
SIRI Stock Forecast & Price Target
SIRI Analyst Ratings
Bulls say
Sirius XM Holdings reported a 4Q25 revenue of $2.193 billion, representing a year-over-year increase of 0.2% and exceeding estimates, primarily driven by a 3.7% growth in Pandora, podcasting, and off-platform advertising revenue, which reached $450 million. The company also noted a significant surge in podcast ad revenue, which grew 41% for the year, tapping into its robust audience of 170 million digital audio listeners, thus enhancing its digital ad platform's value. Additionally, the growth in paid subscribers, which increased by 110,000 to a total of 31.3 million, along with innovative strategies for subscriber package offerings and retention, point to a steady operating outlook and potential broader engagement in the coming years.
Bears say
Sirius XM Holdings is facing a concerning downward trend, with shares down 7% year-to-date and a significant 58% drop anticipated in 2024, mainly driven by a projected loss of 530,000 self-pay subscribers, bringing the total to an estimated 31.1 million for 2025. Revenue guidance for 2026 has been reduced to approximately $8.569 billion, reflecting a decrease in average revenue per user (ARPU) for SiriusXM and a decline in both Pandora's subscription revenue and advertising income. Additionally, the company's self-pay net adds are expected to worsen in 2026, compounded by intensified competition and market saturation, leading to a downgrade in recommendations based on the revised financial metrics.
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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