TKO.N Hits 5-Day Low Amid Partnership News
Shares of TKO Group Holdings (TKO.N) fell to a 5-day low today, closing at $190.91, reflecting a bearish trend following the recent partnership announcement with DoorDash. The stock's decline comes despite initial gains after the partnership was revealed, which aims to enhance fan engagement through unique experiences featuring WWE and UFC athletes. Analysts note that the market's reaction could be influenced by broader concerns about the sustainability of such partnerships in a competitive landscape, especially as TKO's CEO, Ari Emanuel, expressed caution regarding the prevailing enthusiasm for AI investments. This mixed sentiment underscores the complexities in the market as TKO navigates new marketing opportunities while facing technical headwinds.
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- Price Target Increase: On February 12, 2026, Roth Capital raised its price target for TKO Group Holdings from $210 to $240 while maintaining a Buy rating, indicating a positive outlook on the company's long-term growth potential and anticipating additional growth drivers in the future.
- Strategic Partnership: UFC announced a strategic partnership with FoodStory Brands on February 12, 2026, to develop and launch a nutritionist-backed protein bar targeting the performance nutrition market, showcasing UFC's proactive approach to expanding its product line and market share.
- Analyst Rating Upgrade: JPMorgan analyst David Karnovsky raised TKO Group's price target from $220 to $225 on January 21, 2026, while maintaining an Overweight rating, reflecting ongoing confidence in the company's potential for future free cash flow growth.
- Business Diversification: TKO Group operates a sports and entertainment business that owns and manages intellectual property, produces and licenses live events and programming, distributes content, and offers the UFC FIGHT PASS streaming service, demonstrating its strategic focus on diversifying revenue streams.
- Trading Day Information: In accordance with Article 5 of the EU Market Abuse Regulation, Tikehau Capital has disclosed detailed trading day information on its website, ensuring transparency and compliance, which enhances investor confidence.
- Daily Trading Volume: On February 6, 2026, Tikehau Capital recorded a trading volume of 1,434 shares with an average price of €15.99, indicating sustained market interest in the stock.
- Price Fluctuation: On February 9, 2026, the weighted average price of the stock was €16.20, suggesting increased investor confidence in the company, which may influence future investment decisions.
- Total Trading Volume: As of February 12, 2026, Tikehau Capital's total trading volume reached 11,046 shares with an average price of €16.24, reflecting the company's active presence in the market and ongoing investor interest.
- Strategic Partnership: UFC has formed a strategic alliance with FoodStory Brands to introduce a high-performance, nutritionist-backed protein bar aimed at the rapidly growing performance nutrition market, which is expected to enhance UFC's market leadership in this sector.
- Innovative Product: The new protein bar will leverage the expertise of the UFC Performance Institute and FoodStory's innovative capabilities, utilizing research-driven nutritional ingredients to provide high-quality nutrition options for both athletes and everyday consumers, thereby enhancing brand influence.
- Global Impact: Since its opening in Las Vegas in 2017, the UFC Performance Institute has become a vital resource for MMA athletes worldwide, supporting over 80% of the roster, and the new product is anticipated to further boost UFC's global brand recognition.
- Market Potential: FoodStory Brands has rapidly emerged in the CPG food and beverage sector, successfully scaling Fresh Cravings into a $100 million brand, and this collaboration is expected to drive market acceptance and sales growth for the new brand.
- Trading Day Information: In compliance with EU Regulation No. 596/2014, Tikehau Capital has disclosed detailed trading day information on its website, ensuring transparency and regulatory compliance.
- Daily Trading Volume: On February 5, 2026, Tikehau Capital's total trading volume reached 13,639 shares, indicating sustained market interest in the company.
- Weighted Average Price: The weighted average trading price for Tikehau Capital on February 5, 2026, was €16.0998, reflecting investor confidence in the stock's stability.
- Market Codes: All trades were conducted on CEUX and XPART markets, indicating the company's active presence across multiple trading platforms, enhancing its market liquidity.
- Total Shares: As of January 31, 2026, Tikehau Capital has a total of 175,247,840 shares, indicating the company's stability and ongoing investment appeal in the market.
- Total Voting Rights: The total number of voting rights on the same date is also 175,247,840, suggesting that all shares carry voting rights, which enhances shareholder engagement in corporate governance.
- Exercisable Voting Rights: The exercisable voting rights amount to 172,166,990, reflecting the actual number of voting rights available at shareholder meetings, which may impact the transparency of company decisions and shareholder influence.
- Compliance Statement: This announcement complies with Article 223-11 of the Financial Markets Authority regulations, ensuring transparency and compliance in information disclosure, thereby enhancing investor trust in the company.
- Industry Consolidation: UBS anticipates significant consolidation in the U.S. media landscape in 2026, particularly benefiting companies linked to sports and theme parks, maintaining Buy ratings on Disney and Netflix, reflecting confidence in their competitive positioning in a streaming-driven environment.
- Profitability Enhancement: Disney's streaming profitability is accelerating, and its parks business continues to thrive, which is expected to further drive overall performance and strengthen its market position.
- M&A Potential: The potential merger between Warner Bros and Netflix is viewed as creating a 'supercharged content provider' that would enhance viewer engagement and long-term monetization, with UBS noting this could pressure Paramount Skydance's stock price.
- Advertising Market Challenges: Despite major events like the Winter Olympics and World Cup boosting advertising spending in 2026, UBS still expects traditional TV ad revenues to remain under pressure, projecting an overall industry revenue decline of about 4% in 2026.








