Company Performance - Sirius XM's stock closed at $20.32, reflecting a +0.79% change from the previous trading day's closing, which lagged behind the S&P 500's gain of 2.51% [1] - The company has experienced a significant decline of 15.83% in its stock price over the past month, while the Consumer Discretionary sector and the S&P 500 lost 9.2% and 8.86%, respectively [1] Upcoming Earnings - Sirius XM is set to release its earnings report on May 1, 2025, with an expected EPS of $0.70, unchanged from the prior-year quarter [2] - The consensus estimate projects revenue of $2.08 billion, indicating a 3.58% decrease from the same quarter last year [2] Full-Year Estimates - The Zacks Consensus Estimates for Sirius XM forecast earnings of $3.21 per share and revenue of $8.53 billion, representing year-over-year changes of +80.34% for earnings and -1.96% for revenue [3] - Recent changes in analyst estimates may indicate shifting business trends, with positive revisions suggesting optimism regarding the company's profitability [3] Valuation Metrics - Sirius XM currently has a Forward P/E ratio of 6.28, which is a discount compared to the industry average Forward P/E of 11.14 [6] - The company has a PEG ratio of 0.27, significantly lower than the Broadcast Radio and Television industry's average PEG ratio of 1.09 [6] Industry Context - The Broadcast Radio and Television industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 54, placing it in the top 22% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

It's been a rough year for most stocks. Sirius XM Holdings (SIRI 1.15%) is no exception. Since 2025 began, shares have fallen by roughly 10%.According to several metrics, Sirius XM stock looks like a screaming buy. Might it be time to buy shares like there's no tomorrow?2 charts that show just how cheap Sirius XM stock isAs the largest satellite radio network, with more than 33 million subscribers, most investors are well aware of how Sirius XM generates revenue. Most of its revenue is generated by subscrip ...

Core Insights - The individual has extensive experience across various roles including sales, project management, and software engineering, showcasing a diverse skill set [1] - After retiring in 2004, the individual transitioned to fund management, applying value investing principles from renowned investors [1] - The individual has achieved recognition in investment competitions, indicating a successful track record in investment strategies [1] Investment Strategy - The investment approach is based on value investing principles established by notable figures such as Benjamin Graham and Warren Buffett [1] - A specific article titled "The Portfolio For Early Retirees" outlines a practical investment portfolio structure tailored for early retirees [1] - The individual emphasizes the importance of thorough research and knowledge accumulation regarding stock picks, which requires significant time investment [1] Contributions and Engagement - The individual has been a regular contributor to Seeking Alpha Pro, indicating active participation in investment discussions and analysis [1] - Transparency is prioritized, with related positions disclosed at the end of articles to maintain clarity for readers [1] - Engagements with readers are framed as hypothetical examples or exchanges of opinion rather than formal investment advice [1]

Sirius XM (SIRI) shares have lost 42.3% in the trailing 12 months, underperforming the Zacks Consumer Discretionary sector’s decline of 10.9%. In contrast, the Zacks Broadcast Radio and Television industry has risen 29.1%.The company’s underperformance can be attributed to its decline in subscriber revenues and slow subscriber growth. This loss in momentum is due to tough competition in the streaming market from the likes of Apple (AAPL) , Spotify (SPOT) and Amazon (AMZN) . Apple acquired Shazam and Asaii, ...

Core Insights - Warren Buffett's investment strategy focuses on identifying undervalued stocks, which has historically generated significant wealth for Berkshire Hathaway shareholders, even during economic uncertainty [1] - Current market conditions have led to some Berkshire-held stocks trading at attractive valuations due to concerns over tariffs and economic impacts [2] Company Analysis: SiriusXM Holdings - Berkshire Hathaway owns over 117 million shares of SiriusXM Holdings, which has seen a decline in stock price following a slight drop in revenue and subscribers [3][4] - Despite a subscriber decline of 296,000 last year, SiriusXM added 149,000 subscribers in Q4, indicating potential recovery [4][7] - The company has a strong dividend yield of 5% and a low payout ratio of 14% of free cash flow, allowing for a 1.5% increase in quarterly dividends [5][6] - SiriusXM's business model benefits from recurring revenues from approximately 33 million subscribers and has expanded its market by launching services in electric vehicles [5][6] - The company generated $1 billion in free cash flow last year, with expectations for improvement to over $1.1 billion, making the stock appear undervalued at 7.6 times trailing-12-month free cash flow [6][7] Company Analysis: Constellation Brands - Berkshire Hathaway has recently initiated a position in Constellation Brands, which has seen its stock price drop 18% year-to-date, resulting in a high dividend yield [8][10] - Constellation Brands benefits from strong sales of popular Mexican beer brands and has a diverse portfolio that includes high-end wines, reflecting strong pricing power [9][10] - The company generated $1.7 billion in free cash flow on $10.2 billion in revenue last year, with a forward dividend yield of 2.22% [10][12] - The stock is currently trading at 13 times this year's earnings estimate, below its five-year average free cash flow multiple of 26, presenting a buying opportunity [11][12] - Long-term demographic trends favor Constellation, with increasing sales from new legal-age drinkers and a growing Hispanic population [12]

Last year, Berkshire piled into a stock that has not only struggled immensely, but that the majority of Wall Street analysts are telling investors to sell. That stock is now soundly beating the market so far this year. Is Buffett starting to make his move? If you doubted the genius of Warren Buffett and his company Berkshire Hathaway in 2024, you certainly aren't doubting it now. While investors continued to pour into stocks last year and take advantage of frothy market conditions, Buffett and his team rema ...

NEW YORK, March 31, 2025 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) will release its first quarter 2025 operating and financial results on Thursday, May 1, and will hold an investor call that same day at 8:00 a.m. ET. A live webcast will be available on the SiriusXM Investor Relations website at https://investor.siriusxm.com. To participate by telephone, please dial 877.407.4019 (Toll-free) or +1 201.689.8337 (Local) 10 minutes prior to the start of the call and ask to be connected to the SiriusXM conference c ...

I'm Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing investment analysis, with a focus on deep-discount value plays, for over 25 years. I I got my start analyzing securities for a stock-picking contest on the now defunct StockJungle in ...

Group 1 - Sirius XM Holdings Inc. continues to be favored by Warren Buffett, indicating strong investor confidence in the company [1] - The company may face challenges due to potential economic slowdown, which could impact its business operations [1] - Despite the challenges, Sirius XM has significant cash flow plans and potential catalysts for growth [1]

On Friday, BofA analyst Jessica Reif Ehrlich reiterated an Underperform on Sirius XM Holdings SIRI with a price target of $21.Sirius XM is focused on overcoming several near-term challenges, some within and some outside of its control, as well as a period of elevated capex and leverage, with the aim of generating $1.5 billion in free cash flow for 2027.Subscriber churn has stayed historically low in recent years, and Sirius XM has been focused on new pricing and packaging offers to improve value further.Als ...