Sirius XM (SIRI) News Today

Sirius XM Holdings Inc. (NASDAQ: SIRI) is trading lower today after second-quarter results missed analyst estimates, with revenue declines weighing on sentiment despite signs of subscriber stabilization and strong podcast growth. Investors are balancing the top-line pressures against strategic content deals, reaffirmed targets and mixed analyst outlooks.

• Positive Sentiment: Reported fewer subscriber losses than expected, driven by robust podcast demand and a new deal with television host Trevor Noah. Reuters Subscriber Article
• Positive Sentiment: Finalized a multi-year agreement for the popular “Morbid” podcast, and Morgan Stanley raised its price target on SIRI. MSN Morbid Podcast Article
• Positive Sentiment: Q2 revenue increased 2% year over year in one report, indicating pockets of growth despite overall declines. AOL Finance Revenue Article
• Positive Sentiment: Barrington Research reaffirmed its “outperform” rating and set a $28 price target, reflecting bullish analyst confidence. Benzinga Barrington Article
• Positive Sentiment: Reaffirmed full-year targets of $8.5 billion in revenue and $2.6 billion in adjusted EBITDA, underpinned by cost discipline and new product initiatives. MSN Guidance Article
• Neutral Sentiment: Subscribers are stabilizing and podcasting remains a bright spot, although the overall quarterly performance was described as lackluster. MSN Lackluster Quarter Article
• Neutral Sentiment: Second-quarter sales came in line with estimates, providing some relief after the earnings shortfall. MSN Sales Article
• Neutral Sentiment: TipRanks published a detailed breakdown of the Q2 financial results for investor review. TipRanks Q2 Results
• Neutral Sentiment: Seeking Alpha released the full Q2 earnings call presentation slides. Seeking Alpha Presentation
• Neutral Sentiment: Official PRNewswire release published the complete operating and financial results for Q2 2025. PR Newswire Release
• Neutral Sentiment: Macroeconomic data showed PCE inflation came in warmer than expected, a factor potentially influencing market sentiment broadly. Zacks PCE Article
• Negative Sentiment: Reported Q2 EPS of $0.57 missed consensus of $0.79, intensifying concerns over profitability. MarketBeat Earnings Miss
• Negative Sentiment: Revenue declined approximately 2% year over year in Q2, underscoring ongoing top-line challenges. Advanced TV Revenue Decline
• Negative Sentiment: Quarterly profit tumbled, and management flagged continued weakness in the advertising market. MSN Profit Tumble
• Negative Sentiment: Wells Fargo cut its price target to $18 and placed SIRI underweight, signaling a 15% downside view. Benzinga Wells Fargo PT Cut
• Negative Sentiment: Shares slid as much as 8.7% in response to the earnings shortfall and revenue decline. MarketBeat Stock Drop
• Negative Sentiment: SIRI’s quarterly revenues and EPS both missed Street estimates, reinforcing concerns about near-term growth momentum. Zacks Earnings Miss