Stocks · 1 month ago
Apple Siri AI Warning: $180B Cash but No Clear AI Catalyst
Can Apple Siri AI turn ecosystem strength into real revenue growth, or is Wall Street right to demand harder proof?
Sirius XM Holdings Inc. SIRI
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$30.59
+2.56
(+0.00%)
Price Chart
About Sirius XM Holdings Inc.
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform. The Sirius XM segment provides music, sports, entertainment, comedy, and talk and news channels, as well as podcast and infotainment services on subscription fee basis; and live, curated, and exclusive and on demand programming services through satellite radio systems and streamed through applications for mobile and home devices, and other consumer electronic equipment. This segment also distributes satellite radios through automakers and retailers, as well as…
- ISIN
- US8299331004
Analyst Consensus
Consensus Rating
NONE
Analysts
13
covering this stock
Mean Target
$28.00
-8.5% vs current
Current Price
$30.59
+0.00% today
12-Month Price Target Range
LOW TARGET
$18.00
HIGH TARGET
$45.00
Range based on 13 Wall Street analysts covering SIRI.
Recent Analyst Actions — 7 unique firms, latest first
- May 19, 2026 Maintain Rosenblatt Buy ($46 → $45)
- May 4, 2026 Maintain Citigroup Sell (+$19 → $22)
- May 4, 2026 Maintain Barrington Research Outperform (+$28 → $32)
- May 1, 2026 Maintain JP Morgan Neutral (+$24 → $26)
- May 1, 2026 Maintain Evercore ISI Group In-Line (+$24 → $28)
- Apr 24, 2026 Maintain Guggenheim Buy (+$29 → $34)
- Feb 6, 2026 Downgrade Seaport Global Buy → Neutral
Recent Quarters
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $2.09B | +1.1% | $245.0M | $0.72 | +22.0% | 47.3% | 22.0% |
| Q4 2025 Dec 2025 | $2.19B | — | $99.0M | $0.24 | — | 48.0% | 22.7% |
| Q3 2025 Sep 2025 | $2.16B | — | $297.0M | $0.84 | — | 46.8% | 23.3% |
| Q2 2025 Jun 2025 | $2.14B | — | $205.0M | $0.57 | — | 46.8% | 22.1% |
| Q1 2025 Mar 2025 | $2.07B | — | $204.0M | $0.59 | — | 46.6% | 21.0% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Latest SIRI Coverage
Activity