Life360 (NASDAQ:LIF) Releases Earnings Results, Misses Expectations By $0.02 EPS

Life360 (NASDAQ:LIF) released its quarterly earnings data on Monday. The company reported $0.06 earnings per share for the quarter, missing the consensus estimate of $0.08 by ($0.02), FiscalAI reports. The firm had revenue of $158.96 million during the quarter, compared to analysts’ expectations of $156.68 million. Life360 had a net margin of 28.21% and a return on equity of 6.80%.

Here are the key takeaways from Life360’s conference call:

• Positive Sentiment: Life360 surpassed 102 million monthly active users after adding 4.6 million in Q2, while paying circles grew 27% year over year and net subscription adds reached a record 185,000 for a second quarter.
• Positive Sentiment: Q2 revenue increased 38% to a record $159 million, with subscription revenue up 31%, adjusted EBITDA up 53% to $31.1 million, and operating cash flow up 79% to $23.8 million.
• Positive Sentiment: Advertising revenue reached $22 million as the integrated platform moved from development to commercialization; management cited campaigns with up to 47% higher call-to-action rates using Life360’s first-party data and expects advertising seasonality to make Q4 especially strong.
• Neutral Sentiment: The company raised full-year subscription revenue guidance to $475 million-$480 million but maintained total revenue guidance of $650 million-$685 million and adjusted EBITDA guidance of $130 million-$140 million, citing advertising seasonality and product investments.
• Negative Sentiment: Hardware revenue guidance was reduced to $35 million-$45 million, and Pet GPS is expected to generate an initial device-level loss as Life360 prioritizes adoption through a bundled Silver offer over near-term hardware margins.

Life360 Trading Up 2.2%

Shares of Life360 stock opened at $64.61 on Tuesday. Life360 has a fifty-two week low of $37.01 and a fifty-two week high of $112.54. The business’s fifty day moving average is $52.76 and its two-hundred day moving average is $48.44. The company has a quick ratio of 5.23, a current ratio of 5.37 and a debt-to-equity ratio of 0.52. The firm has a market cap of $5.24 billion, a PE ratio of 37.35 and a beta of 2.35.

More Life360 News

Here are the key news stories impacting Life360 this week:

• Positive Sentiment: Life360 reported record second-quarter revenue of approximately $159 million, slightly ahead of expectations and up sharply year over year. Gross profit also more than quadrupled, while operating cash flow rose nearly 79% to $23.8 million. Life360 Reports Record Q2 2026 Results
• Positive Sentiment: The company surpassed 100 million users for the first time, reinforcing the long-term growth opportunity for its location, safety and subscription platform. Life360 posts record Q2 2026 result as users top 100 million
• Positive Sentiment: Analyst targets remain broadly supportive, with six recent targets carrying a median of about $65.33, although estimates vary considerably. Here’s what brokers tip for Life360 shares over the next 12 months
• Neutral Sentiment: Management discussed the second-quarter results and business outlook on its earnings call, giving investors additional context on user expansion, monetization and execution priorities. Life360 Q2 2026 Earnings Call Transcript
• Negative Sentiment: Diluted EPS of $0.06 missed the consensus estimate of $0.08, and profit declined from the prior year despite strong top-line growth. This appears to have driven the initial decline in the stock following the report. Life360 Q2 Earnings Snapshot
• Negative Sentiment: Full-year 2026 revenue guidance of $650 million to $685 million has a midpoint below the roughly $671 million analyst consensus, signaling potential moderation in growth and contributing to investor caution. Life360 stock plunges on mixed second-quarter report
• Negative Sentiment: Reported insider activity shows 26 open-market sales and no purchases over the past six months, a potential overhang for sentiment, though the trades may not be directly related to the quarterly report.

Insiders Place Their Bets

In other Life360 news, Director Charles J. Prober sold 7,930 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $46.07, for a total value of $365,335.10. Following the sale, the director directly owned 109,911 shares of the company’s stock, valued at approximately $5,063,599.77. This trade represents a 6.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Chris Hulls sold 27,000 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $63.34, for a total transaction of $1,710,180.00. Following the transaction, the director directly owned 419,554 shares of the company’s stock, valued at approximately $26,574,550.36. This represents a 6.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 94,707 shares of company stock valued at $5,008,946. 6.80% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Life360

A number of institutional investors have recently bought and sold shares of the stock. Strive Financial Group LLC purchased a new position in shares of Life360 in the 4th quarter worth about $26,000. Vident Advisory LLC lifted its position in Life360 by 11.2% during the fourth quarter. Vident Advisory LLC now owns 14,040 shares of the company’s stock valued at $901,000 after buying an additional 1,412 shares in the last quarter. EP Wealth Advisors LLC acquired a new position in Life360 during the fourth quarter valued at approximately $920,000. XTX Topco Ltd purchased a new stake in Life360 during the fourth quarter worth approximately $818,000. Finally, OLD Mission Capital LLC purchased a new stake in Life360 during the fourth quarter worth approximately $1,688,000. 20.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on LIF shares. Evercore set a $68.00 price target on Life360 in a research report on Tuesday, May 12th. Wall Street Zen lowered shares of Life360 from a “hold” rating to a “sell” rating in a research report on Saturday, May 16th. Bank of America raised their target price on shares of Life360 from $60.00 to $66.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Macquarie Infrastructure started coverage on shares of Life360 in a research report on Tuesday, April 28th. They set an “outperform” rating and a $32.20 target price for the company. Finally, UBS Group reduced their price target on shares of Life360 from $75.00 to $64.00 and set a “buy” rating on the stock in a report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Life360 currently has an average rating of “Moderate Buy” and an average price target of $64.81.

Life360 Company Profile

Life360, Inc (NASDAQ: LIF) operates a location-based safety and communication platform designed to help families stay connected and secure. Through its flagship mobile application, Life360 offers real-time location sharing, check-in alerts and geofencing tools that enable users to monitor the whereabouts of family members or other trusted circles. The company’s services extend to emergency response features, including SOS alerts, 24/7 roadside assistance and crash detection capabilities powered by machine-learning algorithms, all aimed at enhancing user safety on the road and at home.

The Life360 platform is offered under a freemium model, with a basic no-cost tier providing essential location sharing and alerts.