Sirius XM Holdings (SIRI) Aandelenoverzicht
Sirius XM Holdings Inc. is actief als audio-entertainmentbedrijf in Noord-Amerika. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
SIRI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$50
FV
42.0% ondergewaardeerd intrinsieke korting450
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Sirius XM Holdings Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$28.99 |
| 52 Week Hoogtepunt | US$29.24 |
| 52 Week Laag | US$19.77 |
| Bèta | 0.94 |
| 1 maand verandering | 10.73% |
| 3 maanden verandering | 37.65% |
| 1 Jaar Verandering | 31.53% |
| 3 jaar verandering | -16.93% |
| 5 jaar verandering | -53.32% |
| Verandering sinds IPO | -37.32% |
Recent nieuws en updates
Recent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaNieuw narratief • 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
Nieuw narratief • 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.Rendement voor aandeelhouders
| SIRI | US Media | US Markt | |
|---|---|---|---|
| 7D | 10.6% | 0.4% | -0.8% |
| 1Y | 31.5% | -14.8% | 27.1% |
Rendement versus industrie: SIRI overtrof de US Media industrie, die het afgelopen jaar een rendement -14.8 % opleverde.
Rendement versus markt: SIRI overtrof de US markt, die het afgelopen jaar een rendement opleverde van 27.1 %.
Prijsvolatiliteit
| SIRI volatility | |
|---|---|
| SIRI Average Weekly Movement | 4.9% |
| Media Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: SIRI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van SIRI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2013 | 5,119 | Jennifer Witz | www.siriusxm.com |
Sirius XM Holdings Inc. is actief als audio-entertainmentbedrijf in Noord-Amerika. Het is actief via twee segmenten, Sirius XM en Pandora en Off-platform. Het Sirius XM segment biedt muziek-, sport-, entertainment-, komedie-, praat- en nieuwskanalen, evenals podcast- en infotainmentdiensten op abonnementsbasis; en live, gecureerde en exclusieve programmadiensten en diensten op aanvraag via satellietradiosystemen en gestreamd via toepassingen voor mobiele en thuisapparaten en andere consumentenelektronica.
Sirius XM Holdings Inc. Samenvatting
| SIRI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$9.11b |
| Inkomsten(TTM) | US$846.00m |
| Inkomsten(TTM) | US$8.58b |
11.5x
Koers/Winstverhouding1.1x
P/S-verhoudingIs SIRI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| SIRI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$8.58b |
| Kosten van inkomsten | US$4.53b |
| Brutowinst | US$4.05b |
| Overige uitgaven | US$3.21b |
| Inkomsten | US$846.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 2.51 |
| Brutomarge | 47.21% |
| Nettowinstmarge | 9.86% |
| Schuld/Eigen Vermogen Verhouding | 83.1% |
Hoe presteerde SIRI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.7%
Huidig dividendrendement43%
UitbetalingsratioBetaalt SIRI een betrouwbaar dividend?
Zie SIRI dividendgeschiedenis en benchmarks| Sirius XM Holdings dividenddata | |
|---|---|
| Ex Dividend Datum | May 11 2026 |
| Betaaldatum dividend | May 27 2026 |
| Dagen tot Ex-dividend | 12 days |
| Dagen tot dividendbetaaldatum | 4 days |
Betaalt SIRI een betrouwbaar dividend?
Zie SIRI dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 19:28 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sirius XM Holdings Inc. wordt gevolgd door 26 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Patrick Sholl | Barrington Research Associates, Inc. |
| Matthew Harrigan | Benchmark Company |