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LILIF

Life360, Inc.

$LIF·$3.5B·Software - Application·Technology
$41.18-0.9%YTD-33.8%1Y-58.7%
Price updated just now·X counts updated 4d ago
LILIF
$LIFLife360, Inc.
$41.18-0.89%8 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LIF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

8X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LIF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Life360 is down 62% TTM at near the 52-week floor — Nov 9 earnings tests whether the family-tracker thesis still holds.

Life360 Inc. operates the family-and-friends location-tracking app — subscription-driven revenue plus a growing hardware (Tile) and advertising franchise.

  • The business is accelerating: Q1 revenue +37.8% YoY at a slightly-negative operating margin — top-line growing strongly with margins near break-even, which supports PE 25.2x on TTM transitional earnings.
  • At 7.7x sales the valuation is still premium for the growth profile — the market is pricing in meaningful AI-displacement or user-growth risk that the TTM 62% drawdown reflects.
  • 52-week range position is 4.4% at $40.30 with vol multiplier 1.11 — near-absolute floor on above-average volume, which is accumulation on exhaustion.

Nov 9 Q3 is the gate — any confirmed subscription growth plus Tile hardware traction extends the stock off the floor. A subscription deceleration or any monetization softness and the stock stays range-bound.

What to watch: Nov 9 Q3 — paying circles growth, Tile hardware revenue, operating-margin direction, and FY27 guide. A subscription deceleration is the clear invalidator.

On the calendar: 2026-11-09 — Q3 earnings

Read the AI verdict on $LIF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Family location-sharing and safety app with tens of millions of users, monetized through subscriptions and location data licensing.

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 · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $LIF

Partial — Family location-sharing and safety app with tens of millions of users, monetized through subscriptions and location data licensing.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-5.2%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 $0.16

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

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$673.0M$670.2M – $675.8M$1.25$1.21 – $1.2910
FY27$826.1M$813.3M – $838.9M$1.75$1.69 – $1.8110
FY28$981.7M$955.5M – $1.0B$2.76$2.66 – $2.854
FY29$1.1B$1.1B – $1.1B$2.18$2.11 – $2.265
FY30$1.1B$1.1B – $1.1B$1.30$1.25 – $1.355

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.1.1×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.7%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.-7.2%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.-14.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.

Recent transactions

SellOct 6Alex HaroDirector50.0K sh$2.1MSellOct 1Coghlan John PhilipDirector4.0K sh$161KSellSep 21Alex HaroDirector50.0K sh$2.0MSellSep 14Charles J. ProberDirector7.9K sh$334KSellSep 1Coghlan John PhilipDirector4.0K sh$168KSellAug 26James SyngeDirector27.5K sh$1.2MSellAug 25James SyngeDirector5.8K sh$263KSellAug 18Chris HullsDirector250.0K sh$11.7MSellAug 13Charles J. ProberDirector7.9K sh$385KSellAug 10Brit MorinDirector15.6K sh$1.0M
1–10 of 21
+ 31 other (15 exempts · 9 awards · 6 inkinds · 1 other) in window

See when $LIF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

Life360 (LIF) furnished a press release and shareholder letter on August 10, 2026 reporting Q2 2026 financial results, with a conference call also scheduled. Specific revenue, subscriber metrics, and guidance are in Exhibits 99.1 and 99.2.

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
+ 9 other (5 13Gs · 2 10-Qs · 1 D · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Insider Selling: Life360 (NASDAQ:LIF) Director Sells $2,072,000.00 in Stockdefenseworld.net·5d agoLife360 (NASDAQ: LIF) director trims stake in preplanned saledefenseworld.net·5d agoLife360 (NASDAQ:LIF) Director Alex Haro Sells 50,000 Sharesdefenseworld.net·22d agoLife360 (LIF) Upgraded to Buy: Here's Whyzacks.com·23d agoHead to Head Analysis: Life360 (NASDAQ:LIF) versus Docusign (NASDAQ:DOCU)defenseworld.net·23d ago

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Voices on X · last 7 days

No standout posts about $LIF on X in the last 7 days.

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