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360: Index Inclusion Will Drive Future Upside In Family Safety Platform

360: Leadership Transition And New Features Will Sustain Long-Term Peace Of Mind

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360
AnalystConsensusTarget
Not Invested
Published 23 Apr 2025

Update shared on 11 Dec 2025

Previous
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AnalystConsensusTarget's Fair Value
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1Y
49.0%
7D
-11.5%

Analysts have nudged their price target on Life360 slightly higher to approximately $49.81 per share, reflecting modestly increased confidence in the company’s long term growth and profitability profile, despite only incremental adjustments to discount rate and valuation assumptions.

What's in the News

  • Raised 2025 consolidated revenue guidance to a range of $474 million to $485 million, up from $462 million to $482 million, with higher targets across subscription, hardware, and other revenue streams (Corporate guidance)
  • Launched Life360 Pet GPS, a dedicated pet tracker integrated into the Life360 app, expanding the platform into a whole family safety super app covering people, pets, and valuables (Product announcement)
  • Introduced new pet safety features including geofencing and escape alerts, shareable pet profiles, and a community powered Pet Finder Network leveraging Life360's global user base (Product announcement)
  • Added as a constituent to the S&P TMI Index, increasing visibility among institutional investors and index funds (Index inclusion)
  • Included in the S&P Global BMI Index, further broadening Life360's presence in global benchmark indices (Index inclusion)

Valuation Changes

  • Fair Value: unchanged at A$49.81 per share, reflecting a stable view of intrinsic value despite minor model tweaks.
  • Discount Rate: risen slightly from 8.59 percent to 8.67 percent, indicating a modest increase in the assumed cost of capital and risk profile.
  • Revenue Growth: effectively unchanged at approximately 21.77 percent, signaling a consistent outlook on top line expansion.
  • Net Profit Margin: effectively unchanged at around 13.92 percent, suggesting no material shift in long term profitability expectations.
  • Future P/E: risen slightly from 94.7x to 97.0x, implying a small uplift in the multiple investors may be willing to pay for forecast earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.