Key Highlights

  • Life360 (NASDAQ:LIF) indicated at USD 40.70 pre-market on Tuesday, November 10, 2026, down 9.6% from a calculated prior close of about USD 45.02 set on Monday, November 9.
  • Q3 Revenue rose 40% to USD 174.1 million, with subscription revenue of USD 124.2 million, up 29%, and Advertising revenue of USD 25.4 million, up 250% year over year.
  • Adjusted EBITDA reached USD 34.6 million against USD 24.5 million a year earlier, a 20% margin, while Net Income was USD 22.5 million including a USD 17.5 million Investment gain.
  • Full-year 2026 revenue guidance is USD 665 million to USD 681 million, and adjusted EBITDA guidance is USD 132 million to USD 138 million, with MAU growth of 17% to 20%.

What Moved Life360 Pre-Market (-9.6%)

The company released third-quarter 2026 results after the close on November 9, 2026, with a conference call at 5 p.m. ET. Revenue was USD 174.1 million, up 40%, and diluted EPS was USD 0.26. Monthly active users reached 107.7 million, up 17% with 5.3 million net adds, while paying circles reached 3.4 million, up 26% with 188,000 net adds. Average revenue per paying circle was USD 143.56, up 4%. Operating Cash Flow was USD 27.2 million, up 3%. The Balance Sheet showed USD 465.0 million of cash, restricted cash and short-term investments against USD 312.0 million of noncurrent convertible notes. The pre-market quote of USD 40.70 sits below a calculated prior close near USD 45.02, so the stock is reacting negatively to a report that headline numbers suggest was strong.

The Rationale Behind the Move

The published release does not state a reason for the weaker quote, so the cause is not confirmed. General context: stocks with high growth multiples often fall after strong results when the market had priced in more, when guidance leaves little room above consensus, or when profit taking follows a run into the print. Two figures in the release are worth watching. Net income of USD 22.5 million included a USD 17.5 million gain on investments, which flatters the headline and is not operating profit. Revenue growth in advertising, up 250% to USD 25.4 million, is also partly Acquisition driven, and ad revenue tends to be more cyclical than subscriptions. The 2026 revenue range of USD 665 million to USD 681 million compares with a USD 650 million to USD 685 million range cited earlier in the year, so the range narrowed rather than widened at the top. Some published summaries described the post-earnings reaction differently, so the verified direction here is the screener quote only.

Valuation, Liquidity and Risks

An October 23, 2026 snapshot showed Life360 at USD 45.89 with a market cap near USD 3.68 billion, 244.44 million shares, a 52-week range of USD 37.01 to USD 100.18, trailing revenue of USD 572.56 million and a trailing price-to-earnings ratio of 80.77. The consensus 12-month target was USD 60.70 from 10 analysts. At USD 40.70 the stock sits about 59% below the 52-week high and about 10% above the low, calculated. Pre-market Volume is thin, spreads are wider than in the regular session, and the first prints often reverse by 9:30 a.m. ET. A convertible note stack of USD 312.0 million adds dilution sensitivity if the share price recovers. Nothing here implies the move will continue.

Where Things Stand

Life360 (NASDAQ:LIF) is falling pre-market on November 10, 2026 after a quarter in which revenue grew 40% to USD 174.1 million and adjusted EBITDA reached USD 34.6 million. The company did not give a reason for the weaker quote, so the likely drivers are expectations, the narrower guidance range and the USD 17.5 million investment gain inside net income. The quote is indicative and can change at the open.