Life360, Inc.: Strategic Acquisitions and Product Launches Drive Positive Growth Outlook

Tip Ranks
2025.11.11 11:27
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Life360, Inc. has received a Buy rating from UBS analyst Chris Kuntarich, with a price target of $110.00, driven by strategic acquisitions and product launches. The acquisition of Nativo is expected to enhance advertising capabilities, accelerating growth by 12 to 18 months. The successful launch of the Pet GPS Tracker indicates strong consumer interest. Despite concerns over subscription revenue growth, the overall outlook remains positive with projected revenue increases and improved EBITDA margins. Citi also maintains a Buy rating with a price target of $96.80.

In a report released today, Chris Kuntarich from UBS maintained a Buy rating on Life360, Inc., with a price target of $110.00.

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Chris Kuntarich’s rating is based on several strategic developments and market trends that favor Life360, Inc. The acquisition of Nativo is anticipated to significantly boost Life360’s advertising capabilities, potentially accelerating their growth by 12 to 18 months. Additionally, the successful launch of the Pet GPS Tracker, which has sold out in multiple markets, indicates strong consumer interest and engagement, aligning with the company’s strategy to tap into the large pet-owning demographic in the U.S.
Moreover, Life360’s advertising revenue for the second half of 2025 is surpassing expectations, suggesting increased adoption by advertisers and the effectiveness of new ad formats. Despite some concerns about the slowdown in subscription revenue growth and user saturation, the overall growth prospects, including a projected revenue increase and improved EBITDA margins, support the Buy rating. The potential upside in stock value, driven by these factors, further justifies the positive outlook.

In another report released on November 9, Citi also maintained a Buy rating on the stock with a $96.80 price target.