US · Energy · Oil & Gas E&P
EPS came in at 0.54 against a street estimate of 0.29 — a beat of 86.2%.
Analysts rate Talos Energy a buy (9 buy, 2 hold, 0 sell out of 11) with an average price target of $19.89.
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 | 11.71% |
| Dimensional Fund Advisors, Inc. | 5.88% |
| State Street Corp | 4.80% |
| Sourcerock Group LLC | 4.13% |
| American Century Companies Inc | 3.73% |
| Vanguard Capital Management, LLC | 3.20% |
| Canada Pension Plan Investment Board | 2.41% |
| Vanguard Portfolio Management, LLC | 1.99% |
| Document | Date |
|---|---|
| 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 |
| Reg FD disclosure · Q3 2026 TALOS ENERGY INC. - 8-K FILING SUMMARY Filed: July 1, 2026 --- HEADLINE NUMBERS • New debt offering: $800 million in 8.000% second-priority senior | 2026-07-02 |
| Quarterly report · Q1 2026 TALOS ENERGY INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (Q1 2026): $472.3 million, down 7.9% from $513.1 million in Q1 2025 • Oil | 2026-05-06 |
| Proxy statement · Q2 2026 TALOS ENERGY INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of Directors: Vote for 6 director nominees (one-ye | 2026-04-22 |
| Annual report FY2025 TALOS ENERGY INC. — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Talos Energy Inc., ticker TALO on NYSE • Fiscal year ended: Decemb | 2026-02-25 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Q4 2025 results announced with 2026 operational and financial guidance provided Talos Energy reported full-year 2025 results showing strong operational and financial performance despite accounting losses. The company generated $935.8 million in operating cash flow and $ | 2026-02-25 |
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Google PlayApp StoreData updated 2026-09-18.