Life360 Future Growth
Future criteria checks 2/6
Life360 is forecast to grow earnings and revenue by 9.2% and 16.3% per annum respectively. EPS is expected to grow by 38.6% per annum. Return on equity is forecast to be 17.1% in 3 years.
Key information
9.2%
Earnings growth rate
38.64%
EPS growth rate
| Software earnings growth | 24.3% |
| Revenue growth rate | 16.3% |
| Future return on equity | 17.07% |
| Analyst coverage | Good |
| Last updated | 15 Sep 2026 |
Recent future growth updates
Recent updates
Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...
Narrative Update • 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$225 million, approved by the Board of Directors on May 17, 2026.Narrative Update • Jun 02
360: Record User Scale And Index Inclusion Will Support Bullish Repricing
Analysts have revised their A$ 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 968 | 119 | 228 | 226 | 15 |
| 12/31/2027 | 822 | 84 | 172 | 172 | 19 |
| 12/31/2026 | 673 | 40 | 115 | 123 | 19 |
| 6/30/2026 | 573 | 147 | 98 | 104 | N/A |
| 3/31/2026 | 529 | 149 | 86 | 94 | N/A |
| 12/31/2025 | 489 | 151 | 81 | 89 | N/A |
| 9/30/2025 | 459 | 30 | 56 | 64 | N/A |
| 6/30/2025 | 427 | 28 | 37 | 44 | N/A |
| 3/31/2025 | 397 | 10 | 28 | 34 | N/A |
| 12/31/2024 | 371 | -5 | 27 | 33 | N/A |
| 9/30/2024 | 343 | -16 | 25 | 29 | N/A |
| 6/30/2024 | 329 | -30 | 23 | 27 | N/A |
| 3/31/2024 | 315 | -24 | 24 | 27 | N/A |
| 12/31/2023 | 305 | -28 | 5 | 8 | N/A |
| 9/30/2023 | 289 | -37 | -5 | -4 | N/A |
| 6/30/2023 | 267 | -52 | -25 | -24 | N/A |
| 3/31/2023 | 245 | -80 | -46 | -45 | N/A |
| 12/31/2022 | 228 | -92 | -58 | -57 | N/A |
| 9/30/2022 | 192 | -94 | -67 | -67 | N/A |
| 6/30/2022 | 164 | -81 | -46 | -46 | N/A |
| 3/31/2022 | 141 | -55 | -31 | -31 | N/A |
| 12/31/2021 | 113 | -34 | -12 | -12 | N/A |
| 9/30/2021 | 99 | -23 | -1 | -1 | N/A |
| 6/30/2021 | 91 | -20 | -7 | -7 | N/A |
| 3/31/2021 | 85 | -17 | -8 | -7 | N/A |
| 12/31/2020 | 81 | -16 | -8 | -7 | N/A |
| 9/30/2020 | 76 | -18 | -14 | -13 | N/A |
| 6/30/2020 | 72 | -19 | -20 | -19 | N/A |
| 3/31/2020 | 66 | -24 | N/A | -25 | N/A |
| 12/31/2019 | 59 | -29 | N/A | -31 | N/A |
| 9/30/2019 | 52 | -29 | N/A | -28 | N/A |
| 6/30/2019 | 45 | -29 | N/A | -26 | N/A |
| 3/31/2019 | 39 | -24 | N/A | -21 | N/A |
| 12/31/2018 | 32 | -19 | N/A | -15 | N/A |
| 12/31/2017 | 11 | -11 | N/A | -11 | N/A |
| 12/31/2016 | 5 | -12 | N/A | -10 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 360's forecast earnings growth (9.2% per year) is above the savings rate (3.8%).
Earnings vs Market: 360's earnings (9.2% per year) are forecast to grow slower than the Australian market (11.2% per year).
High Growth Earnings: 360's earnings are forecast to grow, but not significantly.
Revenue vs Market: 360's revenue (16.3% per year) is forecast to grow faster than the Australian market (5.2% per year).
High Growth Revenue: 360's revenue (16.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 360's Return on Equity is forecast to be low in 3 years time (17.1%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/22 08:30 |
| End of Day Share Price | 2026/09/22 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Life360, Inc. is covered by 27 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Stuart Howe | Bell Potter |