LIF
Life360, Inc. Common Stock
NASDAQ: LIF · TECHNOLOGY · SOFTWARE - APPLICATION
$45.25
-0.07% today
Updated 2026-06-12
Market cap
$3.67B
P/E ratio
25.86
P/S ratio
6.93x
EPS (TTM)
$1.75
Dividend yield
—
52W range
$37 – $113
Volume
0.9M
Life360, Inc. Common Stock (LIF) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed LIF price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$45.25
Today
Analyst consensus
$61.70
+36.35% · 12M
2030 Base
$48.11
+6.32% future
NPV today
$30.24
@ 11% WACC
11 analysts:
5 Buy4 Hold1 Sell
Management guidance
Life360 raised FY2026 guidance to $650M-$685M revenue (vs. prior $640M-$680M), implying 32.8%-39.9% YoY growth. Management highlighted 27% YoY growth in paying circles (3.0M) and 329% YoY surge in advertising revenue post-Nativo acquisition. CEO Lauren Antonoff's guidance establishes a strong floor for 2026 and signals confidence in subscription + advertising monetization momentum through the decade.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
LIF · Life360, Inc. Common Stock · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$30.46
NPV today: $19.14
Base case (2030)
$48.11
NPV today: $30.24
Bull case (2030)
$101.07
NPV today: $63.52
WallStSmart.com
LIF financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $0.5B | $0.7B | $0.9B | $1.1B | $1.3B | $1.5B |
| Revenue growth | 31.8% | 36.4% | 26.9% | 24.2% | 18.5% | 15.6% |
| Net margin | — | 6.8% | 10.5% | 12.7% | 14.1% | 15.0% |
| EPS | $0.56 | $0.58 | $1.15 | $1.68 | $2.18 | $2.65 |
| Diluted shares | — | 82M | 83M | 83M | 84M | 85M |
| Net debt | — | $322.83M | $339.53M | $359.95M | $384.07M | $411.91M |
| P/S multiple | — | 3.0x | 3.0x | 3.0x | 3.0x | 3.0x |
| Implied price (base) | — | $21.76 | $28.59 | $35.26 | $41.75 | $48.11 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $1.5B | $1.5B | $1.5B |
| P/S multiple | 2.0x | 3.0x | 6.0x |
| Diluted shares | 85M | 85M | 85M |
| Net debt | $411.91M | $411.91M | $411.91M |
| Implied P/E † | 12x | 18x | 38x |
| 2030 Price | $30.46 | $48.11 | $101.07 |
| NPV @ 11% | $19.14 | $30.24 | $63.52 |
† Implied P/E: Multiples remain elevated across all three scenarios because LIF is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $48.11 base case
LIF catalysts and risks
Growth catalysts
+ Nativo advertising acquisition (329% YoY ad revenue growth in Q1 2026) driving high-margin revenue stream and positioning Life360 as family tech + location advertising powerhouse
+ Tile acquisition integration (finding things category) expanding TAM and monetization vectors beyond location tracking
+ Uber integration expansion (announced Feb 2026) creating enterprise partnership revenue and distribution moat
+ $225M share repurchase program (May 2026) signaling management confidence and offsetting dilution; supports EPS accretion through 2030
+ Paying circles growth (27% YoY to 3.0M) and subscription monetization acceleration; path to 5M+ paying circles by 2028-2029 visible
+ Pet tracking expansion (launched Oct 2025) unlocking new monetization category within existing freemium base; replicating subscription upsell playbook
Key risks
- User growth deceleration: MAU growth stalled in Q1 2026 despite strong revenue; family location apps facing saturation in developed markets (US/UK/ANZ)
- Advertising platform execution risk: Nativo integration must sustain 200%+ YoY growth to reach management targets; competitive pressure from Meta, Google in location-targeted ads
- Churn and monetization ceiling: subscription economics dependent on retention; premium tiers face price elasticity; free-to-paid conversion rates may plateau
- Macro headwinds: consumer spending pullback impacts freemium monetization; advertising budget cuts from SMB/mid-market customers in recession
- Competitive threats: Apple's Find My, Google Family Link, Amazon Alexa Guard, and Jiobit/Tile pose existential risk to differentiated value proposition
- Integration dilution: Tile + Nativo acquisitions add complexity; synergy realization behind schedule could compress margins and revenue growth assumptions
Methodology · Life360, Inc. Common Stock 2030 stock forecast model
Life360, Inc. Common Stock 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 11 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (5% cumulative for LIF by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($411.91M by 2030) |
| 3. Time value | NPV calculated using 11% WACC (CAPM: beta 1.112) |
| 4. Multiple framework | P/S compresses with scale: bear 2.0x / base 3.0x / bull 6.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 21, 2026.
LIF price target FAQ
What is the LIF price target for 2030?
WallStSmart's Life360, Inc. Common Stock 2030 base case is $48.11 per share, with a bull case of $101.07 and bear case of $30.46. The NPV of the base case discounted to today at 11% WACC is $30.24.
How is the Life360, Inc. Common Stock 2030 stock forecast calculated?
The LIF 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the LIF price target account for dilution?
Life360, Inc. Common Stock is projected to grow diluted share count from 81M to 85M by 2030 (a 5% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 5%.
What is the analyst consensus on LIF stock?
11 analysts cover LIF with an average 12-month price target of $61.70. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.