Sirius XM Holdings（SIRI）株式概要
シリウスXMホールディングスは北米でオーディオ・エンターテインメント会社として事業を展開している。 詳細
SIRI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$50
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45.6% 割安 内在価値ディスカウント438
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Ceazar
Community ContributorUS$7.43FV • 50.1% 割安 内在価値ディスカウント
36.8%Revenue growth p.a.
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Sirius XM Holdings Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$27.22 |
| 52週高値 | US$28.77 |
| 52週安値 | US$19.77 |
| ベータ | 0.86 |
| 1ヶ月の変化 | 14.42% |
| 3ヶ月変化 | 33.63% |
| 1年変化 | 32.98% |
| 3年間の変化 | -27.02% |
| 5年間の変化 | -54.93% |
| IPOからの変化 | -41.15% |
最新ニュース
Recent updates
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.Sirius XM's Weird Space Rally Explained
Apr 23SIRI: 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.
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.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.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.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.We Like Sirius XM Holdings' (NASDAQ:SIRI) Earnings For More Than Just Statutory Profit
Feb 12
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.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.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.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.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.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.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.Sirius XM Holdings (NASDAQ:SIRI) Has Affirmed Its Dividend Of $0.27
Oct 28Expanding 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.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.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.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.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.Is Sirius XM Holdings (NASDAQ:SIRI) A Risky Investment?
Jul 10Sirius XM Holdings Inc.'s (NASDAQ:SIRI) Share Price Could Signal Some Risk
May 29Sirius XM: A Market-Beating Opportunity Backed By Buffett
Mar 28Negative 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 forwarSirius XM: Investors Should Listen To The Strong Technicals And Attractive Valuation
Feb 21Join Berkshire, Buy More Sirius XM Holdings Stock
Jan 15Sirius XM: What Is Berkshire's Endgame?
Jan 06Sirius XM's Strategy Shift Reveals Its Struggles
Dec 11Why I Disagree With Buffett On Sirius XM
Dec 03Sirius XM: Buffett's New Darling
Nov 21Sirius XM: A Deep Look Into Its Future
Nov 01Sirius XM: A Buffett Business With Secret 5G Play
Oct 22Sirius XM Earnings: I Don't See A Turnaround Yet
Oct 15
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.Sirius XM: The BMI Petition And Why The Sell-Off Continues
Sep 17株主還元
| SIRI | US Media | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | 0.4% | 0.8% |
| 1Y | 33.0% | -6.5% | 27.8% |
業界別リターン: SIRI過去 1 年間で-6.5 % の収益を上げたUS Media業界を上回りました。
リターン対市場: SIRI過去 1 年間で27.8 % の収益を上げたUS市場を上回りました。
価格変動
| SIRI volatility | |
|---|---|
| SIRI Average Weekly Movement | 5.4% |
| Media Industry Average Movement | 9.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SIRI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SIRIの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 5,119 | Jennifer Witz | www.siriusxm.com |
シリウスXMホールディングスは北米でオーディオ・エンターテイメント会社として事業展開。シリウスXM、パンドラ、オフプラットフォームの2つのセグメントで事業を展開している。シリウスXM部門は、音楽、スポーツ、エンターテインメント、コメディー、トーク、ニュースの各チャンネル、ポッドキャスト、インフォテインメントサービスを定額制で提供するほか、ライブ、キュレーション、独占配信、オンデマンドの番組サービスを衛星ラジオシステムを通じて、また携帯機器や家庭用機器、その他の民生用電子機器向けアプリケーションを通じてストリーミング配信している。また、自動車メーカーや小売店、ウェブサイトを通じた衛星ラジオの販売、広告その他の付帯サービスの提供、ラジオやアクセサリーの販売、双方向無線接続を通じた位置情報サービス（安全、セキュリティ、利便性、メンテナンス、データ、遠隔車両診断、盗難・駐車車両検索サービスなど）の提供、天気や燃料価格のグラフ化に関するデータサービスの提供も行っている。また、衛星テレビサービス「ディッシュ・ネットワーク」の番組パッケージとして音楽チャンネルを提供するほか、天気、燃料価格、スポーツのスケジュールやスコア、映画リスト、車載ナビゲーションシステムを持つ消費者向けの道路閉鎖、交通の流れ、事故データに関するグラフィック情報、車、ボート、飛行機でのリアルタイム天気サービス、オフィス、レストラン、その他のビジネス向けの音楽番組やコマーシャルフリーの音楽サービス、ワイヤレス通信サービスなどを含む一連のデータサービス「トラベル・リンク」を提供している。パンドラ＆オフプラットフォーム部門は、音楽、コメディー、ポッドキャストのストリーミングプラットフォームを運営し、モバイル機器、車載スピーカー、コネクテッドデバイスを通じてリスナーにパーソナライズされた体験を提供し、広告サービスを提供している。同社は2013年に法人化され、ニューヨークに本社を置いている。
Sirius XM Holdings Inc. 基礎のまとめ
| SIRI 基礎統計学 | |
|---|---|
| 時価総額 | US$9.16b |
| 収益（TTM） | US$846.00m |
| 売上高(TTM) | US$8.58b |
10.8x
PER（株価収益率1.1x
P/SレシオSIRI は割高か？
公正価値と評価分析を参照収益と収入
| SIRI 損益計算書（TTM） | |
|---|---|
| 収益 | US$8.58b |
| 売上原価 | US$4.53b |
| 売上総利益 | US$4.05b |
| その他の費用 | US$3.21b |
| 収益 | US$846.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.51 |
| グロス・マージン | 47.21% |
| 純利益率 | 9.86% |
| 有利子負債／自己資本比率 | 83.1% |
SIRI の長期的なパフォーマンスは？
過去の実績と比較を見る| Sirius XM Holdings 配当日 | |
|---|---|
| 配当落ち日 | May 11 2026 |
| 配当支払日 | May 27 2026 |
| 配当落ちまでの日数 | 7 days |
| 配当支払日までの日数 | 23 days |
SIRI 配当は確実ですか？
SIRI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/03 19:00 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sirius XM Holdings Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Patrick Sholl | Barrington Research Associates, Inc. |
| Matthew Harrigan | Benchmark Company |