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Investing.com - Citizens JMP raised its price target on Life360 (NASDAQ:LIF) to $95.00 from $62.00 while maintaining a Market Outperform rating following the company’s second-quarter 2025 results. The new target sits within the current analyst range of $55-$100, with the stock trading at $73.74. According to InvestingPro analysis, Life360 has demonstrated impressive momentum with a 78.68% return year-to-date.
Life360 reported revenue that exceeded consensus estimates by approximately $5.2 million (5%) and EBITDA that surpassed expectations by about $6.9 million (52%) in what Citizens JMP described as "beat and raise" results. The company’s strong performance is reflected in its impressive 76.27% gross profit margin and robust revenue growth of 26.15% over the last twelve months. InvestingPro data reveals 18 additional key metrics and insights available for subscribers.
The company has increased its full-year guidance, raising revenue projections by approximately 2% and EBITDA outlook by about 10%, which adds approximately $7 million to both revenue and EBITDA forecasts.
Citizens JMP noted that Life360 has implemented multiple improvements to its app that have enhanced onboarding, increased conversion rates, and improved user retention, while also observing a broader social adoption of real-time location-based services creating significant tailwind for subscriber demand.
The firm highlighted upcoming product catalysts for Life360, including pet tracking becoming generally available later this year and elder care features launching next year, which have accelerated the timeline for reaching the company’s $1 billion revenue target in Citizens JMP’s model.
In other recent news, Life360 reported better-than-expected second-quarter results, prompting Stifel to raise its price target for the company to $92 from $87, while maintaining a Buy rating. This strong performance led Life360 to increase its full-year guidance across all business segments. In a leadership change, Lauren Antonoff has been promoted to Chief Executive Officer, with co-founder Chris Hulls transitioning to Executive Chairman. UBS also raised its price target for Life360 to $71 from $57, citing reduced competitive pressure from Apple (NASDAQ:AAPL)’s "Find My" service. UBS noted that Apple’s recent announcements did not indicate an aggressive push into location tracking services. Additionally, Citizens JMP increased its price target for Life360 to $62 from $55 after meeting with the company’s management. At the company’s recent Annual Meeting of Stockholders, three directors were elected to serve until 2028, and executive pay was approved. These developments highlight significant changes and positive analyst sentiment for Life360.
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