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Life360, Inc.ASX:360 株式レポート

時価総額 AU$5.1b
株価
AU$21.08
AU$35.29
40.3% 割安 内在価値ディスカウント
1Y-7.1%
7D4.6%
ポートフォリオ価値
表示

Life360, Inc.

ASX:360 株式レポート

時価総額:AU$5.1b

Life360(360)株式概要

Life360, Inc.は、北米、ヨーロッパ、中東、アフリカ、そして国際的に、人、ペット、物の位置を特定する技術プラットフォームを運営している。 詳細

360 ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長2/6
過去の実績3/6
財務の健全性5/6
配当金0/6

360 Community Fair Values

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Software opportunity

Life360, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Life360
過去の株価
現在の株価AU$21.08
52週高値AU$55.87
52週安値AU$16.90
ベータ1.11
1ヶ月の変化12.73%
3ヶ月変化-21.75%
1年変化-7.14%
3年間の変化281.88%
5年間の変化294.02%
IPOからの変化296.99%

最新ニュース

Recent updates

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.

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.

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.

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).

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.

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

Feb 13
Some Confidence Is Lacking In Life360, Inc. (ASX:360) As Shares Slide 27%

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.

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).

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.

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.

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

Dec 19
Calculating The Fair Value Of Life360, Inc. (ASX:360)

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.

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

Dec 03
Is Life360, Inc. (ASX:360) Potentially Undervalued?

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

Dec 03
Life360, Inc. (ASX:360) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

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.

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.

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.

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

Oct 30
Does Life360 (ASX:360) Have A Healthy Balance Sheet?

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

Oct 03
What Life360, Inc.'s (ASX:360) 26% Share Price Gain Is Not Telling You

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.

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.

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

Aug 12
Life360, Inc.'s (ASX:360) 26% Price Boost Is Out Of Tune With Revenues

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

May 29
What Life360, Inc.'s (ASX:360) 58% Share Price Gain Is Not Telling You

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

May 19
Why Life360's (ASX:360) Earnings Are Weaker Than They Seem
User avatar

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.

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

Apr 09
Life360, Inc.'s (ASX:360) Share Price Is Still Matching Investor Opinion Despite 25% Slump

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

Feb 11
There's Reason For Concern Over Life360, Inc.'s (ASX:360) Price

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

Jan 11
Is There An Opportunity With Life360, Inc.'s (ASX:360) 32% Undervaluation?

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

Dec 15
Is It Time To Consider Buying Life360, Inc. (ASX:360)?

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

Oct 11
Subdued Growth No Barrier To Life360, Inc. (ASX:360) With Shares Advancing 25%

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

May 21
What Life360, Inc.'s (ASX:360) 29% Share Price Gain Is Not Telling You

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

May 06
Is It Time To Consider Buying Life360, Inc. (ASX:360)?

株主還元

360AU SoftwareAU 市場
7D4.6%0.3%-0.7%
1Y-7.1%-38.1%6.5%

業界別リターン: 360過去 1 年間で-38.1 % の収益を上げたAustralian Software業界を上回りました。

リターン対市場: 360は、過去 1 年間で6.5 % のリターンを上げたAustralian市場を下回りました。

価格変動

Is 360's price volatile compared to industry and market?
360 volatility
360 Average Weekly Movement11.8%
Software Industry Average Movement11.2%
Market Average Movement10.6%
10% most volatile stocks in AU Market17.5%
10% least volatile stocks in AU Market4.5%

安定した株価: 360 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 360の 週次ボラティリティ ( 12% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
2007547Lauren Antonoffintl.life360.com

Life360, Inc.は、北米、欧州、中東、アフリカ、および国際的に、人、ペット、モノの位置を特定する技術プラットフォームを運営している。同社は、コミュニケーション、安全運転、デジタルセーフティ、位置情報共有を提供するフリーミアムモデルのLife360モバイルアプリケーション、位置情報連携と安全運転、デジタルセーフティ、緊急支援サービスを提供するLife360プラットフォーム、会員データを保護し、完全性、セキュリティ、パフォーマンスを保証するモバイルファースト技術プラットフォームを提供している。また、リアルタイムの位置情報、位置情報履歴、スマート通知、位置特定アラート、運転アラート、犯罪レポート、衝突検知、ロードサイドアシスタンス、家族運転サマリー、個別ドライバーレポート、データ漏洩アラート、個人情報盗難防止、盗難資金払い戻し、クレジットモニタリング、緊急出動、災害対応、医療アシスタンス、トラベルサポートを提供するSOS、および関連するサードパーティサービスも提供している。さらに、同社は、オンラインおよび実店舗の小売チャネルやウェブサイトを通じて販売される、紛失したデバイスの位置を特定するためのタイル型ハードウェア追跡デバイス、タイル型モバイルアプリケーション、無料サービスと、保証やアイテム払い戻しを含む追加サービスを提供するプレミアムおよびプレミアムプロテクトなどの2つの有料サブスクリプションオプション、ゴールドまたはプラチナLife360サブスクリプション、および位置追跡サービスを提供している。製品は小売店や販売店、オンライン小売店を通じて販売されている。Life360, Inc.の前身はLReady, Inc.で、2011年10月に社名をLife360, Inc.に変更した。同社は2007年に法人化され、カリフォルニア州サンマテオに本社を置いている。

Life360, Inc. 基礎のまとめ

Life360 の収益と売上を時価総額と比較するとどうか。
360 基礎統計学
時価総額AU$5.10b
収益(TTM)AU$210.46m
売上高(TTM)AU$682.97m
24.2x
PER(株価収益率
7.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
360 損益計算書(TTM)
収益US$489.48m
売上原価US$108.64m
売上総利益US$380.84m
その他の費用US$230.01m
収益US$150.83m

直近の収益報告

Dec 31, 2025

次回決算日

May 11, 2026

一株当たり利益(EPS)0.62
グロス・マージン77.81%
純利益率30.81%
有利子負債/自己資本比率56.6%

360 の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/05 02:17
終値2026/05/05 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Life360, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Stuart HoweBell Potter