Where Will Sirius XM Stock Be in 3 Years?

4 days ago 5

Rick Munarriz, The Motley Fool

Wed, November 26, 2025 astatine 5:15 AM CST 6 min read

Sirius XM has seen its banal plunge 68% implicit the past 3 years.
Its subscriber basal peaked earlier the pandemic, but it's inactive generating steadfast profits and currency flow.
Berkshire Hathaway present owns 37.1% of Sirius XM. It volition beryllium absorbing to spot what it does with that position.
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The past 3 years person been brutal for Sirius XM Holdings (NASDAQ: SIRI) investors. Shares of the outer vigor monopoly person surrendered much than two-thirds of their worth implicit the past 3 years. Can the adjacent 3 years beryllium better?

With the stock's inexpensive valuation, chunky 5.2% dividend yield, and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) arsenic its largest shareholder, it's hard to stake against Sirius XM's chances for a turnaround. Let's instrumentality a speedy look backmost earlier sizing up Sirius XM's chances of turning things astir successful the adjacent fewer years.

Two radical successful a convertible with their hands up.

Sizing up the stock's 68% driblet implicit the past 3 years is rough. It's not overmuch of a metallic lining to accidental that the full instrumentality is simply a diminution of 64% erstwhile you origin successful the quarterly distributions on the way. Sirius XM has been a disappointment successful galore ways.

Subscribers person inched little since peaking successful 2019. It's been a gradual decline, and its monthly churn complaint is wrong the platform's humanities range. The occupation has been a deficiency of caller additions to offset those canceling. You person to backmost much than a decennary to find the past clip that Sirius XM has posted double-digit gross growth, and the apical enactment is declining somewhat for the 3rd twelvemonth successful a row.

Financially speaking, Sirius XM continues to make generous escaped currency flow. It's returning a bully chunk of that wealth to its shareholders done banal buybacks and dividends.

Looking back, it should've astir apt spent much of its escaped currency travel paying down its indebtedness than trying to prop up a sinking banal price, but that's capable looking back. Let's cheque the bearish and bullish scenarios for Sirius XM implicit the adjacent 3 years.

If Sirius XM continues moving little successful the adjacent 3 years, it volition apt beryllium the handiwork of accelerating deterioration of its subscriber count. If Howard Stern and his unit don't instrumentality adjacent twelvemonth -- the 4th of his five-year deals ends astatine the commencement of 2026 -- Sirius XM volition prevention immoderate money, but apt besides shed immoderate subscribers. Sirius XM has been making caller bets connected fashionable podcasters to capable the imaginable void, and ideally woo younger drivers to the platform. If the contented moves flop, Sirius XM volition find it adjacent harder to vie against cheaper streaming options disposable to anyone with a smartphone successful this epoch of connected cars.