Life360 Bull Sees Good News Being Ignored -- Market Talk

Dow Jones05-27

0005 GMT - Life360's bull at Bell Potter saw plenty of good news in the tracking-app developer's first-quarter result, but most of it was ignored by the market. Analyst Chris Savage tells clients in a note that the market seemed to focus on lower-than-expected active user growth, a miss that the company explained was due to technical issues. He prefers to look at the positives, particularly the strong growth in paid subscriptions. Net additions were more than twice as strong as Savage had forecast. He admits the drivers weren't well explained, but thinks user quality and AI-driven marketing optimization contributed. Savage raises his target price by 1.5% to 33.00 Australian dollars and keeps a buy rating on the stock, which is up 0.7% at A$18.95. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 26, 2026 20:05 ET (00:05 GMT)

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He admits the drivers weren't well explained, but thinks user quality and AI-driven marketing optimization contributed. Savage raises his target price by 1.5% to 33.00 Australian dollars and keeps a buy rating on the stock, which is up 0.7% at A$18.95. 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