Do Wall Street Analysts Like TKO Group Stock?

Company Overview - TKO Group Holdings, Inc. is a sports and entertainment company founded in 2023, based in New York, with a market capitalization of $41 billion. The company manages sports and entertainment intellectual property and produces various content including live events and reality series [1]. Stock Performance - TKO shares have outperformed the broader market over the past year, growing 19.2% compared to the S&P 500 Index's 14.4% return. However, TKO stock has lagged behind in 2026, with marginal growth year-to-date [2]. - The company has also outperformed the State Street Communication Services Select Sector SPDR ETF, which rose 12.9% over the past 52 weeks [3]. Earnings Report - In Q3 2025, TKO reported revenue of $1.1 billion, exceeding Wall Street estimates, but its adjusted EPS of $0.47 fell short of expectations. The company anticipates full-year revenue between $4.69 billion and $4.72 billion [5]. - Following the mixed earnings results, TKO's stock fell by 3.3% in the trading session after the report [5]. Future Earnings Expectations - Analysts project TKO's EPS to increase by 30.9% year-over-year to $2.54 for the fiscal year ending December 2025. The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [6]. Analyst Ratings - TKO has a consensus "Strong Buy" rating, with 17 out of 23 analysts recommending "Strong Buy" and six recommending "Hold." The overall sentiment on Wall Street has remained stable in recent months [6]. - JP Morgan analyst David Karnovsky has maintained an "Overweight" rating for TKO and raised the price target from $220 to $225, indicating a potential upside of 19.3% from current levels [7].