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SISIRI

Sirius XM Holdings Inc.

$SIRI·$8.7B·Broadcasting·Communication Services
$25.34-2.1%YTD+28.2%1Y+11.2%
Price updated 4m ago·X counts updated 4d ago
SISIRI
$SIRISirius XM Holdings Inc.
$25.35-2.07%106 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SIRI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

106X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SIRI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-09

Deutsche Bank upgraded SiriusXM to Buy and raised its price target from $31 to $45 — well above street with numbers "wayyyyy above." Timing lands right before Sept 9 when the IRS Section 355(e) two-year change-of-control rule is lifted, enabling a tax-free purchase of $SIRI. Bulls treat the upgrade as a mechanical setup.

Read what X is saying about $SIRI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SIRI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventCooling offAI verdict · as of 2026-09-30

Catching its breath after a run — could pick back up or fade from here.

Deutsche Bank just raised Sirius XM's PT to $45 — the Section 355(e) two-year change-of-control rule expires and mechanically opens a tax-free bid.

Sirius XM Holdings runs the North American satellite-audio and Pandora/off-platform streaming businesses — a mature-cash-cow duopoly with a specific tax-structural setup that just changed the takeout math.

  • The tax structure is the specific catalyst: the IRS Section 355(e) two-year change-of-control restriction lifts on Sept 9, mechanically enabling a tax-free acquisition of Sirius XM — meaning a strategic (or Liberty Media internal restructuring) becomes economically clean for the first time.
  • The Deutsche Bank upgrade lands into that setup: Buy with PT lifted from $31 to $45 — well above the street consensus, with numbers described as 'wayyyyy above' — meaning the sell-side is chasing the deal-optionality.
  • The base is doing its job: Q1 revenue grew 1.1% YoY to $2.09B (essentially flat), operating margin 18%, FCF yield 14% — the underlying free cash flow supports the takeout math even without a rerating.

Cooling (46% of range, ~11% below the 50-day) into the Nov 3 print. A print that gives a specific de-consolidation or M&A signal plus continued subscriber stabilization extends the tape toward Deutsche's $45; a soft print or a Liberty-side denial of consolidation intent is what would keep the drift. This is a tax-plus-strategic setup, not a growth story.

Agrees with X sentimentThe bulls have the mechanical setup right — the IRS Section 355(e) two-year change-of-control rule lifting on Sept 9 does mechanically unlock tax-free takeout structure, and Deutsche Bank's PT jump from $31 to $45 with numbers 'wayyyyy above' street is real, dated upgrade activity. The setup is what the chatter says it is.

What to watch: Q3 earnings Nov 3 — a print with a specific de-consolidation or M&A signal plus continued subscriber stabilization extends the tape toward Deutsche's $45; a soft print or Liberty-side denial of consolidation intent keeps the drift. Watch Liberty Media 13D filings and Sirius-holding structure moves as the indicators.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Linear TV ad revenue is in secular decline as streaming viewership displacement accelerates; broadcast station groups are offset by political ad spending in election cycles (2026 midterms) and retransmission consent fee escalations from pay-TV distributors. Streaming retransmission/vMVPD negotiations are the structural battleground; over-the-air broadcast reach remains valuable to political advertisers and local news consumers.

What this means for $SIRI

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

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-4.7%YTD
-6.3%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
Q2 2026Jul 30, 2026$0.70$0.78-10.4%
Q1 2026Apr 30, 2026$0.72$0.70+2.9%
Q4 2025Feb 5, 2026$0.29$0.77-62.3%
Q3 2025Oct 30, 2025$0.84$0.78+7.1%
Next earningsTue, Nov 3·consensus EPS $0.76

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$8.6B – $8.6B$2.98$2.86 – $3.1811
FY27$8.7B$8.6B – $9.2B$3.29$3.06 – $3.6211
FY28$8.9B$8.7B – $10.1B$3.56$2.72 – $4.3611
FY29$9.6B$9.5B – $10.0B$4.50$4.43 – $4.765
FY30$10.2B$10.1B – $10.6B$5.74$5.65 – $6.075

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.1.3×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.47%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.-10.0%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.+1.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 311.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Sirius XM Holdings Inc. reported Q2 and H1 2026 financial and operating results for the three and six months ended June 30, 2026 via press release (Exhibit 99.1) on July 30, 2026. Under Reg FD, Sirius XM also disclosed it would post a reconciliation of Sirius XM Holdings Inc. vs. its subsidiary Sirius XM Radio LLC financial statements on its investor website to satisfy indenture reporting obligations. Specific subscriber, revenue, and EBITDA figures are in the attached exhibit. This is the routine quarterly earnings disclosure for the satellite radio and podcast platform.

8-KOfficer or director changeJul 308-K — Item 5.02: Officer or director change
AI summary

Sirius XM Holdings Inc. announced the departure of Wayne D. Thorsen, EVP and Chief Operating Officer, effective July 31, 2026. Under a Separation Agreement dated July 29, 2026, Thorsen will receive a $1,050,000 lump sum (prorated 2026 annual bonus) within 60 days of separation, contingent on non-revocation of a general release; all unvested equity awards will be forfeited on July 31. No disagreements with management were cited, and the company does not plan to appoint a successor COO. The COO elimination rather than replacement suggests ongoing restructuring at the satellite radio company.

SC 13D/AActivist amendmentJun 10SC 13D/A
AI summary

John C. Malone filed Amendment No. 1 to his Schedule 13D on Sirius XM Holdings Inc. common stock on June 10, 2026. The full details of his current beneficial ownership position and any changes are not reproduced in the available body excerpt — the text is truncated after identifying the filer and issuer. Investors should review the full Schedule 13D/A for Malone's current position and any changes in his intent regarding Sirius XM.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Sirius XM Holdings held its 2026 Annual Meeting on May 28, 2026. Shareholders approved Amendment No. 1 to the 2024 Long-Term Stock Incentive Plan, adding 7.2 million shares (new total: 22,565,993 shares). The filing also covers other items voted at the annual meeting under Item 5.07. The share pool expansion provides Sirius XM with additional equity compensation capacity for employee grants over the coming years.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (2 10-Qs · 2 proxys · 1 13G · 1 S-8) in window

Recent news

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

Sirius XM (SIRI) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·15d agoSirius XM Stock Is Up 53% in 2026: Take Profits, or Buy More?247wallst.com·16d agoZacks Industry Outlook Netflix, Fox , Roku and Siriuszacks.com·17d agoVIRGINIA RETIREMENT SYSTEMS ET Al Acquires Shares of 35,100 Sirius XM Holdings Inc. $SIRIdefenseworld.net·17d agoSirius XM Eyes YouTube Ad Lift, Buybacks as Subscription Strategy Gains Tractionmarketbeat.com·19d ago

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Voices on X · last 7 days

No standout posts about $SIRI on X in the last 7 days.

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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