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SISIRI

Sirius XM Holdings Inc.

$SIRI·$10B·Broadcasting·Communication Services
$28.46+1.7%YTD+53.1%1Y+21.2%
Mentions · last 7 days
2026-08-07: 11 posts2026-08-08: 2 posts2026-08-09: 3 posts2026-08-10: 15 posts2026-08-11: 12 posts2026-08-12: 14 posts2026-08-13: 14 posts71+16%
Price updated 7h ago·X counts updated 1d ago
SISIRI
$SIRISirius XM Holdings Inc.
$28.46+1.68%71 posts+16%
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 numbersCooling offAI verdict · as of 2026-08-13

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

Sirius XM up 53% YTD on Goldman PT hike to $32 and spectrum-play SpaceX-takeover speculation — Berkshire owns 37%.

Sirius XM Holdings is the satellite-radio subscription business plus Pandora streaming. The story is a real value case underpinned by defensive subscription revenue plus optionality on the spectrum-asset value.

Where it stands:

  • The operating story is stable: Q1 revenue $2.09B grew 1.1% year-over-year at 45% gross margin and 22% operating margin — modest but positive.
  • Recent EPS: Q2 $0.70 vs $0.781 (-10.4% miss) and Q1 $0.72 vs $0.70 (2.9% beat) — mixed.
  • The forward earnings arc is real: consensus 2026 EPS $3.13 stepping to $3.41 in 2027 and $3.60 in 2028 — high-single-digit annualized growth.
  • The valuation is genuinely cheap: 12x trailing PE, 1.2x sales, 13.7% FCF yield — deep-value for a subscription media franchise.
  • The tape is trending: shares at the 67th percentile of the 52-week range, -3% below the 50-day but +16% above the 200-day, up 53% YTD and +35% year-over-year.
  • Goldman Sachs boosted price target to $32 from $23 — third-party validation.
  • SpaceX-takeover speculation for the spectrum play adds catalyst optionality.
  • Berkshire owns 37% — real strategic-holder signal.
  • A director sold $500K on August 10 — real dollars, but not a strategic exit.
  • EVP and COO Wayne Thorsen departed effective July 31 with $1.05M lump sum — governance transition.

Cooling here means the market is testing whether the spectrum-catalyst thesis actually plays out. What restarts the tape is either a specific SpaceX-related spectrum deal, a Q3 (October 29) print with revenue re-acceleration, or an audio-advertising-market expansion commentary. What extends the drift is either a Berkshire trim disclosure or continued modest revenue growth.

Agrees with X sentimentX is right on the mechanics — Goldman PT hike to $32 from $23, spectrum play with SpaceX takeover interest speculation, strategic value of the spectrum asset beyond subscription radio. My read agrees on direction.

What to watch: Q3 earnings October 29 — specifically subscription revenue growth, ARPU trajectory, and any commentary on the spectrum-asset strategic direction. Watch also for any 13D activity from Berkshire, SpaceX, or other strategic holders.

On the calendar: 2026-10-29 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-10

Sirius XM posts describe a Goldman Sachs price target boost to thirty two from twenty three, spectrum play speculation including takeover interest from SpaceX, and framing as a banger year alongside other portfolio pillars. Discussion emphasizes the strategic value of the spectrum asset beyond the subscription radio business. Sentiment across the small sample is broadly bullish.

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

No material change from last week — FUBO's live sports streaming with NBCUniversal content distribution agreement positions it at the live TV streaming convergence point, while EVC has pivoted..

What this means for $SIRI

Partial — Audio entertainment company offering satellite radio subscriptions and Pandora ad-supported and premium streaming across North America; partial earnings exposure to broadcasting demand dynamics through its product portfolio.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-5.2%YTD
+1.6%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$0.84$0.77+9.1%
Q3 2025Oct 30, 2025$0.84$0.78+7.1%
Next earningsThu, Oct 29·consensus EPS $0.77

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$3.21 – $3.8911
FY28$8.8B$8.8B – $8.8B$3.60$3.17 – $4.1711
FY29$9.5B$9.4B – $9.7B$4.09$4.04 – $4.225
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.67%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.-3.2%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.+16.1%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 today1.0% 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.

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
8-KMaterial agreementMar 58-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
+ 10 other (4 routine 8-Ks · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

Could This Company Berkshire Owns a 37% Stake in Become the Google of Audio Advertising?fool.com·3d ago3 Satellite Communications Stocks Powering UFOetftrends.com·4d ago3 Stocks to Buy and Hold Even If There's a Stock Market Sell-Off in Augustfool.com·5d agoInsider Selling: Sirius XM (NASDAQ:SIRI) Director Sells $499,659.84 in Stockdefenseworld.net·5d ago3 Dividend Stocks Ready to Pay You – If You Buy Them This Week247wallst.com·10d ago

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