Citi maintains TKO Group stock Buy rating, $170 price target

Published 10/03/2025, 18:46
Citi maintains TKO Group stock Buy rating, $170 price target

On Monday, Citi analysts sustained their Buy rating on TKO Group Holdings (NYSE:TKO) with a steadfast price target of $170.00. According to InvestingPro data, this target represents an 18% upside from the current price of $142.99, with the stock trading at relatively high valuation multiples. TKO Group recently reported their fourth-quarter earnings for 2024, showcasing revenues and adjusted EBITDA that surpassed Wall Street’s forecasts. The company demonstrated impressive revenue growth of 67.43% and maintains a strong gross profit margin of 67.91%. Want deeper insights? InvestingPro offers 13 additional investment tips for TKO Group. Following the earnings report, the company also completed the acquisitions of IMG, On Location, and PBR.

The Citi analyst noted that the financial performance of TKO Group was a positive indicator, stating, "TKO reported 4Q24 revenue and Adj. EBITDA above Street expectations." These results come as a significant development for the company, which has been focusing on expanding its portfolio through strategic acquisitions.

The completion of the acquisitions occurred shortly after TKO Group announced its fourth-quarter results. These acquisitions are part of the company’s broader strategy to diversify its offerings and strengthen its position in the market.

In terms of specific segments within TKO Group’s business, the Citi analyst mentioned minor adjustments to the revenue and adjusted EBITDA estimates for WWE and UFC. However, these slight revisions do not seem to have affected the overall positive outlook for the company, as the analyst reaffirmed the $170 price target and Buy rating.

The analyst’s comments reflect confidence in TKO Group’s strategic direction and its ability to deliver financial growth. With a market capitalization of $24.44 billion and an overall financial health score of "GOOD" from InvestingPro, the company appears well-positioned for growth. The acquisitions of IMG, On Location, and PBR are expected to contribute to the company’s future performance and are seen as a positive step in expanding TKO Group’s market presence.

In other recent news, TKO Group Holdings has announced a multi-year partnership with Sela to promote global boxing events, aiming to enhance talent development and deliver top-tier events. TKO will manage the collaboration, with executive leadership from Dana White and Nick Khan, while Sela will contribute its expertise in high-profile boxing matches. On the financial front, TKO reported fourth-quarter revenue of $642 million and adjusted EBITDA of $238 million, slightly exceeding revenue expectations but falling short on EBITDA, according to Guggenheim’s projections. The company has provided guidance for 2025, forecasting revenues between $2.93 billion and $3.00 billion, with adjusted EBITDA anticipated between $1.35 billion and $1.39 billion.

Analysts have varied views on TKO’s prospects. Seaport Global Securities upgraded the stock to Buy, setting a price target of $164, citing recent corporate restructuring and media rights renewals as growth drivers. TD Cowen also maintained a Buy rating, raising its price target to $200, emphasizing robust trends across TKO’s properties and the integration of recent acquisitions. Meanwhile, Benchmark maintained a Hold rating, citing concerns over rising costs and uncertain media rights renewals. Guggenheim raised its price target to $175, maintaining a Buy rating, and highlighted potential underestimation in TKO’s conservative guidance and ongoing synergies from integrating WWE and UFC. These developments reflect a dynamic period for TKO Group, marked by strategic partnerships and varying analyst perspectives.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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