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TKTKO

TKO Group Holdings, Inc.

$TKO·$13B·Entertainment·Communication Services
$175.59-0.2%YTD-13.5%1Y-7.9%
Price updated 13m ago·X counts updated 5d ago
TKTKO
$TKOTKO Group Holdings, Inc.
$175.59-0.24%48 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TKO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

48X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TKO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 55% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-13

TKO Group chatter is bullish: all 10 analysts rate Buy with PTs $220-$250, back-to-back UFC/boxing weekend promotion planning. Some cashtag crossover with Trekor Metals but core is UFC business.

Read what X is saying about $TKO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TKO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

TKO Group at 9% of 52-week range — UFC/boxing dual-promotion weekend, all 10 analysts Buy at $220-$250 PTs.

TKO Group Holdings is the UFC and WWE sports entertainment powerhouse — mixed martial arts (UFC), professional wrestling (WWE), live events, boxing. The stock is down 14% YTD and 9% of its 52-week range on 1.16x normal volume ahead of Nov 4 earnings.

  • The P&L is accelerating: revenue grew 25.9% YoY to $1.6B last quarter at a 20% operating margin and EPS $1.16 — specific operational leverage from media-rights renewals and live-events revenue growth.
  • The specific commercial setup: back-to-back UFC/boxing weekend promotion planning is the near-term operational tailwind — all 10 covering analysts rate Buy with PTs $220-$250 (vs current $176).
  • Insider selling is heavy: director Khan $1.87M at $194.77, executive chairman Emanuel $9.4M F-InKind at $190.31 — these are the specific take-chips signals at prices well above the current level.

Breaking-down holds unless Nov 4 earnings confirm UFC pay-per-view revenue growth above 15% YoY and WWE SmackDown media-rights renewal commentary. A soft PPV print, or any specific WWE media-rights-renewal timing commentary, is what seals the de-rating; a FY27 revenue guide above $3.5B plus specific UFC-boxing dual-promotion economics is what breaks the tape higher.

Agrees with X sentimentX bulls on all 10 analysts Buy with $220-$250 PTs and back-to-back UFC/boxing weekend promotion planning have the specific commercial setup right — Emanuel's $9.4M F-InKind and Khan's $1.87M sale at $190+ are the honest counter-tells.

What to watch: Nov 4 earnings — UFC pay-per-view revenue growth, WWE media-rights renewal commentary, operating margin trajectory, FY27 revenue guide. A soft UFC PPV print or WWE renewal commentary is what seals the breaking-down.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $TKO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sports and entertainment holding company combining WWE and UFC with live events, media rights, and licensing revenue.

Industry overviewAI analysisGenerated by AI from underlying data

Where Entertainment sits in its cycle right now — and what that implies for $TKO.

Entertainment · Communication Services

No material change from last week — NFLX -4.

What this means for $TKO

Neutral — Sports and entertainment holding company combining WWE and UFC with live events, media rights, and licensing revenue.

Industry benchmark

13-name peer basket
+15.7%YTD
+13.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
69.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$1.34$1.41-5.0%
Q1 2026May 6, 2026$1.12$1.11+0.9%
Q4 2025Feb 25, 2026$-0.08$0.24-133.7%
Q3 2025Nov 5, 2025$0.50$0.59-14.7%
Next earningsWed, Nov 4·consensus EPS $1.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+25.9%54.0%21.2%$1.16$674.6M
Q4 FY25$1.0B+61.6%44.6%8.9%$-0.03$252.8M
Q3 FY25$1.1B-27.3%49.2%17.6%$0.53$398.9M
Q2 FY25$1.3B+9.7%56.0%29.5%$1.20$423.5M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.8B$5.8B – $5.8B$4.64$3.14 – $5.7015
FY27$5.9B$5.7B – $6.0B$5.47$2.45 – $9.0215
FY28$7.4B$6.6B – $7.9B$7.26$3.41 – $10.2413
FY29$6.9B$6.6B – $7.1B$7.80$7.44 – $8.1411
FY30$7.7B$7.4B – $7.9B$10.70$10.21 – $11.166

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 59.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 15Nick KhanDirector9.2K sh$1.6MSellOct 13Nick KhanDirector400 sh$70KSellSep 14Nick KhanDirector9.6K sh$1.9MSellAug 19Nick KhanDirector6.5K sh$1.3MSellAug 18Andrew M SchleimerCFO9.9K sh$1.9MSellAug 18Nick KhanDirector8.2K sh$1.6MSellAug 18Mark S ShapiroSee Remarks19.1K sh$3.7MSellAug 18Ariel EmanuelCEO24.7K sh$4.8MSellAug 13Nick KhanDirector9.6K sh$1.9MSellJul 21Nick KhanDirector13.0K sh$2.4M
1–10 of 18
+ 22 other (12 exempts · 9 awards · 1 inkind) in window

See when $TKO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

TKO Group Holdings held its 2026 Annual Meeting on June 10, 2026, with approximately 98% of voting power participating. All 12 director nominees were elected, including Ariel Emanuel, Mark Shapiro, Dwayne Johnson, Egon Durban, and Nick Khan; KPMG LLP was ratified as the independent auditor. No contested proposals were put forward; this is routine annual governance.

+ 13 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Service Properties Trust Confirms Receipt of Unsolicited Proposal for Hotel Portfolio From TKO Hotelsbusinesswire.com·7d agoTrekor Announces 41 Million Pounds of Copper Production from Gibraltar and Florence Copper in the Third Quarterglobenewswire.com·9d agoTKO to Announce Third Quarter 2026 Resultsbusinesswire.com·10d agoTKO Group (NYSE:TKO) Sets New 12-Month Low – Time to Sell?defenseworld.net·15d agoTKO Group: The Next Earnings Win Comes From Selling More Around The Showseekingalpha.com·38d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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