Sirius XM Holdings is signaling financial stabilization post-separation from Liberty Media, bolstered by a JPMorgan upgrade and a record-low churn rate. The company is projecting significant free cash flow growth through 2027 despite recent market pressure.
- Reported Q4 2025 revenue of $2.19 billion (beating estimates) and an EPS of $0.24, while achieving a record 1.4% churn rate.
- Management projects 2026 free cash flow of $1.35 billion, aiming for a $1.5 billion target by 2027.
- The stock declined 1.89% to close at $21.29 on February 13, 2026.