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Sirius XM Holdings ( (SIRI) ) has issued an announcement.
On February 5, 2026, Sirius XM Holdings reported its fourth-quarter and full-year 2025 results, showing that while annual revenue slipped 2% to $8.56 billion and adjusted EBITDA edged down 2% to $2.67 billion with a largely flat 31% margin, the company swung from a $2.08 billion net loss in 2024 to $805 million in net income in 2025 and generated $1.26 billion in free cash flow, exceeding its 2025 guidance. Management emphasized disciplined cost controls, $250 million in incremental gross savings, and capital allocation toward high-return investments, deleveraging and shareholder returns, while signaling a stable 2026 outlook and a path toward higher free cash flow by 2027. Operationally, Sirius XM renewed its marquee Howard Stern deal for three more years, expanded its lineup of high-profile news, sports and cultural voices, and continued to enhance its core in-car offering and customer experience with broader rollout of its 360L platform, a multi-year dealer subscription program now spanning more than 15 brands, and new Continuous Service and Companion Plan options that aided fourth-quarter self-pay subscriber gains despite a full-year decline. The company also underscored its growing influence in digital audio advertising: podcasting revenue surged 41% in 2025 following 12% growth in 2024, Pandora and Off-Platform revenue held roughly flat at $2.14 billion with podcast and programmatic strength offsetting softer streaming-music demand, and the SiriusXM Podcast Network achieved the top national ranking in weekly listener reach and strong awards recognition, reinforcing its status as a leading podcast and cross-platform ad network even as subscriber revenue and gross margins in some segments came under pressure.
The most recent analyst rating on (SIRI) stock is a Sell with a $20.00 price target. To see the full list of analyst forecasts on Sirius XM Holdings stock, see the SIRI Stock Forecast page.
Spark’s Take on SIRI Stock
According to Spark, TipRanks’ AI Analyst, SIRI is a Neutral.
The score is driven primarily by steady profitability and strong free cash flow generation with low leverage, complemented by attractive valuation (low P/E and high dividend yield). These positives are balanced by weak technical momentum and business headwinds highlighted in the earnings call, including flat revenue and pressure in subscriber trends.
To see Spark’s full report on SIRI stock, click here.
More about Sirius XM Holdings
Sirius XM Holdings is a U.S.-based audio entertainment company operating subscription satellite radio under the SiriusXM brand and ad-supported streaming and podcasting services through Pandora and off-platform distribution. The company focuses on in-car entertainment, premium talk and music programming, and a growing digital audio advertising business that reaches about 170 million listeners, leveraging exclusive talent, podcasts and cross-platform content partnerships to strengthen its position in the audio media market.
Average Trading Volume: 4,068,563
Technical Sentiment Signal: Strong Sell
Current Market Cap: $6.98B
See more insights into SIRI stock on TipRanks’ Stock Analysis page.