Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Life360, Inc.

LIFNASDAQ
Wall Street Score · overall investment58/100
$45.23USD+$1.02 (+2.31%)
Company website www.life360.com
Headquarters1900 South Norfolk Street, San Mateo, CA, 94403, US
Financial statement currencyUSD · no FX conversion applied
Technology · Software - Application
Price updated todayFinancials updated Oct 1, 2026

LIF · Price history

Price at last available close

$45.11

+$5.07 (+12.67%) 1M

2026-10-29

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Company & revenue

About Life360, Inc.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

Life360, Inc. operates a comprehensive technology platform designed for tracking individuals, animals, and personal belongings across North America, Europe, the Middle East, Africa, and other international markets. The company's primary offering is the Life360 mobile application, which utilizes a freemium model, allowing users to access core services at no cost. This application, a key component of the broader Life360 Platform, provides features for location coordination, personal and driving safety, digital security, and emergency assistance.

How they make money

Life360 operates a multi-engine business model primarily driven by subscription-based revenue from its mobile application, which offers tiered membership plans for family safety features. Additionally, the company generates revenue through advertising services and the sale of hardware devices, such as tracking tags, which integrate with the platform.

Products & services

The company provides a family safety and connection mobile application that includes location sharing, driving safety features, and emergency response services, alongside integrated hardware tracking devices.

Brands & revenue mix

Life360

The primary brand for the company's family safety and connection mobile application.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

Subscription and CirculationUSD 369.25M75.4%

Period ended 2025-12-31Source

Product and Service, OtherUSD 68.41M14.0%

Period ended 2025-12-31Source

HardwareUSD 51.82M10.6%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

Customer concentration

The company does not disclose specific customer concentration figures in its 2025 annual report.

Suppliers, materials & equipment

  • Contract Manufacturers — Third-party manufacturers responsible for the production of hardware devices.Source

Competitors

  • Apple Inc. — Competes through the Find My network and integrated location sharing features in iOS.Source
  • Google LLC — Competes through location sharing features integrated into the Android operating system.Source

Strengths

  • Market-leading position in family safety and connection applicationsSource
  • Strong user growth and high retention ratesSource

Risks

  • Dependence on third-party mobile platforms (Apple App Store and Google Play Store)Source
  • Risks associated with data privacy and cybersecurity regulationsSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

58

Fair

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

65

Fair

Financial Strength

41

Business Quality / Moat

100

Management

86

Growth Quality

58

Risk / Durability

15

Cheap for a Reason · Review the Risks

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

68

Fully Valued

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

69/100

Building Historical Record

Model Score 69/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.

At today’s price, the WSS valuation framework currently reads as moderate rather than unusually attractive.

The model outlook is currently moderate.

What we like
  • •Valuation scores attractively
What to watch
  • •Debt / balance-sheet profile needs attention

Company-specific research

Questions worth answering for LIF

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can LIF maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is LIF's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Does LIF's balance between cash and debt leave enough flexibility if business conditions weaken?
  • •Is LIF's valuation discount tied to a temporary concern or to a longer-term business risk?
Business analysis: 17 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

58

0–100 · Fair

Opportunity Score

68

0–100 · Fair

Market Cap

$3.69B

P/E Ratio

21.4

EPS

$1.89

52-Week High

$112.54

52-Week Low

$37.01

Beta

1.11

Intrinsic Value

$72.77

Analyst Target

$62.60

Shares Outstanding

85.2M

Total Revenue

$572.6M

Total Debt

$311.5M

Dividend

No current dividend

View dividend history

Liquidation Value / Share

$7.20

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
55/ 100
-19 pts / 5d

Neutral / mixed momentum

5D -2.9% · 20D +11.9% · RSI 55 · Price vs 20D avg +4.5%
Volatility
39/ 100
+2 pts / 5d

Normal movement

20D realized vol 46.3% · 60D 74.7% · Acceleration 0.62x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on LIF.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Market-leading position in family safety and connection applications.
  • +Strong user growth and high retention rates.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Software - Application industry.
  • −Dependence on third-party mobile platforms (Apple App Store and Google Play Store).
  • −Risks associated with data privacy and cybersecurity regulations.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Fair58/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Fair

58

Tap for breakdown →

Poor

26

Debt Cost—
Debt Reduction YoY-42879.9%
Debt / Equity0.57x

Tap for breakdown →

Fair

52

Revenue YoY17.0%
Revenue CAGR26.8%
Net Margin25.7%

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Fair

67

Asset Growth YoY117.3%
Liquidation/Share$7.20
Net Assets/MCap0.23x

Tap for breakdown →

Poor

19

Earnings Yield4.5%
Buyback Yield0.0%
Debt Cost—

Tap for breakdown →

Strong

86

ROIC2.9%
ROE24.0%
ROA14.0%

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Elite

100

EPS Growth—
FCF/Share Growth167.6%
Rev/Share Growth18.9%

Tap for breakdown →

Strong

87

Intrinsic Value$72.77
Value Reference$43.66
MOS39.3%

Tap for breakdown →

Fair

64

Revenue52
Moat100
Valuation87

Tap for breakdown →

Elite

100

MOS %39.3%
Value Reference$43.66
Deep Discount Reference$29.11

Tap for breakdown →

Poor

21

Interest Coverage—
ROIC2.9%
FCF Yield2.7%

Tap for breakdown →

Fair

54

Financial21
Valuation87
Debt26

Tap for breakdown →

Strong

73

Survival Years1.5 yrs
Current Ratio6.26x
FCF Margin17.7%

Tap for breakdown →

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Score Changes

2 historical score records available

Previous Score

53

Jul 24, 2026

Change

+4.5

points

Current Score

58

Oct 1, 2026

Category Changes

Revenue+7.8
Debt0
Assets+1.4
Capital+4.0
Management-1.1
Moat0
Valuation+22.0
Buffett+3.8

LIF increased 4.5 points because Revenue improved by 7.8 points, Capital improved by 4 points, Valuation improved by 22 points.

Positive Contributors

  • + Revenue improved by 7.8 points
  • + Capital improved by 4 points
  • + Valuation improved by 22 points
  • + Buffett improved by 3.8 points

Projected Score

Projected Score

55

Projected Change

-2.2 points

Preliminary comparable-period financial changes suggest decline of approximately 2.2 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Undervalued

Current Price

$45.23

Model Intrinsic Value

$72.77

Difference

−$27.54

-37.8% vs IV

Margin of Safety

37.8%

UndervaluedFair ValueOvervalued
Value Reference: $43.66
Deep Discount Reference: $29.11

Financial Charts

Revenue

2019202020212022202320242025$0$150M$300M$450M$600M

Additional Metrics

Operating Cash Flow

2019202020212022202320242025-$90M-$45M$0$45M$90M

Total Debt

2019202020212022202320242025$0$80M$160M$240M$320M

Total Assets

2019202020212022202320242025$0$250M$500M$750M$1.0B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019
Revenue$572.6M$489.5M$371.5M$304.5M················
Cost of Revenue$128.3M$108.6M$92.3M$81.9M················
Gross Profit$444.3M$380.8M$279.2M$222.6M················
Research & Development$152.4M$128.4M$113.1M$101.0M················
SG&A Expenses$285.3M$233.6M$174.1M$151.7M················
Operating Expenses$437.7M$362.0M$287.1M$252.6M················
EBITDA$32.8M$46.3M$5.5M-$17.6M················
Operating Income$6.5M$18.8M-$8.0M-$30.0M················
Interest Expense$0.00$0.00$0.00$0.00················
Income Before Tax$14.1M$32.7M-$4.6M-$27.6M················
Income Tax Expense-$133.2M-$118.2M-$71K$616K················
Net Income$147.3M$150.8M-$4.6M-$28.2M················
Basic EPS$1.89$1.95$-0.06$-0.42················
Basic Shares81.00M77.25M72.13M66.75M················
Diluted Shares85.59M85.17M72.13M66.75M················
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 9, 2026
Estimated EPS: $0.17Estimated revenue: $171.5M
Jun 30, 2026Q2FY2026

Revenue

$159.0M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.06

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+0.5%

Cash Change

-38.3%

Margin Change

-2.9 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Weakened

  • Margins contracted
  • Cash position declined
  • Debt increased

Potential Score Impact

Positive indicators included revenue growth. Pressure indicators included EPS growth, cash levels, debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 37.8%. EPS declined 27.6%. Cash declined 38.3%. Total debt increased 0.5%. Net income margin declined by 2.9 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 121 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Dividend data is not available yet. Missing data does not mean this company pays no dividend.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

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Historical Trends

2 historical records
Jul 24, 2653
Oct 1, 2658

2 historical score records available.

Historical Score Chart

2 of 2 records shown

Wall Street Score

Jul 24, 26Oct 1, 260255075100

Debt Score

Jul 24, 26Oct 1, 260255075100

Revenue Score

Jul 24, 26Oct 1, 260255075100

Asset Score

Jul 24, 26Oct 1, 260255075100

Capital Score

Jul 24, 26Oct 1, 260255075100

Management Score

Jul 24, 26Oct 1, 260255075100

Moat Score

Jul 24, 26Oct 1, 260255075100

Valuation Score

Jul 24, 26Oct 1, 260255075100

Buffett Score

Jul 24, 26Oct 1, 260255075100

Intrinsic Value

Jul 24, 26Oct 1, 26$72.75$73.50$74.25$75.00$75.75

Value Reference

Jul 24, 26Oct 1, 26$43.60$44.00$44.40$44.80$45.20

Margin of Safety %

Jul 24, 26Oct 1, 260.3%0.4%0.4%0.4%0.5%

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News

Rumor Mill · LIF

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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