Bell Potter trims target for Life360 stock to AUD 34.00
Published on 10/07/2026 at 03:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Bell Potter trimmed its target for Life360 stock to AUD 34.00 while keeping a Buy rating, as reported by Motley Fool Australia on September 10, 2026. The revision puts the analyst view against a stock that has been pressured since the second-quarter report.
Second-quarter revenue reaches USD 159.00 million
Life360 reported 102.4 million global monthly active users, 3.2 million global subscribers and USD 537.2 million in annualized monthly revenue as of June 30, 2026. The company reported second-quarter 2026 revenue of USD 159.00 million, up 38.00 percent from the prior-year quarter, while adjusted EBITDA reached USD 31.10 million, up 53.00 percent.
Advertising expands while hardware contracts
According to Yahoo Finance on August 11, 2026, advertising revenue reached USD 22.00 million in the second quarter, while hardware revenue fell 20.00 percent to USD 9.80 million. The mix matters because gross margin was 80.00 percent, up from 78.00 percent in the prior-year quarter, even as Life360 continued investing in advertising, products and artificial intelligence.
Guidance keeps subscriptions central
Motley Fool Australia reported that Life360 retained fiscal 2026 revenue guidance of USD 650.00 million to USD 685.00 million and adjusted EBITDA guidance of USD 130.00 million to USD 140.00 million. Subscription revenue guidance increased to USD 475.00 million to USD 480.00 million from USD 470.00 million to USD 475.00 million, while hardware guidance was reduced to USD 35.00 million to USD 45.00 million from USD 40.00 million to USD 50.00 million.
That combination gives investors a clear split: subscriptions are receiving higher expectations, while hardware is being managed as a supporting product rather than the main growth engine. Bell Potter's AUD 34.00 target therefore sits alongside a business still balancing user expansion, advertising monetization and device economics.
Prior close remains at EUR 12.60
The prior close at Lang & Schwarz was EUR 12.60 on October 5, 2026. Life360 had a market capitalization of USD 3.4 billion as of October 6, 2026.
The further course of trading is shown by the continuously updated real-time quote of Life360 stock.
Life360 stock facts
- Company: Life360, Inc.
- ISIN: AU0000045098
- Ticker: LIF
- Price Lang & Schwarz prior close (October 5, 2026): EUR 12.60
- Market capitalization: USD 3.4 billion (as of October 6, 2026)
- Sector / Industry: Technology / Software - Application
