Life360 (LIF)
Connects families, pets, and belongings through location services, memberships, and trackers.
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Connects families through a freemium location and safety app, converting free Circles into paid memberships while selling Tile and Pet GPS trackers and monetizing advertising, data insights, and partnerships. Subscriptions remain the main revenue stream, and most revenue comes from the United States.
Connects families through a freemium mobile app for location sharing, communications, driving safety, digital safety, and emergency assistance. Free Circles feed paid Life360 Memberships, which provide the main revenue stream across a global user base concentrated in the United States.
Extends that location network to things through Tile Bluetooth trackers and to pets through Life360 Pet GPS, while the Life360 Advertising Platform and data and commercial partnerships monetize audience reach beyond subscriptions. Hardware is integrated with the app, and Pet GPS service requires a paid membership.
Operates as one segment and relies on converting free users, retaining subscribers, integrating advertising without weakening trust, and managing privacy rules for precise location and children's data. Mobile apps are distributed almost exclusively through Apple's App Store and Google Play.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | DA Davidson | Reiterate | Rating: —Target: $47 | Target: $40 |
| Aug 12, 2026 | Morgan Stanley | Target | Target: $66.24 | Target: $65.20 |
| Aug 11, 2026 | UBS | Reiterate | Rating: —Target: $64 | Target: $60 |
| Aug 11, 2026 | DA Davidson | Reiterate | Rating: —Target: $42 | Target: $47 |
| Jul 20, 2026 | Morgan Stanley | Initiate | Rating: —Target: — | Target: $66.24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $465.0M · Total debt $311.5M · Total assets $1.05B · Shareholders' equity $613.4M
- Revenue
- $159.0M
- Operating income
- −$57.0K
- Net income
- $5.1M
No dividends on record.
| Institutions | 41.48% | 33.80M shares | |
|---|---|---|---|
| 213 holders · as of Jun 30, 2026 | |||
| Insiders | 2.97% | 2.42M shares | |
| 12 holders · as of Sep 16, 2026 | |||
| Strategic holders | 5.30% | 4.32M shares | |
| 1 holder · as of Jul 28, 2026 | |||
| Other | 50.25% | 40.94M shares | |
| remainder | |||
81.48M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.37% | 9.27M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.57% | 5.35M | as of Jun 30, 2026 |
AustralianSuper Pty LtdInstitution | 5.71% | 4.66M | filed Feb 11, 2026 |
Paradice Investment Management Pty LtdStrategic | 5.30% | 4.32M | filed Jul 28, 2026 |
Vanguard Capital Management LLCInstitution | 4.30% | 3.51M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Charles J. Prober | director | −7,930 | $42.12 |
| Sep 1, 2026 | John Philip Coghlan | director | −4,000 | $41.97 |
| Aug 26, 2026 | James Synge | director | −27,466 | $44.31 |
| Aug 25, 2026 | James Synge | director | −5,833 | $45.05 |
| Aug 18, 2026 | Chris Hulls | director | −250,000 | $46.84 |
- Apple
Overlaps in iOS-native people location and item finding
- Alphabet Class A
Android-scale overlap in family location and item finding
- Verizon
Carrier app overlapping location, driving safety, SOS, and roadside
- Allstate
Adjacent overlap in roadside, crash response, telematics, and identity
- Garmin
Narrow overlap in collar-based pet GPS tracking
- Gen Digital
Identity-protection and consumer cyber-safety overlap
- Assurant
Phone-protection peer around stolen-device reimbursement and claims
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Life360 | $41.00 | −0.17% | $3.33B | 23.7 | 28.5 | 5.8 | +37.8% |
| Apple | $343.57 | +1.35% | $4.98T | 38.8 | 37.0 | 10.7 | +16.4% |
| Alphabet Class A | $358.41 | +0.97% | $4.30T | 17.8 | 26.7 | 9.6 | +24.2% |
| Verizon | $47.33 | −0.73% | $199.09B | 12.4 | 9.3 | 1.4 | −0.7% |
| Allstate | $229.60 | −5.46% | $62.52B | 4.8 | 8.2 | 0.9 | −7.2% |
| Garmin | $282.93 | +0.93% | $54.04B | 28.9 | 27.5 | 7.0 | +11.4% |
| Gen Digital | $27.83 | −4.55% | $17.45B | 16.9 | 9.2 | 3.4 | +6.3% |
| Assurant | $275.68 | −0.61% | $13.74B | 13.1 | 12.4 | 1.0 | +9.4% |
| Median | 16.9 | 12.4 | 3.4 | +9.4% |