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2026-10-22 17:23 2d ago
2026-10-22 11:01 3d ago
Sirius XM by měla překonat odhady zisku
SIRI Sirius XM
FMP Stock News 72
Original source text
Sirius XM (SIRI - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis satellite radio company is expected to post quarterly earnings of $0.76 per share in its upcoming report, which represents a year-over-year change of -9.5%.

Revenues are expected to be $2.16 billion, down 0% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.51% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Sirius XM?For Sirius XM, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +7.66%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Sirius XM will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Sirius XM would post earnings of $0.78 per share when it actually produced earnings of $0.70, delivering a surprise of -10.26%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Sirius XM appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-06 21:47 18d ago
2026-10-06 15:23 18d ago
SiriusXM omezil tantiémy stovkám komiků
SIRI Sirius XM
FMP Stock News 72
Original source text
Sebastian Maniscalco is taking heat from fellow comedians over his SiriusXM comedy channel, which critics say has squeezed hundreds of working stand-ups out of a lucrative source of royalties.

SiriusXM replaced its long-running Raw Comedy channel in April with Sebastian Maniscalco’s Comedy Radio, a 24/7 channel the satellite-radio giant has described as “curated and headlined” by the arena-filling comic.

Now, comedians including Liz Miele and Greg Stone are calling on Maniscalco and SiriusXM to reverse course, arguing the revamped channel has sharply concentrated airplay among better-known performers.

Host Sebastian Maniscalco visits SiriusXM Studios, Tuesday, Sept. 22, 2026, in New York. Getty Images Stand Up for Stand Up, an advocacy group for comedians, says data supplied by XMPlaylist shows the number of distinct comics receiving spins plunged from 812 in April to 275 in September — a drop of roughly 66% — even as the overall number of monthly plays remained in roughly the same range.

“The problem is,” Miele said in an Instagram video, “Raw went from playing 800 working class comedians to now playing less than 300 celebrity comedians like Joan Rivers, Johnny Carson, Bob Hope, Norm Macdonald.”

Miele said the lost airplay has hit comics who relied on the royalty checks while touring.

“And it is devastating,” she said. “Because of this action, hundreds of comedians will no longer be able to have these royalties.”

Stone also appealed directly to Maniscalco, while allowing that the comic may not have realized the impact of the programming overhaul.

“I’m going to assume you didn’t notice [the effects of the rebrand],” Stone said in a video posted to Instagram.

“’Cause no Italian is going to take money out of the hardworking man’s pocket.”

Sebastian Maniscalco performs onstage during the Sebastian Maniscalco “Stay Hungry” Tour 2018 at Madison Square Garden in New York, Saturday, Jan. 19, 2019. Getty Images for Sebastian Maniscalco He urged listeners to call SiriusXM and demand that the company “Bring back Raw Dog,” referring to the predecessor channel’s longtime Raw Dog Comedy branding.

The backlash has also drawn attention from other comics, including Patton Oswalt, Michelle Wolf and Matthew Broussard.

SiriusXM defended the overhaul, saying it was part of a broader programming change.

“SiriusXM works together with our creative partners to program the best possible experience for our listeners,” a company spokesperson said.

In this photo illustration, a person holds a smartphone displaying the logo of Sirius XM Holdings Inc. Getty Images “The launch of Sebastian Maniscalco’s Comedy Radio introduced a new creative direction and a regularly evolving programming mix for the channel, and SiriusXM continues to invest in comedians more than any other audio platform to deliver a wide range of comedy offerings across our channels.”

Sources close to SiriusXM told Deadline that the company viewed the rebrand as necessary because the old channel was not meeting listenership expectations.

The company has not publicly released channel-level audience data, however.

It also remains unclear how much control Maniscalco personally has over individual selections.
2026-09-12 22:41 1mo ago
2026-09-12 18:02 1mo ago
Sirius XM čeká reklamní impuls z YouTube
SIRI Sirius XM
FMP Stock News 86
Original source text
Buffett's Latest Portfolio Moves, and Another Secret StockSirius XM NASDAQ: SIRI Chief Financial Officer Zac Coughlin said the company is focused on growing subscription revenue, expanding its advertising business and preserving longer-term strategic optionality around its spectrum assets, following a first half marked by higher revenue, EBITDA and free cash flow.

Speaking at an investor event, Coughlin said SiriusXM’s strategy, refocused at the end of 2024, centers on strengthening the subscription business through the in-car experience, accelerating advertising growth and using the company’s scale to improve efficiency and shareholder returns. He said first-half revenue rose 1%, with both business channels growing, while EBITDA increased 5% and free cash flow climbed 67%.

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Sirius XM: Why Berkshire Just Added Another 2.3 Million SharesCoughlin characterized much of the performance as structural rather than timing-related. While he said subscription results in the second quarter included “a little bit of timing,” he said improvements in customer satisfaction, churn, pricing, packaging, cost efficiency and lower satellite capital expenditures were largely sustainable.

Subscription focus shifts toward value and revenue The CFO said SiriusXM has a durable subscriber base, noting that more than half of subscribers have been with the service for over 10 years. He cited record-low churn and record-high customer-satisfaction metrics as evidence of that loyalty.

Spotify Stock Surge: Why Investors Are Buying Despite High PricesRather than managing solely for subscriber-count growth, the company is increasingly focused on the long-term economic value of subscribers and subscription revenue growth, Coughlin said. The company plans to continue refining package segmentation, pricing and discount strategies while adding value to customers.

“We think about it less as a trade-off and more as a balance” between average revenue per user and subscriber retention, Coughlin said. He noted that SiriusXM raised prices in back-to-back years while maintaining record-low churn, and said the company sees potential to take pricing again if market conditions permit.

Near-term subscriber trends remain on track with internal plans for the third quarter, according to Coughlin. He said the company expects churn to remain low, aided by its continuous-service efforts and the popularity of its Companion plan. The principal external risk to subscriber growth remains the automotive selling-rate environment, given the importance of new vehicles to SiriusXM’s subscriber funnel, he said.

Content, automotive partnerships and 360L Coughlin said breadth of content remains a competitive advantage for SiriusXM, spanning music, sports, news, comedy, podcasts, talk and entertainment. The company has also used live events to deepen consumer connections, holding more than 400 live events annually, he said.

Its recently announced Sports Pass offering illustrates its effort to broaden access to content, Coughlin said. The product is intended to serve audiences beyond the traditional automotive funnel, while also being offered as a free add-on for the company’s most valuable customers.

Automaker relationships remain a key advantage, Coughlin said, citing more than two decades of integration work and “win-win economics” with original equipment manufacturers. He said SiriusXM is working with automakers as connected vehicles and IP-based delivery become more important, while the gradual turnover of the vehicle fleet means the transition will take time.

The company’s SiriusXM with 360L platform is installed in more than half of newly purchased vehicles and represents more than 20% of the total subscriber base, Coughlin said. The platform provides more detailed consumer listening data, which SiriusXM is using to inform programming, marketing, product and technology decisions. He said deeper personalization and customer engagement could support retention and pricing over time.

YouTube arrangement could become a material advertising driver Coughlin highlighted SiriusXM Media’s arrangement with YouTube as a significant new opportunity for the advertising business. He said SiriusXM Media already has a scaled advertising sales organization, technology platform and relationships with large advertisers, while YouTube adds a sizable audience.

Combined, SiriusXM and YouTube will reach 255 million Americans, or 90% of the listening population age 13 and older, according to Coughlin. He said the companies will spend roughly the first half of next year ramping the arrangement, with more material output expected in the second half.

The agreement is structured similarly to an advertising-representation deal, he said. SiriusXM does not expect substantial incremental investment because much of the required sales, technology and advertiser infrastructure is already in place. Coughlin said the arrangement should be meaningfully profitable, though its profitability will be lower than podcasting and within the range of SiriusXM’s owned-and-operated advertising platform.

Advertising revenue rose 5% in the second quarter, with podcasting and programmatic advertising the strongest contributors, Coughlin said. He expects second-half growth rates to moderate because comparisons with the prior year become more difficult, but said underlying demand remains constructive. The company sees the $18 billion to $20 billion annual audio advertising market as under-monetized and believes improved targeting and measurement could expand the overall market.

Capital allocation and spectrum optionality Coughlin said SiriusXM has reached its long-term leverage target range, though it remains near the high end of its low-to-mid-three-times leverage objective. The company expects to move more squarely toward the middle of that range through the rest of 2026.

Beginning in early 2027, Coughlin said the company expects a broader set of capital-allocation options. After internal investment needs and potential incremental inorganic opportunities, he said share repurchases are likely to be a priority over dividend increases. SiriusXM considers its current dividend sufficient and views buybacks as a more efficient use of capital at current share-price levels, he said.

On spectrum, Coughlin said the company’s 35 megahertz of contiguous mid-band spectrum is essential to the current satellite-radio business but also creates medium- to longer-term optionality. SiriusXM continues to migrate new customers to one portion of its satellite spectrum, though it does not intend to disrupt longstanding customers still using the legacy portion of the network.

About Sirius XM (NASDAQ:SIRI)Sirius XM Holdings Inc provides subscription-based audio entertainment and information services in the United States and Canada. Its SiriusXM service delivers commercial-free music, sports, news, talk and entertainment programming through satellite radio and internet streaming, including its mobile app and connected-vehicle platforms.

The company offers a broad range of exclusive and licensed content, including live sports coverage, original talk and comedy programs, news services, podcasts, and music channels organized by genre and artist.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Sirius XM Right Now?Before you consider Sirius XM, you'll want to hear this.

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2026-09-12 17:49 1mo ago
2026-09-12 12:02 1mo ago
Sirius XM zvýšila reklamní tržby a potvrdila volný peněžní tok
SIRI Sirius XM
FMP Stock News 86
Original source text
Buffett's Latest Portfolio Moves, and Another Secret StockJennifer Witz, chief executive officer of Sirius XM NASDAQ: SIRI, said the company’s strategy remains centered on strengthening its subscription business, expanding advertising and improving efficiency, with recent operating results providing what she described as evidence that the approach is working.

Speaking at Goldman Sachs’ Communacopia + Technology Conference, Witz said Sirius XM reported solid subscription performance in the second quarter, including higher average revenue per user, low churn and strong customer satisfaction. Advertising revenue rose 5% in the quarter, while the company remains on track to deliver $100 million in gross cost savings this year, she said.

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Sirius XM: Why Berkshire Just Added Another 2.3 Million SharesWitz reiterated the company’s free-cash-flow expectations of $1.375 billion this year and $1.5 billion next year, compared with $1.25 billion last year. She said lower capital expenditures for the satellite fleet as that investment cycle is completed next year should support cash generation and create greater capacity for shareholder returns, including share repurchases.

Subscription initiatives target retention and demand Witz said Sirius XM’s in-car business remains a significant competitive advantage, despite perceptions that satellite radio could face a rapid decline. The company is seeking to expand vehicle penetration at appropriate economics, increase used-car penetration and attract customers through extended-duration plans, she said.

Spotify Stock Surge: Why Investors Are Buying Despite High PricesThe company is also emphasizing a more personalized in-car experience through SiriusXM with 360L. The platform is used by roughly 20% of self-pay subscribers and is expected to be available in just over 60% of new-car sales by year-end, according to Witz.

Data from the platform is helping Sirius XM make content and product decisions, including the addition of local sports content, she said. Witz added that 360L has produced better conversion, retention and ARPU, while providing flexibility to offer different packages and enhanced features.

Second-quarter churn was 1.4%, Witz said. While the company expects modestly greater self-pay net-add losses this year than last year, she attributed part of that outlook to a reduced reliance on unpublished discounts and a shift toward customers rolling from trials into full-price plans. She said the transition may pressure near-term net additions but should improve the longer-term revenue profile.

Sirius XM is also using its Companion offering and continuous-service initiative to support retention. The Companion plan allows a paying subscriber to provide another household member with a radio or streaming subscription at zero ARPU. Witz said Sirius XM has about 300,000 Companion additions and that more than 80% of users say the feature has added value to their subscription.

Continuous service is designed to reduce friction when customers change vehicles by preserving their subscription, profile, preferences and streaming credentials while they determine where to place the service. Witz said future auto-transfer capabilities could further reduce customer leakage.

Lower-priced packages and exclusive content Witz said Sirius XM is pursuing lower-priced, content-focused packages to broaden its addressable market while continuing to add value to its broader subscription bundle. The company has launched its ad-supported Play music offering at $7 per month and is introducing Sports Pass at $5 per month.

Sports Pass will include Sirius XM’s sports programming, including play-by-play rights across the four major leagues, other sports coverage, sports talk and local sports stations through Audacy. Witz said the product could attract listeners who already subscribe to a music service but want broader sports access.

The company also sees opportunities in comedy and true crime. Witz cited recent additions including Sebastian Maniscalco and said Sirius XM is launching an ABC 20/20 channel after seeing success with its Dateline channel.

Witz described human curation, exclusive programming and live content as the company’s key differentiators. She pointed to country channel The Highway, which she said reaches 25% of Sirius XM subscribers each month, as an example of the company’s “fandom” strategy built around artist discovery, personalities, listener participation and exclusive events.

Advertising partnerships and spectrum optionality On advertising, Witz said Pandora accounts for about half of Sirius XM’s advertising revenue. The company is expanding its third-party representation business through partnerships involving SoundCloud, Amazon’s DSP, Apple’s podcast ecosystem and YouTube.

With YouTube, Sirius XM expects to reach 255 million monthly listeners, representing 90% of the U.S. population above age 13, Witz said. The partnership is beginning to launch and is expected to make a small contribution this year, with a more meaningful impact anticipated in the second half of next year. The company will monitor advertiser demand, repeat business and revenue as it evaluates the deal’s progress.

Witz also discussed the company’s spectrum portfolio, including 25 MHz of S-band spectrum used for its service and 5 MHz on either side in WCS blocks acquired in 2024. She said Sirius XM has seen interest related to potential spectrum uses, including direct-to-device applications, but is prioritizing value over speed.

Potential structures could include a sale, lease, joint venture or other commercialization arrangement, Witz said, adding that the company must consider technical and regulatory feasibility. She said the company has reached its target leverage ratio and intends to prioritize investment in the business, maintain leverage and return excess capital to shareholders.

About Sirius XM (NASDAQ:SIRI)Sirius XM Holdings Inc provides subscription-based audio entertainment and information services in the United States and Canada. Its SiriusXM service delivers commercial-free music, sports, news, talk and entertainment programming through satellite radio and internet streaming, including its mobile app and connected-vehicle platforms.

The company offers a broad range of exclusive and licensed content, including live sports coverage, original talk and comedy programs, news services, podcasts, and music channels organized by genre and artist.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Sirius XM Right Now?Before you consider Sirius XM, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Sirius XM wasn't on the list.

While Sirius XM currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

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2026-09-02 15:05 1mo ago
2026-09-02 09:33 1mo ago
Deutsche Bank zvýšila hodnocení Sirius XM na Buy
SIRI Sirius XM
FMP Stock News 78
Original source text
Deutsche Bank just made a bold call on the one audio stock that has already outpaced its rivals by a wide margin in 2026, and the market is listening. Here is what the upgrade reveals about where Sirius XM stands…

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Shares of Sirius XM Holdings (NASDAQ:SIRI | SIRI Price Prediction) are rallying Wednesday morning after Deutsche Bank raised its rating on the largest audio entertainment company in North America. The move stands apart from the rest of the audio complex, which is essentially unchanged on the session. Sirius XM Holdings stock is up 6% to $29.16 in early trading.

The Communication Services Select Sector SPDR ETF (NYSEARCA:XLC) is unchanged at $110.88, framing this as a single-name analyst call rather than a sector rotation. That backdrop makes the reaction in Sirius XM stock cleaner to read, since buyers are responding to something specific in the note rather than to an underlying shift in Communication Services.

The three publicly traded audio pure-plays have taken sharply different paths this year, and the upgrade lands on the incumbent rather than the grower. Spotify (NYSE:SPOT) stock is down 0.7% to $540.31, and iHeartMedia (NASDAQ:IHRT) stock is down 0.4% to $2.69, so neither peer is confirming today’s move in Sirius XM Holdings stock.

Deutsche Bank Upgrade Drives the Rally Deutsche Bank upgraded Sirius XM stock to Buy from Hold and set a $45 price target on the shares. The call targets a company that carries a market capitalization of $9.31 billion and reaches 255 million monthly listeners across its platforms, with subscriptions accounting for 76% of total revenue.

The upgrade follows a Q2 2026 report that CEO Jennifer Witz framed as a strategy reset delivering results, disclosed on July 30 with revenue of $2.16 billion, adjusted EBITDA of $691 million and free cash flow of $593 million. Self-pay net additions turned positive at 22,000, the first positive quarterly result in four years, while monthly self-pay churn reached a record low of 1.4%. Management raised full-year 2026 guidance by $25 million on each of revenue, adjusted EBITDA and free cash flow, taking the free cash flow target to $1.375 billion.

Three Audio Paths in 2026 Sirius XM stock was up 43% year to date (YTD) through Tuesday’s close, which makes this upgrade a bet on continued momentum in the audio name that has already led the group. Spotify stock was down 6% and iHeartMedia stock was down 35% over the same stretch, so the audio complex has offered nothing resembling a coordinated trade in 2026.

Spotify offers a scale contrast rather than a like-for-like comparison. The streaming service reported 300 million premium subscribers and 777 million monthly active users as of June 30, and Spotify stock carries a market capitalization of $111.9 billion, dwarfing Sirius XM on both users and equity value. iHeartMedia is the largest U.S. audio company by reach and the top podcast publisher by downloads, and iHeartMedia stock carries a market capitalization of only $361 million, a reminder that debt load and equity value can move in opposite directions from operational scale.

The business at Sirius XM runs on two segments. The SiriusXM segment is subscription satellite and streaming radio delivered through factory-installed receivers under agreements with major automakers and through a streaming app, supported by unique FCC spectrum licenses. The Pandora and Off-Platform segment is ad-supported and premium music streaming, a podcast network, and advertising technology sold through SiriusXM Media and AdsWizz, and Sirius XM Holdings ended Q2 2026 with 33 million SiriusXM subscribers and 39.8 million Pandora monthly active users.

Two adjacent platforms are worth flagging. Roku (NASDAQ:ROKU) has a pending acquisition agreement with Fox that was announced in June, so Roku stock reflects deal terms rather than operations. LiveOne (NASDAQ:LVO) is the small-cap audio streaming and podcast operator at the other end of the market-capitalization spectrum, and LiveOne stock is not participating in today’s move either.

What to Watch Next The $45 target from Deutsche Bank ultimately rests on the subscriber and advertising trajectory Sirius XM reports in its next quarterly update. Consensus for the September quarter currently sits at revenue of $2.15 billion, and management has flagged Companion Plans, expanded dealer programs and the coming YouTube audio commercialization as the growth vectors it wants to be measured against.

Investors sizing their exposure to Sirius XM stock should weigh the leverage profile and the pace of self-pay net additions against the free cash flow rebound. Net leverage at 3.4 times adjusted EBITDA sits at the company’s long-term target range, and management has flagged share repurchases as an increasingly important use of excess cash flow. Those levers, combined with the raised free cash flow guide, are what the Deutsche Bank thesis appears to lean on.

Traders can watch for confirmation from additional research calls in the coming days, and the next scheduled catalyst is Sirius XM’s Q3 2026 earnings report. That release will show whether the operational stabilization from Q2 has carried into the second half and whether the $45 target holds up against fresh numbers.

Contact [email protected] for any questions or corrections.
2026-08-31 11:18 1mo ago
2026-08-30 04:37 1mo ago
BlackRock nakoupil nový podíl v Sirius XM
SIRI Sirius XM
FMP Stock News 72
Original source text
BlackRock Inc. bought a new position in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,648,584 shares of the company’s stock, valued at approximately $104,619,000. BlackRock Inc. owned 0.79% of Sirius XM at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Valeo Financial Advisors LLC grew its position in Sirius XM by 3.2% in the second quarter. Valeo Financial Advisors LLC now owns 10,916 shares of the company’s stock valued at $322,000 after acquiring an additional 340 shares during the period. Altshuler Shaham Ltd grew its holdings in shares of Sirius XM by 36.7% in the 1st quarter. Altshuler Shaham Ltd now owns 1,553 shares of the company’s stock worth $36,000 after purchasing an additional 417 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Sirius XM by 33.7% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,837 shares of the company’s stock worth $55,000 after purchasing an additional 463 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Sirius XM by 36.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,836 shares of the company’s stock worth $41,000 after purchasing an additional 493 shares during the last quarter. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in shares of Sirius XM by 5.4% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 9,862 shares of the company’s stock worth $291,000 after purchasing an additional 509 shares in the last quarter. Institutional investors and hedge funds own 10.69% of the company’s stock.

More Sirius XM News Here are the key news stories impacting Sirius XM this week:

Positive Sentiment: SiriusXM is adding former LSU football coach Brian Kelly to a weekly show with Danny Kanell and Roy Philpott. The move expands the company’s sports programming and could help attract college-football listeners and advertising revenue. Brian Kelly joins SiriusXM for weekly show Neutral Sentiment: Director Anjali Sud reportedly acquired 60 Sirius XM shares through a dividend-related restricted stock unit credit. Because the shares were received through an equity compensation process rather than a large open-market purchase, the transaction offers limited insight into management’s valuation view. Anjali Sud share acquisition Negative Sentiment: SiriusXM is reportedly dropping Howard Stern’s Channel 101 after layoffs affecting roughly a dozen staffers. The decision may reduce programming costs, but it also highlights disruption around one of the company’s highest-profile personalities and could weigh on subscriber engagement, content visibility and investor confidence. Howard Stern’s SiriusXM 101 channel dropped Negative Sentiment: Reports that Stern’s channel was removed following broader layoffs add to concerns about SiriusXM’s content strategy and its relationship with marquee talent. The impact could be partly offset if the replacement programming improves listening, but that benefit remains unproven. Howard Stern channel replacement announced Insider Transactions at Sirius XM In other news, Director Jonelle Procope sold 16,672 shares of the firm’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $29.97, for a total value of $499,659.84. Following the transaction, the director owned 18,354 shares of the company’s stock, valued at approximately $550,069.38. This trade represents a 47.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 3.27% of the company’s stock. Wall Street Analyst Weigh In A number of research firms have commented on SIRI. Benchmark restated a “buy” rating on shares of Sirius XM in a research report on Wednesday, July 29th. Weiss Ratings upgraded shares of Sirius XM from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, July 9th. The Goldman Sachs Group reissued a “neutral” rating and issued a $32.00 target price on shares of Sirius XM in a report on Friday, August 7th. Wells Fargo & Company increased their price target on Sirius XM from $30.00 to $31.00 and gave the stock an “equal weight” rating in a research report on Friday, July 31st. Finally, JPMorgan Chase & Co. lifted their price target on Sirius XM from $26.00 to $34.00 and gave the company a “neutral” rating in a report on Friday, July 31st. Four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $30.92.

Get Our Latest Stock Report on Sirius XM

Sirius XM Stock Performance SIRI stock opened at $28.54 on Friday. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.46 and a quick ratio of 0.46. The company has a 50 day moving average price of $29.65 and a 200 day moving average price of $26.49. Sirius XM Holdings Inc. has a fifty-two week low of $19.76 and a fifty-two week high of $32.66. The stock has a market capitalization of $9.62 billion, a PE ratio of 11.42, a price-to-earnings-growth ratio of 0.62 and a beta of 0.95.

Sirius XM (NASDAQ:SIRI – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.70 EPS for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.08). The firm had revenue of $2.16 billion during the quarter, compared to the consensus estimate of $2.14 billion. Sirius XM had a net margin of 10.23% and a return on equity of 9.37%. The firm’s quarterly revenue was up 1.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.57 earnings per share. Analysts forecast that Sirius XM Holdings Inc. will post 3.01 EPS for the current year.

Sirius XM Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 3.8%. Sirius XM’s dividend payout ratio is presently 43.20%.

Sirius XM Company Profile (Free Report)

Sirius XM Holdings Inc is a leading audio entertainment company specializing in subscription-based satellite and streaming radio services. Formed in 2008 through the merger of Sirius Satellite Radio and XM Satellite Radio, the company delivers a broad range of programming across music, sports, news, talk and comedy channels. Sirius XM’s offerings include exclusive live sports play-by-play, artist-curated music channels, news coverage from major networks and original talk and entertainment series.

Headquartered in New York City, Sirius XM serves listeners throughout the United States and Canada, reaching tens of millions of subscribers.

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2026-08-12 15:42 2mo ago
2026-08-12 11:15 2mo ago
SiriusXM bude v USA zastupovat audio reklamu na YouTube
SIRI Sirius XM
FMP Stock News 78
Original source text
Sitting quietly in Berkshire Hathaway's portfolio is SiriusXM Holdings (SIRI -1.14%), which only accounts for 1.1% of the conglomerate's total portfolio. Looking a little more closely, however, shows that while its stake is small as a percentage in the portfolio, Berkshire still owns a huge chunk of the company itself: 37%.

The stock price has been on a good run in 2026, climbing nearly 50% as of this writing. But going back a little further, it's also lost 50% over the past five years. It's dealing with subscriber slowdown and increased competition, which will continue to be difficult to navigate.

That said, SiriusXM announced a deal with Alphabet that was easy to overlook but could be a meaningful long-term driver of revenue growth for the satellite radio company.

Image source: Getty Images.

The SiriusXM and Alphabet audio deal SiriusXM announced a partnership with YouTube (owned by Alphabet) in April, making it the exclusive advertising representative of YouTube's U.S. audio advertising inventory. In addition to its video content, YouTube offers podcasts, talk shows, and music channels, which are all ripe for advertising opportunities. The ad process will be handled by SiriusXM Media and the platform AdsWizz, which SiriusXM owns.

Through the deal, which is supposed to kick off in the fall, SiriusXM can generate revenue by handling the ad process. But it could also be a cross-selling boost for the company, as advertisers may want to run ads on SiriusXM-run stations in addition to YouTube to increase an ad campaign's exposure.

Reaching potential customers in audio format Despite all the worry about how artificial intelligence is changing the search engine landscape, Alphabet is still generating hundreds of billions of dollars in ad revenue. That's because in terms of reach, advertisers still know Alphabet's search engine, Google, is a premier destination for looking something up online.

SiriusXM can operate in a similar capacity for advertisers. Instead of connecting advertisers to search engine users, SiriusXM connects advertisers with listeners through its extensive reach in the audio entertainment space. But that's more of an operational comparison than an example of what's possible in terms of revenue. In 2025, Alphabet generated $294.6 billion in just ad revenue, while SiriusXM's 2025 full-year revenue totaled $8.5 billion. SiriusXM will never haul in anywhere near what Alphabet makes in advertising.

That said, while it's difficult to put a dollar figure on what managing audio ads for other platforms could generate, the process can still become a meaningful revenue driver for SiriusXM.

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The global podcast advertising market alone is expected to grow from $28.5 billion in 2026 to $38.5 billion by 2030, according to Grand View Research. And its current advertising revenue is showing steady progress; for the first six months of 2026, SiriusXM's total advertising revenue reached $861 million, a 4.2% increase from the first six months of 2025.

While it won't ever become an advertising powerhouse like Alphabet, handling the audio ad process for other platforms could become a new revenue growth engine for SiriusXM. And over the long term, that could continue to ignite investor enthusiasm, helping to extend the stock price's nearly 50% climb over the last year and reversing its 50% loss over the last five years.
2026-07-30 21:09 2mo ago
2026-07-30 16:04 2mo ago
Sirius XM zvýšila tržby, peněžní tok i výhled
SIRI Sirius XM
FMP Stock News 92
Original source text
Buffett's Latest Portfolio Moves, and Another Secret StockSirius XM NASDAQ: SIRI reported second-quarter 2026 results marked by modest revenue growth, higher profitability, record-low churn and a substantial increase in free cash flow, prompting the company to raise its full-year financial outlook.

Chief Executive Officer Jennifer Witz said the company returned to positive net subscriber additions during the quarter, increased average revenue per user and recorded the lowest churn rate in its history. The company reported self-pay net additions of 22,000, its strongest second-quarter subscriber performance in four years.

Get Sirius XM alerts:

Sirius XM: Why Berkshire Just Added Another 2.3 Million Shares“Our strategy is clear and our solid execution is delivering results,” Witz said, citing the company’s focus on strengthening its subscription business, expanding advertising and improving operating efficiency.

Revenue, Earnings and Cash Flow Rise Consolidated revenue increased 1% year over year to nearly $2.2 billion. Subscription revenue rose 1% to $1.6 billion, supported by February pricing actions, while advertising revenue increased 5% to $454 million.

Spotify Stock Surge: Why Investors Are Buying Despite High PricesAdjusted EBITDA rose 3% to $691 million, and the adjusted EBITDA margin expanded by 1 percentage point to 32%. Net income increased 17% to $239 million, while diluted earnings per share rose 23% to $0.70.

Free cash flow grew 48% from a year earlier to $593 million. Chief Financial Officer Zac Coughlin said the increase reflected higher adjusted EBITDA, lower cash taxes and favorable timing of vendor payments and capital expenditures.

The company raised its 2026 guidance by $25 million each for revenue, adjusted EBITDA and free cash flow. SiriusXM now expects:

Approximately $8.525 billion in revenue Approximately $2.625 billion in adjusted EBITDA Approximately $1.375 billion in free cash flow Coughlin said the outlook incorporates an expected second-half headwind from higher memory costs for hardware modules. Equipment revenue fell 22% year over year to $36 million, which management attributed to increased memory costs tied to broader semiconductor-market conditions.

Subscription Trends and Retention Efforts SiriusXM’s core segment generated $1.6 billion in revenue, slightly higher than the prior-year period. Subscriber revenue grew 1% to $1.5 billion, while ARPU increased 1% to $15.32.

Self-pay churn was approximately 1.4% during the quarter. Witz said continuous-service initiatives, which reduce friction when customers change vehicles, contributed to the record-low result. She added that underlying churn also improved independently of the initiative because of lower vehicle-related and non-payment churn.

Companion plans contributed 123,000 incremental self-pay net additions during the quarter. Coughlin said more than 80% of users surveyed said the offering increased the value of their subscription, while more than three-quarters said it made them more likely to remain subscribers.

Management nevertheless maintained its expectation for modestly lower full-year self-pay net additions than in 2025. The company expects comparisons to become more difficult in the fourth quarter as it anniversaries the launch of continuous service. SiriusXM is also reducing promotional acquisition offers and discounting in an effort to improve subscriber quality and long-term customer value.

Witz said the company expects churn to remain in a roughly 1.4% to 1.6% range over the longer term, while still seeing opportunities to improve engagement through expanded customer and listening data.

Advertising Momentum and YouTube Opportunity The company’s Pandora and off-platform segment reported revenue growth of 4% to $543 million. Advertising revenue in the segment increased 5% to $413 million, led by approximately 30% growth in podcasting revenue, 29% growth in programmatic advertising and 20% growth in technology fees. Those gains were partly offset by softer streaming-music advertising.

Podcasting revenue grew 30% companywide, driven by higher CPMs, greater sell-through and advertiser demand, Witz said. SiriusXM also cited advertising demand around its FIFA World Cup coverage, which included sponsorship packages for Bank of America, Lowe’s, Verizon, Xfinity and McDonald’s.

Management expects broader commercialization of YouTube Audio later in 2026 following an early test-and-learn period. Chief Advertising Revenue Officer Scott Walker said the offering is intended to address instances where YouTube users are primarily listening rather than watching, including through YouTube Music, smart speakers and mobile or in-car listening.

Walker said SiriusXM now can claim reach of 255 million monthly active users, or 90% of adults age 13 and older, through the opportunity. However, Coughlin said the company does not expect meaningful financial contribution from the YouTube arrangement during the remainder of 2026 or the first half of 2027. Management expects the opportunity to become more significant in the second half of 2027 as advertiser adoption scales.

Content, Sports and Capital Allocation Witz highlighted the company’s content investments, including new full-time artist channels for Morgan Wallen and Green Day, expanded news programming, podcast renewals and the launch of WWE Radio. Sports streaming increased 14% year over year, according to the company.

SiriusXM also introduced Sports Pass, a lower-priced sports-focused subscription offering, and announced an agreement with Audacy to add local sports stations from 22 major U.S. markets. President and Chief Content Officer Scott Greenstein said the Audacy partnership is intended to complement SiriusXM’s national sports voices and league programming with local sports-talk coverage.

The company said 360L, its in-car platform, is expanding across nearly every major original equipment manufacturer lineup. OEM subscribers averaged approximately 24 hours of monthly listening, while subscribers who also stream through the SiriusXM app engaged more than twice as much. Listening through personalized artist stations increased 50% year over year.

On costs, Coughlin said SiriusXM captured $74 million year to date toward its target of $100 million in incremental gross cost savings in 2026, including $48 million in operating expense savings and $26 million in capital expenditure savings.

Capital expenditures declined to $130 million from $145 million a year earlier, primarily because of lower satellite investment following the late-June launch of SXM-11. The company expects the planned launch of SXM-12 next year to complete its current satellite investment cycle.

SiriusXM reduced total debt by $292 million during the quarter and returned nearly $97 million to shareholders through dividends and share repurchases. Net leverage ended the quarter at 3.4 times adjusted EBITDA, within the company’s long-term target range of the low to mid-3 times.

Coughlin said share repurchases are expected to become a more important use of excess cash flow, with an increase anticipated in the second half of 2026 and potentially more significant repurchases in 2027. The company had approximately $996 million remaining under its repurchase authorization at quarter-end.

About Sirius XM (NASDAQ:SIRI)Sirius XM Holdings Inc is a leading audio entertainment company specializing in subscription-based satellite and streaming radio services. Formed in 2008 through the merger of Sirius Satellite Radio and XM Satellite Radio, the company delivers a broad range of programming across music, sports, news, talk and comedy channels. Sirius XM's offerings include exclusive live sports play-by-play, artist-curated music channels, news coverage from major networks and original talk and entertainment series.

Headquartered in New York City, Sirius XM serves listeners throughout the United States and Canada, reaching tens of millions of subscribers.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-07-30 16:21 2mo ago
2026-07-30 10:36 2mo ago
Sirius XM zklamal ziskem na akcii, tržby překonaly odhad
SIRI Sirius XM
FMP Stock News 78
Original source text
Sirius XM (SIRI - Free Report) came out with quarterly earnings of $0.7 per share, missing the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -10.26%. A quarter ago, it was expected that this satellite radio company would post earnings of $0.7 per share when it actually produced earnings of $0.72, delivering a surprise of +2.86%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Sirius XM, which belongs to the Zacks Broadcast Radio and Television industry, posted revenues of $2.16 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.91%. This compares to year-ago revenues of $2.14 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Sirius XM shares have added about 63% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Sirius XM?While Sirius XM has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Sirius XM was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.78 on $2.15 billion in revenues for the coming quarter and $3.10 on $8.56 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Broadcast Radio and Television is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Warner Bros. Discovery (WBD - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This operator of cable TV channels such as TLC and Animal Planet is expected to post quarterly loss of $0.13 per share in its upcoming report, which represents a year-over-year change of -120.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Warner Bros. Discovery's revenues are expected to be $9.29 billion, down 5.3% from the year-ago quarter.
2026-07-30 11:32 2mo ago
2026-07-30 06:58 2mo ago
SiriusXM oznámila výsledky za 2. čtvrtletí 2026
SIRI Sirius XM
FMP Stock News 92
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced its operating and financial results for the second quarter 2026. The full earnings release is available on the Investor Relations section of the company's website at https://investor.siriusxm.com. 

About Sirius XM Holdings Inc. 
SiriusXM is the leading audio entertainment company in North America, with a portfolio of audio businesses including its flagship subscription entertainment service SiriusXM; the ad-supported and premium music streaming services of Pandora; an expansive podcast network; and a complete ecosystem of advertising solutions through SiriusXM Media and AdsWizz. SiriusXM offers live, on-demand, and human-curated programming across music, talk, news, sports, and podcasts, and the company reaches approximately 255 million monthly listeners across its platforms. With deep automotive manufacturer relationships and unique spectrum assets, SiriusXM is built to reach listeners wherever they are. The company connects fans to the voices, creators, and moments they love - creating communities where listeners engage, participate, and belong.  For more about SiriusXM, please go to: www.siriusxm.com.  

Source: SiriusXM 

Investor contact: 
Jennifer DiGrazia
[email protected]  

SOURCE Sirius XM Holdings Inc.

Also from this source
2026-07-28 01:53 2mo ago
2026-07-27 20:30 2mo ago
SiriusXM získá nové příjmy díky partnerství s YouTube
SIRI Sirius XM
FMP Stock News 78
Original source text
SiriusXM Holdings (SIRI +4.76%) has been one of the quiet winners within the Berkshire Hathaway portfolio thus far in 2026, with the stock price up 54% as of this writing.

That price run-up, however, may have many wondering if there's still upside for Sirius. It's expected to report its 2026 second-quarter earnings on July 30, so we'll see an update soon that could determine the stock's short-term direction.

Image source: Getty Images.

What to look for in earnings Sirius has become a mature business, so in its earnings reports, the total number of paid subscribers is less important than it used to be. Instead, it's more important to look at free cash flow, if capital expenditures are decreasing as expected, and if full-year guidance is reaffirmed or even boosted.

In April, however, something intriguing was announced that could have a longer-term impact on the stock price than anything likely to be reported on July 30.

Becoming a hub for audio advertisers As mentioned above, looking at paid subscriber counts is less important because there isn't any growth happening. In fact, Sirius lost 111,000 self-pay subscribers (someone paying for a subscription themselves or an automaker that is paying for the subscription for three years or longer) in the first quarter of 2026, an improvement from the 192,000 it lost in the prior year.

Sirius is, however, finding diversified revenue growth opportunities that can offset those subscriber losses, one of which is in handling the advertising for other companies.

In April, SiriusXM announced a partnership with YouTube to manage its audio ads in the U.S. While YouTube, owned by parent company Alphabet, is known for its video content, it also offers audio-first content, including music, talk shows, and podcasts. Sirius will manage the process of placing advertisers in those formats for YouTube through SiriusXM Media and the tech platform AdsWizz, which Sirius also owns.

The direct benefit for Sirius is that it will generate revenue from the deal for handling the audio ad process, which is expected to start in the fall. But Sirius may also see a boost in its own advertising sales from companies that may first want audio ad space on YouTube but then want to expand their reach by placing ads on Sirius stations and the Sirius-owned Pandora platform.

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A business shift that could offer lasting results Despite the recent stock price climb, SiriusXM shares are still down nearly 50% over the last five years. A more competitive entertainment streaming landscape has weighed on the stock, and as we saw in the first quarter of 2026, the company is still losing paying listeners.

That's why the YouTube agreement is so promising, as it can open the door to other audio ad management deals and help Sirius not be so reliant on adding paying subscribers for revenue growth. In announcing the arrangement with YouTube, Sirius wrote: "The landmark partnership with YouTube highlights SiriusXM's commitment to an open, partner-first audio advertising ecosystem, continuing to connect advertisers to premium audio content wherever audiences choose to listen.

The July 30 earnings report may determine what happens to Sirius stock over the next few days or weeks. But if Sirius executes on becoming the go-to source for managing audio ad placements and that creates meaningful revenue growth, it can help it continue to dig itself out of the stock price losses it has experienced over the last five years.
2026-07-22 20:58 3mo ago
2026-07-22 16:30 3mo ago
SiriusXM oznámila čtvrtletní hotovostní dividendu
SIRI Sirius XM
FMP Stock News 92
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that its Board of Directors declared a quarterly cash dividend of $0.27 per share of common stock. This regular quarterly dividend is payable in cash on August 26, 2026, to stockholders of record at the close of business on August 10, 2026.

About Sirius XM Holdings Inc.
SiriusXM is the leading audio entertainment company in North America with a portfolio of audio businesses including its flagship subscription entertainment service SiriusXM; the ad-supported and premium music streaming services of Pandora; an expansive podcast network; and a suite of business and advertising solutions. Together, SiriusXM reaches a combined monthly audience of approximately 255 million listeners. SiriusXM offers a broad range of content for listeners everywhere they tune in with a diverse mix of live, on-demand, and curated programming across music, talk, news, and sports. For more about SiriusXM, please go to: www.siriusxm.com.

Source: SiriusXM

Investor contacts:
Jennifer DiGrazia
[email protected] 

SOURCE Sirius XM Holdings Inc.

Also from this source
2026-07-18 01:38 3mo ago
2026-07-17 19:16 3mo ago
Sirius XM před výsledky klesla více než S&P 500
SIRI Sirius XM
FMP Stock News 72
Original source text
Sirius XM (SIRI - Free Report) closed at $30.59 in the latest trading session, marking a -2.02% move from the prior day. This change lagged the S&P 500's 1.01% loss on the day. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, lost 1.4%.

Prior to today's trading, shares of the satellite radio company had gained 11.38% outpaced the Consumer Discretionary sector's gain of 1.27% and the S&P 500's gain of 0.32%.

Analysts and investors alike will be keeping a close eye on the performance of Sirius XM in its upcoming earnings disclosure. The company's earnings report is set to go public on July 30, 2026. On that day, Sirius XM is projected to report earnings of $0.78 per share, which would represent year-over-year growth of 36.84%. Simultaneously, our latest consensus estimate expects the revenue to be $2.14 billion, showing a 0.11% escalation compared to the year-ago quarter.

For the full year, the Zacks Consensus Estimates project earnings of $3.1 per share and a revenue of $8.56 billion, demonstrating changes of -2.82% and +0.04%, respectively, from the preceding year.

Investors should also pay attention to any latest changes in analyst estimates for Sirius XM. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. At present, Sirius XM boasts a Zacks Rank of #2 (Buy).

Looking at its valuation, Sirius XM is holding a Forward P/E ratio of 10.06. This valuation marks a discount compared to its industry average Forward P/E of 13.48.

It's also important to note that SIRI currently trades at a PEG ratio of 0.67. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Broadcast Radio and Television industry had an average PEG ratio of 1.06.

The Broadcast Radio and Television industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 102, finds itself in the top 42% echelons of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
2026-07-06 20:58 3mo ago
2026-07-06 16:30 3mo ago
SiriusXM oznámí výsledky za 2. čtvrtletí 2026
SIRI Sirius XM
FMP Stock News 78
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) will release its second quarter 2026 operating and financial results on Thursday, July 30, 2026. The company will host an investor conference call that morning at 8:00 a.m. ET to discuss results. A live webcast of the call will be available on the SiriusXM Investor Relations website at https://investor.siriusxm.com.

About Sirius XM Holdings Inc.
SiriusXM is the leading audio entertainment company in North America with a portfolio of audio businesses including its flagship subscription entertainment service SiriusXM; the ad-supported and premium music streaming services of Pandora; an expansive podcast network; and a suite of business and advertising solutions. Together, SiriusXM reaches a combined monthly audience of approximately 255 million listeners. SiriusXM offers a broad range of content for listeners everywhere they tune in with a diverse mix of live, on-demand, and curated programming across music, talk, news, and sports. For more about SiriusXM, please go to: www.siriusxm.com.

Source: SiriusXM

Investor contact:
Jennifer DiGrazia
1 (818) 384-4543
[email protected] 

SOURCE Sirius XM Holdings Inc.

Also from this source