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Investing.com - Life360 (NASDAQ:LIF) received a reiterated Market Outperform rating and $95.00 price target from Citizens following its quarterly earnings report that exceeded expectations. The family safety platform’s stock has seen an impressive 93.6% return over the past year, despite taking a 3.3% hit over the last week, according to InvestingPro data.
The family safety platform reported revenue and EBITDA that were 4% and 38% ($6.7M) above consensus estimates, respectively, prompting the company to raise its 2025 guidance for subscription and other revenue. InvestingPro data shows Life360 maintains impressive gross profit margins of 77.1% with revenue growth of 30% over the last twelve months.
Life360 announced a $120 million acquisition of AdTech company Nativo, a move expected to accelerate and scale its advertising business, supporting the company’s belief that its "Other revenue" segment could eventually match its Subscription revenue in size.
User growth showed signs of deceleration, with U.S. monthly active users (MAU) increasing 15% year-over-year, marking the slowest growth rate since the pandemic, while international MAU growth of 24% year-over-year represented the slowest pace since the second quarter of 2022.
Despite these growth concerns, Citizens maintained its positive outlook on Life360 stock, citing strong performance in the company’s pet tracking features and potential elder care features that could appear in the app next year.
In other recent news, Life360 has reported significant developments that have caught the attention of various analysts. The company posted second-quarter 2025 results with revenue exceeding consensus estimates by approximately $5.2 million, or 5%, and EBITDA surpassing expectations by about $6.9 million, or 52%. This performance has led Citizens JMP to raise its price target for Life360 to $95 from $62, maintaining a Market Outperform rating. Meanwhile, Canaccord Genuity has increased its price target for Life360 to $115 from $90, citing strong growth in core subscription revenue throughout fiscal year 2024 and the first half of 2025.
However, Stifel has downgraded Life360 from Buy to Hold, expressing concerns about the timing of the company’s growth initiatives and suggesting that investor expectations may be ahead of realistic timelines. Despite this, Citizens JMP has reiterated its Market Outperform rating and noted that Apple accounts for 54% of Life360’s processing revenue. Additionally, Unity Software has seen JMP Securities maintain its Market Outperform rating, with a focus on the potential profitability improvements from web checkout solutions in the mobile ecosystem. These recent developments highlight the dynamic environment in which Life360 and Unity Software are operating.
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