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

Dow Jones01-09

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)

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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. 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