TKO Group Holdings (TKO) Is Up 22.9% After Securing Landmark UFC and WWE Streaming Rights Deals – What’s Changed

• Paramount, a Skydance Corporation, and TKO Group Holdings recently announced a seven-year agreement which will make Paramount+ and CBS the exclusive U.S. home for all UFC events starting in 2026, while a separate deal appoints ESPN as the exclusive distributor for all WWE Premium Live Events on its new direct-to-consumer streaming platform in the U.S., also beginning in 2026.
• By shifting UFC and WWE’s marquee content from pay-per-view and traditional models to popular streaming platforms, TKO Group Holdings is enabling broader access for U.S. audiences and positioning its brands at the heart of the evolving sports media landscape.
• We'll now explore how these transformative streaming rights deals could reshape TKO Group Holdings' long-term investment outlook and growth profile.

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What Is TKO Group Holdings' Investment Narrative?

For anyone considering TKO Group Holdings, the investment story now hinges on the company’s ability to redefine live sports monetization through its sweeping digital distribution deals. The recent seven-year agreements with Paramount and ESPN are a clear signal that TKO is moving to capitalize on the streaming era, bringing its flagship UFC and WWE events to broader U.S. audiences. In the short term, these deals represent significant catalysts, they may boost visibility, unlock new revenue streams, and support subscriber growth for partners, but they also introduce fresh execution risks around the transition from pay-per-view to subscription-based models. While TKO’s recent quarterly results and raised revenue guidance highlight solid momentum, the share price already reflects high expectations and a premium valuation. Risks, including an ongoing antitrust lawsuit and recent exclusion from key indexes, remain important factors that could affect sentiment and volatility going forward.

Yet, while expanded streaming rights could accelerate growth, legal uncertainties could weigh on TKO’s outlook.

TKO Group Holdings' shares are on the way up, but they could be overextended by 27%. Uncover the fair value now.

Exploring Other Perspectives

The Simply Wall St Community’s nine fair value estimates for TKO range from US$67.72 to a very large US$37,618.47. Wide gaps underline just how differently investors assess potential, especially with recent media rights deals raising both expectations and risks for future earnings streams. See how other community viewpoints compare.

Explore 9 other fair value estimates on TKO Group Holdings - why the stock might be worth less than half the current price!

Build Your Own TKO Group Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your TKO Group Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free TKO Group Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TKO Group Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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