Life360 (LIF)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$45.49+2.90%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put LIF beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating expenses fall to about 74% of revenue: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 34% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskLIF depends on revenue growth sustaining its current pace, though its dominant factor remains elevated risk. Revenue grew 38% year over year in both reported quarters; Q1 FY2026 earnings missed. LIF trades at 51× P/E versus the 31× peer median. The price reflects less growth than our forecast, despite that premium. Our model puts the next-quarter miss probability near 32%. The operating-expense comparison needs review, so the pillar under pressure remains unverified. Peer multiples imply a price about 3% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. LIF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering LIF (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for LIF in the last 4 months.
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Compare LIF with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LIF Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LIF next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive strong revenue and subscription growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $45.49
The last 12 months of price, then the range of analyst 12-month targets from today’s $45.49.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Raising subscription guidance directly supports revenue growth.
Advances: Announce and execute $225M share buyback
Share buyback aligns with capital allocation objective.
Advances: Increase revenue growth
Rating upgrade suggests positive revenue growth outlook.
Advances: Increase revenue growth
Earnings transcript indicates revenue growth progress.
Advances: Increase revenue growth
Advertising push directly supports revenue growth.
Advances: Announce and execute $225M share buyback
Authorization of buyback program supports capital allocation.