With a market cap of $28 billion, TKO Group Holdings, Inc. (TKO) operates as a sports and entertainment company. Based in New York, the company owns and manages sports and entertainment intellectual property, produces and licenses live events, programming, long-form and short-form content, reality series, and more.
Shares of the company have outperformed the broader market over the past year and in 2025. TKO stock has surged 56.1% over the past 52 weeks and 15% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 12.5% over the past year and 1.3% in 2025.
Narrowing the focus, TKO has also surpassed the Communication Services Select Sector SPDR ETF Fund’s (XLC) 23.4% rally over the past 52 weeks and its 5.1% surge this year.
TKO shares declined marginally following the release of its Q1 earnings on May 8. The company’s revenue increased 4% year-over-year to $1.3 billion. Moreover, its adjusted EBITDA rose 23% from the prior year’s quarter to $417.4 million. TKO’s adjusted earnings amounted to $0.69 for the quarter and surpassed the analyst estimates by 43.8%.
For the current year ending in December, analysts expect TKO’s EPS to increase 27.8% year over year to $2.48. Moreover, the company has surpassed analysts’ consensus estimates in two of the past four quarters, while only missing on two occasions.
Among the 18 analysts covering the stock, the consensus rating is a “Strong Buy.” That’s based on 15 “Strong Buy” ratings and three “Holds.”
The configuration is more bullish than three months ago, when 13 analysts gave the stock a “Strong Buy” rating.
On May 12, The Goldman Sachs Group, Inc. (GS) analyst Stephen Laszczyk maintained a “Buy” rating for TKO Group stock and raised the price target from $170 to $188.
TKO’s mean price target of $183.35 indicates a premium of 12.2% from the current market prices. Its Street-high target of $220 suggests a robust 34.6% upside potential from current price levels.
