Zacks Investment Research·Sep 16, 2026
Sirius XM (SIRI) Suffers a Larger Drop Than the General Market: Key InsightsIn the most recent trading session, Sirius XM (SIRI) closed at $28.56, indicating a -3.25% shift from the previous trading day.
Sirius XM's investment case hinges on its ability to sustain robust cash generation despite a mature, flat revenue base. The company has demonstrated resilient gross margins near 49.7% and strong cash conversion, with cumulative operating cash flow of $4.56B o...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has plateaued near $2.2B per quarter with growth oscillating between -4.4% and +1.1%, yet gross margin remains resilient at 49.7% in 2026Q2, indicating stable pricing power despite stagnant top-line.
The company's subscription model is highlighted as a key strength, with low churn rates and reliable revenue streams.
SiriusXM offers diverse content, including music, comedy, and sports, which attracts and retains subscribers.
The stock is considered undervalued relative to its fair value, with a strong free cash flow yield of 15%.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.70-10.4% vs $0.78 | $2.2B+1.0% vs $2.1B |
Q2 2026 Apr 30, 2026 | $0.72+2.9% vs $0.70 | $2.1B+1.0% vs $2.1B |
Q1 2026 Feb 5, 2026 | $0.29-62.3% vs $0.77 | $2.2B+1.0% vs $2.2B |
Q4 2025 Oct 30, 2025 | $0.84+7.1% vs $0.78 | $2.2B+0.9% vs $2.1B |
In the most recent trading session, Sirius XM (SIRI) closed at $28.56, indicating a -3.25% shift from the previous trading day.
Sirius XM Holdings (NASDAQ:SIRI | SIRI Price Prediction) stock is up 53% year to date (YTD), one of the more surprising runs in the communication services group this year. Sirius XM shares are trading at $29.
Netflix, Fox , Roku and Sirius have been highlighted in this Industry Outlook article.
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Sirius XM Holdings Inc. (NASDAQ: SIRI) during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 35,100 shares of the company's stock, valued at approximately $1,037,000. Several other large investors have also made
Benchmark SIRI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sirius XM Holdings Inc. (SIRI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $25.64 | $8.63B | 11.40 | -1.62% | 9.41% | 7.11% | 3.99% | |
| $2.10 | $273.13M | -0.69 | 0.27% | -7.17% | — | — | |
| $10.93 | $278.21M | 35.26 | 1.42% | 2.83% | 4.38% | — | |
| $491.40 | $101.02B | 41.27 | 9.65% | 18.43% | 41.05% | — | |
| $330.32 | $4.85T | 44.28 | 6.43% | 27.62% | 137.18% | — | |
| $248.23 | $2.67T | 34.62 | 12.38% | 17.44% | 30.5% | — |
Sirius XM Holdings Inc. (SIRI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Sirius XM Holdings Inc. (SIRI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 30, 2026·SEC
Jun 1, 2026·SEC
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Sirius XM Holdings Inc. (SIRI) stock FAQ — growth, dividends, profitability & financials explained
Sirius XM Holdings Inc. (SIRI) reported $8.60B in revenue for fiscal year 2025.
Sirius XM Holdings Inc. (SIRI) saw revenue decline by 1.6% over the past year.
Yes, Sirius XM Holdings Inc. (SIRI) is profitable, generating $880.0M in net income for fiscal year 2025 (9.4% net margin).
Yes, Sirius XM Holdings Inc. (SIRI) pays a dividend with a yield of 3.99%. This makes it attractive for income-focused investors.
Sirius XM Holdings Inc. (SIRI) has a return on equity (ROE) of 7.1%. This is below average, suggesting room for improvement.
Sirius XM Holdings Inc. (SIRI) generated $1.55B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
