Life360, Inc. (LIF) Stock Price & How to Invest

Life360 runs the family safety app of the same name: shared location between family members, driving reports, crash detection, roadside assistance and emergency dispatch, sold on a freemium model where the map is free and the useful extras sit behind a subscription. Around that core it owns two hardware brands, Tile (Bluetooth item trackers) and Jiobit (a GPS wearable for kids and pets), and since the Nativo acquisition it also sells advertising against its own free tier. About 102.4 million people opened the app in a typical month during the second quarter of 2026, roughly 3.2 million households pay for it, and the average paying circle spends about $143 a year. The company was born on the ASX, listed on the Nasdaq in 2024, and still trades in both places.

The second quarter of 2026 was the best in the company's history and the stock fell about 26% on it. Revenue of $159.0 million grew 38%, advertising quadrupled to $22.0 million, adjusted EBITDA rose 53% to $31.1 million, and management raised the subscription piece of full-year guidance. What it did not raise was the full-year revenue range ($650 million to $685 million) or the adjusted EBITDA range ($130 million to $140 million), explicitly because advertising is seasonal and new enough that the fourth quarter is hard to underwrite. Hardware guidance came down as the company walked away from brick-and-mortar retail. So the picture in August 2026 is a subscription business growing 31% with real operating leverage, bolted to an advertising business growing 315% off a small base that nobody, including management, is yet willing to extrapolate. The share price near $48 against a 52-week high above $112 is what that uncertainty costs.

The advertising line is the whole valuation argument and it is one year old, sourced from an acquisition, concentrated in a seasonally uneven fourth quarter, and running inside an app people installed to keep their children safe. Any change in how users or regulators feel about that mix can reprice the business quickly. Life360 also competes against features Apple and Google give away, since Find My and Family Link cover the basic location case at zero cost, which caps how far pricing can go before churn answers back. Hardware is shrinking and the retail exit means the Tile funnel narrows before the pet product proves anything. Privacy litigation over the historical sale of location data to brokers has not fully resolved, and a company whose product is location data carries regulatory exposure that a normal consumer app does not. Finally, the stock is priced on forward revenue rather than earnings, so a single quarter that misses the growth path can take out a third of the market value, which is exactly what happened in both May and August 2026.

9 analysts publish price targets on LIF, averaging $62.21 against a $48.61 price as of August 2026, or +28.0%. The published targets run from $47.00 to $72.00, a moderate spread, and the ratings split 9 buy, 2 hold, 0 sell. Over the last six months there have been 4 raises and 6 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full LIF forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on Life360, Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Paying circles and the subscription engine. Subscription revenue reached $115.6 million in the second quarter, up 31%, with paying circles up 27% to about 3.2 million and average revenue per paying circle up 5% to $142.56. The most optimistic published target, $72.00, assumes this works close to its best case.

The case against. The advertising line is the whole valuation argument and it is one year old, sourced from an acquisition, concentrated in a seasonally uneven fourth quarter, and running inside an app people installed to keep their children safe. The most pessimistic target, $47.00, is roughly what LIF is worth if this bites instead.

Read the full bull and bear case on LIF, including what would have to change to break either one. Walnut is not an investment adviser.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see Life360, Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$529 million, with annualized monthly revenue exiting the second quarter at ~$537 million
• Q2 2026 revenue: ~$159 million, up ~38% year over year (subscription ~$116M, advertising ~$22M, hardware ~$10M, other ~$12M)
• FY2026 revenue guidance: ~$650 million to $685 million, implying 33% to 40% growth
• FY2026 adjusted EBITDA guidance: ~$130 million to $140 million (about a 20% margin), left unchanged despite the subscription raise
• Market cap: ~$4.5 billion, shares recently near $48 against a 52-week range of roughly $37 to $113
• Cash and investments: ~$468 million, with Q2 operating cash flow of ~$24 million

Netting the cash out gives an enterprise value near $4.0 billion, which is roughly six times the midpoint of 2026 revenue guidance and about thirty times the midpoint of adjusted EBITDA guidance. Screener price-to-earnings ratios around 29 are not a useful read here: trailing GAAP net income of roughly $149 million sits far above the $5.1 million the company actually earned in the second quarter, so the trailing figure is carrying a large non-operating item rather than describing the run rate. Life360 pays no dividend and directs cash to product, the Nativo integration and its own share count.

Other names that sit close to LIF: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get LIF exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so LIF sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where LIF fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

Life360 is compounding users and revenue fast and has finally turned that scale into cash, but the shares have lost more than half their value from last year's high because investors are pricing the advertising line as unproven rather than as run rate.

Whether LIF is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is LIF a buy or a sell?, and where the stock could go from here in the LIF stock forecast.

For income investors, whether LIF pays a dividend and how the payout looks is covered in does LIF pay a dividend? And to weigh LIF against a peer, read the full side-by-side comparisons: LIF vs AAPL and LIF vs GOOGL.