Sirius XM Holdings (SIRI) Resumen de Acciones
Sirius XM Holdings Inc. opera como empresa de entretenimiento de audio en Norteamérica. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 2/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
SIRI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$50
FV
42.2% infravalorado descuento intrínseco452
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Competidores de Sirius XM Holdings Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$28.89 |
| Máximo en las últimas 52 semanas | US$29.60 |
| Mínimo de 52 semanas | US$19.77 |
| Beta | 0.94 |
| Cambio en 1 mes | 8.57% |
| Variación en 3 meses | 37.83% |
| Cambio de 1 año | 32.28% |
| Variación en 3 años | -18.16% |
| Variación en 5 años | -53.78% |
| Variación desde la OPV | -37.54% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • 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.Seeking Alpha • Apr 23
Sirius XM's Weird Space Rally Explained
Summary Sirius XM remains undervalued at 8.45x forward EPS and a 4.13% yield, despite a 40% YTD rally. SIRI's spectrum assets may unlock new growth via regulatory changes enabling spectrum leasing for emergent space operations. The company is poised for $1.35 billion FCF in 2026 (15.3% yield), with buybacks likely to resume as debt declines. Potential spectrum monetization, regulatory catalysts, and possible post-2026 acquisition position SIRI as more than a legacy media value trap. Read the full article on Seeking AlphaActualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • Jul 10
Is Sirius XM Holdings (NASDAQ:SIRI) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • May 29
Sirius XM Holdings Inc.'s (NASDAQ:SIRI) Share Price Could Signal Some Risk
There wouldn't be many who think Sirius XM Holdings Inc.'s ( NASDAQ:SIRI ) price-to-sales (or "P/S") ratio of 0.9x is...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 AlphaNueva narrativa • 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 AlphaSeeking Alpha • Jan 15
Join Berkshire, Buy More Sirius XM Holdings Stock
Summary Berkshire Hathaway Inc. has a substantial stake in Sirius XM Holdings Inc., indicating confidence in its potential despite current challenges. Sirius XM must improve its advertising revenue and cost savings to enhance margins and overall financial health. The primary risk is Sirius XM's struggle to compete with Spotify and adapt to a rapidly changing market. Investing in SIRI stock is recommended due to its ongoing efforts to improve business reliability and financials. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Sirius XM: What Is Berkshire's Endgame?
Summary Given the depressed trading levels of Sirius XM's stock, recent news of continuous position increments at Berkshire Hathaway has led to a robust rally. Many readers have asked me what Berkshire's endgame might be. In this article, I will shed some light on the genesis of Berkshire's large position in SIRI stock and try to formulate a high-probability hypothesis on its goals. I believe this analysis to be also useful to inform investor's own game plans regarding their SIRI investments. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Sirius XM's Strategy Shift Reveals Its Struggles
Summary Sirius XM communicated an important strategic shift which somewhat justifies long-existing investor scepticism. Even the good news related to the inclusion of the Sirius XM streaming app in Teslas can be construed as a mixed bag. The company now looks with little doubt like a "melting ice cube" type of investment with almost no hope for significant growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
Why I Disagree With Buffett On Sirius XM
Summary Berkshire Hathaway's latest darling, Sirius XM, is likely a mistake. I look at why SIRI does not meet Berkshire Hathaway's standards. I present the Company's eroding moat and competitive position. Investors should sell or stay away. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Sirius XM: Buffett's New Darling
Summary Sirius XM Holdings Inc.'s split from Liberty Media and simplified capital structure make it a compelling investment and brand rebuilding opportunities. The company aims to increase subscribers from 40 million to 50 million, boosting free cash flow to $1.8 billion annually. Berkshire Hathaway's big investment in the stock has been mostly overlooked due to the $10 billion in net debt and declining revenues. Sirius XM's 4.3% dividend yield and potential for significant share repurchases and debt reduction enhance its attractiveness as a value investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Sirius XM: A Deep Look Into Its Future
Summary A closer look at the bear thesis for Sirius XM reveals the fear of a rapid deterioration. However, Q3/24 earnings show a rather stable picture. Looking deeper into the future and analyzing Sirius XM's investments and strategy, we can see that the company is well positioned for at least decent growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Sirius XM: A Buffett Business With Secret 5G Play
Summary Warren Buffett's Berkshire Hathaway increased its stake in Sirius XM to 32%, signaling strong long-term confidence in the company's future. Sirius XM's 4G and 5G satellite streaming capabilities present significant growth opportunities, especially in the autonomous vehicle market. Despite Wall Street's bearish outlook, Sirius XM's hidden potential in satellite data streaming makes it a compelling value play with substantial upside. Post spin-out from Liberty Media, Sirius XM's robust financial position and new ventures in 4G/5G streaming are poised to drive future growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 15
Sirius XM Earnings: I Don't See A Turnaround Yet
Summary Sirius XM's share price is declining despite Berkshire Hathaway's investments, with competition and lack of growth posing significant challenges. Q3 earnings are expected to be flat, with analysts predicting $0.68-0.75 EPS on $2.19B revenue, continuing the trend of no growth. SIRI needs innovation to drive top-line growth and attract more subscribers. High debt and inefficient management hinder profitability; focusing on debt reduction and operational improvements is crucial for a potential turnaround. Read the full article on Seeking Alpha
Nueva narrativa • Sep 26
Innovative Subscription Strategies And AI Efficiency Meet Analysts' Revenue Concerns And Market Skepticism
Introduction of new subscription models and SiriusXM Free Access aims to increase subscriber base and advertising revenue through enhanced engagement and trials.Rentabilidad de los accionistas
| SIRI | US Media | Mercado US | |
|---|---|---|---|
| 7D | 11.8% | 0.5% | 1.1% |
| 1Y | 32.3% | -16.3% | 28.7% |
Rentabilidad vs. Industria: SIRI superó a la industria US Media, que obtuvo un rendimiento del -16.3% el año pasado.
Rentabilidad vs. Mercado: SIRI superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.
Volatilidad de los precios
| SIRI volatility | |
|---|---|
| SIRI Average Weekly Movement | 5.0% |
| Media Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: SIRI no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SIRI (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2013 | 5,119 | Jennifer Witz | www.siriusxm.com |
Sirius XM Holdings Inc. opera como empresa de entretenimiento de audio en Norteamérica. Opera a través de dos segmentos, Sirius XM, y Pandora y Off-platform. El segmento Sirius XM ofrece música, deportes, entretenimiento, comedia y canales de entrevistas y noticias, así como servicios de podcast e infoentretenimiento mediante cuotas de suscripción; y servicios de programación en directo, comisariada, exclusiva y bajo demanda a través de sistemas de radio por satélite y en streaming mediante aplicaciones para dispositivos móviles y domésticos, y otros equipos electrónicos de consumo.
Resumen de fundamentos de Sirius XM Holdings Inc.
| Estadísticas fundamentales de SIRI | |
|---|---|
| Capitalización bursátil | US$9.72b |
| Beneficios(TTM) | US$846.00m |
| Ingresos (TTM) | US$8.58b |
11.5x
Ratio precio-beneficio (PE)1.1x
Ratio precio-ventas (PS)¿Está SIRI sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SIRI | |
|---|---|
| Ingresos | US$8.58b |
| Coste de los ingresos | US$4.53b |
| Beneficio bruto | US$4.05b |
| Otros gastos | US$3.21b |
| Beneficios | US$846.00m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.51 |
| Margen bruto | 47.21% |
| Margen de beneficio neto | 9.86% |
| Ratio deuda/patrimonio | 83.1% |
¿Cómo se ha desempeñado SIRI a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.7%
Rentabilidad actual por dividendo43%
Ratio de pagos¿Paga SIRI dividendos fiables?
Ver historial de dividendos e índices de referencia de SIRI| fechas de dividendos de Sirius XM Holdings | |
|---|---|
| Fecha ex dividendo | May 11 2026 |
| Fecha de pago de dividendos | May 27 2026 |
| Días hasta ex dividendo | 14 days |
| Días hasta la fecha de pago de dividendos | 2 days |
¿Paga SIRI dividendos fiables?
Ver historial de dividendos e índices de referencia de SIRIAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 17:30 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Sirius XM Holdings Inc. está cubierta por 26 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Patrick Sholl | Barrington Research Associates, Inc. |
| Matthew Harrigan | Benchmark Company |