Sirius XM is upgraded to a strong buy, offering deep value with a forward P/E of 6.65 and a 5.2% dividend yield. SIRI consistently beats earnings estimates, maintains stable revenue, and leverages ad-supported plans to offset subscriber downgrades. Robust free cash flow enables ongoing debt reduction and share repurchases, supporting both capital returns and improving credit quality.
Sirius XM (NASDAQ: SIRI) and Spotify (NYSE: SPOT) reported Q3 2025 earnings within days of each other, highlighting two audio entertainment businesses moving in opposite directions.
Sirius XM (SIRI) closed the most recent trading day at $21.75, moving +1.21% from the previous trading session.
The terms of Stern's deal were not disclosed, and while he commands a far smaller audience than in his heyday, it is still larger than most.
In the closing of the recent trading day, Sirius XM (SIRI) stood at $22.08, denoting a -1.08% move from the preceding trading day.
Sirius XM (SIRI) reached $22.03 at the closing of the latest trading day, reflecting a +2.06% change compared to its last close.
Sirius XM remains undervalued despite ongoing modest business decline, with strong free cash flow and a secure 5% dividend yield. Q3 results showed slight revenue and subscriber declines, but cost management and improved guidance support a stable financial outlook for SIRI. Berkshire Hathaway continues to increase its stake in SIRI, highlighting its attractive valuation and recurring revenue, though this alone won't drive shares higher.
Sirius XM Holdings Inc. posted Q3 '25 results showing slight declines in revenue and subscribers, but cost discipline kept results stable. SIRI raised 2025 guidance modestly, with capex and debt reduction supporting targets. The market is optimistic about potential monetization of SIRI's excess spectrum assets, with management hinting at near-term partnership opportunities.
The headline numbers for Sirius XM (SIRI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sirius XM Holdings Inc. ( SIRI ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Hooper Stevens - Senior Vice President & Head of Investor Relations Jennifer Witz - CEO & Director Thomas Barry - EVP & Chief Financial Officer Wayne Thorsen - Executive VP & COO Scott Greenstein - President & Chief Content Officer Conference Call Participants Stephen Laszczyk - Goldman Sachs Group, Inc., Research Division Cameron Mansson-Perrone - Morgan Stanley, Research Division Kutgun Maral - Evercore ISI Institutional Equities, Research Division Barton Crockett - Rosenblatt Securities Inc., Research Division Matthew Harrigan - The Benchmark Company, LLC, Research Division Omar Mejias Santiago - Wells Fargo Securities, LLC, Research Division Presentation Operator Greetings, and welcome to the SiriusXM's Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Sirius XM (SIRI) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to a loss of $0.84 per share a year ago.
In the most recent trading session, Sirius XM (SIRI) closed at $21.64, indicating a +1.22% shift from the previous trading day.