TALO Share Price Performance
US$13.27
4.45 (50.45%)
7.3% undervalued intrinsic discount
US$14.32
Fair Value
Price US$13.27
AnalystConsensusTarget US$14.32
AnalystHighTarget US$18.39
AnalystLowTarget US$12.00
Fair ValueUS$14.32
Share Pricen/a
Talos Energy Inc. Stock Price
- 3 Narratives written by author
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- 9 Fair Values set on narratives written by author
TALO Community Narratives
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Fair Value US$14.32 7.3% undervalued intrinsic discount
Cost Discipline And Gulf Of Mexico Projects Will Shape A Resilient But Challenged Future
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Fair Value US$18.39 27.8% undervalued intrinsic discount
Gulf Of Mexico Expansion And CCUS Will Fuel Energy Demand
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Fair Value US$12 10.6% overvalued intrinsic discount
Gulf Risks Will Drive Volatility But May Unlock Value
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Gulf Of Mexico Expansion And CCUS Will Fuel Energy Demand
Key Takeaways Operational excellence, portfolio expansion, and cost discipline could drive sustained margin and cash flow gains well above market expectations. Strategic moves in carbon capture and asset acquisitions may create new, reliable revenue streams and position Talos for significant long-term outperformance.Read more
20
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AN
US$18.39
27.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
14.34%
Future PE
12.91x
Price in 2029
US$22.51
Cost Discipline And Gulf Of Mexico Projects Will Shape A Resilient But Challenged Future
Key Takeaways Operational efficiencies, cost reductions, and disciplined capital allocation are set to boost margins, earnings, and financial resilience through recurring free cash flow improvement. Expansion of high-margin Gulf assets, supportive regulatory climate, and enhanced shareholder returns position Talos for sustained revenue growth and value creation.Read more
95
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US$14.32
7.3% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
14.16%
Future PE
10.12x
Price in 2029
US$17.55
Gulf Risks Will Drive Volatility But May Unlock Value
Key Takeaways Heavy reliance on Gulf of Mexico assets heightens operational and regulatory risks, potentially impacting production stability and earnings. Efforts to diversify through CCS and acquisitions face significant regulatory, technical, and integration challenges, delaying meaningful revenue diversification.Read more
4
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US$12
10.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
13.62%
Future PE
8.55x
Price in 2029
US$14.81
Trending Discussion
Recently Updated Narratives
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TALO: Share Repurchases And Lower Discount Rate Will Support Future Earnings Re Rating
Fair Value: US$18.39 27.8% undervalued intrinsic discount
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TALO: Updated Cash Flow Assumptions Will Support A More Balanced Risk Profile
Fair Value: US$14.32 7.3% undervalued intrinsic discount
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TALO: Fair Outlook Will Balance Higher Street Expectations And Cash Flow Risks
Fair Value: US$12 10.6% overvalued intrinsic discount
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Snowflake Analysis
Talos Energy Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -2.93
- 69.28%
- -27.77%
- 56.6%
About TALO
- Founded
- 2011
- Employees
- 700
- CEO
- WebsiteView website
Talos Energy Inc., through its subsidiaries, engages in the exploration and production of oil and gas in the United States and Mexico. The company operates through two segments: Upstream, and Carbon Capture and Sequestration. It also engages in the exploration and production of natural gas liquid. Talos Energy Inc. was founded in 2011 and is headquartered in Houston, Texas.
