Apr 24

XM and Sirius MergerNew Citi analyst Tony Wible issued a client note this morning, assuming coverage of the satellite radio industry with a “Buy” on Sirius Satellite Radio Inc. and a “Hold” on XM Satellite Radio Holdings Inc.

“Satellite radio should continue to change the audio entertainment industry and gain share as its proves to be fresh (no need to create play lists or buy MP3s), original, cost effective, and a simple way to access premium/long tail content that can not be supported via radio or MP3 models,” wrote the Citi analyst in the note. “Given the highly fixed cost base of the companies, we view the sub growth as the key driver of the stocks and we see the industry having up to 55 mil subs by 2011.”

Wible also rated SIRI as a “Buy” with an $8 target based on a 70% probability that the deal closes. He rates XMSR with a “Hold” with a $12.25 target price.

The Citi analyst believes that the SIRI stock - as a merged entity - would be worth $10.

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