Welcome back to Market on Close. I'm Sam Bartis. On the floor of the New York Stock Exchange, TKO Group is today's overlooked stock after UBS raised its price target on shares to $235 from 200 bucks.And it also kept a buy rating on the shares. The stock is at an all-time high uh on Monday, but it has pulled back by about 4% since then. Joining me now is George Sllis, who is the senior markets correspondent with the news on that and what you need to know about TKO Group.George, hello to you. All right, Sam. ...

文章核心观点 - 流媒体巨头Netflix可能将UFC赛事加入其不断增长的体育内容阵容，这一举动或能增加订阅用户并减少用户流失 [1][8] 分组1：Netflix体育内容布局 - Netflix现有体育内容包括NFL比赛、女子足球和WWE赛事，去年拳击比赛和圣诞节NFL首秀需求巨大，今年1月新增WWE比赛 [1] - Netflix将直播Katie Taylor和Amanda Serrano的第三场拳击复赛，7月11日免费向全球现有订阅用户播出 [7] 分组2：UFC版权情况 - UFC由TKO Group Holdings拥有，自2019年与迪士尼旗下ESPN有独家版权协议，迪士尼有至4月的独家谈判窗口，UFC期望新协议年费用达10亿美元以上 [2][3][4] - 因UFC希望费用翻倍及ESPN转播技术问题，谈判或陷入紧张，为其他有意方创造机会 [3] 分组3：Netflix参与UFC版权竞争优势 - 若ESPN退出，鉴于去年拳击比赛表现和与TKO旗下WWE的合作，Netflix可能成为热门竞争者 [5] - 尽管Paul和Tyson比赛有技术故障，但观看人数和Netflix的修复措施被视为平台需求和实力的积极因素 [5] 分组4：股价表现 - TKO Group Holdings股价为147.27美元，52周交易区间79.32 - 179.09美元，2025年至今上涨3.2%，去年上涨81.2% [8] - Netflix股价为919.68美元，52周交易区间542.01 - 1064.50美元，2025年至今上涨3.7%，去年上涨50.5% [9]