Life360, Inc.
$43.17+3.1%1Y-51.9%
Mentions · last 7 days
13
Price updated 1h ago·X counts updated 3h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $LIF, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $LIF.
Software - Application
SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.
What this means for $LIF
Partial — consumer discretionary / retail performance tracks consumer spending trends; Life360, Inc.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-1.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
25.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
0.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
1.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
7.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
31.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
77.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.27$0.08+220.8%
Q1 2026May 11, 2026$0.19$0.01+1432.3%
Q4 2025Mar 2, 2026$1.67$0.26+533.8%
Q3 2025Nov 10, 2025$0.11$0.17-34.2%
Next earningsMon, Nov 9·consensus EPS $0.17
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$159.0M+37.8%79.8%-0.0%$0.06$21.4M
Q1 FY26$143.1M+38.1%77.3%-5.6%$0.03$15.6M
Q4 FY25$146.0M+26.4%75.1%6.1%$1.67$35.2M
Q3 FY25$124.5M+34.1%78.0%4.6%$0.13$24.6M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$671.5M$669.7M – $673.4M$1.29$1.25 – $1.3410
FY27$822.4M$801.9M – $842.9M$1.90$1.84 – $1.9710
FY28$973.2M$949.9M – $999.3M$2.73$2.65 – $2.834
FY29$1.1B$1.1B – $1.1B$2.52$2.45 – $2.615
FY30$1.1B$1.1B – $1.1B$5.38$5.21 – $5.575
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 77.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary
8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 14 other (7 13Gs · 2 10-Qs · 2 proxys · 1 D) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Life360 Director Sells 7,930 Shares at $48.59 Per ShareLeelyn Smith Names John Renaldi Chief AI OfficerLife360 expands pet tracking with new $8 scannable tags and zoomie alertsLife360 Announces New Pet Care Products So No One Forgets Fido This Back-To-School SeasonWhy Life360 Stock Is Plunging Lower This Week
More in Software - Application
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $LIF on X in the last 7 days.