Talos Energy

TALO

Market cap $2.4B

Talos Energy is a leading offshore oil and gas producer in the Gulf of Mexico and offshore Mexico, with a BUY rating supported by a 42% NAV upside. TALO's operational excellence, cost leadership—operating costs 30% below peers—and infrastructure-led development drive high margins and stable production. Recent geopolitical events and rising crude oil prices provide strong short-term tailwinds for TALO's earnings and cash flow outlook.

Talos Energy continues to deliver disciplined execution, stable production, and robust free cash flow, supporting my maintained Buy rating. TALO's 2026 guidance targets 85-90 Mboe/d production amid planned downtime and natural decline, with high CAPEX ($500-550M) reflecting capital intensity. Nearly half of 2026 Q1 production is hedged, limiting both downside and upside exposure to oil price swings in the short term.

2,312,000 shares were sold directly for a total value of approximately $38.5 million across two open-market trades on March 26 and March 27, 2026. The sale represented 5.31% of Control Empresarial de Capitales S.A.

HOUSTON, April 2, 2026 /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) intends to release first quarter 2026 results for the period ended March 31, 2026, on Tuesday, May 5, 2026, after the U.S. financial market closes. In addition to this release, Talos will host a conference call, broadcast live over the internet, on Wednesday, May 6, 2026, at 10:00 AM Eastern Time (9:00 AM Central Time).

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Talos Energy Inc. (TALO) Q4 2025 Earnings Call Transcript

Talos Energy (TALO) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to earnings of $0.08 per share a year ago.