Life360 (ASX:360) Valuation Check After Upgraded 2025 Guidance And Sharp Share Price Rebound

Simply Wall St.

01/23

Life360 (ASX:360) has lifted its 2025 earnings guidance and now expects revenue of US$486 million to US$489 million, implying about 31% to 32% year over year growth and exceeding its prior outlook. ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2605403831"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2605403831\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2605403831?lang=zh_CN&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238","is_english":true,"pubTime":"2026-01-23 17:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2605403831","market":"nz","top_or_hot":-1,"title":"Life360 (ASX:360) Valuation Check After Upgraded 2025 Guidance And Sharp Share Price Rebound","media":"Simply Wall St.","content":"<div>\n<p>Life360 (ASX:360) has lifted its 2025 earnings guidance and now expects revenue of US$486 million to US$489 million, implying about 31% to 32% year over year growth and exceeding its prior outlook. ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/software/asx-360/life360-shares/news/life360-asx360-valuation-check-after-upgraded-2025-guidance\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Life360 (ASX:360) Valuation Check After Upgraded 2025 Guidance And Sharp Share Price Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLife360 (ASX:360) Valuation Check After Upgraded 2025 Guidance And Sharp Share Price Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/software/asx-360/life360-shares/news/life360-asx360-valuation-check-after-upgraded-2025-guidance><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Life360 (ASX:360) has lifted its 2025 earnings guidance and now expects revenue of US$486 million to US$489 million, implying about 31% to 32% year over year growth and exceeding its prior outlook. ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/software/asx-360/life360-shares/news/life360-asx360-valuation-check-after-upgraded-2025-guidance\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"360.AU","symbol_name":"LIFE360 INC-CDI","start_time":0,"source_url":"https://simplywall.st/stocks/au/software/asx-360/life360-shares/news/life360-asx360-valuation-check-after-upgraded-2025-guidance","article_id":"2605403831","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/software/asx-360/life360-shares/news/life360-asx360-valuation-check-after-upgraded-2025-guidance","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605403831","pubTimestamp":1769160876,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Life360 (ASX:360) has lifted its 2025 earnings guidance and now expects revenue of US$486 million to US$489 million, implying about 31% to 32% year over year growth and exceeding its prior outlook.\nSee our latest analysis for Life360.\nThe upgraded guidance has arrived alongside a sharp shift in sentiment, with Life360’s 1 day share price return of 27.37% lifting the A$33.79 stock after a 90 day share price return decline of 29.47%. At the same time, the 1 year total shareholder return of...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"360.AU":"LIFE360 INC-CDI"},"translate_title":"Life360(ASX：360)2025年指引升级和股价大幅反弹后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"360.AU":1.5},"content_text":"Life360 (ASX:360) has lifted its 2025 earnings guidance and now expects revenue of US$486 million to US$489 million, implying about 31% to 32% year over year growth and exceeding its prior outlook. See our latest analysis for Life360. The upgraded guidance has arrived alongside a sharp shift in sentiment, with Life360’s 1 day share price return of 27.37% lifting the A$33.79 stock after a 90 day share price return decline of 29.47%. At the same time, the 1 year total shareholder return of 35.54% and very large 3 and 5 year total shareholder returns point to momentum that has been built over a longer period despite recent volatility. If this kind of move has your attention, it could be a good moment to see what else is happening across high growth tech and AI names, starting with high growth tech and AI stocks. With revenue guidance upgraded and the share price bouncing hard after a steep 90 day slide, the key question now is whether Life360 at A$33.79 is still trading at a discount or if the market is already pricing in that future growth. AdvertisementMost Popular Narrative: 32.2% Undervalued Against the last close of A$33.79, the most followed narrative sees fair value at A$49.81, suggesting a sizeable gap that current guidance alone does not fully explain.  New premium services and integrated hardware (e.g., unified Tile and forthcoming GPS pet tracker) deepen Life360's value proposition, increase member engagement, and create higher conversion to paid tiers. These ecosystem enhancements reinforce recurring revenue growth and may further expand net margins over time as premium offerings scale.  Read the complete narrative. Curious what sits behind that A$49.81 figure? The narrative focuses on compounding revenue, rising margins, and a future earnings multiple more often associated with top tier software names. The exact mix of growth, profitability, and discounting assumptions is where the story becomes more detailed. Result: Fair Value of A$49.81 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Life360 holding its own against free tracking services from big device makers and managing tighter privacy rules that could limit data-driven features. Find out about the key risks to this Life360 narrative.  Build Your Own Life360 Narrative If you are not on board with this view or just prefer to test the numbers yourself, you can build a complete Life360 story in minutes, starting with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Life360. Looking for more investment ideas? If Life360 has sharpened your focus, do not stop here, broaden your watchlist now so you are not late to the next compelling setup.  Spot early movers with potential by checking out these 3525 penny stocks with strong financials that already show solid balance sheets and improving financial quality. Back big themes in technology by scanning these 24 AI penny stocks that are building real businesses around artificial intelligence rather than just headlines. Seek value with discipline by reviewing these 878 undervalued stocks based on cash flows that trade below what their projected cash flows may justify.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}