Sirius XM Holdings Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
Sirius XM HoldingsDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -23% zurückgegangen, während in der Branche Media die Gewinne wachsen. Die Umsatzerlöse sind rückläufig mit einer durchschnittlichen Rate von 0.4% pro Jahr. Sirius XM Holdings Die Eigenkapitalrendite des Unternehmens beträgt 7.4%, und die Nettomargen liegen bei 10.2%.
Wichtige Informationen
-23.01%
Wachstumsrate der Gewinne
-20.66%
EPS-Wachstumsrate
| Media Wachstum der Industrie | 13.17% |
| Wachstumsrate der Einnahmen | -0.44% |
| Eigenkapitalrendite | 7.39% |
| Netto-Marge | 10.23% |
| Letzte Ertragsaktualisierung | 30 Jun 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrative-Update • Sep 17
SIRI: Rich P E And Digital Ad Hopes Will Restrain Returns
The fair value estimate for Sirius XM Holdings has been raised from $18.00 to $24.00, with analysts citing higher long term revenue and margin assumptions. These assumptions are supported by a series of upward price target revisions related to digital audio advertising growth and the company's upcoming role as YouTube's exclusive U.S. audio ad representative.
Narrative-Update • Sep 03
SIRI: Digital Audio Advertising Partnerships Will Drive Future Multiple Expansion
The updated analyst price target for Sirius XM Holdings has increased from $42.52 to $45.64. Analysts cite potential multiple expansion, digital audio advertising growth, and the upcoming YouTube U.S. audio ad partnership as key supports for the revised outlook.Narrative-Update • Aug 18
SIRI: Spectrum Repricing And Cash Flow Strength Will Drive Future Upside
Sirius XM Holdings' analyst fair value estimate has been adjusted slightly lower from $42.87 to $42.52 as analysts factor in higher published price targets in the $24 to $36 range, along with updated views on revenue growth, profitability and valuation multiples following recent Q2 reports. Analyst Commentary Recent Street research on Sirius XM Holdings shows a cluster of higher price targets following the latest Q2 report, even though opinions on the stock's outlook remain mixed.Narrative-Update • Aug 04
SIRI: Direct To Device Spectrum And Cash Flow Will Drive Future Repricing
Analysts have lifted the fair value estimate for Sirius XM Holdings by about $1 to $42.87. This reflects updated price targets across the Street that cite Q2 results, adjustments to longer term estimates, and renewed focus on the value of the company’s spectrum and cash flow profile.Seeking Alpha • Jul 30
Sirius XM: Q2 Validates It As A Stable, Not Declining, Business
Summary Sirius XM Holdings Inc. remains a Buy, with stable growth, expanding margins, and a loyal subscriber base supporting long-term value. SIRI raised 2026 guidance for revenue, EBITDA, and free cash flow, targeting $1.275B FCF on $8.525B revenue and $1.5B FCF by 2027. Declining cap-ex and cost discipline drive margin expansion and free cash flow, enabling future buybacks and enhanced capital returns. Despite the Q2 EPS miss, SIRI's resilient ARPU, low churn, and improving leverage support a path to $40 per share on a 10% FCF yield. Read the full article on Seeking Alpha
Narrative-Update • Jul 21
SIRI: D2D Spectrum Optionality And Merger Talks Will Guide Future Balance
Analysts have made a modest upward adjustment to the Sirius XM Holdings fair value estimate, with the updated target moving by about $0.08 as they factor in slightly higher revenue growth, a small improvement in profit margins, and revised direct-to-device spectrum value work from recent research. Analyst Commentary Recent Street research on Sirius XM Holdings shows a mix of optimism and caution, with several firms adjusting price targets and updating their valuation work as they factor in direct to device spectrum potential and refreshed filings.Narrative-Update • Jul 07
SIRI: D2D Spectrum Plans And Merger Talks Will Shape Forward Balance
The consolidated analyst price target for Sirius XM Holdings has been adjusted modestly, with recent Street research reflecting a slightly lower average target in the $40s, as analysts factor in updated filings, refreshed sum-of-the-parts work, and ongoing interest in the direct-to-device spectrum opportunity. Analyst Commentary Recent Street research on Sirius XM Holdings points to a mix of optimism and caution as analysts adjust price targets and update models around filings, sum of the parts work, and the potential value of the direct to device, or D2D, spectrum opportunity.Narrative-Update • Jun 23
SIRI: D2D Spectrum Optionality And Merger Talks Will Shape Forward Risk Reward
The analyst price target for Sirius XM Holdings is now $28.00. This modest change is supported by updated estimates, refreshed sum-of-the-parts analysis, and a broadly constructive view from analysts on the company’s direct-to-device spectrum value, as indicated in recent research reports.Analyseartikel • Jun 19
Sirius XM Holdings (SIRI) Stock Looks Fully Valued After S&P Index Additions
Sirius XM Holdings (SIRI) has just been added to the S&P 400, S&P 1000, S&P Composite 1500, and the S&P 400 Communication Services sector indices, coinciding with a sharp rise in institutional ownership. See our latest analysis for Sirius XM Holdings. The recent index inclusions have come after a strong run, with Sirius XM Holdings posting a 27.47% 90 day share price return and a 36.66% year to date share price return, while the 1 year total shareholder return sits at 35.20% against weaker 3...Narrative-Update • Jun 08
SIRI: Direct To Device Spectrum Upside Will Drive Future Repricing
Analysts have modestly adjusted their Sirius XM Holdings price target to $45.00. This reflects slightly higher assumptions for revenue growth and profit margins, along with updated views on the value of the company's direct to device spectrum opportunity.Narrative-Update • May 25
SIRI: Direct To Device Spectrum And Media Dealmaking Will Drive Future Repricing
Analysts have adjusted the Sirius XM Holdings price target to $41.68 from $31.00, citing updated views on the value of its direct to device spectrum and refreshed estimates following recent filings and sector research. Analyst Commentary Bullish analysts are highlighting Sirius XM Holdings as a direct to device spectrum story, pointing to fresh work on filings, sector research and sum of the parts analysis as key inputs to their updated views.Narrative-Update • May 02
SIRI: Mixed Research, Merger Talks And Buybacks Will Shape Forward Risk Reward
Analysts have lifted the implied fair value for Sirius XM Holdings to $27.77 from $24.23, reflecting updates to their revenue growth, profit margin and future P/E assumptions in light of recent price target increases across several research firms. Analyst Commentary Recent Street research on Sirius XM Holdings has clustered around higher price targets and one rating upgrade, alongside at least one downgrade, giving you a mix of optimism and caution to weigh.Narrative-Update • Apr 18
SIRI: Execution And Completed Buybacks Will Shape Balanced Risk Reward Outlook
Narrative Update on Sirius XM Holdings The analyst price target for Sirius XM Holdings has been maintained at $24.23. Recent mixed research views, including an upgrade, a downgrade, and a neutral initiation, are reflected in modest adjustments to the discount rate and future P/E assumptions rather than a headline target change.Narrative-Update • Apr 04
SIRI: Recent Upgrade And Completed Buybacks Will Support Future Repricing
Analysts have slightly adjusted their Sirius XM view, nudging the average price target to $31.00. This change is supported by mixed recent research that includes an upgrade, a downgrade, and a new neutral initiation, reflecting differing opinions on growth, profitability, and valuation assumptions.Narrative-Update • Mar 21
SIRI: Execution And Buybacks Will Shape Balanced Risk Reward Outlook
Narrative Update on Sirius XM Holdings The updated analyst price target for Sirius XM Holdings has been refined to $24.23 per share, with analysts pointing to modest shifts in discount rate assumptions and a slightly lower forward P/E outlook, informed by a recent mix of upgrades, downgrades, and neutral initiations on the stock. Analyst Commentary Recent Street research on Sirius XM Holdings reflects a split view, with one upgrade, one downgrade, and a neutral initiation all contributing to the updated price target of US$24.23.Narrative-Update • Mar 07
SIRI: Recent Upgrade And Buybacks Will Support Future Share Repricing
Narrative Update: Sirius XM Holdings (SIRI) The updated analyst price target for Sirius XM has moved from $30.00 to $31.00, reflecting how analysts are weighing a slightly lower discount rate, modest tweaks to long term growth and margin assumptions, and a small adjustment to future P/E expectations following recent mixed research views on the stock. Analyst Commentary Recent Street research on Sirius XM has been mixed, but there are some clear positives that help explain why the updated analyst price target has edged higher.Narrative-Update • Feb 20
SIRI: Share Repurchases And Cash Returns Will Shape Future Upside Potential
The analyst price target for Sirius XM Holdings has edged up from about $24.00 to roughly $24.23, with analysts pointing to slightly higher modeled revenue growth, a modestly higher future P/E, and revised views reflected in recent upgrades, downgrades, and neutral initiations. Analyst Commentary Recent research on Sirius XM Holdings shows a mix of optimism and caution, with views ranging from a fresh upgrade at JPMorgan to a more bearish stance and a neutral initiation.Analyseartikel • Feb 12
We Like Sirius XM Holdings' (NASDAQ:SIRI) Earnings For More Than Just Statutory Profit
Sirius XM Holdings Inc.'s ( NASDAQ:SIRI ) recent earnings report didn't offer any surprises, with the shares unchanged...Narrative-Update • Feb 06
SIRI: Softer Margins And Rich P/E Will Constrain Future Upside
Analysts have kept their average price target for Sirius XM Holdings steady at US$18.00. Recent research cites a lower assumed discount rate, slightly softer profit margin expectations and a higher future P/E multiple, alongside mixed views reflected in a downgrade from Seaport Research and a neutral initiation from MoffettNathanson.Narrative-Update • Jan 23
SIRI: Updated Guidance And Podcast Talks Will Support Future Share Repricing
Narrative Update The analyst price target for Sirius XM Holdings has moved from $19 to $20, with analysts citing updated company guidance and refreshed modeling assumptions, including changes to discount rate, revenue growth, profit margin estimates, and forward P/E expectations. Analyst Commentary JPMorgan raised its price target for Sirius XM Holdings to US$20 from US$19 and kept an Underweight rating after updating its model for the company’s latest guidance.Narrative-Update • Jan 09
SIRI: Podcast Licensing Talks And Cash Returns Will Shape Future Upside Potential
Analysts have nudged their price target for Sirius XM Holdings higher to US$20 from US$19, citing updated company guidance that resulted in modest refinements in growth, margin and future P/E assumptions. Analyst Commentary JPMorgan's move to lift its price target for Sirius XM Holdings to US$20 from US$19, while keeping an Underweight rating, highlights how updated company guidance is feeding into revised growth, margin and P/E assumptions rather than a clear shift in overall stance.Narrative-Update • Dec 14
SIRI: Podcast Licensing And Cash Returns Will Shape Balanced Future Outlook
Analysts modestly increased their price target on Sirius XM Holdings to $20 from $19, citing updated company guidance that led to refined modeling assumptions around growth, margins, and valuation multiples. Analyst Commentary Analysts reacted to the updated guidance by refining their models around subscriber trends, margins, and capital allocation, resulting in a modestly higher valuation framework for Sirius XM Holdings.Narrative-Update • Nov 29
SIRI: Upcoming Podcast Licensing Deals Will Drive Future Returns
Analysts have raised their price target for Sirius XM Holdings by $1, increasing it from $19 to $20. This change is based on updates to the company's model in light of new financial guidance.Narrative-Update • Nov 15
SIRI: Recurring Revenue Strength And New Partnerships Will Drive Future Returns
Analysts have increased their price target for Sirius XM Holdings from $19 to $20. This change reflects updated financial guidance and an improved outlook for revenue growth and profitability.Narrative-Update • Nov 01
SIRI: Updated Content Deals And Talent Renewals Will Drive Balanced Performance Ahead
The analyst price target for Sirius XM Holdings has been raised, with the consensus moving up approximately $1. This change reflects updated guidance and easing concerns over operating results, according to analysts.Analyseartikel • Oct 28
Sirius XM Holdings (NASDAQ:SIRI) Has Affirmed Its Dividend Of $0.27
Sirius XM Holdings Inc.'s ( NASDAQ:SIRI ) investors are due to receive a payment of $0.27 per share on 21st of...Narrative-Update • Oct 17
Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success
Analysts have modestly increased their price targets for Sirius XM Holdings. Recent updates reflect a range between $20 and $28 per share, citing stable operating results, improvements in free cash flow, and ongoing revenue challenges noted after the second quarter report.Narrative-Update • Oct 03
Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success
Analysts have adjusted their price targets for Sirius XM Holdings, with recent updates ranging from a reduction of $1 to $20 to an increase of $1 to $23. These changes reflect mixed expectations driven by improving free cash flow as well as ongoing challenges in subscriber growth and advertising.Narrative-Update • Sep 17
Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success
Analysts maintained Sirius XM Holdings' price target unchanged at $23.64, as improving free cash flow and minimal Stern-exit risk are balanced by ongoing ad revenue and subscriber growth headwinds, with valuation factoring in modest operational revisions. Analyst Commentary Bullish analysts see minimal operational or share price impact from a possible Howard Stern exit, citing SiriusXM's ownership of Stern content rights and robust audio personality roster (e.g., Stephen A.Narrative-Update • Sep 02
Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success
Sirius XM's consensus price target remained unchanged at $23.64 as improved free cash flow and minimal risk from Howard Stern's potential departure balanced ongoing concerns about streaming subscriber growth and weak ad revenue, leading analysts to maintain a cautious near-term outlook. Analyst Commentary Minimal expected impact from a potential Howard Stern departure, as Sirius XM retains rights to Stern's content and continues to sign high-profile talent.Narrative-Update • Aug 19
Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success
Analysts maintained Sirius XM Holdings’ price target at $23.64 as improved Q2 results and solid free cash flow were offset by concerns over future guidance, sluggish streaming-only subscriber growth, and persistent ad revenue weakness. Analyst Commentary Bullish analysts see minimal impact on operating results or share price from a potential Howard Stern departure, with SiriusXM retaining exclusive rights and introducing other prominent audio personalities.Seeking Alpha • Mar 28
Sirius XM: A Market-Beating Opportunity Backed By Buffett
Summary Sirius XM offers a predictable revenue stream through its subscription-based model and has strong operating margins and cash flow. Warren Buffett's Berkshire Hathaway owns 35% of SIRI. Despite lower returns on capital recently, the Company has historically had strong capital returns, making it a solid value pick. Sirius XM's current low stock price makes it an attractive investment, with an earnings yield higher than the current risk-free rate. Risks include potential impairments from mergers and acquisitions, but SIRI's strategy and investments in exclusive content could drive growth. Read the full article on Seeking AlphaNeues Narrative • Mar 27
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). However, looking forwarSeeking Alpha • Feb 21
Sirius XM: Investors Should Listen To The Strong Technicals And Attractive Valuation
Summary The technicals are strong for Sirius XM Holdings, as the vast majority of indications and signals point towards further strength. The latest results were slightly mixed, with revenue growth being weak, but 2025 full-year guidance was promising. After evaluating the P/S and P/FCF ratios, the stock seems undervalued at current levels as the major improvements in FCF growth are not reflected. I initiate SIRI stock at a buy rating with the technicals being bullish and the fundamentals offering a favourable setup. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Sirius XM Holdings Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Jun 26 | 8,603 | 880 | 1,279 | 259 |
| 31 Mar 26 | 8,581 | 846 | 1,306 | 259 |
| 31 Dec 25 | 8,558 | 805 | 1,309 | 263 |
| 30 Sep 25 | 8,553 | 993 | 1,306 | 263 |
| 30 Jun 25 | 8,565 | -1,759 | 1,357 | 268 |
| 31 Mar 25 | 8,605 | -1,660 | 1,350 | 283 |
| 31 Dec 24 | 8,699 | -1,665 | 1,391 | 296 |
| 30 Sep 24 | 8,799 | -1,780 | 1,468 | 312 |
| 30 Jun 24 | 8,899 | 909 | 1,488 | 317 |
| 31 Mar 24 | 8,971 | 752 | 1,521 | 329 |
| 31 Dec 23 | 8,953 | 786 | 1,539 | 322 |
| 30 Sep 23 | 8,948 | 979 | 1,504 | 311 |
| 30 Jun 23 | 8,957 | 992 | 1,541 | 308 |
| 31 Mar 23 | 8,961 | 1,137 | 1,576 | 297 |
| 31 Dec 22 | 9,003 | 908 | 1,614 | 285 |
| 30 Sep 22 | 9,001 | 1,167 | 1,689 | 276 |
| 30 Jun 22 | 8,919 | 1,263 | 1,670 | 274 |
| 31 Mar 22 | 8,824 | 1,404 | 1,627 | 268 |
| 31 Dec 21 | 8,691 | 1,314 | 1,570 | 265 |
| 30 Sep 21 | 8,604 | 318 | 1,548 | 264 |
| 30 Jun 21 | 8,431 | 247 | 1,507 | 261 |
| 31 Mar 21 | 8,146 | 57 | 1,474 | 256 |
| 31 Dec 20 | 8,040 | 131 | 1,468 | 263 |
| 30 Sep 20 | 7,913 | 1,051 | 1,455 | 270 |
| 30 Jun 20 | 7,899 | 1,025 | 1,459 | 284 |
| 31 Mar 20 | 8,002 | 1,045 | 1,475 | 297 |
| 31 Dec 19 | 7,794 | 914 | 1,461 | 280 |
| 30 Sep 19 | 7,228 | 922 | 1,232 | 240 |
| 30 Jun 19 | 6,685 | 1,019 | 1,080 | 193 |
| 31 Mar 19 | 6,140 | 1,049 | 939 | 146 |
| 31 Dec 18 | 5,771 | 1,176 | 838 | 123 |
| 30 Sep 18 | 5,679 | 888 | 816 | 120 |
| 30 Jun 18 | 5,590 | 821 | 808 | 119 |
| 31 Mar 18 | 5,506 | 730 | 789 | 120 |
| 31 Dec 17 | 5,425 | 648 | 773 | 112 |
| 30 Sep 17 | 5,324 | 890 | 764 | 106 |
| 30 Jun 17 | 5,222 | 808 | 755 | 95 |
| 31 Mar 17 | 5,110 | 781 | 737 | 87 |
| 31 Dec 16 | 5,017 | 746 | 728 | 82 |
| 30 Sep 16 | 4,910 | 676 | 732 | 75 |
| 30 Jun 16 | 4,802 | 649 | 701 | 72 |
| 31 Mar 16 | 4,690 | 576 | 687 | 69 |
| 31 Dec 15 | 4,570 | 510 | 679 | 64 |
| 30 Sep 15 | 4,465 | 518 | 643 | 62 |
Qualität der Erträge: SIRI hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: SIRI in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SIRIDie Erträge des Unternehmens sind in den letzten 5 Jahren um 23% pro Jahr zurückgegangen.
Beschleunigtes Wachstum: SIRI ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: SIRI ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Media (-2.5%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SIRIDie Eigenkapitalrendite des Unternehmens (7.4%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/20 19:43 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Sirius XM Holdings Inc. wird von 25 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Patrick Sholl | Barrington Research Associates, Inc. |
| Jessica Reif Ehrlich Cohen | BofA Global Research |