LIF · NASDAQ · STOCK
Life360 (LIF) Stock Analysis
$43.65
52W $37.01 – $105.23
60/100
$3.54B
22.4
1.11
Is LIF Bullish or Bearish?
Bullish.
Innellis AI committee rates Life360, Inc. (LIF) Buy with a composite score of 60/100
, based on 5 analysts with 60% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +14.58 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -5.42 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 34.0% yoy -- genuine top-line momentum. Portfolio Manager remains cautious — sector concentration is already high (hhi 2796.97). This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 27.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 34.0% YoY -- genuine top-line momentum — Growth
- EPS growing 398.1% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price-to-book of 9.2x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Price structure making lower highs and lower lows — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 10, 2026
Overall Committee Score
60/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 35%
of 287 Technology peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 27.4% shows genuine earnings power backing the valuation
− Price-to-book of 9.2x prices in significant intangible value
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 34.0% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
56
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
58
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 60.4 to 60.4.
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
66.2
Neutral
MACD Histogram
0.547
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Mixed
Support
$37.67
Resistance
$50.09
Bollinger %B
0.96
Inside Bands
Price vs Moving Averages
EMA 9
$41.92
Above
EMA 21
$42.09
Above
EMA 50
$44.35
Below
EMA 200
$50.72
Below
Fundamental Analysis
Valuation
69
Growth
55
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
22.4×
P/B Ratio
5.63×
PEG Ratio
0.04
Dividend Yield
0.00%
52W High
$105.23
52W Low
$37.01
Quality & Growth
ROE
2751.5%
ROA
1571.7%
Gross Margin
7756.7%
Operating Margin
118.2%
Revenue Growth YoY
—
Debt / Equity
0.51
AI Fundamental Assessment
P/E ratio of 22.4 (inexpensive relative to a 15-40x range); Price-to-book of 5.6x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 27.5%; Return on assets of 15.7%; Net margin of 26.2%; Gross margin of 77.6%; Current ratio of 5.59 (healthy short-term liquidity); Debt-to-equity of 0.51; Free cash flow per share is positive (0.48); Most recent quarter beat estimates by 400.0%; 2 consecutive earnings beats; EPS growth decelerating (-15.4% -> -27.3% QoQ); Analyst estimates falling over recent quarters
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