NEW YORK, Jan 25, 2026, 07:27 ET — Market closed
- Life360 shares jumped 24.3% to close at $68.10 on Friday, driven by record user growth and an upgraded preliminary outlook for 2025.
- A filing revealed that Q4 monthly active users hit 95.8 million, while paid “circles” rose to 2.8 million.
- Life360 is set to release its full-year results and 2026 outlook on March 2, marking the next key date for investors.
Shares of Life360 (LIF), listed in the U.S., surged 24.3% on Friday, closing at $68.10. The family-safety app developer released strong preliminary numbers ahead of its full-year earnings report.
Moves like this hit home for Life360, whose strategy is straightforward but strict: grow the user base, then boost the number paying for subscriptions—while protecting profit margins.
U.S. markets were closed on Sunday, leaving Monday’s session to reveal if the rally will continue or give way to profit-taking. Either way, Life360 has returned to the spotlight for traders.
Life360 reported in a U.S. regulatory filing that its fourth-quarter monthly active users — the number of people using the app each month — climbed to 95.8 million. The company’s paying “circles,” or subscription groups, hit 2.8 million. Life360 also raised its preliminary full-year revenue forecast to between $486 million and $489 million, projecting adjusted EBITDA in the range of $87 million to $92 million, based on unaudited figures. 1
CEO Lauren Antonoff highlighted better conversion rates, noting, “The quality of our growth continues to improve, with newly acquired users converting to paid subscribers at record rates.” Life360 also projects about 20% growth in MAUs for 2026 and plans to release its full-year results along with 2026 guidance on March 2. 2
Wall Street reacted quickly. DA Davidson stuck with its Buy rating and maintained a $94 price target following the preliminary update, according to Investing.com. 3
Life360 offers location-sharing and safety features via its mobile app, along with hardware like Tile trackers and a GPS device for pets. Investors zero in on subscriptions, given their steadier revenue compared to one-off hardware sales.
Friday’s sharp move in the stock sets the stage for a potentially volatile session on Monday. Momentum funds could jump in right away, while others might probe for weaknesses in user growth or subscription numbers.
There’s a big caveat: these numbers are preliminary and unaudited. Final results could change, and Life360 has indicated it will continue investing, which may weigh on margins despite solid revenue.
Right now, the next key event is set. Investors are focused on Life360’s March 2 report and earnings call, expecting a smooth transition from preliminary figures to the audited numbers. Attention will also be on what management reveals about growth and profitability targets for 2026.
