Seaport Research Downgrades TKO Group Holdings, Inc. (TKO) to Neutral

TKO Group Holdings, Inc. (NYSE:TKO) is among the 15 Best Stocks to Buy and Hold for the Next 10 Years.

Seaport Research Downgrades TKO Group Holdings, Inc. (TKO) to Neutral

On February 26, 2026, Seaport Research downgraded TKO Group Holdings, Inc. (NYSE:TKO) to Neutral from Buy without assigning a price target. The firm noted the shares rallied 8% following Q4 results and said TKO is seeing “very healthy growth,” but believes the current valuation reflects that strength. Seaport added that the company’s 2026 revenue outlook came in lower than expected and said many of the positive catalysts are already known.

The same day, Morgan Stanley raised its price target on TKO to $215 from $210 and maintained an Equal Weight rating, saying risk and reward remain balanced after Q4 results and FY26 guidance that were broadly in line with expectations.

On February 25, 2026, TKO reported Q4 adjusted EBITDA up 30% year over year to $281.2M and revenue of $1.038B versus $1.02B consensus. Executive Chair and CEO Ariel Emanuel said, “TKO’s 2025 results reflect meaningful momentum across both UFC and WWE,” pointing to long-term media rights agreements and plans to initiate the next phase of the capital return program. President and COO Mark Shapiro added that 2025 was a milestone year highlighted by record-setting live events and global partnerships, with the launch of Zuffa Boxing positioning the company for further long-term value creation.

TKO Group Holdings, Inc. (NYSE:TKO) operates as a sports and entertainment company through its UFC, WWE, and IMG segments.

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