Life360 (ASX:360, Nasdaq:LIF) Stock on 8 December 2025: Q3 Beat, Nativo Deal, Sell‑Off and 2026 Forecasts

8 December 2025 – Life360, Inc., the family safety and location‑sharing platform behind the Life360 app and Tile trackers, is having another volatile day on the markets despite reporting record third‑quarter results and announcing a major ad‑tech acquisition.

On the ASX, Life360 (ASX:360) closed at A$37.83, down 3.84% and listed among the biggest losers in the ASX 300 on Monday’s session. ^[1] On Nasdaq, Life360’s U.S. line (Nasdaq: LIF) was recently trading around US$73.18, with intraday trades between US$71.90 and US$78.01.

Despite the latest pullback, Life360 remains a high‑growth story: the company has just delivered 34% revenue growth, 19% user growth, and a 174% jump in adjusted EBITDA in Q3 2025, while lifting full‑year guidance. ^[2] At the same time, markets are wrestling with an aggressive valuation, a new US$120 million ad‑tech acquisition, and US$250 million in convertible debt that together reshape the risk–reward profile of the stock. ^[3]

Life360 Share Price on 8 December 2025

ASX:360 – Among the Day’s Biggest Losers

According to FNArena’s ASX 300 winners and losers table for 8 December 2025, Life360 shares finished at A$37.83, down 3.84%, placing the company in the bottom cohort of the index for the day. ^[4]

Technical research site StockInvest notes that: ^[5]

Life360’s ASX line closed at A$37.83 on 8 December.
The stock has fallen on six of the past ten sessions, down about 3.25% over that period.
The shares sit in a “very wide and falling” short‑term trend, with the service’s model projecting a possible 26% decline over the next three months, implying a potential range of A$23.27–A$33.04.
Over the last year, Life360 has traded between A$14.93 and A$55.87, giving a sense of how violent the swings can be.

The same analysis currently labels 360.AX as a “sell candidate” based on moving‑average signals and volatility, even while acknowledging an attractive short‑term risk/reward around near‑term support at roughly A$37.12. ^[6]

Nasdaq: LIF – High‑Beta Growth in U.S. Markets

In the U.S., Life360’s Nasdaq‑listed stock (LIF) traded recently at US$73.18 as of the late session on 8 December, after opening at US$76 and hitting an intraday high of US$78.01.

Third‑party data aggregators show that Life360’s U.S. line has still delivered strong year‑to‑date gains of roughly 80%, significantly outperforming the S&P 500. ^[7] That upside has come with equally strong drawdowns: the stock now trades roughly 30% below its 52‑week high but remains more than 160% above its 52‑week low, according to analyst‑tracking platform TickerNerd. ^[8]

In short, as of 8 December 2025, Life360 stock is still a big winner over 12–18 months, but investors are clearly recalibrating expectations after a year of aggressive re‑rating.

Record Q3 2025: Growth Across Revenue, Users and Profit

Life360’s Q3 2025 numbers, released on 10 November 2025, underpin much of the debate around the share price. ^[9]

Key highlights from the company’s official results and subsequent coverage: ^[10]

Revenue:
- Total Q3 2025 revenue: US$124.5 million, up 34% year‑on‑year (YoY).
- Subscription revenue: US$96.3 million, up 34% YoY.
- Core subscription revenue (the Life360 app, excluding hardware add‑ons): US$90.7 million, up 37% YoY.
- “Other revenue” – which includes data and advertising partnerships – surged 82% YoY to US$16.9 million, highlighting the growing importance of ad‑driven monetisation. ^[11]
Profitability and cash flow:
- Net income: US$9.8 million, up 27% YoY.
- Adjusted EBITDA: US$24.5 million, a 174% increase on Q3 2024 and around 30% above consensus, according to Proactive Investors. ^[12]
- Operating cash flow: US$26.4 million, up 319% YoY, marking the 10th consecutive quarter of positive operating cash flow. ^[13]
- Quarter‑end cash, cash equivalents and restricted cash: US$457.2 million, boosted primarily by proceeds from the June 2025 convertible notes. ^[14]
User growth and monetisation:
- Monthly Active Users (MAUs): 91.6 million, up 19% YoY, with 3.7 million net additions in the quarter.
- Paying Circles (paying family groups): 2.7 million, up 23% YoY, with a record 170,000 net additions in Q3.
- Average Revenue Per Paying Circle (ARPPC): US$137.63, up 8% YoY, helped by price increases and uptake of higher‑priced membership tiers. ^[15]

Life360 also raised full‑year 2025 guidance, now targeting:

Revenue of US$474–485 million, slightly above its prior range.
Adjusted EBITDA of US$84–88 million, up from a previous US$72–82 million range. ^[16]

Citigroup’s analyst described the quarter as a classic “beat‑and‑raise” – revenue came in roughly 4% above consensus, while earnings overshot by around 30%. ^[17]

Fundamental services such as Simply Wall St summarise Life360’s recent track record as:

Earnings growth of about 23% per year,
Revenue growth above 33% per year,
Positive but still modest return on equity of ~7.6% and net margin of about 6.5%. ^[18]

In other words, Life360 is no longer just a “growth at all costs” story; it is now a profitable, cash‑generative subscription platform that is layering on new revenue streams.

Strategic Pivot: Nativo, Pet GPS and New Features

US$120m Nativo Acquisition – Building an Ad Platform

On the same day as its Q3 earnings, Life360 announced a definitive deal to acquire Nativo, a U.S. advertising technology company, for approximately US$120 million in a mix of cash and stock. ^[19]

The rationale:

Combine Life360’s first‑party family and location insights with Nativo’s native advertising stack, publisher integrations and sales force.
Extend Life360’s reach beyond its own app into connected TV (CTV), mobile and premium web/app environments, effectively turning Life360 into a family‑targeted advertising network. ^[20]

The deal is expected to close in January 2026, subject to customary conditions. ^[21]

Investor reaction has been mixed. Investor’s Business Daily‑style coverage notes that Life360 stock fell about 22% after the announcement, despite the Q3 beat, as investors worried about a heavier tilt toward lower‑margin advertising revenue and perceived slowing in subscription growth. UBS lowered its price target from US$120 to US$110 but retained a Buy rating, signalling that the house still sees upside despite the shift. ^[22]

Pet GPS and Hardware Ecosystem

Life360 is also leaning deeper into devices. In October 2025 the company launched Life360 Pet GPS, a collar‑mounted tracker for dogs and cats, now available in the U.S., Canada, the U.K., Australia and New Zealand. ^[23]

Key product details: ^[24]

Uses cellular, GPS, Wi‑Fi and Bluetooth for location.
Location refreshes every 2–4 seconds in active tracking mode.
Battery life of up to 14 days, with a six‑month Bluetooth reserve mode.
Retail price around US$49.99 (with a promotional price point highlighted in launch materials), but requires a Gold or Platinum Life360 membership to function.

Hardware units shipped rose 15% YoY to around 900,000 in Q3, but hardware revenue actually fell 4% to US$11.3 million due to discounting and bundled offers – a reminder that devices are primarily an acquisition and engagement tool, not the profit centre. ^[25]

Product Innovation: No Show Alerts and Tile Integration

In August 2025, Life360 also launched No Show Alerts, a free feature that notifies parents if a family member fails to arrive at a designated location by a set time – a back‑to‑school scheduling safety net aimed at its core parent demographic. ^[26]

As of 30 June 2025, Life360 reported 88 million MAUs across more than 180 countries, highlighting the scale at which seemingly small features can drive engagement. ^[27]

On the device side, Life360 continues to integrate Tile, the Bluetooth tracking company it acquired in 2021 for roughly US$205 million, into the main app experience. ^[28] Recent reports describe Tile trackers being fully manageable from within Life360, with item tracking, forgotten‑item alerts and other Tile features now accessible without a separate app. ^[29]

That integration strengthens Life360’s claim to be a single safety and location hub for people, pets and things. It also brings scrutiny: independent security researchers and outlets such as Wired and Tom’s Hardware have raised concerns about Tile’s current use of unencrypted Bluetooth identifiers, warning that the tags could be abused for stalking unless the protocol is upgraded. ^[30] Any privacy misstep would be a material reputational and regulatory risk for Life360.

Balance Sheet and Convertible Notes

Life360’s strengthened balance sheet is central to its growth ambitions. The company ended Q3 with US$457 million in cash and equivalents, thanks largely to a US$250 million (plus up to US$37.5 million extra) convertible senior notes offering announced in June 2025. ^[31]

Key terms and implications: ^[32]

Notes are senior unsecured, maturing 1 June 2030, with semi‑annual interest payments.
Life360 can settle conversions in cash or a mix of cash and shares, at its discretion.
A capped call structure is in place to reduce potential dilution for existing shareholders if the stock trades well above the conversion price.
Proceeds are earmarked for the capped call itself and general corporate purposes, explicitly including acquisitions and strategic investments – such as Nativo.

From an equity holder’s perspective, the notes are a double‑edged sword: they give Life360 ample firepower to accelerate M&A and product investment, but they also add leverage and longer‑term dilution risk if the share price performs very well.

How the Market Is Reacting: From “Sector Darling” to Whipsaw

Life360 has been a momentum stock for much of 2025. In September, Australian commentary described the company as a “sector darling”, with the share price up about 21% in a single month as tech stocks led the ASX 200. ^[33]

The mood shifted sharply in November:

On 12 November 2025, coverage of the ASX 200 showed Life360 as the worst performer in the index, plunging about 13% in one session to A$39.81 after investors digested the Nativo deal and Q3 numbers. ^[34]
In the last month, Simply Wall St notes that Life360’s ASX shares have slumped about 27%, even though they’re still up around 41% over the past year. ^[35]

Technical analysts at StockInvest currently flag: ^[36]

A very wide, falling trend in the short term.
Sell signals from both short‑ and long‑term moving averages.
High volatility, with average daily moves above 3%.

In other words, the stock has moved from smooth uptrend to high‑beta tug‑of‑war, with every new data point on advertising, guidance, or user growth quickly repriced into the shares.

Analyst Ratings and 12‑Month Life360 Stock Forecasts

Despite the recent turbulence, Wall Street and broker coverage remains broadly bullish on Life360 into 2026.

U.S. Consensus (Nasdaq: LIF)

StockAnalysis collates six analysts covering LIF and reports a “Strong Buy” consensus rating. The average 12‑month price target is US$84.50, implying around 16% upside from recent prices, with targets ranging from US$58 to US$110. ^[37]
TickerNerd, drawing on eight Wall Street analysts, shows a median target of US$97.90, with a range of US$92–US$115. At a reference price of US$78, that implies about 25.5% upside; 7 analysts rate the stock a Buy and 1 a Hold, with no Sells. ^[38]
Fintel’s aggregation suggests an even more optimistic average one‑year target of US$102.41, with estimates spanning US$92.92 to US$120.75, based on data as of mid‑November 2025. ^[39]

Many of these targets were reaffirmed or tweaked after Q3 earnings and the Nativo deal. UBS, for example, cut its target from US$120 to US$110 while maintaining a Buy rating, reflecting both confidence in Life360’s long‑term growth and caution over the pivot toward advertising. ^[40]

Australian Valuation Concerns

On the ASX side, some fundamental analysts are sounding notes of caution. A recent Simply Wall St write‑up, re‑published via Webull, points out that: ^[41]

Life360 trades on a price‑to‑sales (P/S) ratio of about 12.7x, while almost half of Australian software peers trade below 3.6x, with many under 1.3x.
Analysts still expect ~22% annual revenue growth over the next three years, but that is well below the ~63% per year forecast for the broader industry subset they track.

The conclusion from that camp: even after a 27% share‑price pullback, Life360 “does not look cheap” on a sales multiple basis, and optimistic growth assumptions are baked into the share price. ^[42]

Key Opportunities for Life360 Stock

Putting the pieces together, the bullish case for Life360 as of 8 December 2025 rests on several pillars:

Large, Engaged User Base
With 91.6 million MAUs and 2.7 million paying circles, Life360 has built one of the largest family‑focused networks in consumer tech, with strong usage in both the U.S. and international markets. ^[43]
Repeatable Subscription Revenue
Core subscription revenue grew 37% YoY in Q3, ARPPC rose 8%, and annualised monthly revenue hit US$446.7 million, all while the company remained profitable and cash‑flow positive. ^[44]
Expanding Monetisation via Advertising
“Other revenue,” largely data and advertising, rose 82% YoY in Q3, and the Nativo acquisition aims to transform Life360 into a multi‑channel family advertising platform, potentially boosting long‑term monetisation per user. ^[45]
Optionality from Devices and Pet Tracking
Pet GPS and Tile‑powered item tracking deepen Life360’s role in everyday life and could drive higher retention and cross‑sell without needing to carry hardware margins as the main profit engine. ^[46]
Financial Firepower
With nearly US$460 million in cash and a long‑dated convertible structure, Life360 has ample resources for product development, marketing and strategic M&A, without needing to return to equity markets immediately. ^[47]
Supportive Analyst Consensus
Across U.S. coverage, the stock screens as a Strong Buy with median targets pointing to mid‑teens to mid‑20s percentage upside over 12 months, assuming execution continues and the market remains receptive to growth tech. ^[48]

Major Risks and Bearish Arguments

At the same time, several risk factors are front‑of‑mind for more cautious investors:

Valuation and High P/S Multiple
A P/S multiple north of 12x puts Life360 toward the top end of software valuations on the ASX, despite forecasts of slower revenue growth than the sector average. ^[49] A premium multiple amplifies downside if growth disappoints or if risk appetite for tech fades.
Shift Toward Advertising
The Nativo deal and fast‑growing “other revenue” line raise questions about margin mix, regulatory exposure and business focus. The sharp post‑earnings sell‑off in November – a 20–22% drop despite a beat‑and‑raise quarter – shows that not all investors are comfortable with Life360 becoming more of an ad‑tech story. ^[50]
Convertible Debt and Dilution Risk
While the capped call structure helps, the US$250m+ convertible note issuance still adds leverage and potential dilution if the share price performs well and notes are converted into equity. ^[51]
Privacy and Security Concerns
Tile trackers have been criticised by independent researchers for broadcasting unencrypted identifiers that could theoretically be exploited by stalkers or other bad actors, and Life360 itself has faced scrutiny in previous years over data‑sharing practices. ^[52] The company’s long‑term value depends heavily on trust, making privacy issues an outsized risk.
Competitive Landscape
Life360 competes against device‑integrated platforms from Apple (Find My / AirTag), Google and a growing list of dedicated pet and item tracking companies. New entrants, particularly in pet GPS, can erode pricing power or increase customer‑acquisition costs. ^[53]
Volatility and Technical Downtrend
Technical services currently flag Life360 as a short‑term sell within a broad downtrend, with above‑average volatility and recent daily drops of 3–5% not uncommon. ^[54] Investors with low risk tolerance may find such swings uncomfortable, especially when news flow is dense.

Bottom Line: What 8 December 2025 Tells Us About Life360 Stock

As of 8 December 2025, Life360 stands at a crossroads:

Operationally, the company is executing well – growing revenue in the mid‑30s percent, expanding its paying base, scaling new products like Pet GPS and No Show Alerts, and posting rising profits and cash flow. ^[55]
Strategically, it is betting that its unique first‑party family and location data can support an advertising platform via the Nativo acquisition, opening a new leg of growth but also inviting margin, regulatory and execution risk. ^[56]
Financially, Life360 now has a sizeable cash war chest and access to convertible capital, which can fund expansion but also adds balance‑sheet complexity and potential dilution. ^[57]
In the market, the stock is repricing after a powerful rally: analysts remain broadly bullish with double‑digit upside targets, yet near‑term price action is dominated by volatility, technical selling and valuation concerns. ^[58]

For long‑term growth‑oriented investors, Life360 today represents a classic high‑growth, high‑volatility proposition: a scaled consumer platform with strong unit economics and ambitious new revenue streams, trading at a premium that assumes continued flawless execution.

For more conservative investors, the combination of rich multiples, rising advertising exposure, convertible debt and privacy overhangs may justify waiting for clearer evidence that the advertising pivot can enhance, rather than dilute, Life360’s subscription‑driven economics.

Either way, 8 December 2025 marks another reminder that Life360’s share price is likely to move quickly in both directions as new data on growth, monetisation and regulation arrives.