Who mentions $TKO most on Surfaced?

@alphaticaio (Alphatica) mentions $TKO most — 2 mentions in the past 12 months.

When was $TKO first mentioned on Surfaced?

The earliest tracked mention of $TKO in the Surfaced archive was on Dec 24, 2025.

How many voices track $TKO?

5 FinTwit voices have mentioned $TKO 5 times in the past 12 months.

What kind of voices mention $TKO most?

$TKO is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$TKO

TKO Group Holdings Inc - Class A

$TKO

TKO Group Holdings Inc - Class A

Past 12mo:5mentions5voices

All voices6 mentions past 12mocalls only

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About this stock

$TKO attracted 5 mentions from 4 distinct FinTwit voices over the past 12 months, with the first mention appearing on December 24, 2025, and the most recent on May 6, 2026. @alphaticaio was the most active voice discussing the stock with 2 mentions, followed by @ftr_investors, @paola_rojas, @thevalueist, and @tsoh_investing each contributing 1 mention. The dominant discussion category centered on long research analysis of the entertainment and sports media company's financial structure and earnings quality.

AI-generated from tracked posts · updated Aug 24, 2026

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Recent mentions

6 mentions

@alphaticaioMay 6, 2026 · 8:20 PM

We issued the Alphatica Earnings Quality Signal on $TKO April 26, giving it a 1/6. BEARISH view. We gave you the read before the earnings announcement.

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@alphaticaioApr 27, 2026 · 1:08 AM

🚨🚨🚨Earnings Quality Alert on TKO: The Alphatica Earnings Quality Signal: 1/6. BEARISH. The content business is great. The financial structure is not. What the accounting shows: -Revenue tripled since FY2023 to $4.74B. UFC and WWE are printing money. -But net income attributable to common shareholders: $195M. Not the $550M headline. -A $6B+ stake held by a single entity sits above common shareholders in the capital structure. -Management's internal accounting signals have flagged bearish every year since the merger — and the concern is accelerating. -Common equity: $3.74B. The external stake: $6.03B. The structure owns more of this business than you do. The 52-week return is +20%. YTD it's given back nearly half of that. The content moat is real. The question is who it's being built for. $TKO #WWE $SPY

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@thevalueistMar 17, 2026 · 2:35 PM

$TKO TKO Group Holdings (TKO) Q4 2025 Post-Earnings Debrief https://t.co/ARRxZGYndW Core conclusion: The key analytical takeaway is that the quarter itself was not the main event; the print was really a vehicle to codify TKO’s 2026 earnings algorithm. Q4 was optically weak versus the supplied Street snapshot, with revenue below consensus, adjusted EBITDA likely below consensus, and GAAP EPS negative. But FY25 still finished above the upper end of management’s already-raised guide, and FY26 guidance implies a step-function in revenue, EBITDA, and margin driven primarily by completed UFC and WWE media-rights resets, plus additional monetization from partnerships and financial incentive packages. The single most important change versus prior framing is that management moved the debate from “can TKO sign rights deals?” to “can TKO execute a near-40% adjusted EBITDA margin model?”

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@paola_rojasFeb 3, 2026 · 12:42 AM

📝 $CS shares are up ~13% YTD, underperforming peers like $ERO, $HBM and $TKO, likely due to ongoing disruption at their Mantoverde copper-gold mine in northern Chile. This weekend, the mine resumed operations, even as the strike continues. As the situation is further resolved, price should edge towards $19.50 (CG target). 📇 @CapstoneMining

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@ftr_investorsDec 24, 2025 · 6:51 PM

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@tsoh_investingAug 12, 2025 · 7:51 PM

It's interesting that $TKO COO Mark Shapiro said they turned down a higher Netflix offer for the WWE U.S. PLE's because they're "reticent about having all our eggs in one basket", and then they signed a UFC deal where it sounds like the end game is to go all-in with Paramount.

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