Life360, Inc. (LIF) AI Stock Analysis

Life360, Inc. operates a technology platform that facilitates the tracking and coordination of individuals, pets, and personal belongings across North America, Europe, the Middle East, Africa, and other international regions. Its primary product is the Life360 mobile application, which operates under a freemium model delivering core location and safety tools alongside premium driving safety, digital security, and emergency assistance features. The company also sells Tile hardware tracking devices through online channels, retail stores, and Tile.com, supported by subscription plans. Additionally, Life360 offers Jiobit wearable tracking devices and subscriptions for children, pets, and seniors.

Life360 expanded revenue at a 5-year CAGR of 43.4% from FY2020 through FY2025. Annual revenue grew 31.8% in FY2025 to $489.5M, up from $371.5M in FY2024 and $112.6M in FY2021. Gross margin reached 77.8% in FY2025, while operating margin turned positive to 3.8% after standing at -2.1% in FY2024 and -41.4% in FY2022. Net income reached $150.8M in FY2025, representing a 30.8% net margin. Over the trailing twelve months ended June 30, 2026, revenue totaled $572.6M. For the latest quarter ended June 30, 2026, quarterly revenue grew 37.8% year-over-year, while quarterly earnings declined 25.1%.

As of June 30, 2026, Life360 held $465.0M in cash and short-term investments against total debt of $311.5M, resulting in net cash of $153.5M. Total assets stood at $1.05B, shareholders' equity was $613.4M, the current ratio was 5.60, and the debt-to-equity ratio was 0.51. In FY2025, the business generated $88.6M in operating cash flow and $86.8M in free cash flow, with capital expenditures of $1.8M. Over the five-year period, the company's share count increased by 67.8%.

Life360 trades at a trailing price-to-earnings multiple of 23.9x, below the 28.1x median of its US-listed Technology peers. Its forward price-to-earnings ratio of 39.4x is above the peer group median of 18.8x. The company's price-to-sales multiple is 5.8x compared to the peer median of 2.8x, and its EV-to-EBITDA stands at 124.3x versus the peer median of 16.6x. Over the past year, the stock fell 55.4%, trailing the S&P 500 return of 16.8%.

Wall Street coverage includes 7 Strong Buy ratings, 1 Buy, 2 Holds, and 0 Sell or Strong Sell recommendations. The mean price target of $60.70 sits 47.8% above the October 16, 2026 closing price of $41.07. For the fiscal year ending December 31, 2026, analysts estimate EPS of $1.37 on revenue of $672.6M. Life360 has exceeded EPS expectations in 3 of the last 4 quarters, and its next earnings release is scheduled for November 9, 2026.

This page is an AI-written research summary of Life360, Inc. (LIF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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