Sirius XM Holdings Inc (SIRI)
NASDAQCommunication ServicesBroadcastingSnapshot 2026-11-05
NASDAQCommunication ServicesBroadcastingSnapshot 2026-11-05
Research Workspace
Put SIRI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Movies & Entertainment is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
Sirius XM's core business has to keep compounding to justify the price. Recent financial performance is holding in the top half of its industry. The company reported a beat in the third quarter of 2026. Revenue reached $2.15 billion during that period. The stock trades at 11 times earnings versus a 56 times peer median. This multiple sits well below the typical level for its sector. The price reflects less growth than we forecast for the company. A guidance cut after a recent raise would hit credibility hard. Our model puts the next-quarter miss probability near 30%. Peer multiples imply a price about 20% above where it trades. Our read remains intact. This read is provisional.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Trailing returns as of 2026-11-05. SIRI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering SIRI (as of Nov 2026).
Based on 6 Wall Street analysts offering 12-month price targets for SIRI in the last 4 months.
Current $33.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $33.22.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare SIRI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SIRI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
A price-focused, side-by-side fair-value read versus Movies & Entertainment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SIRI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase full-year 2026 revenue guidance to $8.525 billion
YouTube ad lift supports revenue growth strategy.

Advances: Increase full-year 2026 free cash flow guidance to $1.375 billion
CEO's focus on cash flow growth aligns with guidance objectives.

Reaffirmation of cash flow guidance supports investment thesis.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.