Sirius XM Holdings (SIRI) Panoramica del titolo
Sirius XM Holdings Inc. opera come società di intrattenimento audio in Nord America. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
SIRI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$50
FV
44.8% sottovalutato sconto intrinseco461
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Concorrenti di Sirius XM Holdings Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$27.59 |
| Massimo di 52 settimane | US$30.11 |
| Minimo di 52 settimane | US$19.77 |
| Beta | 0.96 |
| Variazione di 1 mese | 5.47% |
| Variazione a 3 mesi | 25.47% |
| Variazione di 1 anno | 25.92% |
| Variazione a 3 anni | -27.96% |
| Variazione a 5 anni | -56.89% |
| Variazione dall'IPO | -40.35% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...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 AlphaNuova narrazione • 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 AlphaRendimenti per gli azionisti
| SIRI | US Media | US Mercato | |
|---|---|---|---|
| 7D | -0.7% | 0.3% | -4.1% |
| 1Y | 25.9% | -16.6% | 20.6% |
Ritorno vs Industria: SIRI ha superato il US Media che ha restituito -16.6 % nell'ultimo anno.
Rendimento vs Mercato: SIRI ha superato il mercato US che ha restituito 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| SIRI volatility | |
|---|---|
| SIRI Average Weekly Movement | 5.0% |
| Media Industry Average Movement | 8.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: SIRI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di SIRI è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2013 | 5,119 | Jennifer Witz | www.siriusxm.com |
Sirius XM Holdings Inc. opera come società di intrattenimento audio in Nord America. Opera attraverso due segmenti, Sirius XM e Pandora e Off-platform. Il segmento Sirius XM fornisce canali di musica, sport, intrattenimento, commedie, talk e notizie, nonché servizi di podcast e infotainment su abbonamento; e servizi di programmazione dal vivo, curati, esclusivi e su richiesta attraverso sistemi radiofonici satellitari e in streaming attraverso applicazioni per dispositivi mobili e domestici e altre apparecchiature elettroniche di consumo.
Sirius XM Holdings Inc. Riepilogo dei fondamenti
| SIRI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$9.28b |
| Utili (TTM) | US$846.00m |
| Ricavi(TTM) | US$8.58b |
11.0x
Rapporto P/E1.1x
Rapporto P/SSIRI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SIRI Conto economico (TTM) | |
|---|---|
| Ricavi | US$8.58b |
| Costo del fatturato | US$4.53b |
| Profitto lordo | US$4.05b |
| Altre spese | US$3.21b |
| Utili | US$846.00m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.51 |
| Margine lordo | 47.21% |
| Margine di profitto netto | 9.86% |
| Rapporto debito/patrimonio netto | 83.1% |
Come si è comportato SIRI nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.9%
Rendimento attuale del dividendo43%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/11 05:23 |
| Prezzo dell'azione a fine giornata | 2026/06/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sirius XM Holdings Inc. è coperta da 25 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Patrick Sholl | Barrington Research Associates, Inc. |
| Matthew Harrigan | Benchmark Company |