Life360, Inc.

ASX:360 Rapport sur les actions

Capitalisation boursière : AU$4.5b

Life360 Croissance future

Future contrôle des critères 2/6

Life360 devrait augmenter ses bénéfices et son chiffre d'affaires de 6.7% et de 16.3% par an respectivement. Le BPA devrait croître de de 30.6% par an. Le rendement des capitaux propres devrait être 17.8% dans 3 ans.

Informations clés

6.7%

Taux de croissance des bénéfices

30.64%

Taux de croissance du BPA

Software croissance des bénéfices26.3%
Taux de croissance des recettes16.3%
Rendement futur des capitaux propres17.84%
Couverture par les analystes

Good

Dernière mise à jour13 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse Oct 11

Subdued Growth No Barrier To Life360, Inc. (ASX:360) With Shares Advancing 25%

The Life360, Inc. ( ASX:360 ) share price has done very well over the last month, posting an excellent gain of 25%. The...
Article d’analyse May 21

What Life360, Inc.'s (ASX:360) 29% Share Price Gain Is Not Telling You

Life360, Inc. ( ASX:360 ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...

Prévisions de croissance des bénéfices et des revenus

ASX:360 - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202895512822622715
12/31/20278148516518020
12/31/20266704511313420
3/31/20265291498694N/A
12/31/20254891518189N/A
9/30/2025459305664N/A
6/30/2025427283744N/A
3/31/2025397102834N/A
12/31/2024371-52733N/A
9/30/2024343-162529N/A
6/30/2024329-302327N/A
3/31/2024315-242427N/A
12/31/2023305-2858N/A
9/30/2023289-37-5-4N/A
6/30/2023267-52-25-24N/A
3/31/2023245-80-46-45N/A
12/31/2022228-92-58-57N/A
9/30/2022192-94-67-67N/A
6/30/2022164-81-46-46N/A
3/31/2022141-55-31-31N/A
12/31/2021113-34-12-12N/A
9/30/202199-23-1-1N/A
6/30/202191-20-7-7N/A
3/31/202185-17-8-7N/A
12/31/202081-16-8-7N/A
9/30/202076-18-14-13N/A
6/30/202072-19-20-19N/A
3/31/202066-24-25-25N/A
12/31/201959-29N/A-31N/A
9/30/201952-29N/A-28N/A
6/30/201945-29N/A-26N/A
3/31/201939-24N/A-21N/A
12/31/201832-19N/A-15N/A
12/31/201711-11N/A-11N/A
12/31/20165-12N/A-10N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 360 ( 6.7% par an) est supérieure au taux d'épargne ( 3.6% ).

Bénéfices vs marché: Les bénéfices de 360 ( 6.7% par an) devraient croître plus lentement que le marché Australian ( 12% par an).

Croissance élevée des bénéfices: Les bénéfices de 360 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 360 ( 16.3% par an) devrait croître plus rapidement que le marché Australian ( 6.3% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 360 ( 16.3% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 360 devrait être faible dans 3 ans ( 17.8 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/15 17:38
Cours de l'action en fin de journée2026/05/15 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Life360, Inc. est couverte par 28 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Aryan NoroziBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Chris SavageBell Potter