Update shared on04 Sep 2025
Despite the consensus analyst price target for Life360 remaining unchanged at A$44.24, the sharp increase in its future P/E ratio from 97.26x to 150.38x suggests heightened valuation concerns relative to expected earnings.
What's in the News
- Life360 launched No Show Alerts, a customizable feature that notifies parents only if a loved one fails to arrive at a designated location, aiming to simplify family logistics and reduce parental stress; the feature is free in the US and rolling out globally.
- Lauren Antonoff was promoted to CEO, succeeding co-founder Chris Hulls, who became Executive Chairman; Antonoff has driven strong growth, including a 36% YoY revenue increase, and led the launch of the advertising business and hardware integration.
- Full-year 2025 financial guidance was raised, with expected consolidated revenue of $462–$482 million (previously $450–$480 million), including increased targets for both subscription and hardware revenues.
- Life360 was added to the Russell 2000 Growth-Defensive and Russell 2000 Defensive indices, but dropped from multiple Russell Value indices, including 2000, 2500, Small Cap Comp, 3000, and 3000E Value benchmarks.
- The company closed a $308.9 million convertible note offering, with proceeds intended for general corporate purposes and potential acquisitions; recently announced the Place Ads and Uplift ad platform innovations leveraging first-party location data for targeted, measurable advertising.
Valuation Changes
Summary of Valuation Changes for Life360
- The Consensus Analyst Price Target remained effectively unchanged, at A$44.24.
- The Future P/E for Life360 has significantly risen from 97.26x to 150.38x.
- The Discount Rate for Life360 remained effectively unchanged, moving only marginally from 8.57% to 8.56%.
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