.30% |
* Technology Sector Average
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.