On February 6, 2026, Sirius XM received varied analyst reactions following its earnings announcement.

Seaport Global analyst David Joyce downgraded the company's stock from "Buy" to "Neutral." He did not provide a new price target.

In contrast, Rosenblatt Securities raised its price target on Sirius XM to $24.00 from $23.00. The firm maintained its "Neutral" rating on the shares.

These updates follow Sirius XM's fourth-quarter and full-year 2025 financial results, released on February 5. The company reported earnings that missed Wall Street expectations. Revenue slightly beat forecasts.

A key highlight was the significant growth in free cash flow. Management expects this free cash flow growth to continue increasing.