Sirius XM Holdings Inc.

NasdaqGS:SIRI 주식 리포트

시가총액: US$9.8b

Sirius XM Holdings 향후 성장

Future 기준 점검 1/6

Sirius XM Holdings (는) 각각 연간 7.3% 및 1.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.6% 로 예상됩니다.

핵심 정보

7.3%

이익 성장률

7.84%

EPS 성장률

Media 이익 성장38.0%
매출 성장률1.8%
향후 자기자본이익률8.55%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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
새로운 내러티브 • 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
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

NasdaqGS:SIRI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: SIRI 의 연간 예상 수익 증가율(7.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: SIRI 의 연간 수익(7.3%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: SIRI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SIRI 의 수익(연간 1.8%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SIRI 의 수익(연간 1.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SIRI의 자본 수익률은 3년 후 8.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 03:35
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Sirius XM Holdings Inc.는 26명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William Noel MilnerArete Research Services LLP
Patrick ShollBarrington Research Associates, Inc.
Matthew HarriganBenchmark Company