Sirius XM Holdings Inc.

NasdaqGS:SIRI 株式レポート

時価総額：US$9.8b

Sirius XM Holdings 将来の成長

Future 基準チェック /16

Sirius XM Holdings利益と収益がそれぞれ年間7.3%と1.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.6% 7.8%なると予測されています。

主要情報

7.3%

収益成長率

7.84%

EPS成長率

Media 収益成長38.0%
収益成長率1.8%
将来の株主資本利益率8.55%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
新しいナラティブ • 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 forwar
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
新しいナラティブ • 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.

業績と収益の成長予測

NasdaqGS:SIRI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,8071,1451,5771,91811
12/31/20278,6771,1181,5171,92914
12/31/20268,5651,0561,3831,88814
3/31/20268,5818461,3581,927N/A
12/31/20258,5588051,2451,898N/A
9/30/20258,5539931,2231,897N/A
6/30/20258,565-1,7591,0611,776N/A
3/31/20258,605-1,6609761,719N/A
12/31/20248,699-1,6651,0131,741N/A
9/30/20248,799-1,7808981,590N/A
6/30/20248,8999091,1171,781N/A
3/31/20248,9717521,1241,743N/A
12/31/20238,9537861,1791,829N/A
9/30/20238,9489791,3091,977N/A
6/30/20238,9579921,3261,889N/A
3/31/20238,9611,1371,4371,971N/A
12/31/20229,0039081,5551,981N/A
9/30/20229,0011,1671,5041,927N/A
6/30/20228,9191,2631,5381,958N/A
3/31/20228,8241,4041,6542,061N/A
12/31/20218,6911,3141,6101,998N/A
9/30/20218,6043181,5751,939N/A
6/30/20218,4312471,5741,939N/A
3/31/20218,146571,5281,894N/A
12/31/20208,0401311,6682,018N/A
9/30/20207,9131,0511,6281,982N/A
6/30/20207,8991,0251,7312,083N/A
3/31/20208,0021,0451,7022,037N/A
12/31/20197,794914N/A2,017N/A
9/30/20197,228922N/A2,019N/A
6/30/20196,6851,019N/A1,827N/A
3/31/20196,1401,049N/A1,861N/A
12/31/20185,7711,176N/A1,880N/A
9/30/20185,679888N/A1,888N/A
6/30/20185,590821N/A2,057N/A
3/31/20185,506730N/A1,961N/A
12/31/20175,425648N/A1,856N/A
9/30/20175,324890N/A1,817N/A
6/30/20175,222808N/A1,717N/A
3/31/20175,110781N/A1,666N/A
12/31/20165,017746N/A1,719N/A
9/30/20164,910676N/A1,559N/A
6/30/20164,802649N/A1,326N/A
3/31/20164,690576N/A1,296N/A
12/31/20154,570510N/A1,244N/A
9/30/20154,465518N/A1,266N/A
6/30/20154,352488N/A1,374N/A

アナリストによる今後の成長予測

収入対貯蓄率: SIRIの予測収益成長率 (年間7.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SIRIの収益 ( 7.3% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: SIRIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SIRIの収益 ( 1.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: SIRIの収益 ( 1.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SIRIの 自己資本利益率 は、3年後には低くなると予測されています ( 8.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 22:12
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 MilnerArete Research Services LLP
Patrick ShollBarrington Research Associates, Inc.
Matthew HarriganBenchmark Company