SIRI Share Price Performance
US$21.75
-2.36 (-9.79%)
56.5% undervalued intrinsic discount
US$50.00
Fair Value
Price US$21.75
ValueMan US$50.00
AnalystConsensusTarget US$24.00
AnalystLowTarget US$18.00
Fair ValueUS$50.00
Share Pricen/a
Sirius XM Holdings Inc. Stock Price
- 4 Narratives written by author
- 2 Comments on narratives written by author
- 161 Fair Values set on narratives written by author
SIRI Community Narratives
VA
Fair Value US$50 56.5% undervalued intrinsic discount
Negative equity is not always a negative
2users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
AN
Fair Value US$24 9.4% undervalued intrinsic discount
SIRI: Updated Content Deals And Talent Renewals Will Drive Balanced Performance Ahead
1users have liked this narrative
1users have commented on this narrative
62users have followed this narrative
AN
Fair Value US$18 20.8% overvalued intrinsic discount
On-demand Streaming Will Shrink Legacy Subscription Revenue Base
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Negative equity is not always a negative
This is a negative equity company.....it's debt load is not a burden but it's investment vehicle. You CAN argue if a catastrophic event happens Siri is underwater (like covid).Read more
2users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
VA
US$50
56.5% undervalued intrinsic discount
ValueMan's Fair Value
Revenue
6.83% p.a.
Profit Margin
14.57%
Future PE
7.09x
Price in 2034
US$107.17
SIRI: Updated Content Deals And Talent Renewals Will Drive Balanced Performance Ahead
Key Takeaways Expanded subscription offerings, premium content, and advanced technology are increasing SiriusXM's addressable market, enhancing subscriber growth, and improving operational efficiency. Rising digital audio advertising, exclusive podcasting, and multi-platform engagement are boosting monetization opportunities, supporting revenue stability, and reducing subscriber churn.Read more
1users have liked this narrative
1users have commented on this narrative
62users have followed this narrative
AN
US$24
9.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
0.16% p.a.
Profit Margin
13.14%
Future PE
9x
Price in 2028
US$30.78
On-demand Streaming Will Shrink Legacy Subscription Revenue Base
Key Takeaways Accelerating consumer shift to streaming and connected vehicles threatens Sirius XM's subscriber growth, retention, and addressable market. Escalating content costs and auto industry changes are pressuring margins and increasing risks to future earnings and customer acquisition.Read more
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$18
20.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-1.04% p.a.
Profit Margin
14.76%
Future PE
6.23x
Price in 2028
US$23.18
Connected Car And Subscription Trends Will Expand Audio Reach
Key Takeaways AI-driven targeting, cross-platform integration, and new products position SiriusXM for accelerated subscriber growth, monetization, and leadership in personalized audio entertainment. Aggressive cost reduction, automation, and expansion into audio advertising create sustained margin outperformance and expanding free cash flow potential.Read more
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
US$30
27.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
0.62% p.a.
Profit Margin
17.36%
Future PE
8.4x
Price in 2028
US$38.63
Trending Discussion
Recently Updated Narratives
VA
Negative equity is not always a negative
Fair Value: US$50 56.5% undervalued intrinsic discount
11 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
SIRI: Upcoming Podcast Licensing Deals Will Drive Future Returns
Fair Value: US$24 9.4% undervalued intrinsic discount
62 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
On-demand Streaming Will Shrink Legacy Subscription Revenue Base
Fair Value: US$18 20.8% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Sirius XM Holdings Inc. Key Details
About SIRI
- Founded
- 2013
- Employees
- 5515
- CEO
- WebsiteView website
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform. The Sirius XM segment provides music, sports, entertainment, comedy, and talk and news channels, as well as podcast and infotainment services on subscription fee basis; and live, curated, and exclusive and on demand programming services through satellite radio systems and streamed through applications for mobile and home devices, and other consumer electronic equipment. This segment also distributes satellite radios through automakers and retailers, as well as its website; offers advertising other ancillary services; sells radios and accessories; podcasts, including true crime, news, politics, music, comedy, sports, and entertainment; and offers location-based services through two-way wireless connectivity, including safety, security, convenience, maintenance and data, remote vehicles diagnostic, and stolen or parked vehicle locator services, as well as data services related to graphical weather and fuel prices. In addition, this segment provides music channels on the DISH Network satellite television service as a programming package; Travel Link, a suite of data services that include graphical weather, fuel prices, sports schedule and scores, and movie listings; graphic information related to road closings, traffic flow, and incident data for consumers with in-vehicle navigation systems; real-time weather services in vehicles, boats, and planes; music programming and commercial-free music services for office, restaurants, and other business; and wireless communications service. The Pandora and Off-platform segment operates music, comedy, and podcast streaming platform, which offers personalized experience for listener through mobile devices, vehicle speakers, and connected devices; and provides advertising services. The company was incorporated in 2013 and is headquartered in New York.
