Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Life360 (LIF)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$46.87-2.46%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.75 → 1.78 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LIF yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Operating expenses fall to about 74% of revenue | Profit margins improve as operating expenses fall 3% of revenue. | Broken | Operating expenses exceed 77% of revenue in 2025 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “• Adjusted EBITDA2 of $31.1 million increased 53% from $20.3 million in Q2'25.” “Fourth quarter Adjusted EBITDA margin expanded to 22%, our highest quarterly margin to date, with full year margin reaching 19%.” Operating income was $-0.057 million in 2026-Q2. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
LIF is a speculative growth business, with a growth thesis supported by rising subscription revenue, paying circles, and advertising. The long-term thesis remains in a watch state: recent performance is below its industry cohort, and confidence has fallen from high to medium.
LIF is expensive versus peers, with a 1.69 premium measure and a negative expectations gap of -0.33, meaning expectations appear ahead of what the evidence supports. The priced-in assessment is tagged justified, and the snapshot shows low fragility, but that does not remove the gap between valuation and current execution.
Near term, the company’s recent earnings miss and erratic surprises leave execution risk, although the estimated miss probability is described as low. Over the multi-year view, revenue, subscription revenue, paying circles, and advertising have grown, and management’s stated growth and advertising priorities are on track; however, the business remains loss-making.
A guidance cut on the next call would be a meaningful negative and could lead analysts to lower estimates. On the favorable side, rate cuts or stabilization among major technology peers could support the sector backdrop. The key business question is whether subscription and advertising growth can continue while management executes its priorities.
For the next 1 to 3 years, LIF has visible growth drivers, but the recent momentum decline, loss-making results, and expensive valuation make execution the central test of the long-term thesis. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Total annual revenue grows to about $490 million | Life360 grows revenue about 34% yearly, reaching nearly $490 million in 2025. | Intact | Total annual revenue falls below $370 million in 2025 | Revenue: $158.959M FY2026-Q2; GAAP. Published target: ~$490 million. The stored target says 2025-Q4; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 10, 2026158,959,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Announce and execute $225 million share buyback | The company supports shareholders with a $225 million share buyback. | Intact | Buyback program is canceled or materially delayed | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.92 → $1.78 · observed estimates
$0.82B → $0.83B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.92 | $822,392,728 | 2 / 10 |
| 2026-07-25 | $1.92 | $822,392,728 | 2 / 10 |
| 2026-07-26 | $1.92 | $822,392,728 | 2 / 10 |
| 2026-07-27 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-07-28 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-07-29 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-07-30 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-07-31 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-08-01 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-02 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-08-03 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-08-04 | $1.63 | $820,000,090 | 2 / 19 |
| 2026-08-05 | $1.63 | $819,714,720 | 2 / 19 |
| 2026-08-06 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-07 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-08 | $1.63 | $819,736,510 | 2 / 19 |
| 2026-08-09 | $1.63 | $819,736,510 | 2 / 19 |
| 2026-08-10 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-12 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-13 | $1.73 | $822,860,990 | 3 / 19 |
| 2026-08-14 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-15 | $1.90 | $822,392,728 | 1 / 10 |
| 2026-08-16 | $1.90 | $822,392,728 | 2 / 10 |
| 2026-08-17 | $1.90 | $822,392,728 | 2 / 10 |
| 2026-08-18 | $1.90 | $822,392,728 | 2 / 10 |
| 2026-08-19 | $1.90 | $822,392,728 | 2 / 10 |
| 2026-08-20 | $1.77 | $826,016,179 | 2 / 10 |
| 2026-08-21 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-22 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-23 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-24 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-25 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-26 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-27 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-28 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-29 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-30 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-08-31 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-01 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-02 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-03 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-04 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-05 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-06 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-07 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-08 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-09 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-10 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-11 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-12 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-13 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-14 | $1.76 | $826,018,632 | 2 / 10 |
| 2026-09-15 | $1.80 | $825,380,296 | 2 / 10 |
| 2026-09-16 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-17 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-18 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-19 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-20 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-21 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-22 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-23 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-24 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-25 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-26 | $1.80 | $824,511,796 | 2 / 10 |
| 2026-09-27 | $1.79 | $825,618,046 | 2 / 10 |
| 2026-09-28 | $1.79 | $825,618,046 | 2 / 10 |
| 2026-09-29 | $1.79 | $825,618,046 | 2 / 10 |
| 2026-09-30 | $1.79 | $825,618,046 | 2 / 10 |
| 2026-10-01 | $1.75 | $826,063,702 | 2 / 10 |
| 2026-10-02 | $1.75 | $826,063,691 | 2 / 10 |
| 2026-10-03 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-04 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-05 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-06 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-07 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-08 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-09 | $1.75 | $826,058,720 | 2 / 10 |
| 2026-10-10 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-11 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-12 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-13 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-14 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-15 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-16 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-17 | $1.75 | $826,075,599 | 2 / 10 |
| 2026-10-18 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-19 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-20 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-21 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-22 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-23 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-24 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-25 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-26 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-27 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-28 | $1.75 | $827,140,304 | 2 / 10 |
| 2026-10-29 | $1.78 | $827,588,065 | 2 / 11 |
| 2026-10-30 | $1.78 | $827,588,065 | 2 / 11 |
| 2026-10-31 | $1.78 | $827,588,065 | 2 / 11 |
| 2026-11-01 | $1.78 | $827,588,065 | 2 / 11 |
| 2026-11-02 | $1.78 | $827,588,065 | 2 / 11 |
| 2026-11-03 | $1.78 | $828,395,515 | 2 / 11 |
| 2026-11-04 | $1.78 | $828,395,515 | 2 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.