Life360 Bull Sees Upside to Subscription Revenue Guidance -- Market Talk

Dow Jones05-13

0038 GMT - Life360's bull at Macquarie reiterates an outperform rating on the stock, telling clients that they see upside to the location-app provider's subscription revenue guidance. A note from one of the investment bank's analysts observes that March-quarter subscription revenue was strong despite softness in volume growth caused by a technical issue that made it hard for some Android device users to sign up. This headwind was resolved last month, which the analyst reckons should assist subscription volume growth through the remainder of 2026. On top of this, the analyst points out that existing customers of Life360's ad platform Nativo are looking to increase spending. Macquarie lifts its target price on Life360's Australia-listed stock by 2.8% to A$32.20. Shares are up 2.4% at A$18.35. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 12, 2026 20:38 ET (00:38 GMT)

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This headwind was resolved last month, which the analyst reckons should assist subscription volume growth through the remainder of 2026. On top of this, the analyst points out that existing customers of Life360's ad platform Nativo are looking to increase spending. Macquarie lifts its target price on Life360's Australia-listed stock by 2.8% to A$32.20. Shares are up 2.4% at A$18.35. 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A note from one of the investment bank's analysts observes that March-quarter subscription revenue was strong despite softness in volume growth caused by a technical issue that made it hard for some Android device users to sign up. This headwind was resolved last month, which the analyst reckons should assist subscription volume growth through the remainder of 2026. On top of this, the analyst points out that existing customers of Life360's ad platform Nativo are looking to increase spending. Macquarie lifts its target price on Life360's Australia-listed stock by 2.8% to A$32.20. Shares are up 2.4% at A$18.35. 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