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SIRI · NASDAQ · STOCK

SiriusXM

Communication Services Updated August 08, 2026
$29.89
52W $19.77 – $32.66
56/100
$10.08B
11.5
0.96
AI Committee Verdict
Watch
56/100
Conviction: Contested · 33% agreement · 6 analysts
+0.7%
-4.0%
0.18:1
Contested

Is SIRI Bullish or Bearish?

Mixed. Innellis AI committee rates SiriusXM (SIRI) Watch with a composite score of 56/100 , based on 6 analysts with 33% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.61 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.39 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 11.5 is inexpensive for the broad market. Risk Analyst remains cautious — current ratio of 0.30 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 11.5 is inexpensive for the broad market — Value
  • Price-to-book of 0.6x is a discount to asset value — Value
  • Dividend yield of 3.6% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.30 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
56/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 61%
of 31 Communication Services peers
Value Analyst bullish
80 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 11.5 is inexpensive for the broad market
Growth Analyst bearish
38 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.30 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 56.4 to 56.4.

Analyst-level changes:
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
42.3
Neutral
MACD Histogram
-0.189
Bearish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$28.70
Resistance
$30.11
Bollinger %B
0.26
Inside Bands
Price vs Moving Averages
EMA 9
$30.40 Below
EMA 21
$30.34 Below
EMA 50
$29.40 Above
EMA 200
$25.92 Above

Fundamental Analysis

Valuation
100
Growth
36
Profitability
45
Financial Health
43
Cash Flow
70
Valuation
P/E Ratio 11.5×
P/B Ratio 0.85×
PEG Ratio 0.09
Dividend Yield 3.61%
52W High $32.66
52W Low $19.77
Quality & Growth
ROE 696.2%
ROA 295.5%
Gross Margin 4618.2%
Operating Margin 1919.1%
Revenue Growth YoY
Debt / Equity 0.79
AI Fundamental Assessment
P/E ratio of 11.5 (inexpensive relative to a 15-40x range); Price-to-book of 0.8x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 7.0%; Return on assets of 3.0%; Net margin of 10.2%; Gross margin of 46.2%; Current ratio of 0.46 (tight short-term liquidity); Debt-to-equity of 0.79; Free cash flow per share is positive (4.60); Most recent quarter missed estimates by 12.4%; EPS growth decelerating (+200.0% -> -2.8% QoQ); Average YoY EPS growth of 22.8%; Analyst estimates flat over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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