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Life360: A Compelling Buy As Valuation Compresses And EBITDA Surges (Rating Upgrade)

Life360 is upgraded to a buy after a sharp 35% YTD decline, despite strong fundamentals and AI-resilient business. LIF's diversified monetization across hardware and software, with a TAM of $83 billion, supports robust long-term growth potential. The company guides for FY26 revenue of $640–$680M (31–39% y/y growth) and adjusted EBITDA margin expansion to 20.3%.

Seeking Alpha • Mar 18, 2026

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