Life360, Inc. $LIF reported a strong second quarter for 2026, with revenue rising to $159.0 million, up 363% from a year earlier and slightly ahead of the $157.7 million estimate. Gross profit climbed to $126.9 million, also more than quadruple last year’s level, showing continued expansion in the business.
Profitability was mixed. The company posted operating profit that was essentially flat at just below breakeven, while net income attributable to common shareholders came in at $5.1 million. Diluted earnings per share were $0.06, above the $0.016 consensus estimate, even as profit declined from the prior year.
Cash generation remained a highlight. Operating cash flow increased to $23.8 million, up nearly 79% year over year, while capital spending stayed very light at $227,000. Life360 ended the period with $267.1 million in cash and cash equivalents, alongside $438.5 million in total liabilities.
- Revenue: $159.0 million
- Gross profit: $126.9 million
- Diluted EPS: $0.06
- Operating cash flow: $23.8 million
The shares fell 9.29% after the release, suggesting investors focused more on the softer bottom-line trend than on the company’s strong top-line growth and cash flow improvement.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Life360, Inc. Insider Trading Activity
Life360, Inc. insiders have traded $LIF stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 have been sales.
Here’s a breakdown of recent trading of $LIF stock by insiders over the last 6 months:
- CHRIS HULLS has made 0 purchases and 7 sales selling 105,004 shares for an estimated $5,255,095.
- CHARLES J. PROBER has made 0 purchases and 5 sales selling 39,650 shares for an estimated $1,730,563.
- JOHN PHILIP COGHLAN has made 0 purchases and 9 sales selling 20,000 shares for an estimated $961,377.
- BRIT MORIN has made 0 purchases and 2 sales selling 15,356 shares for an estimated $898,085.
- LAUREN ANTONOFF (Chief Executive Officer) has made 0 purchases and 2 sales selling 19,869 shares for an estimated $892,330.
- DAVID WIADROWSKI sold 5,957 shares for an estimated $246,262
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Life360, Inc. Hedge Fund Activity
We have seen 115 institutional investors add shares of Life360, Inc. stock to their portfolio, and 118 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 691,506 shares (-94.1%) from their portfolio in Q1 2026, for an estimated $28,227,274
- FEDERATED HERMES, INC. removed 544,520 shares (-92.6%) from their portfolio in Q1 2026, for an estimated $22,227,306
- FRANKLIN RESOURCES INC removed 469,050 shares (-97.7%) from their portfolio in Q1 2026, for an estimated $19,146,621
- BLACKROCK, INC. added 345,859 shares (+3.9%) to their portfolio in Q2 2026, for an estimated $19,146,754
- AMERICAN CENTURY COMPANIES INC removed 340,527 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $13,900,312
- ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 329,048 shares (-97.7%) from their portfolio in Q1 2026, for an estimated $13,431,739
- MORGAN STANLEY added 310,668 shares (+74.6%) to their portfolio in Q1 2026, for an estimated $12,681,467
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Life360, Inc. Price Targets
Multiple analysts have issued price targets for $LIF recently. We have seen 6 analysts offer price targets for $LIF in the last 6 months, with a median target of $65.325.
Here are some recent targets:
- Siraj Ahmed from Citigroup set a target price of $66.65 on 07/06/2026
- Wyatt Swanson from DA Davidson set a target price of $42.0 on 06/22/2026
- Mark Mahaney from Evercore ISI Group set a target price of $68.0 on 05/12/2026
- Stephen Ju from UBS set a target price of $64.0 on 05/12/2026
- Nitin Bansal from B of A Securities set a target price of $60.0 on 04/22/2026
- Maria Ripps from Canaccord Genuity set a target price of $94.0 on 03/03/2026
