Life360

LIF

Market cap $3.94B

Life360 is upgraded to a buy after a sharp 35% YTD decline, despite strong fundamentals and AI-resilient business. LIF's diversified monetization across hardware and software, with a TAM of $83 billion, supports robust long-term growth potential. The company guides for FY26 revenue of $640–$680M (31–39% y/y growth) and adjusted EBITDA margin expansion to 20.3%.

Life360 (LIF) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Investors have rather high expectations for tech companies these days. Some were worried that the company's robust growth rates would cool.

Life360, Inc. (LIF) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Life360's sales and monthly active users (MAUs) grew by 26% and 20% in the fourth quarter. Management guided for revenue and MAUs to grow by 35% and 20% in 2026.

Life360, Inc. (LIF) Q4 2025 Earnings Call Transcript

Life360 (LIF) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.1 per share a year ago.

A Life360 Board Director sold 7,930 shares for a transaction value of approximately $389,000 on Feb. 13, 2026, at a weighted average sale price of around $49.02 per share. This trade represented 6.99% of the director's direct holdings prior to the transaction, reducing direct ownership from 113,386 to 105,456 shares.

Life360 (LIF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SAN FRANCISCO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Uber Technologies, Inc. (NYSE: UBER) and Life360 (Nasdaq: LIF; ASX: 360), global leaders in transportation and family safety, today announced the expansion of their strategic partnership to help families navigate everyday transportation with greater ease, visibility, and confidence. The first-of-its-kind integration will allow users across Life360 and Uber to link their accounts – including Uber teen accounts , making it easier for parents and teens to coordinate rides, stay informed in real time, and move through their day with added peace of mind.