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 ...

If you'd like to learn more about how to best position yourself in undervalued stocks mispriced by the market to end March, consider joining Out Fox The Street .Sirius XM Holdings Inc. (NASDAQ: SIRI ) continues to remain a darling of Warren Buffett, but the business might face some pressure in an economic slowdown. The radio broadcasting company still has big cash flow plans, along with catalysts to actuallyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SIRI either through stock ...

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 ...

As a researcher and operations manager at DM Martins Research, I leverage my deep understanding of global markets to provide valuable and actionable insights. Previously, I contributed to TheStreet and currently write for platforms such as TipRanks and GuruFocus. At Seeking Alpha, my focus is on delivering in-depth analysis of foreign equities, particularly in emerging markets. My goal is to offer readers unique, hard-to-find insights and detailed coverage of equities often overlooked by US-centric market r ...

Core Viewpoint - SiriusXM has significantly underperformed the stock market, with a nearly 60% decline in 2024, while the S&P 500 rose over 20% [1]. Despite a 5% increase this year, the stock has dropped 11% since its February peak following Berkshire Hathaway's increased stake [1][2]. Financial Performance - SiriusXM's stock trades at a single-digit multiple of expected 2025 earnings, indicating it is undervalued despite strong profitability [2]. The company has not seen substantial revenue growth since 2021, and its subscriber base peaked in 2019, with expectations of a slight revenue decline in 2025 [3]. Subscriber Dynamics - The potential retirement of Howard Stern in 2025 poses a risk to subscriber growth, as his show is a significant driver of subscriptions [4]. However, the company is focusing on expanding its podcast offerings and has signed major deals for popular podcasts [6]. Growth Strategies - SiriusXM is implementing strategies to return its subscriber base to growth, including a free ad-supported service in new vehicles and a dealer-sold 3-year subscription plan [7]. The management aims to add 10 million subscribers over the next few years, which would create the largest subscriber base in the company's history [8]. Cash Flow and Valuation - The company expects a 30% increase in free cash flow by 2027 compared to expected 2025 levels, driven by efficiency efforts and subscriber growth [8]. Currently, SiriusXM trades for less than eight times forward earnings expectations and offers a 4.5% dividend yield, which is well covered by net income [9].

Company Performance - Sirius XM (SIRI) closed at $23.47, reflecting a +1.87% increase compared to the previous day, outperforming the S&P 500's daily gain of 0.08% [1] - Over the past month, Sirius XM shares have declined by 8.54%, which is worse than the Consumer Discretionary sector's loss of 8.41% and the S&P 500's loss of 7.33% [1] Upcoming Earnings - Analysts expect Sirius XM to report earnings of $0.69 per share, indicating a year-over-year decline of 1.43% [2] - The consensus estimate for quarterly revenue is $2.09 billion, down 3.46% from the same period last year [2] Annual Estimates - For the annual period, earnings are anticipated to be $3.20 per share, representing a +79.78% change from the previous year, while revenue is expected to be $8.54 billion, reflecting a -1.88% change [3] Analyst Sentiment - Recent changes to analyst estimates for Sirius XM are crucial for investors, as positive revisions indicate optimism regarding the company's business and profitability [3][4] Zacks Rank - Sirius XM currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [5] Valuation Metrics - Sirius XM is trading at a Forward P/E ratio of 7.19, which is below the industry average of 12.08 [6] - The company has a PEG ratio of 0.72, compared to the Broadcast Radio and Television industry's average PEG ratio of 1.27 [6] Industry Context - The Broadcast Radio and Television industry is part of the Consumer Discretionary sector, holding a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [7]