Bell Potter trims target for Life360 stock to AUD 32.00

Published on 10/13/2026 at 01:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bell Potter cut its target to AUD 32.00 on October 12, 2026. Life360 stock posted USD 158.96 million revenue and USD 5.06 million net income in Q2 2026.

Key points in brief

Bell Potter trimmed its Life360 target from AUD 33.00 to AUD 32.00 on October 12, 2026.
Life360 reported USD 158.96 million of second-quarter 2026 revenue and USD 5.06 million of net income.
The company had 102.4 million global monthly active users and 3.2 million paying circles as of June 30, 2026.
Life360's next quarterly results are scheduled for November 10, 2026.

Life360, AU0000045098, Illustration mit AI erstellt.

Life360 (AU0000045098) had its Bell Potter price target trimmed from AUD 33.00 to AUD 32.00 on October 12, 2026, while the broker retained its Buy rating, Motley Fool Australia reported. The cut keeps the upcoming third-quarter report at the center of the debate over growth and margins.

Three dated signals shape the story

On June 30, 2026, Life360 had 102.4 million global monthly active users, 54.0 million U.S. monthly active users and 3.2 million global subscribers, according to Life360. The company also reported annualized monthly revenue of USD 537.2 million as of that date.

On August 10, 2026, Life360 reported USD 158.96 million of revenue for the second quarter, up from USD 115.38 million a year earlier, while net income fell to USD 5.06 million from USD 7.01 million, Yahoo Finance reported. Revenue therefore rose 37.77 percent year over year, while net income declined 27.82 percent.

On October 12, 2026, Bell Potter's target reduction added a valuation counterweight to the operating growth. The broker cited lower valuation multiples and a higher discount rate, while its published view retained a Buy rating and a AUD 32.00 target, Motley Fool Australia reported.

What does the next report test?

The October 12 broker view puts the next quarterly update under a sharper margin lens. Life360's operating scale is expanding, but the second-quarter comparison shows that revenue growth and profit growth are moving in different directions.

November 10 brings the next date

Life360 is scheduled to report its third-quarter 2026 results on November 10, 2026, according to Motley Fool Australia. The date matters because the broker expects the adjusted EBITDA margin to be lower than the 20 percent level reported for the second quarter, with marketing spending and the absence of a prior tariff refund affecting the comparison.

Last euro quote stays dated

Life360 was last at EUR 12.80 at Lang & Schwarz on October 12, 2026 at 10:59 p.m. CEST. The primary listing is on the ASX under ticker 360, where the October 12, 2026 quote was AUD 20.52 and the 52-week range was AUD 16.90 to AUD 53.68. The further course of trading is shown by the continuously updated real-time quote of Life360 stock.