Life360

LIF · NASDAQ

$43.37+$1.00 (+2.36%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $42.37

LIF analyst rating

BuyConsensus of 10 analysts over the last 12 months. 70% rate it a buy.

Strong buy0
Buy7
Hold3
Underperform0
Sell0

12-month price target · 10 analysts

Average $61.91 (+42.8% upside)

Low: $40.40
Now: $43.37
High: $75.60

Upgrades and downgrades

The latest rating actions, newest first

LIF analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
DA Davidson	Sep 29, 2026	Maintains	Neutral	$40.00	31%
DA Davidson	Sep 15, 2026	Maintains	Neutral	$47.00 → $40.00	31%
Citigroup	Aug 13, 2026	Maintains	Buy	$66.65 → $60.10	0%
UBS	Aug 11, 2026	Maintains	Buy	$64.00 → $60.00	59%
DA Davidson	Aug 11, 2026	Maintains	Neutral	$42.00 → $47.00	31%
Evercore ISI Group	Aug 11, 2026	Maintains	Outperform	$68.00 → $66.00	60%
B of A Securities	Jul 16, 2026	Maintains	Buy	$60.00 → $66.00	50%
Citigroup	Jul 6, 2026	Maintains	Buy	$60.15 → $66.65	0%
DA Davidson	Jun 22, 2026	Maintains	Neutral	$40.00 → $42.00	31%
Citigroup	Jun 8, 2026	Maintains	Buy	$68.30 → $60.15	0%

The case for and against

Updated Oct 14, 2026

Bull case

Life360 is attractive because it combines a large, sticky consumer network of more than 100 million monthly active users with strong demand in family safety, driver monitoring, roadside assistance, and emergency dispatching, which supports recurring engagement and monetization. Its 2Q revenue of $159.0M grew 37.8% year over year and beat consensus, while adjusted EBITDA of $31.1M came in ahead as subscription and advertising revenue strengthened, reinforcing operating leverage and margin expansion. Even with 1H'26 technical issues, management reiterated FY'26 guidance and raised subscription revenue expectations to $475M-$480M, signaling confidence that the 17%-20% MAU growth path remains intact.

Bear case

Life360 is facing decelerating MAU growth, with 3Q data through 9/27 tracking about 1% below consensus at roughly +15.9% Y/Y, and the weakness appears tied to international adoption lagging, older-device compatibility constraints, and slower rollout of engagement-driving features. Its growth narrative is further pressured by saturation signs in the U.S., the difficulty of exporting higher-value services like roadside assistance internationally, and the possibility that Apple or Google could expand competing features and absorb free users. At the same time, consensus already reflects benefits from pet wearables, Nativo, and international expansion, while advertising-related data concerns and higher integration costs could limit EBITDA and make upside hard to achieve.

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