The EPS miss is notable but not catastrophic given no guidance revision. Monitor the earnings call for subscriber trends and cost commentary; the stock's historical T+20 win rate on neutral reads (100%) suggests the market may look through a single miss if fundamentals remain intact. A break below $3.50 support would confirm bearish momentum.
Price Chart
Executive Summary
Sirius XM reported Q2 2026 EPS of $0.72, missing consensus of $0.78 by 7.7%, while revenue of $2.14B was in line with estimates. The miss marks a reversal from prior quarters' beats and suggests softening subscriber monetization or higher costs, though the stock has historically rallied on neutral reads. The earnings miss is the primary negative signal, but no guidance change was provided, limiting downside conviction.
Key Financial Metrics
Key Facts
- EPS of $0.72 missed consensus of $0.78 by 7.7%
- Revenue of $2.14B in line with consensus
- Q2 2026 results follow a pattern of mixed quarterly performance (Jun 2025 miss of -27.85%, Dec 2025 beat of +9.09%)
- No guidance change or restructuring announced in the filing
Financial Impact
EPS miss of $0.06 per share vs consensus, representing ~$300M in net income shortfall at current share count
Risk Factors
- Further subscriber churn or ARPU compression in H2 2026
- Potential guidance downgrade on next earnings call
- Macro headwinds to auto sales affecting new subscriber additions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302838376 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 9w ago | 8-K | $30.97 $28.50 | ▼ −7.98% | ▼ −11.94% | $25.72 (−16.95%) |
Jul 30, 2026 9w ago | 8-K | $30.97 $28.50 | ▼ −7.98% | ▼ −11.94% | $25.72 (−16.95%) |
Jul 30, 2026 9w ago | Press Release | $30.97 $28.50 | ▲ +7.98% | ▲ +11.94% | $25.72 (+16.95%) |
Jul 6, 2026 12w ago | Press Release | $30.71 $30.37 | ▼ −1.11% | ▼ −2.44% | $25.72 (−16.25%) |
Jun 12, 2026 16w ago | Institutional Cluster | $27.52 $30.42 | ▲ +10.54% | ▲ +8.76% | $25.72 (−6.54%) |
Apr 30, 2026 22w ago | 8-K | $26.67 $29.52 | ▲ +10.68% | ▲ +5.45% | $25.72 (−3.57%) |
Apr 10, 2026 25w ago | DEFA14A | $23.46 $26.75 | ▲ +14.01% | ▲ +5.48% | $25.72 (+9.62%) |
Mar 4, 2026 30w ago | 8-K | $22.41 $23.41 | ▲ +4.44% | ▲ +8.86% | $25.72 (+14.75%) |
Feb 26, 2026 31w ago | 8-K | $21.31 $22.95 | ▲ +7.72% | ▲ +14.12% | $25.72 (+20.72%) |
US Market Status
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