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Investing.com - Citizens JMP reiterated its Market Outperform rating and $95.00 price target on Life360 (NASDAQ:LIF) on Thursday. The stock, currently trading at $95.58, has demonstrated remarkable strength with a 131.6% year-to-date return, according to InvestingPro data.
The firm’s analysis focused on Life360’s revenue composition, noting that Apple accounts for 54% of the company’s processing revenue according to recent disclosures.
Citizens JMP highlighted North America’s significant contribution to Life360’s revenue mix, which stood at 86.8% as of the second quarter of 2025.
The firm’s analysis incorporated an estimated 5% conversion headwind while calculating a potential 19.7% upside to Life360’s 2027 EBITDA.
Citizens JMP acknowledged that achieving this upside would require Life360 to resubscribe its oldest subscriber cohorts, which it deemed "unlikely," while emphasizing the positive aspect of "higher margins on incremental revenue going forward."
In other recent news, Life360 reported strong second-quarter 2025 earnings, with revenue surpassing consensus estimates by approximately $5.2 million and EBITDA exceeding expectations by about $6.9 million. This performance led Citizens JMP to raise its price target for Life360 from $62 to $95, maintaining a Market Outperform rating. Similarly, Stifel increased its price target from $87 to $92, citing better-than-expected results across all segments and an upward revision of the company’s full-year guidance. UBS also adjusted its price target from $57 to $71, noting reduced competition concerns from Apple’s "Find My" service after the Worldwide Developers Conference.
In corporate leadership news, Life360 announced the promotion of Lauren Antonoff to Chief Executive Officer, with co-founder Chris Hulls transitioning to the role of Executive Chairman. These developments reflect the company’s strategic adjustments and market performance. Analysts from Citizens JMP, Stifel, and UBS continue to maintain positive ratings for Life360, indicating confidence in the company’s trajectory.
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