Guess which ASX 200 tech stock has more than tripled Nvidia's performance over the past year?

One ASX 200 stock has eclipsed Nvidia in recent times.

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Key points

  • The ASX 200's Life360 has outperformed Nvidia over the past year, soaring 187% compared to Nvidia's 50% increase. 
  • Life360 has 88 million monthly active users and is viewed favourably by analysts. 
  • Morgan Stanley and other experts maintain a bullish outlook on Life360, highlighting it as a high-quality technology stock within the Australian market.

While the S&P 500 Index (SP: .INX) is heavily concentrated in the technology sector, the S&P/ASX 200 Index (ASX: XJO) is dominated by banking stocks and resources stocks. 

In fact, around 40% of the S&P 500 Index is concentrated in the 'Magnificent 7' stocks. 

Nvidia Corp (NASDAQ: NVDA), is the largest stock by market capitalisation and accounts for around 8% of the index.

In July, it became the first company to reach a market capitalisation of above US$4 trillion. 

As pointed out by The New York Times, the company spent three decades building a business worth US$1 trillion. It took just two years for the company to hit the US$4 trillion milestone, demonstrating the company's incredible recent run. 

Over the past year, Nvidia shares have soared 50%. 

On Friday night, the company's share closed at $176.60, which is not far below its all-time high of $184.48. 

However, there's one ASX 200 technology stock that has eclipsed Nvidia shares over the past year.

Life360 in the spotlight

Last Friday, Life 360 Inc (ASX: 360) shares hit an all-time high of $52.40, before closing just below that peak at $51.96. 

Life360 has been a rising star in the ASX 200 technology space for several years now. Over the past 5 years, it's up more than 1,100%.

In the past year, it has outperformed Nvidia by a wide margin, rising 187% compared to a 50% increase for Nvidia shares.

Can Life360 go higher?

ASX investors often believe they need to invest outside the Australian share market to gain exposure to high-quality technology stocks. 

However, Life360's recent run has provided at least one example of an ASX-listed technology share that is keeping up with (and even exceeding) the performance of the world's best technology companies. 

The better news for investors is that several leading experts believe Life360 shares have further to run. 

A growing number of users have been flocking to Life360's family safety App. As of the end of the second quarter of 2025, Life360 reported 88 million monthly active users and paying circles of 2.5 million. With a large addressable market, there's certainly scope for the company to continue growing and become a much larger company one day.

As recently reported by The Motley Fool's Samantha Menzies, 8 out of 9 analysts have a buy or strong buy rating on the shares, according to TradingView.

The Motley Fool's James Mickleboro also reported that Morgan Stanley remains bullish on the company, with a buy rating.

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Life360 and Nvidia. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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