A Look at Sirius XM Holdings Inc (SIRI) After 7.2% Gain -- GF Va
Sirius XM Holdings Inc (SIRI) shares recently gained 7.2% to $28.99, but GuruFocus's GF Value™ indicates the stock is 10.6% overvalued at $26.20. Despite a strong momentum score of 10/10 and high profitability, concerns remain due to lower financial strength and growth scores, coupled with a lack of insider trading activity. Investors are advised to exercise caution due to the overvaluation.
Sirius XM Holdings Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
This article provides the transcript of Sirius XM Holdings Inc's participation in the JPMorgan Global Technology, Media and Communications Conference on May 20, 2026. Zach Coughlin, CFO of SiriusXM, introduces himself and begins the discussion. The page also lists various past and future earnings call transcripts and conference appearances for Sirius XM.
Sirius XM Holdings Inc. stock outperforms competitors on strong trading day
Sirius XM Holdings Inc. stock (SIRI) advanced 3.84% to $27.05 on Wednesday, outperforming competitors and the broader market indices like the NASDAQ Composite and Dow Jones Industrial Average. The stock closed 5.98% below its 52-week high achieved in April. This strong performance occurred on a favorable trading day for the stock market.
SIRI Maintained by Rosenblatt -- Price Target Lowered to $45.00
Rosenblatt analyst Barton Crockett maintained a "Buy" rating for Sirius XM Holdings (SIRI) but lowered the price target from $46.00 to $45.00. Despite this slight reduction, the "Buy" rating reflects continued confidence in the company, which is currently considered 0.4% undervalued by GuruFocus's GF Value™. SIRI's GF Score™ of 74/100 highlights strong profitability and valuation, though it indicates challenges in growth.
Sirius XM Holdings Inc. stock outperforms competitors on strong trading day
Sirius XM Holdings Inc. (SIRI) saw its stock price rally by 1.01% to $26.09, outperforming some broader market indices on a mixed trading day. This rise ended a two-day losing streak for the company. The Dow Jones Industrial Average gained, while the NASDAQ Composite Index declined.
Sirius XM Holdings Inc. stock underperforms Friday when compared to competitors
Sirius XM Holdings Inc. (SIRI) shares fell by 1.49% on Friday, closing at $25.83, underperforming the broader market indices like the NASDAQ Composite and Dow Jones Industrial Average. This marked the second consecutive day of losses for the stock.
Sirius XM Holdings Inc stock (US82835N1081): Recent subscriber trends and market position
Sirius XM Holdings Inc. maintains its dominant position in the US satellite radio market with 34.3 million subscribers as of Q4 2024. The company's business model relies heavily on subscription revenue, complemented by advertising from Pandora and connected vehicle services. Despite competition from streaming services, Sirius XM differentiates through exclusive content and strong integration with new vehicles, offering a defensive investment opportunity for US investors.
SiriusXM to Present at the 2026 J.P. Morgan Global Technology, Media and Communications Conference
SiriusXM announced that its Chief Financial Officer, Zac Coughlin, will present at the 2026 J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026, at 10:00 a.m. ET in Boston, Massachusetts. A webcast of the presentation will be available on the company's Investor Relations website. SiriusXM is a leading audio entertainment company in North America, offering various audio businesses including its subscription service, Pandora, and a podcast network.
SiriusXM to Present at the 2026 J.P. Morgan Global Technology, Media and Communications Conference
SiriusXM announced that its Chief Financial Officer, Zac Coughlin, will present at the J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026, at 10:00 a.m. ET. A webcast of the presentation will be available on the company's Investor Relations website. SiriusXM is a major audio entertainment company in North America, offering various services including its subscription platform, Pandora streaming, podcast network, and business solutions.
SiriusXM to Present at the 2026 J.P. Morgan Global Technology, Media and Communications Conference
SiriusXM announced that its Chief Financial Officer, Zac Coughlin, will present at the 2026 J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026, at 10:00 a.m. ET in Boston. A webcast of the presentation will be accessible via the SiriusXM Investor Relations website. SiriusXM is a leading North American audio entertainment company offering subscription radio, music streaming (Pandora), podcasts, and advertising solutions.
Sirius XM Holdings Inc. stock underperforms Tuesday when compared to competitors
Shares of Sirius XM Holdings Inc. (SIRI) fell on Tuesday, underperforming the broader market. The stock dropped 2.33% to $26.16, marking its second straight day of losses. This occurred during a mixed trading session where the Dow Jones Industrial Average rose, but the NASDAQ Composite Index declined.
Does YouTube Ad Pact And Earnings Beat Change The Bull Case For Sirius XM (SIRI)?
Sirius XM Holdings Inc. (SIRI) reported strong Q1 2026 results, with increased revenue and net income. A new partnership with YouTube, making Sirius XM Media the exclusive U.S. seller of YouTube's audio inventory, is expected to boost its digital advertising segment. While this strengthens the advertising revenue stream, the company still faces risks from competition in connected cars and the need to maintain subscriber growth.
Sirius XM Holdings Inc. stock rises Friday, still underperforms market
Shares of Sirius XM Holdings Inc. (SIRI) rose 1.31% on Friday, closing at $27.10. Despite this gain, the stock underperformed the broader market, as the NASDAQ Composite Index increased by 1.71% and the Dow Jones Industrial Average saw a modest rise of 0.02%. This marked the third consecutive day of gains for Sirius XM Holdings Inc. stock.
Vanguard Group Inc. Sells 356,105 Shares of Sirius XM Holdings Inc. $SIRI
Vanguard Group Inc. reduced its stake in Sirius XM Holdings Inc. by 1.9% in Q4 2025, selling 356,105 shares, but still holds over 18 million shares valued at approximately $366.3 million. Sirius XM exceeded Q4 earnings estimates with an EPS of $0.72 and reported a revenue of $2.09 billion, a 1.1% increase year-over-year. The company also declared a quarterly dividend of $0.27, providing an annualized yield of 4.0%.
Should You Buy Sirius XM Holdings Inc. (NASDAQ:SIRI) For Its Upcoming Dividend?
Sirius XM Holdings Inc. (NASDAQ:SIRI) is set to go ex-dividend in four days, with a payment of US$0.27 per share. The company demonstrates a strong dividend profile, with payments comfortably covered by both profits (43% payout ratio) and free cash flow (27% payout ratio), alongside impressive five-year earnings growth of 53% per annum and a 10% annual dividend increase over the last decade. While past dividend cuts are noted, the current low payout ratio suggests a conservative and sustainable dividend approach, making it an attractive prospect for dividend-focused investors.
Sirius XM Holdings Inc. stock rises Wednesday, still underperforms market
Shares of Sirius XM Holdings Inc. rose 1.06% to $26.68 on Wednesday, outperforming a two-day losing streak. The rise occurred during a positive trading session for the broader stock market, with both the NASDAQ Composite and Dow Jones Industrial Average also seeing gains. Despite this increase, the stock still underperformed relative to the overall market performance.
Should You Buy Sirius XM Holdings Inc. (NASDAQ:SIRI) For Its Upcoming Dividend?
Sirius XM Holdings Inc. (NASDAQ:SIRI) is set to go ex-dividend in four days, with a dividend payment of US$0.27 per share. The company exhibits strong dividend sustainability, with payout ratios of 43% from profit and 27% from free cash flow, alongside significant earnings per share growth of 53% per annum over the last five years. Despite a past dividend cut, the low payout ratio and earnings growth suggest a favorable outlook for future dividends, making it an attractive consideration for dividend-focused investors.
Sirius XM Holdings Inc. stock underperforms Tuesday when compared to competitors
Sirius XM Holdings Inc. (SIRI) stock fell 1.38% on Tuesday, closing at $26.40, despite a strong overall market performance where the NASDAQ Composite Index and Dow Jones Industrial Average rose. This marked the second consecutive day of losses for SIRI.
Sirius XM Holdings (NasdaqGS:SIRI) Stock Forecast & Analyst Predictions
Sirius XM Holdings (SIRI) is forecast to grow earnings by 7.3% and revenue by 1.8% annually. Recent developments include a YouTube audio deal, Q1 2026 revenue of US$2.09 billion, and ongoing discussions around a potential merger with iHeartMedia. The company faces risks such as declining earnings forecasts and significant debt but aims to increase subscriber numbers and boost free cash flow through new strategies.
Sirius XM Holdings Inc. stock underperforms Monday when compared to competitors
Sirius XM Holdings Inc. (SIRI) shares fell by 1.65% to $26.77 on Monday, underperforming the broader stock market, which also experienced declines. This drop ended a three-day winning streak for the company's stock. The NASDAQ Composite Index and Dow Jones Industrial Average also saw decreases during the trading session.
Seizert Capital Partners LLC Sells 60,824 Shares of Sirius XM Holdings Inc. $SIRI
Seizert Capital Partners LLC reduced its stake in Sirius XM Holdings Inc. by 3.1%, selling 60,824 shares, though it still holds over 1.9 million shares valued at approximately $38 million. The article details Sirius XM's positive Q1 results, including beating EPS and revenue estimates, shedding fewer subscribers, and forecasting strong free cash flow for 2026. Institutional ownership stands at around 10.7%, with analysts holding a mixed "Hold" rating and an average price target of $27.70.
Sirius XM Holdings Inc. stock outperforms competitors on strong trading day
Sirius XM Holdings Inc. (SIRI) saw its stock price increase by 1.04% to $27.22, outperforming the mixed market on Friday. This marked the third consecutive day of gains for the company, even as the Dow Jones Industrial Average fell. The NASDAQ Composite Index also rose on the same trading day.
Sirius XM Holdings Inc. (NASDAQ:SIRI) Q1 2026 Earnings Call Transcript
Sirius XM Holdings Inc. reported strong first-quarter 2026 results, beating earnings expectations with an EPS of $0.72. The company highlighted significant improvements in subscriber net additions, ARPU growth, and record-low churn, driven by strategic initiatives like companion subscriptions and automotive dealer plans. SiriusXM also announced a landmark partnership with YouTube, making it the exclusive U.S. advertising representative for YouTube's audio inventory, significantly expanding its advertising reach and capabilities.
Sirius XM (NASDAQ:SIRI) Announces Earnings Results, Beats Estimates By $0.02 EPS
Sirius XM (NASDAQ:SIRI) reported strong first-quarter earnings, beating analyst estimates with an EPS of $0.72 versus the expected $0.70, and revenue exceeding expectations at $2.09 billion. The company saw improved profitability, significant free cash flow growth, and positive subscriber trends with record-low churn. Despite a near-term non-cash depreciation headwind from a satellite decommissioning, Sirius XM reaffirmed its financial guidance and announced a new quarterly dividend.
Does Stronger Q1 Results And YouTube Ad Deal Change The Bull Case For Sirius XM (SIRI)?
Sirius XM Holdings reported stronger Q1 2026 results with increased revenue and net income, alongside affirming its dividend. The company also announced an exclusive YouTube audio ad partnership and is in early merger talks with iHeartMedia, aiming to expand its advertising reach and content. These developments could strengthen SiriusXM's investment narrative by bolstering its digital and ad-supported footprint despite ongoing subscriber and content cost risks.
SIRIUS XM HOLDINGS ($SIRI) Releases Q1 2026 Earnings | SIRI Stock News
SIRIUS XM HOLDINGS (SIRI) released its Q1 2026 earnings, reporting $0.72 per share, which met analyst estimates. The company's revenue of $2.091 billion, however, missed estimates. The article also details recent hedge fund activity, congressional stock trades, and analyst ratings for SIRI.
SiriusXM Reports First Quarter 2026 Operating and Financial Results :: Sirius XM Holdings Inc. (SIRI)
SiriusXM (NASDAQ: SIRI) announced its operating and financial results for the first quarter of 2026. The full earnings release is available on the Investor Relations section of the company's website. SiriusXM is a leading audio entertainment company in North America, reaching approximately 255 million listeners monthly across its various platforms.
Does This Potential Acquisition Make Sirius XM Stock a Buy?
Sirius XM is reportedly in preliminary talks to acquire iHeartMedia, a move that could significantly boost Sirius XM's podcasting segment, a rapidly growing market. While iHeartMedia has struggled financially, an acquisition could streamline operations and increase revenue for Sirius XM. The article suggests Sirius XM's stock is worth considering for long-term investors due to its favorable price-to-earnings ratio, projected free cash flow growth, dividend yield, and Warren Buffett's backing.
Sirius XM Holdings Inc. stock outperforms competitors on strong trading day
Shares of Sirius XM Holdings Inc. (SIRI) rose 1.90% to $26.76, outperforming competitors and ending a four-day losing streak, despite a mixed trading session for the broader market. The NASDAQ Composite Index saw a slight gain, while the Dow Jones Industrial Average experienced a decline.
Sirius XM: iHeartMedia Deal Could Put The Cash Flow Thesis At Risk (NASDAQ:SIRI)
Sirius XM's investment case, heavily reliant on predictable free cash flow and shareholder returns, faces significant risk from a potential iHeartMedia deal. While the acquisition could add incremental cash flow and some growth opportunities, it also introduces high leverage and limited organic growth for Sirius XM. The author views the M&A as potentially more negative than beneficial, advising caution until greater clarity emerges.
Guggenheim Boosts Sirius XM (SIRI) Outlook, Rosenblatt Sees Major Upside Potential
Guggenheim Partners has increased its price target for Sirius XM Holdings Inc. (NASDAQ:SIRI) to $34 from $29 and reiterated a Buy rating, citing an upcoming Q1 earnings report and Sirius's new exclusive audio advertising representation for YouTube in the U.S. Rosenblatt Securities analyst Barton Crockett also upgraded SIRI to Buy with a $46 price target, pointing to the YouTube deal, focus on S-band spectrum for satellite services, and other market developments as drivers for significant value unlocking. Sirius XM, a major North American audio entertainment company, is considered among the 10 best May dividend stocks to buy.
Sirius XM: iHeartMedia Deal Could Be Financially Compelling
Sirius XM Holdings is considered a buy due to improving free cash flow, a strong balance sheet, and a 4.1% dividend yield. While recent M&A talks with iHeartMedia introduce uncertainty, potential cost synergies could make an acquisition financially attractive if iHeartMedia is bought at a sub-6x EV/EBITDA multiple. Sirius XM's standalone outlook projects $1.5 billion in free cash flow by 2027 and at least an 8% annual share count reduction through buybacks.
SiriusXM is Reportedly in Talks to Buy iHeartMedia
Sirius XM Holdings Inc. and iHeartMedia Inc. are reportedly in early-stage discussions regarding a potential merger or sale. This move comes as both companies face challenges from stagnant growth and competition in the audio industry. A combination would create a comprehensive audio entertainment entity, uniting terrestrial radio with satellite and streaming services.
IHeartMedia holds merger talks with Sirius XM, Bloomberg News reports By Reuters
IHeartMedia is reportedly in preliminary discussions regarding a potential merger with Sirius XM Holdings, according to Bloomberg News. Following the news, shares of Sirius XM declined by over 4%, while iHeartMedia's shares rose by 14%. Both companies have not yet commented on the report, and there is no guarantee that a deal will materialize.
iHeartMedia gains on report of merger talks with Sirius XM (IHRT:NASDAQ)
iHeartMedia's stock surged 14% following reports of preliminary merger talks with Sirius XM, whose shares subsequently dropped by 5%. The discussions are in early stages, with no guarantee of a transaction occurring.
IHeartMedia holds merger talks with Sirius XM, Bloomberg News reports
IHeartMedia is reportedly in preliminary merger talks with Sirius XM Holdings, according to Bloomberg News. A potential merger would combine iHeart's extensive broadcast radio stations with SiriusXM's podcast network, though both companies declined to comment on the discussions. Following the news, SiriusXM's shares rose, while iHeartMedia's shares experienced a slight decline.
Sirius XM Holdings Inc. stock underperforms Friday when compared to competitors
Sirius XM Holdings Inc. (SIRI) stock dropped 4.96% on Friday, closing at $26.61. This underperformance occurred on a mixed trading day, with the NASDAQ Composite Index rising and the Dow Jones Industrial Average falling. This marked the second consecutive day of losses for Sirius XM Holdings Inc. shares.
Sirius XM Holdings Inc. (NASDAQ:SIRI) Declares $0.27 Quarterly Dividend
Sirius XM Holdings Inc. (NASDAQ:SIRI) has announced a quarterly dividend of $0.27 per share, payable on May 27th to shareholders of record on May 11th. This dividend represents an annualized yield of 3.9% and is supported by a payout ratio of 36.1%, with analysts projecting a future payout ratio of 33.3% based on next year's EPS estimates. The company has raised its dividend for seven consecutive years, and analyst sentiment is currently a "Hold" with an average price target of $26.89.
Guggenheim raises Sirius XM stock price target on YouTube ad deal
Guggenheim has increased its price target for Sirius XM Radio (NASDAQ: SIRI) to $34 from $29, maintaining a Buy rating, following news an exclusive audio advertising deal with YouTube. The firm anticipates the stock will be supported by stabilizing core financials, including advertising growth, stable subscription revenue, and cost discipline, as well as increasing free cash flow. This update comes ahead of Sirius XM's first-quarter 2026 earnings report, with Guggenheim projecting a 14.8% free cash flow yield for the year.
Guggenheim raises Sirius XM stock price target on YouTube ad deal By Investing.com
Guggenheim has increased its price target for Sirius XM Radio (NASDAQ:SIRI) shares to $34 from $29, maintaining a Buy rating, following news of Sirius XM becoming YouTube's exclusive audio advertising representative in the U.S. The firm expects stabilizing core financials, including anticipated advertising growth, stable subscription revenue, and cost discipline, to support the shares. They also project growing free cash flow as satellite capital expenditure declines and anticipate management will reiterate or modestly raise guidance in the upcoming earnings report.
SiriusXM Declares Quarterly Cash Dividend :: Sirius XM Holdings Inc. (SIRI)
SiriusXM announced that its Board of Directors has declared a quarterly cash dividend of $0.27 per share of common stock. The dividend will be payable on May 27, 2026, to stockholders of record as of May 11, 2026. SiriusXM is a leading audio entertainment company in North America, reaching a broad audience with diverse programming.
Sirius XM’s Weird Space Rally Explained (NASDAQ:SIRI)
This article analyzes the recent "weird space rally" of Sirius XM (NASDAQ:SIRI) stock, explaining the factors contributing to its volatility and investor sentiment. It likely delves into market mechanics, analyst expectations, and company-specific news that could be driving the stock's unusual performance. The piece aims to provide insights into why SIRI stock has been behaving unexpectedly in the market.
Why Sirius XM Holdings (SIRI) Is Up 15.9% After Exclusive YouTube Audio Ads Deal With Google
Sirius XM Holdings (SIRI) saw its stock price jump 15.9% following an exclusive audio advertising partnership with Google. Under this agreement, SiriusXM Media will be the sole U.S. ad representative for YouTube's audio inventory, providing brands with scalable, targeted audio ad impressions. This deal aims to bolster SiriusXM's digital advertising revenue amidst declining subscriber and traditional ad sales, further extending its prior success in podcast monetization into a broader digital audio market.
Sirius XM (SIRI) to Release Quarterly Earnings on Thursday
Sirius XM (NASDAQ:SIRI) is scheduled to release its Q1 2026 earnings before the market opens on Thursday, April 30th. Analysts are anticipating earnings of $0.70 per share and revenue of $2.07 billion. The stock currently holds a "Hold" rating from analysts with an average target price of $24.44.
Why Sirius XM Stock Is Quietly Breaking Out
Sirius XM Holdings (SIRI) is experiencing increased volatility and is surging to new 52-week highs. This momentum is driven by robust post-earnings performance, a broader market rally due to easing geopolitical tensions, and sustained institutional demand from investors like Berkshire Hathaway. The company's recent quarterly report exceeded profit expectations, and anticipation is building for its Q1 2026 earnings release on April 30.
SiriusXM Media Becomes Exclusive Audio Advertising Representative for YouTube in the United States
SiriusXM Media announced a new audio advertising partnership with Google, making it the exclusive advertising representative for YouTube's audio ad inventory in the U.S. This deal provides advertisers with guaranteed impressions at scale, targeting, and measurement for YouTube's audio-first content, including podcasts and music. The collaboration aims to give brands access to YouTube's highly engaged audience within audio environments, further expanding SiriusXM Media's leadership in the ad-supported audio ecosystem.
For the first time, brands can buy guaranteed YouTube audio ads
SiriusXM Media has secured an exclusive U.S. audio advertising representation deal with YouTube, allowing brands to purchase guaranteed audio ad impressions on YouTube starting this fall. This partnership provides advertisers with unified buying across SiriusXM, Pandora, and various streaming and podcast networks, reaching an estimated 255 million monthly listeners in the U.S. The collaboration aims to leverage YouTube's significant audio-first content audience and SiriusXM Media's ad tech capabilities to offer targeted and measurable advertising opportunities.
SiriusXM Media Becomes Exclusive Audio Advertising Representative for YouTube in the United States
SiriusXM Media has partnered with Google to become the exclusive audio advertising representative for YouTube in the U.S., leveraging YouTube's significant audio-first content audience. This agreement will provide advertisers with scalable access to YouTube's audio inventory and advanced targeting capabilities, enhancing SiriusXM's position as a leader in audio advertising. The collaboration aims to connect brands with highly engaged audiences in audio-first environments across YouTube's diverse content ecosystem.
Sirius XM Holdings Inc. stock underperforms Tuesday when compared to competitors
Sirius XM Holdings Inc. (SIRI) stock dropped 3.82% to $26.18 on Tuesday, breaking a four-day winning streak. This underperformance occurred during a generally negative trading session for the stock market, with both the NASDAQ Composite Index and Dow Jones Industrial Average also experiencing declines.
Sirius XM (SIRI) rises 5.5% as investors focus on new content distribution deal and near-term catalysts
Sirius XM (SIRI) stock rose 5.5% following news of an expanded content distribution deal with ABC News, adding an "ABC News Live" channel and "20/20 True Crime" to its offerings. Investors are also anticipating the company's Q1 2026 earnings report scheduled for April 30. The article also details recent hedge fund activity, congressional stock trades, and analyst ratings and price targets for SIRI.
