Key Highlights

  • Life360 (NASDAQ:LIF) was indicated at USD 40.70 pre-market on Tuesday, November 10, 2026, a 9.6% fall from a calculated prior close of about USD 45.02 on Monday, November 9.
  • Q3 Revenue climbed 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 on 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 sits at USD 665 million to USD 681 million, adjusted EBITDA guidance at USD 132 million to USD 138 million, with MAU growth of 17% to 20%.

What Drove the Life360 Pre-Market Fall (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 hit 3.4 million, up 26% with 188,000 net adds. Average revenue per paying circle was USD 143.56, up 4%. Operating Cash Flow came in at USD 27.2 million, up 3%. The Balance Sheet held 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 trading lower on a report that the headline figures suggest was strong.

Rationale: Was There a Catalyst?

The published release gives no reason for the weaker quote, so the cause is unconfirmed. General context: high-growth stocks often fall after a strong result when the market had already priced in more, when guidance leaves little room above consensus, or when profit taking follows a run-up into the print. Two figures merit attention. Net income of USD 22.5 million included a USD 17.5 million investment gain, which flatters the headline and is not operating profit. Advertising revenue, up 250% to USD 25.4 million, is 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 top end narrowed rather than widened. Some published summaries described the post-earnings reaction differently, so the only verified direction here is the pre-market quote.

Valuation, Liquidity and Risks

An October 23, 2026 snapshot showed Life360 at USD 45.89 with a Market Capitalisation 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 is 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 early prints often reverse by 9:30 a.m. ET. A convertible note balance of USD 312.0 million adds dilution sensitivity if the share price recovers. None of this suggests 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 gave no 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.