SiriusXM

SIRI

Market cap $7.16B

Sirius XM has seen its stock plunge 68% over the past three years. Its subscriber base peaked before the pandemic, but it's still generating healthy profits and cash flow.

Sirius XM has posted double-digit percentage declines over the past one, three, and five years. The stock has declined over the past year despite Berkshire Hathaway becoming its largest investor.

There's one critical metric that must start trending in the right direction for Sirius XM. The company has no issue generating robust free cash flow.

Sirius XM generates more than three-quarters of its revenue in subscription revenue. Streaming services and access provided by smartphones and the connected car remain the platform's largest threat.

Berkshire Hathaway has been adding to his Sirius XM stake since the summer of last year, owning more than 37% of the company now. Sirius XM is now trading for less than 7 times forward earnings and yielding more than 5%.

This article highlights the October 2025 ReFa/Ro Dogs, focusing on high-yield, low-priced dividend stocks for contrarian income investors. Top projected net gainers include MFA, CIM, HAFN, IPG, and LYB, with analysts forecasting 30.84% to 70.61% upside by October 2026. Nine of the top ten ReFa/Ro Dogs meet the 'ideal' criterion: dividends from $1,000 invested exceed their share price, emphasizing value and income.

Sirius XM Holdings Inc. ( SIRI ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 12:30 PM EST Company Participants Wayne Thorsen - Executive VP & COO Conference Call Participants Steven Cahall - Wells Fargo Securities, LLC, Research Division Presentation Steven Cahall Wells Fargo Securities, LLC, Research Division Great. Thank you, everybody.

Coughlin Brings Nearly 30 Years of Financial Operational Experience Tom Barry to Step Down, Effective December 31 NEW YORK , Nov. 18, 2025 /PRNewswire/ -- Sirius XM Holdings Inc. (NASDAQ: SIRI) today announced that it has appointed Zac Coughlin as the Company's next Chief Financial Officer, effective January 1, 2026. Coughlin will succeed Tom Barry who is stepping down as SiriusXM's CFO.

Sirius XM remains undervalued despite ongoing modest business decline, with strong free cash flow and a secure 5% dividend yield. Q3 results showed slight revenue and subscriber declines, but cost management and improved guidance support a stable financial outlook for SIRI. Berkshire Hathaway continues to increase its stake in SIRI, highlighting its attractive valuation and recurring revenue, though this alone won't drive shares higher.

Apple is prioritizing stock price growth over long-term technological leadership. Sirius XM is trapped in a fading industry as a a slew of new options emerge.