
SIRI Stock Forecast & Price Target
SIRI Analyst Ratings
Bulls say
Sirius XM Holdings reported fourth-quarter revenue of $2.193 billion, representing a modest 0.2% year-over-year increase and exceeding estimates by 0.5%, driven significantly by Pandora's advertising revenue, which grew 3.7% year-over-year to $450 million. The company experienced positive momentum in its subscriber base, achieving growth of 110,000 paid subscribers, bringing the total to 31.3 million, and indicating stronger-than-expected subscriber growth potential moving forward. Innovations in pricing plans and ongoing engagement with digital audio content position SiriusXM for continued improvement in reach and retention, contributing to a stable outlook for 2026.
Bears say
Sirius XM Holdings's shares have declined 7% year-to-date, following a significant 58% drop in 2024, primarily due to a projected loss of 530,000 self-pay subscribers, lowering the total to an estimated 31.1 million for 2025. Revenue guidance for 2026 has been reduced to approximately $8.569 billion, reflecting disappointing growth in average revenue per user (ARPU) and ongoing declines in Pandora subscription revenues, alongside decreased advertising and equipment revenue. Additionally, the anticipated lower capital expenditure cycle, while expected to increase free cash flow by nearly $300 million to $1.5 billion by 2027, is overshadowed by worsening self-pay net losses and intensified competition within the audio streaming market, leading to a downgrade in investment recommendations.
This aggregate rating is based on analysts' research of Sirius XM Holdings Inc and is not a guaranteed prediction by Public.com or investment advice.
SIRI Analyst Forecast & Price Prediction
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