TKO

AI Research

$1B share buyback announced; Q4 revenue $1.04B with Adjusted EBITDA of $281M

TKO Group Holdings announced up to $1.0B in Class A common stock repurchases, with ~$1.1B available under the program as of February 24, 2026, and an accelerated share repurchase expected to complete in June 2026. Q4 2025 revenue reached $1.038B with adjusted EBITDA of $281.2M, while FY2025 revenue totaled $4.735B with net income of $546.2M. Wolfe Research and Seaport Global both downgraded TKO post-earnings on valuation concerns, while Bernstein maintained Outperform with a $250 target.