TKO Group Holdings, Inc. (TKO) is rated 'Buy' based on its strong media rights, franchise value, and scalable revenue streams from UFC and WWE. TKO's negotiating leverage stems from controlling unique, enduring sports-entertainment IP, enabling monetization across sponsorships, licensing, and archives with relatively low incremental costs. 2026 guidance targets $5.8B revenue and $2.29B adjusted EBITDA; a 26% upside to $235/share is supported by a 20x EBITDA multiple on projected earnings.
TKO Group Holdings, Inc. (TKO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
I rate TKO Group Holdings (TKO) a buy, driven by bullish outlooks on both UFC and WWE franchises. UFC's $7.7B Paramount deal expands reach, lowers consumer barriers, and enhances future negotiating leverage despite short-term margin compression. WWE's $1.6B ESPN agreement provides recurring content, wider distribution, and potential for higher renewal pricing if subscriber growth materializes.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,842 | $477,786.44 | $500,248.84 | $22,462.4 | 4.7% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 70 | $14,113.89 | $12,285 | -$1,828.89 | -12.96% |
Curtis Ellergodt Rothschild Investment LLC | 65 | $12,946.87 | $11,204.7 | -$1,742.17 | -13.46% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,562 | $1.52M | $1.33M | -$191,196.73 | -12.56% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 2,345 | $344,212.56 | $416,026.45 | $71,813.89 | 20.86% |
| Entertainment Industry | Communication Services Sector | Ariel Zev Emanuel CEO | NYSE Exchange | 87256C101 CUSIP |
| US Country | 4,000 Employees | 15 Sep 2026 Last Dividend | - Last Split | 12 Sep 2023 IPO Date |
TKO Group Holdings, Inc. is a multifaceted sports and entertainment company established in 2023, with its headquarters located in New York, New York. As a subsidiary of Endeavor Group Holdings, Inc., TKO Group Holdings has quickly positioned itself as a key player in the production and licensing of a wide array of entertainment content. This includes live events, television programs, both long-form and short-form content, reality series, and other types of filmed entertainment tailored for digital, linear channels, and pay-per-view audiences. Beyond content creation, the company leverages its brand by engaging in merchandising across video games, apparel, equipment, and many other categories, securing corporate sponsorships, and conducting advertising activities, thus providing a comprehensive suite of services and offerings in the sports and entertainment realm.