Life360 Bull Sees Pressure on 2026 Hardware Margins -- Market Talk

Dow Jones

01/09

2203 GMT - Life360's bull at Citi keeps a buy rating on the stock despite thinking that the market is overly optimistic on the tracking app developer's 2026 profit margin. Analyst Siraj Ahmed says in a note that he sees hardware margins for the period coming under pressure from the company's relocation of manufacturing to Malaysia, and its selling of its new pet tracker below cost. As a result, his 2026 Ebitda forecast sits about 3% below consensus. Nonetheless, he sees upside to his 2025 Ebitda forecast from strong subscriber growth. Citi cuts its target price 18% to $79.50 on lower valuation multiples of peers. The stock closed flat at $65.06. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

January 08, 2026 18:03 ET (23:03 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"澳洲华人首选美澳港股一站式交易平台 | 老虎证券","description":"澳、美、港、A股、ETF、期权一站式在线交易，超低佣金，新手也能轻松开启投资。在老虎证券， 1 美元起投资美股，24/5 无时差交易美股，澳大利亚华人信赖的在线炒股平台。","keywords":"老虎证券,老虎证券澳洲,老虎证券股票,老虎证券开户,老虎证券app,tigertrade老虎证券,股票,asx美股,炒股,券商,澳洲股票交易,澳大利亚炒股","social":{"ogDescription":"澳、美、港、A股、ETF、期权一站式在线交易，超低佣金，新手也能轻松开启投资。在老虎证券， 1 美元起投资美股，24/5 无时差交易美股，澳大利亚华人信赖的在线炒股平台。","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2602231626"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"AUS","license":"TBAU","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2602231626\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2602231626?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-09 07:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2602231626","market":"sg","top_or_hot":-1,"title":"Life360 Bull Sees Pressure on 2026 Hardware Margins -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2203 GMT - Life360's bull at Citi keeps a buy rating on the stock despite thinking that the market is overly optimistic on the tracking app developer's 2026 profit margin. Analyst Siraj Ahmed says in a note that he sees hardware margins for the period coming under pressure from the company's relocation of manufacturing to Malaysia, and its selling of its new pet tracker below cost. As a result, his 2026 Ebitda forecast sits about 3% below consensus. Nonetheless, he sees upside to his 2025 Ebitda forecast from strong subscriber growth. Citi cuts its target price 18% to $79.50 on lower valuation multiples of peers. The stock closed flat at $65.06. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 18:03 ET (23:03 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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 Bull Sees Pressure on 2026 Hardware Margins -- Market Talk</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: 12.5px; color: #7E829C; margin: 0;}\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 Bull Sees Pressure on 2026 Hardware Margins -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-01-09 07:03</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2203 GMT - Life360's bull at Citi keeps a buy rating on the stock despite thinking that the market is overly optimistic on the tracking app developer's 2026 profit margin. Analyst Siraj Ahmed says in a note that he sees hardware margins for the period coming under pressure from the company's relocation of manufacturing to Malaysia, and its selling of its new pet tracker below cost. As a result, his 2026 Ebitda forecast sits about 3% below consensus. Nonetheless, he sees upside to his 2025 Ebitda forecast from strong subscriber growth. Citi cuts its target price 18% to $79.50 on lower valuation multiples of peers. The stock closed flat at $65.06. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 18:03 ET (23:03 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4023","symbol_name":"應用軟件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2602231626","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602231626","pubTimestamp":1767913380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2203 GMT - Life360's bull at Citi keeps a buy rating on the stock despite thinking that the market is overly optimistic on the tracking app developer's 2026 profit margin. Analyst Siraj Ahmed says in a note that he sees hardware margins for the period coming under pressure from the company's relocation of manufacturing to Malaysia, and its selling of its new pet tracker below cost. As a result, his 2026 Ebitda forecast sits about 3% below consensus. Nonetheless, he sees upside to his 2025 Ebitda forecast from strong subscriber growth. Citi cuts its target price 18% to $79.50 on lower valuation multiples of peers. The stock closed flat at $65.06. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","BK4613":"AI应用软件","LIF":"Life360 Inc"},"translate_title":"Life360多头认为2026年硬件利润率面临压力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LIF":1.5},"content_text":"2203 GMT - Life360's bull at Citi keeps a buy rating on the stock despite thinking that the market is overly optimistic on the tracking app developer's 2026 profit margin. Analyst Siraj Ahmed says in a note that he sees hardware margins for the period coming under pressure from the company's relocation of manufacturing to Malaysia, and its selling of its new pet tracker below cost. As a result, his 2026 Ebitda forecast sits about 3% below consensus. Nonetheless, he sees upside to his 2025 Ebitda forecast from strong subscriber growth. Citi cuts its target price 18% to $79.50 on lower valuation multiples of peers. The stock closed flat at $65.06. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2026 18:03 ET (23:03 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}