Breakingviews - Silver Lake’s sharp elbows risk being dislocated
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 03 2025
0mins
Source: Reuters
Vacasa's Bidding War: Vacasa is currently embroiled in a bidding war between property-management site Casago, supported by its largest investor Silver Lake, and Davidson Kempner, which is offering a higher price but has different economic interests as a creditor. The situation highlights the complexities of modern financial dealings involving distressed assets.
Implications for Silver Lake: The outcome of this battle could impact Silver Lake's reputation for successful deal-making, as they face accusations of insider control due to structural advantages from Vacasa's SPAC merger, while Davidson Kempner seeks to level the playing field through potential legal action.
Analyst Views on TKO
Wall Street analysts forecast TKO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TKO is 223.53 USD with a low forecast of 202.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 208.880
Low
202.00
Averages
223.53
High
250.00
Current: 208.880
Low
202.00
Averages
223.53
High
250.00
About TKO
TKO Group Holdings, Inc. is a sports and entertainment company. The Company owns properties including Ultimate Fighting Championship (UFC), a mixed martial arts organization; World Wrestling Entertainment, LLC (WWE), a sports entertainment; and Professional Bull Riders (PBR), a bull riding organization. It also services and partners with sports rights holders through IMG, a global sports marketing agency, and On Location, an experiential hospitality. Its segments include UFC, WWE and IMG. UFC segment reflects the business operations of UFC, which consists of media rights fees associated with the distribution of its programming content; ticket sales and site fees associated with the business’s global live events; partnerships and marketing, and consumer product licensing agreements of UFC-branded products. WWE segment reflects the business operations of WWE. IMG segment includes IMG business and On Location. IMG business is an independent global distributor of sports programming.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
