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SISIRI

Sirius XM Holdings Inc.

$SIRI·$9.9B·Broadcasting·Communication Services
$30.51+1.9%YTD+49.1%1Y+26.7%
Mentions · last 7 days
2026-06-24: 11 posts2026-06-25: 5 posts2026-06-26: 11 posts2026-06-27: 9 posts2026-06-28: 10 posts2026-06-29: 14 posts2026-06-30: 10 posts70
Price updated 37m ago·X counts updated 2d ago
SISIRI
$SIRISirius XM Holdings Inc.
$30.51+1.87%70 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SIRI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-02

The move is getting stronger, with heavier trading behind it.

SiriusXM at 96% of 52-week range — Berkshire's ~40% stake plus 12x earnings, and it just keeps compounding.

SiriusXM Holdings is the U.S. satellite-radio franchise plus the Pandora streaming business. It's a cash-flow-heavy compounder that's often underappreciated by the growth-focused market — 12x earnings, 18% operating margin, 49% YTD.

What's stacking behind the tape:

  • Growth is real if modest — Q1 revenue grew 1.1% year-over-year with an 18% operating margin, and the trailing PE of 11.8x is legitimately cheap for a subscription-services franchise with sticky ARPU and low churn.
  • The stock is at 96% of the 52-week range — that's near-record positioning after a 49% YTD run and 27% TTM, and it reflects Berkshire Hathaway's ~40% ownership stake acting as an institutional anchor that mechanically supports the tape.
  • No X sentiment captured — this trades on fundamentals and institutional positioning, not on retail narrative; the tape action is what matters.

Stock sits at 96% of the 52-week range +29% above the 200-day — the acceleration is textbook. July 30 Q2 earnings is the pivotal test: continued subscriber-count stability plus stable ARPU keeps the tape running higher, while any subscriber-loss quarter or a churn increase reverses the setup. The Berkshire stake means any material selling from Buffett/Combs/Weschler would move the tape independently of fundamentals — worth monitoring for 13F filing patterns. This is a boring compounder finally being appreciated.

What to watch: July 30 Q2 earnings — subscriber count, ARPU trajectory, and churn rate. Any subscriber-loss or ARPU-decline quarter reverses the setup.

On the calendar: 2026-07-30 — Q2 earnings

no x signal

Read the AI verdict + X sentiment for $SIRI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Audio entertainment company offering satellite radio subscriptions and Pandora ad-supported and premium streaming across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Broadcasting sits in its cycle right now — and what that implies for $SIRI.

Broadcasting · Communication Services

Broadcasting is bifurcating between cord-cutting and digital transformation — FUBO's live sports streaming with NBCUniversal content distribution agreement positions it at the live TV streaming convergence point, while EVC has pivoted from Spanish-language broadcaster to programmatic ad-tech serving US and emerging market audiences.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-7.1%YTD
+1.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
13.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.72$0.70+2.9%
Q4 2025Feb 5, 2026$0.84$0.77+9.1%
Q3 2025Oct 30, 2025$0.84$0.78+7.1%
Q2 2025Jul 31, 2025$0.57$0.79-27.8%
Next earningsThu, Jul 30·consensus EPS $0.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.1B+1.1%40.1%22.0%$0.73$166.0M
Q4 FY25$2.2B+0.2%48.0%10.3%$0.29$536.0M
Q3 FY25$2.2B-0.6%46.8%22.8%$0.88$255.0M
Q2 FY25$2.1B-1.8%46.8%17.1%$0.61$401.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.6B$8.5B – $8.6B$3.13$2.99 – $3.3711
FY27$8.7B$8.6B – $9.1B$3.41$3.22 – $3.9111
FY28$8.8B$8.8B – $8.8B$3.59$3.17 – $4.1611
FY29$9.5B$9.4B – $9.7B$4.09$4.04 – $4.235
FY30$10.1B$10.1B – $10.4B$4.61$4.56 – $4.765

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 310.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

2 Dividend Stocks to Buy Even as New Fed Chair Kevin Warsh Holds Interest Rates Steadyfool.com·4d agoSirius XM (SIRI) Gains As Market Dips: What You Should Knowzacks.com·6d agoZacks Industry Outlook Netflix, Roku and Sirius XMzacks.com·8d ago4 Broadcast Radio & TV Stocks to Watch From a Challenging Industryzacks.com·8d agoHere's How Many Shares of Sirius XM You'd Need to Generate $1,000 in Yearly Dividendsfool.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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