Citizens downgraded Life360 Inc. to Market Perform from Outperform on January 5. The firm did not set a new price target. It expressed growing skepticism about Life360's 2026 growth catalysts, noting the company's core expansion has recently decelerated.
Citizens pointed out that Life360 faces difficult year-over-year comparisons after its successful 2025 US advertising campaign. Further domestic price increases appear unlikely until a significant new feature update is launched, the firm said.
Also on January 5, Life360 announced it completed its $120 million acquisition of Nativo. The deal was comprised of 65% cash and 35% stock. Nativo is a leader in advertising technology.
This strategic move allows Life360 to integrate Nativo's premium publisher network and ad tech into its own ecosystem. The company said this creates a massive first-party platform designed to help brands reach families across the Life360 app, Connected TV, mobile, and other digital environments.
Life360 also announced it surpassed 50 million Monthly Active Users in the United States on the same day.
Earlier, on December 11, DA Davidson initiated coverage of Life360 with a Buy rating and a $94 price target. The firm believes Life360 is on the cusp of establishing broader awareness in several underpenetrated global markets. This is expected to spark international growth in MAU, according to DA Davidson.
The firm also noted that ongoing advertising efforts, coupled with the introduction of pet GPS subscriptions, are likely to generate higher-margin revenue streams for the company.
Life360 Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.