SiriusXMSIRI
About: Sirius XM operates almost exclusively in the US through its SiriusXM and Pandora audio services. SiriusXM is primarily a satellite radio service, which 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 operates the service through a handful of geostationary satellites that it owns and operates, but it now offers a streaming SiriusXM option as well. Pandora, which makes up a much smaller portion of revenue and profit, offers a subscription and ad-supported streaming music service that competes with industry giants like Spotify, Apple Music, and YouTube Music.
Employees: 5,515
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
64% more call options, than puts
Call options by funds: $596M | Put options by funds: $362M
52% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 93
8% more funds holding
Funds holding: 502 [Q3] → 542 (+40) [Q4]
2.48% more ownership
Funds ownership: 72.01% [Q3] → 74.49% (+2.48%) [Q4]
0% less capital invested
Capital invested by funds: $5.78B [Q3] → $5.76B (-$20.2M) [Q4]
13% less funds holding in top 10
Funds holding in top 10: 16 [Q3] → 14 (-2) [Q4]
20% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 176
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Seaport Global David Joyce 43% 1-year accuracy 6 / 14 met price target | 33%upside $27 | Buy Upgraded | 9 Apr 2025 |
Rosenblatt Barton Crockett 28% 1-year accuracy 17 / 61 met price target | 18%upside $24 | Neutral Maintained | 3 Feb 2025 |
Barrington Research Patrick Sholl 0% 1-year accuracy 0 / 10 met price target | 38%upside $28 | Outperform Maintained | 31 Jan 2025 |
Guggenheim Curry Baker 17% 1-year accuracy 6 / 35 met price target | 43%upside $29 | Buy Reiterated | 31 Jan 2025 |
Barrington Research James Goss 23% 1-year accuracy 22 / 97 met price target | 48%upside $30 | Outperform Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 30 articles about SIRI published over the past 30 days
