Communication Services Sector Performance: The communication services sector surged 3.75% on Wednesday, marking a 21% increase year to date, with Paramount Skydance, Netflix, and TKO leading gains at 44%, nearly 38%, and 31%, respectively.
Salesforce Earnings Report: Salesforce reported weak guidance in its earnings, leading to a more than 5% drop in stock price after hours, and a year-to-date decline of 27%, despite announcing a $20 billion buyback.
Broadcom and IBM Updates: Broadcom is set to report earnings after the bell, with a year-to-date increase of 30%, while IBM's CEO will appear on "Mad Money," with IBM shares up 11% in 2025 but down 16% since June.
Energy Sector Decline: The energy sector fell over 2% as OPEC+ considers increasing capacity, with crude oil down 11% this year; notable performers include APA, Valero Energy, and Devon Energy, while Constellation Brands saw a 3% drop after cutting guidance, down nearly 34% year to date.
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
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.
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
Citi
Buy -> Buy
downgrade
Al Analysis
2026-01-05
Reason
Citi
Price Target
Al Analysis
2026-01-05
downgrade
Buy -> Buy
Reason
Citi lowered the firm's price target on Tikehau Capital to EUR 19.20 from EUR 20.70 and keeps a Buy rating on the shares.
Citi
Buy
maintain
2026-01-02
Reason
Citi
Price Target
2026-01-02
maintain
Buy
Reason
Citi raised the firm's price target on Tikehau Capital to EUR 20.20 from EUR 19.20 and keeps a Buy rating on the shares, in a sector note on European Brokers & Asset Managers. The firm calls alternative asset managers its "most preferred sub-sector within European Div Fins," and believes fundamentals are "improving and continued recovery in deal activity should drive re-rating."
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BTIG
Buy
upgrade
$235 -> $250
2025-12-31
Reason
BTIG
Price Target
$235 -> $250
2025-12-31
upgrade
Buy
Reason
BTIG raised the firm's price target on TKO Group to $250 from $235 and keeps a Buy rating on the shares. The firm sees additional upside in the shares despite the nearly 75% rally in 2025. TKO's sports and live entertainment businesses should be strong in 2026, the analyst tells investors in a research note. BTIG believes the stock's "narrative and story remain favorable" heading into next year. However, the stock could be volatile in the next few months given the rally over the past few weeks while investors "anchor to 2026 guidance" on the Q4 earnings call, adds the firm.
Morgan Stanley
Equal Weight
maintain
$205 -> $210
2025-12-18
Reason
Morgan Stanley
Price Target
$205 -> $210
2025-12-18
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on TKO Group to $210 from $205 and keeps an Equal Weight rating on the shares. The Media and Entertainment industry heads into 2026 with "solid fundamental momentum," says the analyst, who recommends stocks in the group that it believes are insulated from AI disruption, will benefit from demand for premium experiences, or have a differentiated earnings outlook.
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.
