SIRI

$29.62-$1.35 (-4.36%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

4.3%

of holders' portfolios

13F filers

institution

Market cap

$10.4B

337M shares

52-week range

$19.77 – $32.66

76% from low

Sector

RADIO BROADCASTING STATIONS

Exchange

NASDAQ

Change$-35.28

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$8.6B	+0.5%	$3.03	$2.89–$3.24	9.8×	9
2027	$8.7B	+1.3%	$3.31	$3.13–$3.75	9.0×	10
2028	$8.9B	+1.9%	$3.47	$3.10–$3.98	8.5×	9
2029	$9.5B	+7.0%	$3.96	$3.91–$4.17	7.5×	3

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 4 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-30	$0.78	$0.70	-10.4%
2026-04-30	$0.70	$0.72	+2.9%
2026-02-05	$0.77	$0.84	+9.1%
2025-10-30	$0.78	$0.84	+7.1%
2025-07-31	$0.79	$0.57	-27.8%
2025-05-01	$0.70	$0.59	-15.7%
2025-01-30	$0.64	$0.83	+29.7%
2024-10-31	$0.75

DCF fair valuemodel estimate

Intrinsic value

$28.30

Price

$29.62

Implied downside

-4%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
SIRISirius XM Holdings Inc.	$30.07	-2.91%	$10.1B	—
ADArray Digital Infrastructure Inc	$34.58	-1.15%	$3.0B	—
LBRDALiberty Broadband Corporation	$33.46	+0.39%	$4.8B	—
LLYVKLiberty Live Group	$99.11	-6.19%	$9.1B	—
LUMNLumen Technologies, Inc.	$6.41	-2.36%

Sirius XM Holdings, Inc

Sirius XM operates almost exclusively in the US through its SiriusXM and Pandora audio services. SiriusXM is primarily a satellite radio service that offers nationwide coverage and mostly ad-free listening, with proprietary channels and exclusive content. It makes agreements with automakers to install its radios in vehicles and give trial services to vehicle buyers, which have traditionally fed its subscriber base. The company provides the service via a fleet of geostationary satellites it owns and operates and now offers a streaming SiriusXM option. Pandora, which accounts for a much smaller portion of revenue and profit, offers a subscription and ad-supported streaming music service that competes with industry giants such as Spotify, Apple Music, and YouTube Music.

www.siriusxm.com

Employees: 5,119
IPO / List date: Sep 13, 1994
HQ: NEW YORK, NY

Held by traders on TradeandTell

Trader / Portfolio	Conviction
Robinhood Roth Ira Liam	Mild5%
FID 401k Liam	—

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Bridgewater Associatesas of 2026-03-31	91,340	$2.1M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

People who hold SIRI also hold

DDI

DoubleDown Interactive Co., Ltd. American Depository Shares

2 co-holders · 100% overlap

BMBL

Bumble Inc. Class A Common Stock

2 co-holders · 100% overlap

GRSD

Grandstand Limited Ordinary Shares

2 co-holders · 100% overlap

LNSR

LENSAR, Inc. Common Stock

2 co-holders · 100% overlap

NNDM

Nano Dimension Ltd. American Depositary Shares

2 co-holders · 100% overlap

GGR

Gogoro Inc. Ordinary Shares

1 co-holder · 50% overlap

ANF

Abercrombie & Fitch Co.

2 co-holders · 100% overlap

CROX

Crocs, Inc.

2 co-holders · 100% overlap

Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding SIRI.

Dividend history

TTM yield · 3.65% ($1.08/share)

Ex-date	Per share	Pay date
2026-08-10	$0.2700	2026-08-26
2026-05-11	$0.2700	2026-05-27
2026-02-11	$0.2700	2026-02-27
2025-11-05	$0.2700	2025-11-21
2025-08-08	$0.2700	2025-08-27
2025-05-09	$0.2700	2025-05-28
2025-02-07	$0.2700	2025-02-25
2024-11-05	$0.2700	2024-11-21
2024-08-09	$0.0266	2024-08-26
2024-05-09	$0.0266	2024-05-29

Recent trades on TradeandTell

LiamBUY@ $28.31
6/28/2026
in Robinhood Roth Ira →
LiamBUY@ $28.35
6/27/2026
in FID 401k →

$SIRI chatter on StockTwits

A@poiuytrewqasd5h
$SIRI The real risk is that someone buys this for 12$ from you without your explicit consent. Otherwise I would hold it forever.
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A@poiuytrewqasd5h
$SIRI I don't mind owning a business that makes 1$ a year for 10$.
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A@poiuytrewqasd5h
$SIRI Is there an echo in here?
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MUSCLE13MONSTER@muscle13monster6h
$SIRI Very obvious to me the move up to 30 bucks was due to satellite spectrum. Even though Merrill still has only a $24 target on Sirius it assigned 3 dollars up from previous lower targets based on spectrum optionality. I think the keys now are stock buybacks now they are back at target leverage and also lowering capex in the coming year.
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A@poiuytrewqasd7h
$SIRI I missed your message last week.
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Bradley S Wilson@Boiler6Bullish7h
$SIRI All you need to know is this is 12.85 PE with a forward PE of 10.02....still undervalued at this level....I'd say $36 is much more fair price.
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Steve O@ShockedTwit8h
$SIRI What a POS company this is. They work tirelessly 24/7/365 to make sure the stock stays suppressed and the shareholders stay miserable. This management is the greatest collection of greedy, conniving, cowardly thieves ever assembled for the sole purpose of securities fraud and shareholder abuse. The stock market is completely rigged and the government doesn't give a damn because they profit from it.
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Bradley S Wilson@Boiler69h
$SIRI Hahahaha you are almost there!! I do like that you are positive on this stock, but yet stay bearish. You started at $18 (Didn't hit it) moved to $20 (Didn't come close) now you are at $25. Soon you will be at $30....LOVE IT!!! Welcome aboard!!!
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SJ@BazziggrBearish9h
$SIRI $25?
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Bradley S Wilson@Boiler6Bullish11h
$SIRI Barrington raises price target from $33 to $36 Hope these shorts get out while they can.
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Jodie Christy@JodieChristy1d
Red flags on $SIRI! Unit economics worsening over the last 3 years: Customer Acquisition Cost up +55% while ARPU dropped -2%! Shares coiling intraday through the $31.16-$32.70 demand zone as smart money quietly absorbs liquidity off support for the next big move! I don't chase the market. I wait for confirmation. Sharing daily observations and trading ideas.
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par cha@parcha1d
$siri Key Takeaways from Sirius XM's Q2 Results It was encouraging to see Sirius XM beat analysts' EBITDA expectations this quarter. We were also happy its revenue narrowly outperformed Wall Street's estimates. On the other hand, its EPS missed. Overall, this was a softer quarter. The stock traded down 8.7% to $29.76 immediately after reporting. Sirius XM didn't show its best hand this quarter, but does that create an opportunity to buy the stock right now? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. https://finance.yahoo.com/markets/stocks/articles/sirius-xm-nasdaq-siri-surprises-125111332.html
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Bradley S Wilson@Boiler61d
$SIRI made $2,300 off that dip...thanks!!
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MarketBeat Earnings@EarningsInsider1d
https://www.marketbeat.com/earnings/reports/2026-7-30-sirius-xm-holdings-inc-stock/ $SIRI Sirius XM Earnings Transcript
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Bradley S Wilson@Boiler61d
$SIRI oh he is back cause it had a little pre-market dive due to overreaction. Free Cash flow is well on it's way to it's goal. Was a nice buying opportunity at that $28 dip for a good dividend coming up!! Remember all, he was saying $18 just 7 months ago, and was nowhere to be found this week when this rose almost another 10%! :) Happy buying!
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