US · Energy · Oil & Gas E&P
EPS came in at 0.54 against a street estimate of 0.39 — a beat of 38.5%.
Analysts rate Talos Energy a buy (6 buy, 3 hold, 0 sell out of 9) with an average price target of $21.44.
CONFIDENT Talos delivered record free cash flow and beat production guidance in Q2. Major Gulf bolt-on acquisition adds 18k BOE/d, Mexico farm-in provides development anchor, Honduras offers exploration optionality. Stand-alone 2026 production raised despite shelf divestment. Q2 2026 Portfolio expansion beyond Gulf leverages Talos technical expertise in Miocene sands and deepwater exploration at disciplined entry costs. Analysts pressed on low-cost international expansion rationale (Talos emphasizes technical fit and partner quality), timing of growth acceleration (management defers to disciplined execution), and Honduras partnership strategy (post-seismic decision on dilution). Management consistently grounded responses in 3-pillar strategy and <1x leverage guardrail. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.91% |
| Dimensional Fund Advisors, Inc. | 5.88% |
| State Street Corp | 4.93% |
| Sourcerock Group LLC | 4.13% |
| American Century Companies Inc | 3.73% |
| Vanguard Capital Management, LLC | 3.16% |
| Canada Pension Plan Investment Board | 2.41% |
| Geode Capital Management, LLC | 2.18% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Talos Energy reported Q3 2026 revenue of $595,991 thousand, up from $450,053 thousand in Q3 2025. • Q3 2026 net loss attributable | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter production was 68.5 MBo/d of oil and 91.5 MBoe/d total, exceeding guidance. Production was 75% oil and 83% liquids. | 2026-11-03 |
| Board / officer change · Q3 2026 TALOS ENERGY INC. - 8-K SUMMARY OTHER NOTABLE POINTS • New Board Director Appointed: Barbara J. Faulkenberry (Major General, U.S. Air Force Retired) | 2026-09-24 |
| Acquisition completed · Q3 2026 TALOS ENERGY INC. - 8-K SUMMARY (September 22, 2026) HEADLINE NUMBERS • Completed acquisition of Gulf of Mexico deepwater oil and gas assets from Sh | 2026-09-22 |
| Quarterly report · Q2 2026 TALOS ENERGY INC. – 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Cash position: $577.6 million (up from $362.8 million at year-end 2025) • Total assets | 2026-08-05 |
| Results announced · Q3 2026 TALOS ENERGY INC. — Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Production: 93.7 MBoe/d (68.6 MBo/d oil); exceeded guidance ranges • Net Inco | 2026-08-04 |
| Material agreement · Q3 2026 TALOS ENERGY INC. – 8-K SUMMARY (July 22-27, 2026) HEADLINE NUMBERS • Credit facility expansion: $50 million increase in project financing capacity | 2026-07-27 |
| Material agreement · Q3 2026 TALOS ENERGY INC. - 8-K SUMMARY (July 13, 2026) HEADLINE NUMBERS • Issued $800 million in 8.000% Second-Priority Senior Secured Notes due July 15, 2 | 2026-07-13 |
Readable in the app.
| Announcement | Date |
|---|---|
| Full-year 2026 production guidance midpoint increased to 69 MBo/d and 93.5 MBoe/d Talos Energy reported a strong third quarter and raised its 2026 production outlook. Production was 68.5 thousand barrels of oil per day and 91.5 thousand barrels of oil equivalent per day, | 2026-11-03 |
| Announced acquisition of Gulf of America deepwater assets from Shell Talos Energy reported strong Q2 2026 results with production of 68.6 thousand barrels of oil per day and 93.7 thousand barrels of oil equivalent per day, exceeding guidance. The company gene | 2026-08-04 |
| Acquired 50% participating interest in Block 29 offshore Mexico project Talos Energy announced on July 27, 2026, that its subsidiary agreed to acquire a 50% stake in Block 29, an offshore oil and gas field in Mexico, through a farm-out agreement with Repsol (the | 2026-07-27 |
| Acquisition of PSA Assets through purchase agreement and credit facility amendment Talos Energy completed an acquisition of offshore oil and gas assets (PSA Assets) from Shell on June 30, 2026. To fund this deal, Talos secured additional financing through a credit agreemen | 2026-06-30 |
| Share repurchase authorization increased to $200 million Talos Energy reported strong first quarter 2026 results, exceeding production guidance with 63.8 thousand barrels of oil per day and 88.8 thousand barrels of oil equivalent per day. The comp | 2026-05-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.