Life360 (NASDAQ:LIF) Posts Earnings Results, Misses Expectations By $0.02 EPS

Life360 (NASDAQ:LIF) issued its quarterly earnings data on Monday. The company reported $0.06 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.08 by ($0.02), FiscalAI reports. Life360 had a return on equity of 5.93% and a net margin of 25.73%.The business had revenue of $158.96 million for the quarter, compared to analyst estimates of $156.68 million.

Here are the key takeaways from Life360’s conference call:

• Positive Sentiment: Life360 surpassed 102 million monthly active users after adding 4.6 million in Q2, while paying circles grew 27% year over year and net subscription adds reached a record 185,000 for a second quarter.
• Positive Sentiment: Q2 revenue increased 38% to a record $159 million, with subscription revenue up 31%, adjusted EBITDA up 53% to $31.1 million, and operating cash flow up 79% to $23.8 million.
• Positive Sentiment: Advertising revenue reached $22 million as the integrated platform moved from development to commercialization; management cited campaigns with up to 47% higher call-to-action rates using Life360’s first-party data and expects advertising seasonality to make Q4 especially strong.
• Neutral Sentiment: The company raised full-year subscription revenue guidance to $475 million-$480 million but maintained total revenue guidance of $650 million-$685 million and adjusted EBITDA guidance of $130 million-$140 million, citing advertising seasonality and product investments.
• Negative Sentiment: Hardware revenue guidance was reduced to $35 million-$45 million, and Pet GPS is expected to generate an initial device-level loss as Life360 prioritizes adoption through a bundled Silver offer over near-term hardware margins.

Life360 Price Performance

Shares of LIF stock traded up $0.08 during mid-day trading on Wednesday, hitting $48.69. 686,576 shares of the stock traded hands, compared to its average volume of 1,041,373. Life360 has a twelve month low of $37.01 and a twelve month high of $112.54. The company has a debt-to-equity ratio of 0.52, a quick ratio of 5.23 and a current ratio of 5.37. The company’s 50-day simple moving average is $52.79 and its 200-day simple moving average is $48.41. The firm has a market cap of $3.95 billion, a price-to-earnings ratio of 28.47 and a beta of 2.35.

Insider Transactions at Life360

In other Life360 news, Director John Philip Coghlan sold 4,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $54.82, for a total value of $219,280.00. Following the sale, the director directly owned 20,431 shares in the company, valued at approximately $1,120,027.42. The trade was a 16.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Brit Morin sold 10,701 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $60.00, for a total transaction of $642,060.00. Following the completion of the sale, the director directly owned 20,157 shares of the company’s stock, valued at $1,209,420. The trade was a 34.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 94,707 shares of company stock worth $5,008,946. Corporate insiders own 6.80% of the company’s stock.

Institutional Trading of Life360

A number of hedge funds and other institutional investors have recently made changes to their positions in LIF. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Life360 by 6.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,175 shares of the company’s stock valued at $237,000 after buying an additional 378 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Life360 by 12.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 138,748 shares of the company’s stock worth $5,327,000 after acquiring an additional 15,420 shares in the last quarter. Strs Ohio acquired a new position in shares of Life360 in the 1st quarter worth $157,000. New York State Common Retirement Fund grew its holdings in shares of Life360 by 59.4% in the 2nd quarter. New York State Common Retirement Fund now owns 5,100 shares of the company’s stock worth $333,000 after acquiring an additional 1,900 shares during the last quarter. Finally, Invesco Ltd. raised its position in shares of Life360 by 1,065.1% during the second quarter. Invesco Ltd. now owns 163,970 shares of the company’s stock worth $10,699,000 after purchasing an additional 149,896 shares during the period. 20.00% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on LIF shares. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Life360 in a research note on Friday. Canaccord Genuity Group set a $72.00 price objective on shares of Life360 in a research note on Tuesday, May 12th. DA Davidson upped their price objective on shares of Life360 from $42.00 to $47.00 and gave the stock a “neutral” rating in a report on Tuesday. Bank of America increased their target price on shares of Life360 from $60.00 to $66.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Finally, Morgan Stanley set a $65.20 target price on shares of Life360 in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Life360 currently has a consensus rating of “Moderate Buy” and a consensus price target of $61.45.

More Life360 News

Here are the key news stories impacting Life360 this week:

• Positive Sentiment: Life360 reported record second-quarter revenue of approximately $159 million, slightly ahead of estimates, while gross profit more than quadrupled year over year to $126.9 million. The company also generated $23.8 million in operating cash flow and ended the quarter with $267.1 million in cash. Life360 Reports Record Q2 2026 Results
• Positive Sentiment: The user base surpassed 100 million, supporting Life360’s long-term monetization opportunity. Management also raised its 2026 subscription-revenue guidance to $475 million-$480 million, signaling continued strength in its core subscription business. Life360 Raises Subscription Guidance
• Neutral Sentiment: Management reiterated full-year 2026 revenue guidance of $650 million-$685 million, compared with analyst expectations near $671 million. The range remains consistent with prior guidance, but investors had been looking for an upward revision after the strong quarter. Life360 Shares Slip on Maintained Outlook
• Negative Sentiment: Reported EPS of $0.06 was below the $0.08 consensus estimate cited by some analysts, and profit trends appeared less impressive than the company’s revenue and user growth. This caused investors to focus on near-term earnings quality rather than the strong top-line expansion. Life360 Shares Plunge Despite Strong Q2 Results
• Negative Sentiment: Recent trading data cited 26 insider sales and no insider purchases over the past six months, which may add to investor caution during the post-earnings decline. The stock’s high beta also suggests elevated volatility.

Life360 Company Profile

Life360, Inc (NASDAQ: LIF) operates a location-based safety and communication platform designed to help families stay connected and secure. Through its flagship mobile application, Life360 offers real-time location sharing, check-in alerts and geofencing tools that enable users to monitor the whereabouts of family members or other trusted circles. The company’s services extend to emergency response features, including SOS alerts, 24/7 roadside assistance and crash detection capabilities powered by machine-learning algorithms, all aimed at enhancing user safety on the road and at home.

The Life360 platform is offered under a freemium model, with a basic no-cost tier providing essential location sharing and alerts.