TKO Group Holdings (TKO)
NYSECommunication ServicesEntertainmentSnapshot 2026-07-07
$193.53+0.64%
Close 2026-07-07 · 1-day change
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Track TKO free→NYSECommunication ServicesEntertainmentSnapshot 2026-07-07
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Track TKO free→TKO grows revenue about 10% yearly, aiming for $5.7 billion in 2026. Profit (Adjusted EBITDA) is rising, targeting $2.24 billion to $2.29 billion. The company is buying back shares, repurchasing $800 million so far. These show solid progress in a tough entertainment sector.
TKO has missed earnings recently and trades at a high price-to-earnings ratio of 117. Revenue growth could slow below expectations. Share buybacks may not continue at the same pace if cash flow weakens.
The market prices in about 10% revenue growth and values TKO roughly 13% above our fair value near $171. Our fair value is 25% below the Street median, reflecting caution on earnings and valuation.
Breaks if: Adjusted EBITDA falls below $2.240 billion in FY26
The company aims to achieve an Adjusted EBITDA target between $2.240 billion and $2.290 billion for the fiscal year 2026.
Stated in 3 of last 3 quarters. Adjusted EBITDA increased 32% to $549.8 million in 2026-Q1, showing progress towards the $2.240 billion to $2.290 billion target for 2026. The trajectory is delivering on the stated EBITDA goal.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company reaffirmed its target for Adjusted EBITDA of $2.240 billion to $2.290 billion.”
“The Company is targeting Adjusted EBITDA of $2.240 billion to $2.290 billion.”
“Achieve Adjusted EBITDA target of $2.240B to $2.290B for 2026.”
Breaks if: Annual revenue falls below $5.675 billion in FY26
The company aims to achieve a revenue target between $5.675 billion and $5.775 billion for the fiscal year 2026.
Stated in 3 of last 3 quarters. Revenue increased 26% to $1.597 billion in 2026-Q1, indicating progress towards the $5.675 billion to $5.775 billion target for 2026. The trajectory is delivering on the stated revenue goal.
“The Company reaffirmed its target for revenue of $5.675 billion to $5.775 billion.”
“The Company is targeting revenue of $5.675 billion to $5.775 billion.”
“Achieve revenue target of $5.675B to $5.775B for 2026.”
Breaks if: Share repurchases stall and fail to reach $2.0 billion within 4 years
The company plans to complete its $2.0 billion share repurchase program within three to four years.
Stated in 2 of last 2 quarters. The company repurchased $800 million of Class A common stock in 2026-Q1 as part of its $2.0 billion share repurchase program. The trajectory shows progress towards completing the program within the 3-4 year timeframe.
“The Company entered into an accelerated share repurchase agreement to repurchase $800 million.”
“Complete Share Repurchase Program within 3-4 years.”