TD Cowen analyst Lance Vitanza reiterated a Buy rating on TKO Group Holdings today and set a price target of $245.00.
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Lance Vitanza has given his Buy rating due to a combination of factors that, in his view, support a favorable long‑term outlook for TKO Group Holdings. While he modestly trims his 2026 revenue and EBITDA forecasts to account for weaker event bookings tied to the Milan Olympics and a White House UFC event whose financial benefits will materialize more gradually, he still sees the core business demonstrating solid underlying momentum.
At the same time, he highlights the launch of Zuffa Boxing as a key strategic growth driver, arguing that its league-style structure can bring order and scale to a historically fragmented boxing landscape. If TKO successfully centralizes control and leverages broad distribution for this new property, he believes the company can unlock meaningful incremental value over time. Taken together, these elements underpin his view that the shares offer attractive upside, leading him to reaffirm his Buy rating and feature TKO as a 2026 “Best Idea.”
In another report released on January 21, J.P. Morgan also maintained a Buy rating on the stock with a $225.00 price target.