Life360 (LIF)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-23

$45.23-2.65%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Life360’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	199.26M
EPS	—	0.565
FY 2026 · Annual
Advertising revenue	$98M–$115M	—
Hardware revenue	$35M–$45M	—
Other revenue	$42M–$45M	—
Revenue	$650M–$685M	673.16M
EPS	—	1.251
FY 2027 · Annual
Revenue	—	827.14M
EPS	—	1.753

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Operating expenses fall to about 74% of revenue	Profit margins improve as operating expenses fall 3% of revenue.	Broken	Operating expenses exceed 77% of revenue in 2025	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 3 of last 3 quarters. Adjusted EBITDA increased from $20.3M in 2025-Q2 to $31.1M in 2026-Q2 (+53% YoY), with margin expanding from 18% to 20%. Operating income remains negative in 2026-Q1 but improved from prior quarters. Management's focus on margin expansion is reflected in improving Adjusted EBITDA, indicating delivering progress. Delivery assessment Oct 24, 2026
Total annual revenue grows to about $490 million	Life360 grows revenue about 34% yearly, reaching nearly $490 million in 2025.	Intact	Total annual revenue falls below $370 million in 2025	Revenue: $158.959M FY2026-Q2; GAAP. Published target: ~$490 million. The stored target says 2025-Q4; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 10, 2026158,959,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: c4bbcba9-ba2f-40e4-bd95-f1309bb23596. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Announce and execute $225 million share buyback	The company supports shareholders with a $225 million share buyback.	Intact	Buyback program is canceled or materially delayed	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue$0.83B

$0.82B → $0.83B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$822,392,728	2 / 10
2026-07-25	Unavailable	$822,392,728	2 / 10
2026-07-26	Unavailable	$822,392,728	2 / 10
2026-07-27	Unavailable	$820,000,090	2 / 19
2026-07-28	Unavailable	$820,000,090	2 / 19
2026-07-29	Unavailable	$822,392,728	1 / 10
2026-07-30	Unavailable	$820,000,090	2 / 19
2026-07-31	Unavailable	$820,000,090	2 / 19
2026-08-01	Unavailable	$822,392,728	1 / 10
2026-08-02	Unavailable	$820,000,090	2 / 19
2026-08-03	Unavailable	$820,000,090	2 / 19
2026-08-04	Unavailable	$820,000,090	2 / 19
2026-08-05	Unavailable	$819,714,720	2 / 19
2026-08-06	Unavailable	$822,392,728	1 / 10
2026-08-07	Unavailable	$822,392,728	1 / 10
2026-08-08	Unavailable	$819,736,510	2 / 19
2026-08-09	Unavailable	$819,736,510	2 / 19
2026-08-10	Unavailable	$822,392,728	1 / 10
2026-08-12	Unavailable	$822,392,728	1 / 10
2026-08-13	Unavailable	$822,860,990	3 / 19
2026-08-14	Unavailable	$822,392,728	1 / 10
2026-08-15	Unavailable	$822,392,728	1 / 10
2026-08-16	Unavailable	$822,392,728	2 / 10
2026-08-17	Unavailable	$822,392,728	2 / 10
2026-08-18	Unavailable	$822,392,728	2 / 10
2026-08-19	Unavailable	$822,392,728	2 / 10
2026-08-20	Unavailable	$826,016,179	2 / 10
2026-08-21	Unavailable	$826,018,632	2 / 10
2026-08-22	Unavailable	$826,018,632	2 / 10
2026-08-23	Unavailable	$826,018,632	2 / 10
2026-08-24	Unavailable	$826,018,632	2 / 10
2026-08-25	Unavailable	$826,018,632	2 / 10
2026-08-26	Unavailable	$826,018,632	2 / 10
2026-08-27	Unavailable	$826,018,632	2 / 10
2026-08-28	Unavailable	$826,018,632	2 / 10
2026-08-29	Unavailable	$826,018,632	2 / 10
2026-08-30	Unavailable	$826,018,632	2 / 10
2026-08-31	Unavailable	$826,018,632	2 / 10
2026-09-01	Unavailable	$826,018,632	2 / 10
2026-09-02	Unavailable	$826,018,632	2 / 10
2026-09-03	Unavailable	$826,018,632	2 / 10
2026-09-04	Unavailable	$826,018,632	2 / 10
2026-09-05	Unavailable	$826,018,632	2 / 10
2026-09-06	Unavailable	$826,018,632	2 / 10
2026-09-07	Unavailable	$826,018,632	2 / 10
2026-09-08	Unavailable	$826,018,632	2 / 10
2026-09-09	Unavailable	$826,018,632	2 / 10
2026-09-10	Unavailable	$826,018,632	2 / 10
2026-09-11	Unavailable	$826,018,632	2 / 10
2026-09-12	Unavailable	$826,018,632	2 / 10
2026-09-13	Unavailable	$826,018,632	2 / 10
2026-09-14	Unavailable	$826,018,632	2 / 10
2026-09-15	Unavailable	$825,380,296	2 / 10
2026-09-16	Unavailable	$824,511,796	2 / 10
2026-09-17	Unavailable	$824,511,796	2 / 10
2026-09-18	Unavailable	$824,511,796	2 / 10
2026-09-19	Unavailable	$824,511,796	2 / 10
2026-09-20	Unavailable	$824,511,796	2 / 10
2026-09-21	Unavailable	$824,511,796	2 / 10
2026-09-22	Unavailable	$824,511,796	2 / 10
2026-09-23	Unavailable	$824,511,796	2 / 10
2026-09-24	Unavailable	$824,511,796	2 / 10
2026-09-25	Unavailable	$824,511,796	2 / 10
2026-09-26	Unavailable	$824,511,796	2 / 10
2026-09-27	Unavailable	$825,618,046	2 / 10
2026-09-28	Unavailable	$825,618,046	2 / 10
2026-09-29	Unavailable	$825,618,046	2 / 10
2026-09-30	Unavailable	$825,618,046	2 / 10
2026-10-01	Unavailable	$826,063,702	2 / 10
2026-10-02	Unavailable	$826,063,691	2 / 10
2026-10-03	Unavailable	$826,058,720	2 / 10
2026-10-04	Unavailable	$826,058,720	2 / 10
2026-10-05	Unavailable	$826,058,720	2 / 10
2026-10-06	Unavailable	$826,058,720	2 / 10
2026-10-07	Unavailable	$826,058,720	2 / 10
2026-10-08	Unavailable	$826,058,720	2 / 10
2026-10-09	Unavailable	$826,058,720	2 / 10
2026-10-10	Unavailable	$826,075,599	2 / 10
2026-10-11	Unavailable	$826,075,599	2 / 10
2026-10-12	Unavailable	$826,075,599	2 / 10
2026-10-13	Unavailable	$826,075,599	2 / 10
2026-10-14	Unavailable	$826,075,599	2 / 10
2026-10-15	Unavailable	$826,075,599	2 / 10
2026-10-16	Unavailable	$826,075,599	2 / 10
2026-10-17	Unavailable	$826,075,599	2 / 10
2026-10-18	Unavailable	$827,140,304	2 / 10
2026-10-19	Unavailable	$827,140,304	2 / 10
2026-10-20	Unavailable	$827,140,304	2 / 10
2026-10-21	Unavailable	$827,140,304	2 / 10
2026-10-22	Unavailable	$827,140,304	2 / 10
2026-10-23	Unavailable	$827,140,304	2 / 10
2026-10-24	Unavailable	$827,140,304	2 / 10

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	8	3
2026-06-01	8	3
2026-07-01	9	2
2026-08-01	9	2
2026-09-01	8	2
2026-10-01	8	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 8 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Operating expenses fall to about 74% of revenuePublished status: Broken
Total annual revenue grows to about $490 millionRevenue: $158.959M
Announce and execute $225 million share buybackDirect metric needs a verified mapping

Next proof point

Nov 9, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.3%Typical daily move · historical

Downside history

-61.6%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Life360 outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

LIF is a growth-oriented technology business, not yet a proven durable compounder, because it remains loss-making. Management is executing on revenue and advertising growth, but the thesis is on watch after weaker relative performance and an earnings miss.

What's priced into Life360

The valuation is expensive versus peers, with a 1.76 premium, and the expectations gap is negative. The pricing evidence is tagged as justified with low fragility, but that does not remove the risk that high expectations are difficult to meet.

What the fundamentals likely do

Near term, revenue growth has been strong: second-quarter revenue rose 38% year over year, subscription revenue rose 31%, and advertising revenue rose 315%. Management priorities are on track, but the August earnings miss, weaker momentum, and elevated risk make the next results important; the evidence gives only limited detail on the path to profitability.

What Life360 hinges on

The multi-year view depends on continued subscription growth and on scaling advertising after the Nativo acquisition. Near term, another guidance cut would be a negative signal, while lower interest rates or continued strong results from sector bellwethers could support the sector backdrop.