Update shared on26 Sep 2025
Fair value Increased 1.88%The significant increase in Life360’s Future P/E ratio, despite an almost unchanged discount rate, suggests heightened growth expectations or reduced near-term earnings, resulting in only a marginal increase in the consensus analyst price target from A$44.24 to A$45.07.
What's in the News
- Lauren Antonoff promoted to CEO, with co-founder Chris Hulls transitioning to Executive Chairman; Antonoff credited with senior leadership upgrades, new product launches, and record 36% revenue growth.
- FY25 revenue guidance raised to $462–$482 million, with all segments (subscription, hardware, other) seeing upward revisions.
- Launched No Show Alerts feature to reduce parental stress, enhance safety, and streamline family logistics; rollout is global after initial US launch.
- Announced a strategic AccuWeather partnership to deliver real-time severe weather alerts and enable targeted advertising for Life360’s 88 million users.
- Life360 added to S&P TMI Index, S&P Global BMI Index, and Russell 2000 Defensive/Growth-Defensive Indices; dropped from Russell Value/Small Cap Value indices and ASX’s S&P Global BMI Index.
Valuation Changes
Summary of Valuation Changes for Life360
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$44.24 to A$45.07.
- The Future P/E for Life360 has significantly risen from 98.21x to 153.32x.
- The Discount Rate for Life360 remained effectively unchanged, moving only marginally from 8.57% to 8.59%.
Disclaimer
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