Seaport Global has downgraded TKO Group Holdings Inc (TKO) to Neutral from Buy, effective September 8, 2025. This shift suggests increased caution regarding TKO's outlook, potentially due to competitive pressures, market conditions, or execution risks that could affect the company's performance.
Currently, TKO Group Holdings, which operates in the media industry, boasts a market cap of $36.7 billion and a P/E ratio of 160.62. The company, headquartered in New York City, is known for its ownership of prominent properties such as the Ultimate Fighting Championship (UFC), World Wrestling Entertainment (WWE), and Professional Bull Riders (PBR). TKO also partners with sports rights holders through IMG, a global sports marketing agency, and On Location, an experiential hospitality firm.
The company has upcoming earnings reports, with EPS estimates of $2.36 and revenue expectations of $1.6 billion for August 4, 2026. Recent performance has shown mixed results, including a disappointing Q3 2025 EPS of $0.47, which fell short of the estimated $0.73, marking a 36% surprise.
Analyst ratings, like the recent downgrade, provide insights based on research and financial models. However, they should be considered alongside various factors such as company fundamentals and market trends. Ratings can change as new information emerges, and differing analyst opinions may arise regarding the same company.
