Held · Bookmarked
2 · 0
portfolios · users
Avg position size
4.3%
of holders' portfolios
13F filers
2
institutions
Market cap
$9.2B
337M shares
52-week range
$19.77 – $32.66
59% from low
Sector
RADIO BROADCASTING STATIONS
Exchange
NASDAQ
CS
P/S (TTM)
1.1
EV / FCF (TTM)
12.0
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| Trader / Portfolio | Conviction |
|---|---|
| Robinhood Roth IraLiam | — |
| FID 401kLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Berkshire Hathawayas of 2026-03-31 | 124,807,117 | $2.9B |
| 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 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 5.3% | — | — | — | ||
| Rev. Growth % | -1.6% | 1.3% | ||||
| Profit Margin % | 9.4% | 6.6% | 9.3% | |||
| Free Cash Flow Margin % | 14.5% | 15.0% | 20.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.5% on the P/E track.
At today's price, your expected annual return is +16.2% on the P/E track.
At today's price, your expected annual return is +21.5% on the P/E track.
| 91,340 |
| $2.1M |
| 2024-02-08 | $0.0266 | 2024-02-23 |
| 2023-11-06 | $0.0266 | 2023-11-29 |
| Execution date | Ratio |
|---|---|
| 2024-09-10 | 1-for-10reverse |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.6B | +1.0% | $2.96 | $2.85–$3.16 | 9.2× | 10 |
| 2027 | $8.8B | +1.7% | $3.25 | $3.03–$3.59 | 8.4× | 10 |
| 2028 | $8.9B | +1.4% | $3.55 | $2.72–$4.36 | 7.7× | 9 |
| 2029 | $9.5B | +6.9% | $4.43 | $4.36–$4.68 | 6.2× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 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 | $0.29 | -62.3% |
| 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 | $0.77 |
| $-8.74 |
| -1235.1% |
| $6.6B |
| — |
| MSGSMadison Square Garden Sports Corp. | $398.75 | +1.04% | $9.6B | — |
| NXSTNexstar Media Group, Inc. | $156.53 | -3.58% | $4.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding SIRI.
$SIRI okay you filled the gap feel free to come back to halfway reasonable prices now.
View on StockTwits ↗$SIRI Once they migrate majority of all their users over to the 360L platform, they will be able to monetize their spectrum!! My guess is to the tune of over 8 billion, which is ironically what their market cap is close to now lol
View on StockTwits ↗
$LUNR $SIRI Intuitive Machines confirmed that SXM-11 has successfully completed in-orbit testing and has now been handed over to SiriusXM fully operational. The satellite launched June 28 aboard a SpaceX Falcon 9. The relationship is substantial: Intuitive Machines says the teams have now built 13 spacecraft together, and work is already underway on the next satellite in the series. This isn’t a new contract announcement, but it is an important execution milestone—SXM-11 has moved successfully from launch and testing into customer operations.
View on StockTwits ↗
$siri https://finance.yahoo.com/media-advertising/articles/sirius-xm-ceo-highlights-cash-160158796.html
View on StockTwits ↗
$SIRI Don't worry about this breaking $30 soon; the company is returning substantial value back to the shareholders and has been for many years, according the Witz. Stock buy backs, the dividend - we are living large, baby! So . . . the stock price is irrelevant according to their logic. Since we are all enjoying this massive windfall of returned capital, well, there's no sense worrying about anything and we should rejoice our good fortune and thank SiriusXM for their loyal support. Jennifer Witz, Greg Maffei and John Malone: all these years while I was hating on them, the shareholders were making a small fortune. You're a good robot after all, Jen!
View on StockTwits ↗
$SIRI What the fuck is keeping this under$30 after finding support at$28.
View on StockTwits ↗$SIRI Hey Witz! It's the back end of the year as you repeat ad nauseum at the scam earnings reports. How about you get off that boney back end of yours and pull this rotting stock out of the gutter? Is that too much to ask for$37,000,000 a year?
View on StockTwits ↗
$SIRI lets go...siri will start buying here to create a
View on StockTwits ↗$SIRI Should be above $30 already. Typically this goes in the inverse direction of the DJIA.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.