
SIRI Stock Forecast & Price Target
SIRI Analyst Ratings
Bulls say
Sirius XM Holdings reported a 4Q25 revenue of $2.193 billion, reflecting a slight year-over-year increase of 0.2%, and surpassing estimates, primarily driven by a 3.7% growth in Pandora/podcasting/off-platform advertising revenue, which amounted to $450 million. The company experienced a positive subscriber trend, adding 110,000 paid subscribers for a total of 31.3 million, indicating potential for stronger future growth. Innovations in subscription plans are enhancing reach and retention, alongside significant growth in podcast ad revenue, which surged 41% year-over-year, positioning SiriusXM favorably in the competitive digital audio landscape.
Bears say
Sirius XM Holdings faces a challenging outlook, evidenced by a 7% decline in shares year-to-date and a significant 58% drop in 2024, attributed primarily to a projected loss of 530,000 self-pay subscribers, bringing the total to approximately 31.1 million in 2025. Despite a forecasted increase in free cash flow due to a lower capital expenditure cycle, the guidance for 2026 indicates a revenue decrease to approximately $8.569 billion, reflecting factors such as reduced average revenue per user (ARPU), lower advertising revenue, and declines in Pandora's subscription revenue. The company's EBITDA estimates also support a negative outlook, as ongoing market saturation and competition pose substantial headwinds, prompting a downgrade in the stock recommendation.
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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