Update shared on01 Aug 2025
Fair value Increased 15%The significant increase in Life360's consensus analyst price target appears primarily driven by a marked rise in its Future P/E multiple, with the fair value revised upward from A$33.94 to A$37.53.
What's in the News
- Life360 dropped from multiple Russell value and small cap indexes, but was added to the Russell 2000 Defensive and Growth-Defensive indexes.
- Closed a $308.9 million convertible senior notes offering, planning to use proceeds for potential acquisitions and general corporate purposes.
- Launched new ad platform products, Place Ads and Uplift, leveraging first-party location data for real-world, privacy-centric marketing and measurement.
- Added UBS Securities, Evercore Group, and Goldman Sachs as co-lead underwriters for a $275 million fixed-income offering.
- Formed a $25 million strategic partnership with Aura, including a bundled solution and co-marketing agreements.
Valuation Changes
Summary of Valuation Changes for Life360
- The Consensus Analyst Price Target has significantly risen from A$33.94 to A$37.53.
- The Future P/E for Life360 has significantly risen from 80.59x to 132.82x.
- The Net Profit Margin for Life360 remained effectively unchanged, moving only marginally from 12.52% to 12.57%.
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.