Life360 Reaches Record High Following UBS Price Target Increase

Highlights:

• Record High for Life360: Life360 Limited (ASX: 360) shares surged to an all-time high of $23.75 at the time of writing after UBS raised its U.S. share price target to $50, reflecting confidence in the company’s growth prospects.
• Growth Driven by Marketing Efforts: Recent U.S. TV ad campaigns and other marketing initiatives have significantly boosted Life360's user base, contributing to strong third-quarter performance.
• Positive Financial Outlook: UBS forecasts Life360's EBITDA to reach $115 million by FY26, with an estimated earnings multiple of 36, underscoring the company's promising growth potential in family safety and location-sharing services.

Surge in Share Price Boosted by Analyst Optimism

Life360 Limited (ASX: 360), the family safety and location-sharing app, has reached a new all-time high of $23.75 at the time of writing, following an upgrade in its U.S. share price target from UBS. The price target for Life360's U.S. shares was raised to $50 from $35 by UBS analyst Chris Kuntarich, who cited the company’s robust third-quarter performance and increasing user growth driven by recent marketing initiatives.

Increased Marketing and Expansion Drives Growth

Life360's growth has been largely attributed to enhanced marketing efforts, including a recent U.S. television advertising campaign aimed at expanding its user base. These initiatives have fueled significant increases in the app’s active users, particularly in North America, where safety and family-focused apps continue to attract attention.

UBS’s analysis projects substantial potential for Life360, estimating an earnings multiple of 36 by FY26, compared to 41 in FY25, with an anticipated EBITDA of $115 million, up from $68 million in the previous fiscal year.

Strong Financial Projections Reflect Positive Outlook

The revised price target reflects Life360’s anticipated financial growth trajectory. The company’s enhanced focus on market expansion and continuous product improvements underscores a promising future. With UBS’s confidence in Life360’s ability to capitalize on its market position, the company is increasingly seen as a key player in the growing sector of family-focused digital services.

This recent surge not only reflects strong investor confidence but also underscores Life360’s potential to capture a broader audience as demand for family safety solutions continues to rise.

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