Wolfe Research Reiterates Outperform Rating on TKO Group Holdings (TKO), Discusses UFC Rights

Wolfe Research analyst Peter Supino reiterated an Outperform rating and $106.00 price target on TKO Group Holdings (NYSE: TKO).

The analyst said: "WWE's $500M+/yr. deal with Netflix (HERE) demonstrated the streamer's appetite for TKO's sports-like content and reinforced our positive outlook future rights sales at WWE (Peacock expires 2Q'26) and UFC (ESPN expires 1Q'26). Amidst ongoing debate about sports rights inflation, and with 70% of TKO revenue exposed to media rights, this report explains our expectation for 1.9x step-up for UFC's ESPN deal and a 1.6x step-up for WWE's Peacock deal. Adjusting for duration, both deals represent a ~10% CAGR for the rights' costs,"

For an analyst ratings summary and ratings history on TKO Group Holdings click here. For more ratings news on TKO Group Holdings click here.

Shares of TKO Group Holdings closed at $86.39 yesterday.

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