Life360, Inc.(LIF)Stock Analysis
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Rank #770 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LIF Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Life360, Inc. (LIF), a Technology sector company. 13F Pro's AI-powered ranking engine scores LIF at 61.9/100 on a 32-signal composite quality model, placing it at rank #770 of 2,879 stocks — the top half of the AI-ranked universe. LIF scores in the top quartile across institutional flow (89.9), revenue growth (86.5). Areas of concern include earnings quality (30.0) and revenue scale (36.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Life360, Inc. reports quarterly revenue of $143.1M, net income of $2.8M, free cash flow of $17.2M. Top institutional holders of LIF by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LIF trades on the Nasdaq exchange and files with the SEC under CIK 1581760. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LIF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Life360, Inc. directly from SEC EDGAR. Life360, Inc.'s 13F Pro composite quality score has ranged between 8 and 73 since 2024, currently 61.9 — an improving long-term trajectory across 41 quarterly and live scoring snapshots.
Revenue
Q1 2026
$143.1M
Net Income
Q1 2026
$2.8M
Free Cash Flow
Q1 2026
$17.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+62.7% YoYNet Income
+95.0% YoYOperating Income
+91.6% YoYEPS (Diluted)
+96.0% YoYTotal Assets
+30.0% YoYTotal Debt
Op. Cash Flow
+157.2% YoY| Metric | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Revenue | $371.5M +62.7% | $228.3M +102.7% | $112.6M +39.7% | $80.7M | — |
| Net Income | $-4.6M +95.0% | $-91.6M -173.1% | $-33.6M -105.4% | $-16.3M | — |
| Operating Income | $-8.0M +91.6% | $-94.4M -192.6% | $-32.3M -93.8% | $-16.7M | — |
| EPS (Diluted) | $-0.06 +96.0% | $-1.50 -130.8% | $-0.65 -97.0% | $-0.33 | — |
| Total Assets | $441.6M +30.0% | $339.6M +12.3% | $302.4M | — | — |
| Total Debt | — | $7.6M | — | — | — |
| Operating Cash Flow | $32.6M +157.2% | $-57.1M -369.5% | $-12.2M -67.6% | $-7.3M | — |
AI Insight: LIF Financial Trends
Life360 revenue grew 68% from Q2 2024 to Q1 2026, but Q1 2026 swung to operating loss after Q4 2025 spike—sustainability unclear.
• Revenue accelerated from $85M (Q2 2024) to $146M (Q4 2025), +72% in 18 months; Q1 2026 eased to $143M.
• Operating cash flow surged from $3M (Q2 2024) to $37M (Q4 2025), sustaining $17M in Q1 2026 despite margin volatility.
• Q4 2025 net income spiked to $130M (likely one-time gain); normalized to $3M–$10M range in prior/subsequent quarters.
⚠ Operating margin collapsed to -5% in Q1 2026 from +6% in Q4 2025; first operating loss since Q2 2024.
⚠ Equity jumped 53% from $327M (Q2 2024) to $598M (Q1 2026)—verify accounting treatment of Q4 2025 net income.
AI Insight: LIF Ratio Trends
Life360 swung from TTM profitability (OpMargin 1.6%, NPM 28.2%) to Q1 2026 losses (OpMargin -5.6%), signaling a sharp near-term deterioration masking volatile quarterly earnings.
• Q4 2025 NPM spiked to 88.8% and ROE to 94.6%, then collapsed to 1.9% and 1.9% in Q1 2026—indicating one-off Q4 gains.
• Operating margin trend from Q2 2024 (-2.8%) to Q3 2025 (4.6%) reversed sharply negative in Q4 2025 (-5.6%), with no sustained recovery.
• ROIC oscillated between -5.8% and 6.5% across nine periods; TTM ROIC of 1.4% remains anemic and latest quarter dropped to -5.4%.
⚠ Q1 2026 operating margin turned negative after four consecutive positive quarters (Q4 2024–Q3 2025); sustainability of profitability in doubt.
⚠ Q4 2025 NPM and ROE outliers (88.8%, 94.6%) collapsed immediately; investigate whether non-recurring items or accounting adjustments inflated results.
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Available Research
13F Pro tracks comprehensive data for Life360, Inc. including:
Top Institutional Holders of LIF
BlackRock, Inc.
$364.1M8,919,424 shVANGUARD PORTFOLIO MANAGEMENT LLC
$211.2M5,173,714 shVANGUARD CAPITAL MANAGEMENT LLC
$137.5M3,368,325 shSTATE STREET CORP
$85.7M2,099,147 shGEODE CAPITAL MANAGEMENT, LLC
$48.1M1,179,007 shUBS Group AG
$32.3M790,400 shMORGAN STANLEY
$29.7M727,234 shALLSTATE CORP
$29.6M725,286 shUBS Group AG
$29.1M712,601 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$22.5M551,035 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $364.1M | 8,919,424 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $211.2M | 5,173,714 |
| VANGUARD CAPITAL MANAGEMENT LLC | $137.5M | 3,368,325 |
| STATE STREET CORP | $85.7M | 2,099,147 |
| GEODE CAPITAL MANAGEMENT, LLC | $48.1M | 1,179,007 |
| UBS Group AG | $32.3M | 790,400 |
| MORGAN STANLEY | $29.7M | 727,234 |
| ALLSTATE CORP | $29.6M | 725,286 |
| UBS Group AG | $29.1M | 712,601 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.5M | 551,035 |
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Popular Research
Is LIF a good stock to buy?
13F Pro's AI-powered analysis of Life360, Inc. (LIF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LIF are available on the LIF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LIF?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LIF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Life360, Inc.'s investment landscape.