Sirius XM Holdings (SIRI) Stock Overview
Operates as an audio entertainment company in North America. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 4/6 |
SIRI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$50
FV
38.1% undervalued intrinsic discount475
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Sirius XM Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$30.97 |
| 52 Week High | US$32.66 |
| 52 Week Low | US$19.77 |
| Beta | 0.96 |
| 1 Month Change | 4.84% |
| 3 Month Change | 13.78% |
| 1 Year Change | 46.64% |
| 3 Year Change | -37.81% |
| 5 Year Change | -52.43% |
| Change since IPO | -33.04% |
Recent News & Updates
Seeking Alpha • Jul 30
Sirius XM: Q2 Validates It As A Stable, Not Declining, Business
Summary Sirius XM Holdings Inc. remains a Buy, with stable growth, expanding margins, and a loyal subscriber base supporting long-term value. SIRI raised 2026 guidance for revenue, EBITDA, and free cash flow, targeting $1.275B FCF on $8.525B revenue and $1.5B FCF by 2027. Declining cap-ex and cost discipline drive margin expansion and free cash flow, enabling future buybacks and enhanced capital returns. Despite the Q2 EPS miss, SIRI's resilient ARPU, low churn, and improving leverage support a path to $40 per share on a 10% FCF yield. Read the full article on Seeking Alpha
Narrative Update • Jul 21
SIRI: D2D Spectrum Optionality And Merger Talks Will Guide Future Balance
Analysts have made a modest upward adjustment to the Sirius XM Holdings fair value estimate, with the updated target moving by about $0.08 as they factor in slightly higher revenue growth, a small improvement in profit margins, and revised direct-to-device spectrum value work from recent research. Analyst Commentary Recent Street research on Sirius XM Holdings shows a mix of optimism and caution, with several firms adjusting price targets and updating their valuation work as they factor in direct to device spectrum potential and refreshed filings.Recent updates
Seeking Alpha • Jul 30
Sirius XM: Q2 Validates It As A Stable, Not Declining, Business
Summary Sirius XM Holdings Inc. remains a Buy, with stable growth, expanding margins, and a loyal subscriber base supporting long-term value. SIRI raised 2026 guidance for revenue, EBITDA, and free cash flow, targeting $1.275B FCF on $8.525B revenue and $1.5B FCF by 2027. Declining cap-ex and cost discipline drive margin expansion and free cash flow, enabling future buybacks and enhanced capital returns. Despite the Q2 EPS miss, SIRI's resilient ARPU, low churn, and improving leverage support a path to $40 per share on a 10% FCF yield. Read the full article on Seeking AlphaNarrative Update • Jul 21
SIRI: D2D Spectrum Optionality And Merger Talks Will Guide Future Balance
Analysts have made a modest upward adjustment to the Sirius XM Holdings fair value estimate, with the updated target moving by about $0.08 as they factor in slightly higher revenue growth, a small improvement in profit margins, and revised direct-to-device spectrum value work from recent research. Analyst Commentary Recent Street research on Sirius XM Holdings shows a mix of optimism and caution, with several firms adjusting price targets and updating their valuation work as they factor in direct to device spectrum potential and refreshed filings.Narrative Update • Jul 07
SIRI: D2D Spectrum Plans And Merger Talks Will Shape Forward Balance
The consolidated analyst price target for Sirius XM Holdings has been adjusted modestly, with recent Street research reflecting a slightly lower average target in the $40s, as analysts factor in updated filings, refreshed sum-of-the-parts work, and ongoing interest in the direct-to-device spectrum opportunity. Analyst Commentary Recent Street research on Sirius XM Holdings points to a mix of optimism and caution as analysts adjust price targets and update models around filings, sum of the parts work, and the potential value of the direct to device, or D2D, spectrum opportunity.Narrative Update • Jun 23
SIRI: D2D Spectrum Optionality And Merger Talks Will Shape Forward Risk Reward
The analyst price target for Sirius XM Holdings is now $28.00. This modest change is supported by updated estimates, refreshed sum-of-the-parts analysis, and a broadly constructive view from analysts on the company’s direct-to-device spectrum value, as indicated in recent research reports.Analysis Article • Jun 19
Sirius XM Holdings (SIRI) Stock Looks Fully Valued After S&P Index Additions
Sirius XM Holdings (SIRI) has just been added to the S&P 400, S&P 1000, S&P Composite 1500, and the S&P 400 Communication Services sector indices, coinciding with a sharp rise in institutional ownership. See our latest analysis for Sirius XM Holdings. The recent index inclusions have come after a strong run, with Sirius XM Holdings posting a 27.47% 90 day share price return and a 36.66% year to date share price return, while the 1 year total shareholder return sits at 35.20% against weaker 3...
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.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 AlphaNew Narrative • 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 AlphaShareholder Returns
| SIRI | US Media | US Market | |
|---|---|---|---|
| 7D | 3.7% | 4.0% | 0.5% |
| 1Y | 46.6% | -17.9% | 16.5% |
Return vs Industry: SIRI exceeded the US Media industry which returned -17.9% over the past year.
Return vs Market: SIRI exceeded the US Market which returned 16.5% over the past year.
Price Volatility
| SIRI volatility | |
|---|---|
| SIRI Average Weekly Movement | 4.2% |
| Media Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: SIRI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SIRI's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 5,119 | Jennifer Witz | www.siriusxm.com |
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform. The Sirius XM segment provides music, sports, entertainment, comedy, and talk and news channels, as well as podcast and infotainment services on subscription fee basis; and live, curated, and exclusive and on demand programming services through satellite radio systems and streamed through applications for mobile and home devices, and other consumer electronic equipment.
Sirius XM Holdings Inc. Fundamentals Summary
| SIRI fundamental statistics | |
|---|---|
| Market cap | US$10.97b |
| Earnings (TTM) | US$846.00m |
| Revenue (TTM) | US$8.58b |
12.3x
P/E Ratio1.2x
P/S RatioIs SIRI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SIRI income statement (TTM) | |
|---|---|
| Revenue | US$0 |
| Cost of Revenue | US$0 |
| Gross Profit | US$0 |
| Other Expenses | US$0 |
| Earnings | US$0 |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.51 |
| Gross Margin | 47.21% |
| Net Profit Margin | 9.86% |
| Debt/Equity Ratio | 83.1% |
How did SIRI perform over the long term?
See historical performance and comparisonDividends
3.5%
Current Dividend Yield43%
Payout RatioDoes SIRI pay a reliable dividends?
See SIRI dividend history and benchmarks| Sirius XM Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Aug 10 2026 |
| Dividend Pay Date | Aug 26 2026 |
| Days until Ex dividend | 9 days |
| Days until Dividend pay date | 25 days |
Does SIRI pay a reliable dividends?
See SIRI dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/30 13:33 |
| End of Day Share Price | 2026/07/30 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sirius XM Holdings Inc. is covered by 25 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| William Noel Milner | Arete Research Services LLP |
| Patrick Sholl | Barrington Research Associates, Inc. |
| Matthew Harrigan | Benchmark Company |