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Life360, Inc.

Informe acción ASX:360

Capitalización de mercado: AU$4.8b

  • Resumen empresa
  • Valoración
  • Crecimiento Futuro
  • Rendimiento pasado
  • Salud Financiera
  • Dividendos
  • Dirección
  • Propiedad
  • Información adicional
  • Comunidad de acciones

Life360 Dirección

Dirección controles de criterios 2/4

El CEO de Life360 es Lauren Antonoff , nombrado en Aug 2025, tiene una permanencia de 1.08 años. compensación anual total es $12.25M, compuesta por 4% salario y 96% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.21% de las acciones de la empresa, por valor de A$9.98M. La antigüedad media del equipo directivo y de la junta directiva es de 2.7 años y 7.5 años, respectivamente.

Información clave

Lauren Antonoff

Chief Executive Officer (CEO)

US$12.3m

Compensación total

Porcentaje del salario del CEO4.01%
Permanencia del CEO1.1yrs
Participación del CEO0.2%
Permanencia media de la dirección2.7yrs
Promedio de permanencia en la Junta Directiva7.5yrs

Actualizaciones recientes de la dirección

Recent updates

User avatar
Actualización de narrativa • Aug 26

360: Advertising Acquisition And Pet Features Will Support Bullish Repricing

Analysts have trimmed their Life360 price target to A$37.94 from A$41.21, reflecting updated assumptions for slightly lower revenue growth, a modestly higher discount rate, and a reduced future P/E multiple, partly offset by a marginally higher projected profit margin. What’s in the News for Life360 Life360 acquired advertising company Nativo on January 5, 2026, to expand its role in location based and native advertising, with ongoing debate about how it uses precise location data and the protections it offers for users under 18.
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Actualización de narrativa • Aug 12

360: Buyback And User Scale Will Support Future Upside After Earnings Pullback

Analysts have reduced their Life360 price target to A$31.05 from A$32.64, citing updated assumptions for revenue growth, profit margins, future P/E multiples, and a slightly higher discount rate. What’s in the News for Life360 Life360 reported Q2 net income of US$5.06 million compared with US$7.01 million a year earlier, a 28% decline in net income, and the stock fell 23% in after-hours trading following the earnings release, according to Capital Brief.
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Actualización de narrativa • Jul 21

360: Buyback Program Will Drive Future Upside Despite Index Removal

Analysts have raised their Life360 price target by A$1.58 to A$32.64, reflecting updated assumptions for slightly lower discount rates, modestly higher revenue growth, a softer profit margin outlook, and a higher future P/E multiple. What’s in the News for Life360 Life360, Inc.
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Actualización de narrativa • Jul 07

360: Share Buybacks And Ride Partnership Will Support Bullish Repricing

Analysts have lifted their Life360 price target from A$39.00 to about A$41.21, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What’s in the News for Life360 Life360 announced the next phase of its partnership with Uber Technologies, allowing members to request and coordinate Uber rides for teens and other family members directly within the Life360 app.
Artículo de análisis • Jun 18

Life360 (ASX:360) Shares Could Be 27.7% Undervalued After Uber Ride Integration

Life360 (ASX:360) stock is in focus after the company rolled out the next phase of its partnership with Uber, adding in app tools for coordinating teen and family rides at the end of the school year. See our latest analysis for Life360. Life360’s A$22.45 share price comes after a 24.7% 30 day share price return and a 24.2% 90 day share price return, yet the share price remains down 30.8% year to date, while the 3 year total shareholder return of about 3x and 5 year total shareholder return of...
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Actualización de narrativa • Jun 17

360: Buyback Plan And User Momentum Will Support Measured Upside

Analysts have marginally lifted their 12 month price target for Life360 to A$25.50 from A$25.00, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What’s in the News for Life360 Life360 announced a long term share repurchase plan of up to US$225 million, approved by the Board of Directors on May 17, 2026.
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Actualización de narrativa • Jun 02

360: Record User Scale And Index Inclusion Will Support Bullish Repricing

Analysts have revised their A$ price target on Life360 from A$53.00 to A$39.00. This change reflects updated assumptions around slightly lower revenue growth, a higher discount rate, improved profit margin expectations, and a reduced future P/E multiple.
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Actualización de narrativa • May 19

360: Index Additions And Buyback Program Will Drive Future Upside

Analysts have trimmed their price target on Life360 to A$31.06 from A$35.29, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher discount rate, somewhat improved profit margin forecasts, and a reduced future P/E multiple. What's in the News The Board of Directors authorized a share buyback plan on May 17, 2026, signalling an intention to return capital to shareholders through repurchases (company announcement).
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Actualización de narrativa • Apr 21

360: Index Additions And Uber Partnership Will Drive Future Upside

Analysts have trimmed their Life360 price target by around A$3, reflecting slightly lower assumptions for fair value and future P/E, while keeping only marginal adjustments to discount rate, revenue growth and profit margin. What's in the News Life360, Inc.
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Actualización de narrativa • Apr 07

360: Index Additions And Uber Partnership Will Support Further Upside

Analysts have kept their A$25.00 price target for Life360 unchanged, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E. These adjustments together support maintaining their prior view on the stock.
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Actualización de narrativa • Mar 24

360: Index Inclusion And Expanded Partnerships Will Support Further Upside

Analysts have trimmed their Life360 price target from A$29.75 to A$25.00 as updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples filter through their models. What's in the News Life360, Inc.
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Actualización de narrativa • Mar 10

360: Index Addition And Ride Partnership Will Support Future Upside

Analysts have reduced their Life360 price target from A$42.13 to A$38.46, reflecting updated views on growth, margins and the price-to-earnings ratio they are prepared to apply to the stock. What's in the News Life360 issued revenue guidance for fiscal 2026, with expected consolidated revenue of $640 million to $680 million, including subscription revenue of $460 million to $470 million, other revenue of $140 million to $160 million, and hardware revenue of $40 million to $50 million (Corporate Guidance).
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Actualización de narrativa • Feb 23

360: Index Inclusion And Ride Partnership Will Support Future Upside

Analysts have lowered their price targets for Life360 to A$42.13 from A$49.81, citing updated assumptions that include higher revenue, slightly stronger profit margins and a lower future P/E multiple. What's in the News Life360 and Uber Technologies, Inc.
Artículo de análisis • Feb 13

Some Confidence Is Lacking In Life360, Inc. (ASX:360) As Shares Slide 27%

Unfortunately for some shareholders, the Life360, Inc. ( ASX:360 ) share price has dived 27% in the last thirty days...
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Actualización de narrativa • Feb 08

360: Index Inclusion And Upgraded 2025 Guidance Will Support Bullish Repricing

Analysts have trimmed their price target on Life360 from $58.50 to $53.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together point to a slightly lower fair value estimate. What's in the News Life360 raised its 2025 earnings guidance, now expecting revenue of $486 million to $489 million.
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Actualización de narrativa • Jan 23

360: Index Inclusion And Upgraded Outlook Will Support Bullish Repricing

Narrative update on Life360 Analysts have lifted their price target on Life360 from A$51.00 to A$58.50, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly adjusted discount rate, along with a near-unchanged future P/E multiple. What's in the News Life360 raised its earnings guidance for 2025, with expected revenue of US$486 million to US$489 million, which the company describes as approximately 31% to 32% year-over-year growth and above its prior guidance range (Company guidance).
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Actualización de narrativa • Jan 09

360: Incremental Index And Pet Revenue Will Still Not Justify Price

Analysts have made a small trim to their fair value estimate for Life360 to approximately A$29.75 per share, citing updated assumptions that now reflect slightly lower revenue growth, profit margins, and a higher future P/E multiple. What's in the News Life360, Inc.
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Actualización de narrativa • Dec 25

360: Rising Earnings Guidance Will Likely Fail To Justify Elevated Price

Analysts have raised their fair value estimate for Life360 from approximately 27.32 dollars to 29.76 dollars, reflecting expectations for slightly faster revenue growth, improved profit margins, and a modestly lower future price to earnings multiple despite a small increase in the discount rate. What's in the News Life360, Inc.
Artículo de análisis • Dec 19

Calculating The Fair Value Of Life360, Inc. (ASX:360)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Life360 fair value estimate is AU$29.82 With AU$32.18 share...
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Actualización de narrativa • Dec 11

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

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.
Artículo de análisis • Dec 03

Is Life360, Inc. (ASX:360) Potentially Undervalued?

Life360, Inc. ( ASX:360 ), is not the largest company out there, but it saw significant share price movement during...
Artículo de análisis • Dec 03

Life360, Inc. (ASX:360) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

Life360, Inc. ( ASX:360 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
User avatar
Actualización de narrativa • Nov 27

360: Index Adds And New Revenue Streams Will Drive Outperformance Ahead

Analysts have raised their price target for Life360 from $48.96 to $49.81 per share. This change is due to stronger-than-expected revenue growth projections, which more than offset a marginal decrease in forecast profit margin and discount rate.
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Actualización de narrativa • Nov 13

360: Improved Profit Margins And Index Inclusion Will Drive Stronger Year Ahead

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.
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Actualización de narrativa • Oct 30

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

Narrative Update on Life360 Analysts have raised their price target for Life360 to $46.37, up from $45.07. They cite improved profit margin forecasts and a more favorable discount rate, despite slightly lower projected revenue growth.
Artículo de análisis • Oct 30

Does Life360 (ASX:360) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis • Oct 03

What Life360, Inc.'s (ASX:360) 26% Share Price Gain Is Not Telling You

Despite an already strong run, Life360, Inc. ( ASX:360 ) shares have been powering on, with a gain of 26% in the last...
User avatar
Actualización de narrativa • Sep 26

Digital Safety And Family Connectivity Will Expand International Markets

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.
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Actualización de narrativa • Sep 04

Digital Safety And Family Connectivity Will Expand International Markets

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.
Artículo de análisis • Aug 12

Life360, Inc.'s (ASX:360) 26% Price Boost Is Out Of Tune With Revenues

ASX:360 1 Year Share Price vs Fair Value Explore Life360's Fair Values from the Community and select yours Life360...
Artículo de análisis • May 29

What Life360, Inc.'s (ASX:360) 58% Share Price Gain Is Not Telling You

Life360, Inc. ( ASX:360 ) shareholders have had their patience rewarded with a 58% share price jump in the last month...
Artículo de análisis • May 19

Why Life360's (ASX:360) Earnings Are Weaker Than They Seem

Life360, Inc.'s ( ASX:360 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
User avatar
Nueva narrativa • Apr 23

Family Super App Will Expand Global Reach With Tile Integration

Expansion into international markets and strategic partnerships are expected to drive significant revenue growth and enhance brand visibility.
Artículo de análisis • Apr 09

Life360, Inc.'s (ASX:360) Share Price Is Still Matching Investor Opinion Despite 25% Slump

The Life360, Inc. ( ASX:360 ) share price has fared very poorly over the last month, falling by a substantial 25...
Artículo de análisis • Feb 11

There's Reason For Concern Over Life360, Inc.'s (ASX:360) Price

Life360, Inc.'s ( ASX:360 ) price-to-sales (or "P/S") ratio of 9.9x may look like a poor investment opportunity when...
Artículo de análisis • Jan 11

Is There An Opportunity With Life360, Inc.'s (ASX:360) 32% Undervaluation?

Key Insights The projected fair value for Life360 is AU$34.46 based on 2 Stage Free Cash Flow to Equity Life360 is...
Artículo de análisis • Dec 15

Is It Time To Consider Buying Life360, Inc. (ASX:360)?

While Life360, Inc. ( ASX:360 ) might not have the largest market cap around , it led the ASX gainers with a relatively...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Lauren Antonoff en comparación con los beneficios de Life360?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

US$147m

Mar 31 2026n/an/a

US$149m

Dec 31 2025US$12mUS$491k

US$151m

Sep 30 2025n/an/a

US$30m

Jun 30 2025n/an/a

US$28m

Mar 31 2025n/an/a

US$10m

Dec 31 2024US$3mUS$475k

-US$5m

Sep 30 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$30m

Mar 31 2024n/an/a

-US$24m

Dec 31 2023US$5mUS$298k

-US$28m

Compensación vs. Mercado: La compensación total de Lauren($USD12.25M) está por encima de la media de empresas de tamaño similar en el mercado Australian ($USD2.40M).

Compensación vs. Ingresos: La compensación de Lauren ha aumentado más de un 20% en el último año.


CEO

Lauren Antonoff (55 yo)

1.1yrs
Permanencia
US$12,250,841
Compensación

Ms. Lauren Antonoff was a Chief Operating Officer at Life360, Inc. since May 2023 until August 2025 and serves as its Chief Executive Officer & Director since August 2025. She served as President of Indepe...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Christopher Hulls
Co-Founder & Executive Chairman19.4yrsUS$8.73m1.76%
A$ 85.0m
Lauren Antonoff
CEO & Director1.1yrsUS$12.25m0.21%
A$ 10.0m
Alex Haro
Co-founder & Non-Executive Director19.7yrsUS$221.09k1.23%
A$ 59.5m
Russell Burke
Chief Financial Officer6.3yrsUS$2.73m0.15%
A$ 7.3m
Justin Moore
Chief Technology Officer2.3yrssin datossin datos
Jolanta Masojada
Head of Investor Relationsno datasin datossin datos
Matthew Cullen
General Counsel & Corporate Secretaryless than a yearsin datossin datos
Mike Zeman
Chief Marketing Officer2.7yrssin datossin datos
Heather Houston
Chief People Officer5.7yrssin datossin datos
James Selby
Chief Revenue Officer2.7yrssin datossin datos
Raymond Jones
Vice President of Investor Relationsno datasin datossin datos
Melissa Goodell
Executive Assistantno datasin datossin datos
2.7yrs
Permanencia media
48.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de 360 se considera experimentado (2.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Christopher Hulls
Co-Founder & Executive Chairman19.4yrsUS$8.73m1.76%
A$ 85.0m
Lauren Antonoff
CEO & Director1.1yrsUS$12.25m0.21%
A$ 10.0m
Alex Haro
Co-founder & Non-Executive Director18.1yrsUS$221.09k1.23%
A$ 59.5m
John Coghlan
Independent Director16.8yrsUS$284.81k0.089%
A$ 4.3m
Mark Goines
Lead Independent Director7.4yrsUS$267.27k0.076%
A$ 3.7m
Charles Prober
Independent Non-Executive Director4.7yrsUS$221.09k0.13%
A$ 6.2m
James Synge
Independent Non-Executive Director7.3yrsUS$231.14k0.24%
A$ 11.6m
Brittany Morin
Independent Non-Executive Director8.6yrsUS$234.16k0.012%
A$ 574.4k
Randi Zuckerberg
Independent Non-Executive Director5.7yrsUS$221.09k0.030%
A$ 1.4m
David Wiadrowski
Independent Non-Executive Director7.5yrsUS$241.16k0.058%
A$ 2.8m
7.5yrs
Permanencia media
55yo
Promedio de edad

Junta con experiencia: La junta directiva de 360 se considera experimentada (7.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/12 16:39
Precio de las acciones al final del día2026/09/11 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
  • Formulario SEC 10-K
  • Formulario SEC 10-Q
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
  • Informes de análisis
  • Blue Matrix
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
  • Datos de mercado ICE
  • Formulario S-1 de la SEC
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
  • Formulario SEC 4
  • Formulario SEC 13D
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
  • Formulario SEC 10-K
  • Formulario SEC DEF 14A
Principales avances10 años
  • Anuncios de empresas
  • Formulario SEC 8-K

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Life360, Inc. está cubierta por 27 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Aryan NoroziBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Stuart HoweBell Potter

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