Life360, Inc. (LIF) Stock Price & Analysis
Life360, Inc. (LIF) is trading at USD 45.47, up 2.85% today, as of October 29, 2026 at 19:10 UTC (US market open; quotes may be delayed), according to Nexqual market data.
LIF last closed at USD 44.21; today's session has ranged USD 43.73–45.66 on volume of 189,908 shares. Market capitalization is $3.70B, with a 52-week range of USD 37.01–99.99 (NMS). Source: Nexqual, retrieved October 29, 2026 at 19:11 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LIF.md
Key facts (LIF)
- Last four reported quarters (through Jun 30, 2026): revenue $573M, net income $147M (25.7% margin), free cash flow $103M (SEC filings).
- Valuation: P/E 25.2x (avg 36.2x at the last 1 fiscal year-ends), EV/EBITDA 238.8x, net debt $44.4M.
- Earnings quality: non-operating income $7.5M vs operating income $6.5M over the last four quarters; P/E excluding non-operating income ≈26.5x (estimate: non-operating income taxed at the company's 0% effective rate).
- Analysts: Buy (mean 2.10 on a 1–5 scale) (10 analysts), mean target USD 60.7 (range 40–72).
- Total return with dividends: 1Y -53.6% vs S&P 500 +12.9%; 5Y +67.5% vs S&P 500 +78.8%.
- Next earnings: 2026-11-09, EPS estimate USD 0.28, revenue estimate $172M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LIF)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $113M | $228M | $305M | $371M | $489M | $573M |
| Gross profit | $89.9M | $149M | $223M | $279M | $381M | — |
| Operating income | -$32.3M | -$94.4M | -$30.0M | -$8.0M | $18.8M | $6.5M |
| Net income | -$33.6M | -$91.6M | -$28.2M | -$4.6M | $151M | $147M |
| EPS (diluted) | -$0.65 | -$1.50 | -$0.42 | -$0.06 | $1.77 | — |
| Free cash flow | -$12.2M | -$57.1M | $7.0M | $31.4M | $86.8M | $103M |
| Gross margin | 79.8% | 65.1% | 73.1% | 75.1% | 77.8% | — |
| Operating margin | -28.6% | -41.4% | -9.8% | -2.1% | 3.8% | 1.1% |
| Net margin | -29.8% | -40.1% | -9.3% | -1.2% | 30.8% | 25.7% |
| Revenue growth | +39.7% | +102.7% | +33.4% | +22.0% | +31.8% | — |
| Cash + short-term investments | $231M | $75.4M | $69.0M | $159M | $494M | — |
| Total debt | $8.3M | $7.6M | $4.5M | $0K | $310M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LIF)
P/E 25.2x · P/E ex non-operating (est.) ≈26.5x · P/S 6.5x · EV/EBITDA 238.8x · EV/Sales 6.5x · P/FCF 35.9x · P/B 6.0x · FCF yield 2.79% · Earnings yield 3.98% · Net debt $44.4M · EV $3.75B
P/E at fiscal year-ends: Dec 2025 36.2x.
Analysts (LIF)
Consensus Buy (mean 2.10 on a 1–5 scale), 10 analysts; mean target USD 60.7 (low 40, high 72).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-29 | DA Davidson | Maintained | Neutral | $40 |
| 2026-09-15 | DA Davidson | Target lowered | Neutral | $47 → $40 |
| 2026-08-13 | Citigroup | Target lowered | Buy | $66.65 → $60.1 |
| 2026-08-11 | UBS | Target lowered | Buy | $64 → $60 |
| 2026-08-11 | DA Davidson | Target raised | Neutral | $42 → $47 |
| 2026-08-11 | Evercore ISI Group | Target lowered | Outperform | $68 → $66 |
| 2026-07-16 | B of A Securities | Target raised | Buy | $60 → $66 |
| 2026-07-06 | Citigroup | Target raised | Buy | $60.15 → $66.65 |
Total return (dividends reinvested) (LIF)
| 1Y (from 2025-10-29) | 5Y (from 2024-06-03) | |
|---|---|---|
| Total return | -53.6% | +67.5% |
| S&P 500 (SPY) | +12.9% | +78.8% |
| Per year | -53.6% | +23.9% |
| Volatility (annualized) | 76.3% | 61.4% |
| Max drawdown | -61.6% (Nov 2025→Apr 2026) | -64.7% (Sep 2025→Apr 2026) |
LIF earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.37 | $0.17 | Beat +117.6% | — |
| — | Quarter ended Mar 31, 2026 | $0.17 | $0.12 | Beat +41.7% | — |
| — | Quarter ended Dec 31, 2025 | $0.35 | $0.26 | Beat +34.6% | — |
| — | Quarter ended Sep 30, 2025 | $0.28 | $0.17 | Beat +64.7% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
LIF recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 6, 2026 | Schedule 13G/A | Paradice Investment Management Pty Ltd: 4.4% of shares, passive 5%+ holder (amended) |
| Aug 10, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
| Aug 10, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Jul 28, 2026 | Schedule 13G | Paradice Investment Management Pty Ltd: 5.3% of shares, passive 5%+ holder |
| Jul 2, 2026 | Schedule 13G/A | Hyperion Asset Management Limited: 4.1% of shares, passive 5%+ holder (amended) |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
LIF analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.28 | $0.33 | -14.7% | $171.7M | 2 |
| Next quarter (ends Dec 2026) | $0.51 | $0.46 | +10.5% | $198.4M | 2 |
| Current fiscal year (ends Dec 2026) | $1.37 | $1.24 | +10.1% | $672.6M | 3 |
| Next fiscal year (ends Dec 2027) | $1.78 | $1.63 | +9.4% | $824.3M | 3 |
Key Statistics (as of October 29, 2026 at 19:11 UTC)
| Price | USD 45.47 |
|---|---|
| Change | ▲ 2.85% (up) |
| Previous Close | USD 44.21 |
| Open | USD 44.14 |
| Day Range | USD 43.73 – 45.66 |
| 52-Week Range | USD 37.01 – 99.99 |
| Volume | 189,908 shares |
| Market Cap | $3.70B |
| Exchange | NMS |
Technical Analysis (LIF)
Nexqual's technical model rates LIF "BUY" based on 5 bullish and 1 bearish signals across 128 daily candles, as of October 29, 2026 at 19:11 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 56.56 (neutral) |
| vs SMA50 | Above (USD 42.65) |
| MACD | 0.53 (positive) |
Analyst Ratings (LIF)
Wall Street analysts rate LIF "Buy" based on 10 analysts, with a mean price target of USD 60.7 (range USD 40–72), per Nexqual as of October 29, 2026 at 19:11 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 60.7 |
| High Target | USD 72 |
| Low Target | USD 40 |
| Buy / Hold / Sell | 8 / 2 / 0 |
Earnings (LIF)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD 0.28 |
| Revenue Estimate | $171.70M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.37 vs est 0.17 ▲ beat |
| 2026-03-31 | USD 0.17 vs est 0.12 ▲ beat |
| 2025-12-31 | USD 0.35 vs est 0.26 ▲ beat |
| 2025-09-30 | USD 0.28 vs est 0.17 ▲ beat |
Source: Nexqual, October 29, 2026 at 19:11 UTC.
Financials & Fundamentals (LIF)
| Total Revenue | $572.56M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +37.80% |
| Gross Margin | +77.59% |
| Operating Margin | -0.04% |
| Profit Margin | +25.72% |
| ROE | +30.06% |
| Debt / Equity | 0.51 |
| Current Ratio | 5.6 |
| Total Cash | $464.98M |
| Total Debt | $311.64M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $103.24M (18.0% of revenue) |
Source: Nexqual, October 29, 2026 at 19:11 UTC.
Financial Health Score (LIF)
Nexqual rates Life360, Inc.'s overall financial health "Strong" across five dimensions, as of October 29, 2026 at 19:11 UTC.
| Growth | Strong — Revenue +32% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 78%, operating 1% (last 4 quarters to Jun 2026, SEC; the Dec 2025 quarter alone accounts for 138% of operating income) |
| Balance Sheet | Strong — $267M cash and investments vs $311M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $103M (last 4 quarters to Jun 2026, SEC), 18% margin |
| Efficiency | Strong — ROE 24%, ROA 14.0% (last 4 quarters, SEC) |
Ownership (LIF)
| Insider Ownership | +3.63% |
|---|---|
| Institutional Ownership | +55.52% |
| Shares Outstanding | 81.48M |
| Float | 78.10M |
| Short % of Float | +11.68% |
Source: Nexqual, October 29, 2026 at 19:11 UTC.
Leadership (LIF)
Life360, Inc. is led by Lauren Antonoff, CEO & Director, per Nexqual as of October 29, 2026 at 19:11 UTC.
| CEO & Director | Lauren Antonoff |
|---|---|
| Co-Founder & Executive Chairman | Christopher Hulls |
| Co-founder & Non-Executive Director | Alexander Haro |
| Chief Financial Officer | Russell Burke |
| Chief Technology Officer | Justin Moore |
Major Backers & Investors (LIF)
Notable institutional backers of Life360, Inc. include UBS Group AG, NORGES BANK, ALLSTATE CORP, according to Nexqual as of October 29, 2026 at 19:11 UTC.
Active Investors
| Investor | Stake |
|---|---|
| UBS Group AG | 1.12% |
| NORGES BANK | 0.92% |
| ALLSTATE CORP | 0.89% |
| Bank of America Corporation | 0.81% |
| Charles Schwab Investment Management, Inc. | 0.8% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.37% |
| Vanguard Group | 10.87% |
| State Street | 2.79% |
| Geode Capital | 1.58% |
Source: Nexqual, October 29, 2026 at 19:11 UTC.
From Life360, Inc.'s Latest SEC 10-K Filing (filed 2026-03-02)
Key Strengths & Strategy (as disclosed to the SEC)
- We have developed and acquired patent assets to protect our proprietary technology.
- We have designed an end-to-end technology location solution that allows us to deliver real-time location-based experiences and includes functionality such as storage, processing, and communication of events, locations, drives, maps, places, networking, and visualization of device characteristics for people, pets, and things.
- We further protect the use of our proprietary technology and intellectual property through provisions in both our customer terms of service on our website and in our vendor terms and conditions.
- To help families stay connected and safe, we have developed a scalable mobile-first technology platform that protects our members' data and ensures operational integrity, security, and performance.
Partnerships
- Through our strategic partnership with Hubble Network Inc., ("Hubble"), and subject to successful development and integration, we may expand our location tracking capabilities.
- Under our agreement with Jabil, Jabil manufactures our products using design specifications, quality assurance programs, and standards that we establish.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in laws regulating subscription and auto-payment renewals may be unfavorable, which could have a material adverse effect on our business, reputation, financial condition, and results of operations.
- We may fail to comply with laws regulating subscriptions and auto-payment renewals, which could have a material adverse effect on our business, reputation, financial condition, and results of operations.
- Adverse litigation judgments or settlements resulting from legal proceedings in which we may be involved could have a material adverse effect on our business, financial condition, and results of operations.
- Our ability to use our net operating losses and certain other tax attributes to offset future taxable income may be subject to certain limitations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 19:11 UTC. This page is informational and not investment advice.
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