Update shared on 13 Nov 2025
Fair value Increased 5.60%Analysts have raised their price target for Life360 from $46.37 to $48.96. This change reflects optimism about improved profit margins and a slightly higher fair value assessment, despite marginally lower revenue growth projections.
What's in the News
- Life360 raised its earnings guidance for fiscal year 2025, increasing expected consolidated revenue to $474 million to $485 million and upping forecasts across subscription, hardware, and other revenue streams (Corporate Guidance).
- Launched Life360 Pet GPS, a new pet tracker and app features, allowing families to track pets alongside people and valuables, including geofencing, escape alerts, and a community-powered Pet Finder Network; now available at a limited-time introductory price (Product-Related Announcements).
- Life360 was added to both the S&P TMI Index and S&P Global BMI Index, expanding its presence in key stock indices (Index Constituent Adds).
- Announced a partnership with AccuWeather to deliver real-time severe weather alerts personalized to member locations, enhancing family safety and targeting relevant advertising during weather events (Client Announcements).
- Introduced "No Show Alerts," a feature that notifies families if a member doesn't arrive at a set location by the designated time, providing peace of mind without constant monitoring (Product-Related Announcements).
Valuation Changes
- Fair Value: Increased from A$46.37 to A$48.96, reflecting a moderately higher assessment.
- Discount Rate: Rose marginally from 8.57% to 8.60%.
- Revenue Growth: Adjusted slightly downward from 19.01% to 18.00% projected growth.
- Net Profit Margin: Improved from 13.58% to 14.49%, indicating higher expected profitability.
- Future P/E: Decreased slightly from 103.6x to 102.1x, indicating a modest improvement in valuation multiples.
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