Azzet reports on three stocks with price moving updates today.
Life360 soars on major guidance upgrade ~
Shares in Life360 (ASX: 360) were trading 27.8% higher by 1:35 pm AEDT (2:35 am GMT) after the family tracking app provider posted a record Q4 user and subscriber growth, while also guiding to higher than expected full-year FY25 revenue and earnings.
Within its operating update this morning, the dual-listed San Francisco-based technology company told the market that it was now nudging 100 million monthly active users after adding a record 4.2 million monthly users in the three months to December 31.
While the total user base is now 95.8 million, 2.8 million of these are paying subscribers.
But what really put a rocket under market sentiment today were revelations that revenue for the full year FY25 is expected to come in between US$486 million and US$489 million, up from the previous guidance of US$474 million to US$485 million – which represents around 31-32% year-on-year growth.
Earnings are expected to be between US$87 million and US$92 million, representing around 18-19% margin.
Commenting on today’s update, Life360 CEO Lauren Antonoff reminded the market that Q4 2025 represents the company’s strongest operational performance with record user additions and record subscriber growth.
“The quality of our growth continues to improve, with newly acquired users converting to paid subscribers at record rates. While we typically see variation quarter-to-quarter, our Q4 2025 and full year 2025 results demonstrate that our growth trends remain intact and consistent—a reflection of the value families place on staying connected and safe.
As we look to 2026, we expect overall MAU growth of approximately 20%,” he said.
“As previously indicated, we plan to invest in strategic growth initiatives, while continuing on the path to expand AEBITDA margins."
Since falling to its most recent low of $16.74 early April last year, the share price jumped over threefold by early October to $54.83.
Since then, the share price has been bouncing progressively lower, which may reflect the tough love being dished out to the tech sector in the U.S. with investors rotating into other areas of the market.
Earlier this week, the share price fell 7% following a similar decline by the company's NASDAQ-listed shares on Wall Street.
If you’re new to Life360, it’s an ASX200 stock operating in the family connection and safety technology sector.
It offers a category-leading mobile app alongside tile tracking devices and a pet GPS tracker for users across more than 180 countries.
The company will provide a comprehensive analysis of 2025 results and detailed 2026 guidance on March 2, 2026, via an investor conference call with Lauren Antonoff and CFO Russell Burke.
Life360 has a market cap of $5.8 billion; the share price is up 32% in the last year and up 14% in the last week.
The stock’s shares are in a downtrend confirmed within multiple periods.
In the near-term, the 5-day moving average lies beneath the 20-day moving average.
Longer term, the 5-day is also under the 50-day moving average.
Consensus is Strong Buy.
Mayfield Group rallies on expansion-oriented acquisition
Shares in Mayfield Group Holdings (ASX: MYG) were trading 2% higher after the ASX-listed small cap revealed the acquisition of an industrial property adjacent to its BE Switchcraft operations in Adelaide.
The $8.4 million acquisition - for the 10,410 square metre site at Old Port Road, Royal Park – is expected to expand the group’s capacity and convert a growing pipeline of work across data centre, defence and infrastructure markets.
The debt-funded acquisition allows Mayfield to preserve its $16.3 million cash balance for future opportunities while adding a long-life asset to its balance sheet.
Commenting on today's announcement, managing director Andrew Rowe told the market that the timing of this acquisition aligns with significant momentum across Mayfield's core markets.
The Group has secured approximately $30 million in recent contract awards and work-in-hand spanning major data centre infrastructure, mining operations, water security projects, and defence installations.
Rowe also reminded the market that the acquisition also eliminates significant operational inefficiencies previously experienced across separated sites.
The group expects annual savings of around $240,000 from terminating a lease at Tugger Way, alongside lower equipment duplication and external project leasing costs.
“The adjacency to BE Switchcraft creates immediate synergies whilst flexible configuration supports both business units' growth requirements,” he said.
“We're adding owned, appreciating real estate to our balance sheet versus ongoing lease commitments, providing cost certainty and asset diversification.”
With data centre, renewable energy, and defence demand accelerating, today’s acquisition is expected to better position the group to convert its substantial pipeline into revenue growth.
One of around 60 to 70 South Australian companies listed on the ASX, Mayfield designs, manufactures and services the critical electrical infrastructure that forms the foundation for Australia's energy systems, data centres, defence installations and essential industrial operations.
As of June 30, 2025, the company was in a net cash position, meaning its cash reserves of $16.92 million far exceeded its total debt.
Driven by record revenue and high demand for electrical infrastructure, particularly in data centres and renewables, the group reported full year FY25 earnings $11.5 million - up 73% from $6.65 million in FY24 – based on recorded revenue of $118.1 million, up 37.9% year-on-year.
The stock paid total dividends of 8.3 cents per share, including 5.3 cents special dividend.
Mayfield Group Holdings has a market cap of $357 million; the share price is up 287% in one year and up 9% in the last week.
The stock is in a strong bullish trend confirmed by multiple indicators.
Consensus is Strong Buy.
Cyprium Metals falls after disclosing capital raise
Shares in Cyprium Metals (ASX: CYM) were trading around 6.8% lower after the copper developer announced a new equity raising at a significantly discounted price.
The company is issuing new shares to investors at a price of $0.52 per share as part of a $41 million capital raise, which represents an 11.1% discount to the last traded price before the trading halt on January 20, 2026.
It’s hardly surprising that the capital raising - comprises a $36 million institutional placement - was oversubscribed, with strong support from existing and new investors.
The company also launched a fully underwritten 1-for-58 entitlement offer to raise $5 million.
This offer allowed all eligible existing shareholders in Australia, NZ – assuming they could get their hands on them - to subscribe for new shares at the same $0.52 issue price as institutional investors.
In addition to cornerstone support from major shareholders Flat Footed and Tribeca, all members of the Cyprium Board of Directors also participated in the equity raising.
The funds raised are intended to accelerate growth initiatives, including exploration and development at its flagship property, the Nifty Copper open pit complex in WA, with the goal of restarting production in mid-2026.
Proceeds from the equity raising are also expected to see Cyprium accelerate exploration at regional prospects, including the Paterson Exploration Project, Maroochydore, and the Cue Copper-Gold Project.
Commenting on today’s market update, executive chairman Matt Fifield expects the capital raising to see Cyprium rapidly grow its business, particularly concerning the next phase of the Nifty Copper Complex.
“ This equity capital raising allows us to accelerate workstreams progressing the next phase of the Nifty Copper Complex, which involves expansion of SXEW capacity, designing and building a surface mine to access the shallow open-pit oxide ores and the sulphide ores beneath it,” he said.
“We are also developing resources outside of the Nifty Copper Complex that could quickly come into a production plan.”
The stock’s share price has virtually doubled since trading at $0.313 late November last year.
Cyprium Metals has a market cap of $270 million; the share price is up 113% in one year and up 29% in the last month.
For the full year FY25, Cyprium reported a net loss after tax of $26.42 million and ended the period with $13.66 million in cash on hand as of June 30, 2025.
The stock appears to be in a strong bullish trend, confirmed by multiple indicators.
Consensus does not cover this stock.
This article does not constitute financial or product advice. You should consider independent advice before making financial decisions.
