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On Monday, JMP Securities analysts maintained a positive outlook on Life360 (NASDAQ:LIF) shares, reiterating a Market Outperform rating and a $55.00 price target. The stock has demonstrated remarkable momentum, delivering a 62.74% return over the past year. According to InvestingPro data, analyst consensus is highly bullish with targets ranging from $52 to $60. The analysts highlighted the company’s continued user growth in the United States, even in areas where the app is already widely used. They also pointed to significant user growth in various international markets, which they believe will enable Life360 to maintain high global monthly active user (MAU) growth rates.
Life360’s successful introduction of Triple Tier subscriptions in international markets was noted as an indication of the core business’s health, demonstrating strong user and pricing growth. The company’s robust financial position is reflected in its healthy current ratio of 3.12 and impressive revenue growth of 22% year-over-year. The analysts remain confident in the company’s potential, despite its premium valuation, due to its global opportunities and limited competition.
The upcoming launch of This as Pet later in 2025 and the expected introduction of Elder care services in 2026 were also mentioned as key future growth drivers for Life360. The analysts expressed their belief that these new services could contribute to the company’s long-term success.
JMP Securities’ stance on Life360 was reinforced by a recent fireside chat, which reaffirmed the company’s effective execution and the opportunities ahead. The analysts concluded that Life360 is at an inflection point and positioned to deliver compounded results for several years, given its current trajectory and strategic initiatives. While trading above its InvestingPro Fair Value, the company maintains strong fundamentals with a gross profit margin of 75.15%. Discover 10+ additional exclusive insights and detailed analysis in the comprehensive Pro Research Report, available with an InvestingPro subscription.
In other recent news, Life360 has garnered attention from financial analysts with notable developments. UBS upgraded Life360 stock from Neutral to Buy, raising the price target to $55.00, citing strong potential in advertising revenue and durable user growth. The firm anticipates that Life360’s fiscal year 2026 revenue could exceed market expectations, driven by advancements in advertising technology and a brand-safe environment. Additionally, UBS noted that Life360’s core subscription business has shown resilience, with an increase in monthly active users in recent quarters.
Meanwhile, JMP Securities maintained its Market Outperform rating for Life360, with a consistent price target of $55.00. Analysts at JMP highlighted Life360’s unique market position and successful freemium business model, which have contributed to steady growth in monthly active users and paying circles. They also pointed to potential expansion into new markets, such as pet and elder care services, as avenues for increasing the company’s total addressable market. Both firms expressed confidence in Life360’s strategic direction and growth prospects, emphasizing the company’s potential for long-term revenue growth.
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