$SIRI

Analysts upgraded Alphabet (GOOGL) to Buy, Ford (F) to Buy, Rivian (RIVN) to Overweight, and Rocket Lab (RKLB) to Outperform. Downgrades include Stellantis (STLA) to Underweight, Huntington Bancshares (HBAN) to Neutral, and Warner Bros. Discovery (WBD) to Neutral. JPMorgan reiterated a $4,500 year-end gold target. Bitcoin dropped to $65,149 amid risk-off selling. Over 150 S&P 500 companies report earnings this week, including four Magnificent 7 firms.

Sirius XM Holdings (SIRI) shares rose 5% after-hours following its inclusion in the S&P MidCap 400, replacing Masimo (MASI) due to Danaher's (DHR) pending $9.9B acquisition of Masimo. The change is effective June 11, 2024, and may trigger buying by index-tracking funds. SIRI's market cap is approximately $9B.

Berkshire Hathaway’s portfolio includes a 37% stake in SiriusXM Holdings (SIRI). SiriusXM’s shares are up nearly 50% in 2026 but down about 50% over five years amid subscriber slowdown and competition. In April, SiriusXM partnered with Alphabet’s YouTube to be the exclusive U.S. audio ad representative, starting in fall, using SiriusXM Media and AdsWizz. SiriusXM 2025 revenue was $8.5B; 1H 2026 ad revenue was $861M, up 4.2%.

The Procure Space ETF (UFO) holds satellite communications stocks including Sirius XM (SIRI), EchoStar (ECHO), and Iridium Communications (IRDM), totaling about 14% of the portfolio as of Aug. 11. SIRI rose about 43.9% YTD. IRDM gained about 164% on Rocket Lab’s deal to buy it for about $8B. ECHO gained about 229% after AT&T’s $23B spectrum acquisition and its $19.6B spectrum sale to SpaceX.

The article lists major dividend payouts, including Apple ($3.94B, $0.27/share) and Sirius XM ($0.27/share, about $91M). It also reports Sirius XM Q2 2026 results: EPS $0.70 vs est $0.78, revenue $2.16B vs est $2.14B. Sirius XM cited first positive self-pay subscriber additions in four years, churn at 1.4%, and raised full-year guidance.

Procope Jonelle sold 16,672 shares of SIRIUS XM HOLDINGS INC. (SIRI) at $29.97 ($0.50M total) on 2026-08-06.

SiriusXM said it will hire Jenny Tartikoff, a Paramount Pictures EVP, as SVP and head of communications effective Aug. 10. SiriusXM said she previously led corporate communications and related strategy at Paramount and held communications roles at Spotify and Universal. She will oversee SiriusXM’s PR and communications strategy and advise leadership, according to the company.

Sirius XM Holdings Inc. raised earnings guidance for full year 2026. In the second quarter, they returned to positive net subscriber additions, increased ARPU and achieved the lowest churn in SiriusXM's history, supporting 1% growth in revenue. Continued focus on efficiency also drove further margin expansion. Reflecting the strength of first half performance and confidence in the business, they're raising full year 2026 guidance for revenue, by $25 million.

Sirius XM (SIRI) shares fell after mixed Q2 results. Revenue rose 1% to $2.16B, while net income increased to $239M and EPS to $0.70. Free cash flow rose 48% to $593M. Analysts expected $2.14B revenue and $0.78 EPS. Sirius XM raised full-year guidance to $8.525B revenue, $2.625B adjusted EBITDA, and $1.375B free cash flow.

Sirius XM Holdings (SIRI) shares fell about 12% after results. The company raised full-year 2026 guidance by $25 million, including revenue to about $8.525B, adjusted EBITDA to about $2.625B, and free cash flow to about $1.375B. Q2 revenue rose 1% to $2.16B, EPS was 70 cents vs 79 cents expected, while subscription and advertising revenue increased.