Sirius XM is expected to report Q3 2026 revenue of $2.15 billion and EPS of $0.77, with its current price of $27.25 trading below the $33.80 average analyst target.
The primary focus is self-pay subscriber net additions, as investors watch for evidence that Q2’s surprise growth can be sustained. Analysts at Wells Fargo forecast a return to contraction with a projected loss of 126,000 subscribers for the quarter.
The company is navigating a post-merger transition following its deal with Liberty Media, utilizing new advertising partnerships like its YouTube deal to offset streaming competition. Investors also seek to confirm whether self-pay churn can remain near its recent record low of 1.4%.