Life360, Inc.
LIF
NASDAQ·Technology·Software - Application·Mkt cap $3.5B
$43.17
▲ +3.10%
P/E
24.95
Mkt Cap
$3.5B
52-Wk Range
$37.01–$112.54
52-Week Range
$37.01 - $112.54
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 50.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Large established user base with strong network effects in family location services
- Diversified product ecosystem spanning software apps and hardware devices
- Recurring subscription revenue model with multiple monetization tiers
- Proprietary location technology and safety features across platforms
- Direct-to-consumer distribution channels plus retail partnerships
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.8x vs Enterprise SaaS peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Expanding international presence across Europe, Middle East, and Africa
Value
Growth premium of 1.8x vs Enterprise SaaS peers. Elevated but may be justified by growth trajectory.
Momentum
Weak
-6.6% over 3m
Quality
Excellent
High-growth business (34% revenue growth, 78% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying LIF right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 9, 2026
AUG 10, 2026
Reported EPS of $0.27 vs $0.08 consensus (+220.8% surprise). Revenue of $159.0M vs $156.7M expected (+1.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+220.8%
Revenue trend · last 8Q
—
+33%
+32%
+36%
+34%
+26%
+38%
+38%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$92.9M
$115.5M
$103.6M
$115.4M
$124.5M
$146.0M
$143.1M
$159.0M
Margins · last 8Q
Gross
79.8%
Operating
-0.0%
Profit
3.2%
Wall Street consensus
5 analysts · 80% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
80%
Hold
20%
Sell
0%
Median Price Target
—
Latest: Morgan Stanley · Jul 21, 2026
vs Industry
How LIF stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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