TKO TKO Group Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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19:23
Jul 13
Jul 13
UFC has no stars, making TKO bearish.
UFC lacks star power with McGregor washed, other fighters no longer draws, and Sean Strickland is a brand risk as the face of the company. This undermines the league's value and makes TKO bearish.
HIGH
15:38
Jul 13
Jul 13
UFC lacks stars and casual appeal
The UFC has no stars anymore. The most famous fighters are retired or washed, and the current face is a controversial brand risk. This limits casual fan growth, making the company unattractive.
MED
14:00
Jun 11
Jun 11
IRL experience stocks are strong.
A broad basket of IRL experience stocks is working, with almost all names green. The thesis is that in-person events, sports, and entertainment are seeing strong demand and pricing power, creating a tailwind for the whole group including AMC, Live Nation, MSG Entertainment, MSG Sports, Sphere, Six Flags, Liberty Media (Formula 1), and TKO.
MED
14:35
Mar 17
Mar 17
TKO's Q4 earnings were optically weak but served primarily to establish a positive earnings outlook for 2026.
HIGH
17:45
Mar 16
Mar 16
1. FACT: Trump announces that Dana White is building a 5,000-seat arena right outside the front door of the White House for a UFC event on June 14, which will be broadcast in prime time on CBS with 100,000 people watching on screens in the adjacent park. 2. BRIDGE: Hosting a live sporting event at the White House is unprecedented. This grants the UFC (owned by TKO Group Holdings) massive mainstream brand exposure, unique political favorability, and highly lucrative prime-time network broadcasting revenue. It cements the promotion's cultural and political entrenchment. 3. VERDICT: LONG TKO. 4. KEY RISK: The event faces logistical failures, security threats, or political backlash that damages the brand's mainstream appeal.
23:11
Mar 06
Mar 06
"There has to be an entity that's set up by the people who are going to administer this, run this... We have professional sports executives... These issues have been in professional sports for a long time." The move is clearly toward the professionalization of college athletics—separating the commercial operation from the academic institution. TKO Group (parent of UFC/WWE) specializes in running distinct, high-value sports entertainment properties. As college football morphs into a "Mini NFL" (Ted Cruz's words), the management of these rights and events will likely be outsourced to commercial operators rather than university athletic directors. Long TKO as a proxy for the "commercialization of sports rights." The NCAA retains control; private equity firms (like RedBird/Ares) take the deal private instead of public markets.
About TKO Analyst Coverage
Buzzberg tracks TKO (TKO Group Holdings, Inc.) across 3 sources. 2 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (33%). 6 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Thread Guy, TheValueist, Donald Trump.