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.
Taseko Mines TSE: TKO reported record quarterly revenue and strong operating cash flow in its second-quarter 2026 call, citing copper prices above CAD 6 per pound, steady output at Gibraltar and the first full quarter of production from its Florence operation.
TKO Group Holdings, Inc. (TKO) Q2 2026 Earnings Call Transcript
The headline numbers for TKO Group (TKO) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
TKO Group NYSE: TKO raised its full-year 2026 revenue and adjusted EBITDA outlook after reporting higher second-quarter revenue and earnings, supported by media-rights increases, global live events, partnerships and FIFA World Cup hospitality sales.
TKO Group Holdings (TKO) came out with quarterly earnings of $1.34 per share, missing the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.17 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for TKO Group (TKO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
TKO Group (TKO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TKO Group Holdings remains a buy as the Paramount deal has expanded UFC's reach and validated its content value. UFC's transition to Paramount+/CBS has driven record viewership, broadening the top-of-funnel audience and enhancing monetization potential across ads, sponsorships, and live events. Live event demand for both UFC and WWE remains robust, with premium experiences and FIPs providing durable, diversified growth channels beyond media rights.
UFC Freedom 250 made history on June 14 as the only Ultimate Fighting Championship event to end all fights by knockout, but UFC stock had also suffered a rather heavy blow prior to the spectacle and is yet to recover from it.