TALO Share Price Performance
US$10.84
0.18 (1.69%)
21.4% undervalued intrinsic discount
US$13.79
Fair Value
Price US$10.84
AnalystConsensusTarget US$13.79
AnalystHighTarget US$18.75
AnalystLowTarget US$9.00
Fair ValueUS$13.79
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$13.79 21.4% undervalued intrinsic discount
Cost Discipline And Gulf Of Mexico Projects Will Shape A Resilient But Challenged Future
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Fair Value US$18.75 42.2% undervalued intrinsic discount
Gulf Of Mexico Expansion And CCUS Will Fuel Energy Demand
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Fair Value US$9 20.4% overvalued intrinsic discount
Gulf Risks Will Drive Volatility But May Unlock Value
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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
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AN
US$13.79
21.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-1.25% p.a.
Profit Margin
14.23%
Future PE
9.52x
Price in 2029
US$17.08
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
18
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AN
US$18.75
42.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
1.41% p.a.
Profit Margin
14.23%
Future PE
11.94x
Price in 2028
US$23.2
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$9
20.4% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-8.22% p.a.
Profit Margin
14.76%
Future PE
8.26x
Price in 2028
US$11.43
Trending Discussion
Recently Updated Narratives
AN
TALO: Share Repurchases And Higher 2025 Production Will Support Stronger Outlook
Fair Value: US$13.79 21.4% undervalued intrinsic discount
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AN
TALO: Share Repurchases And Lower Discount Rate Will Support Stronger Outlook
Fair Value: US$18.75 42.2% undervalued intrinsic discount
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Gulf Risks Will Drive Volatility But May Unlock Value
Fair Value: US$9 20.4% overvalued intrinsic discount
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Snowflake Analysis
Talos Energy Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -2.10
- 72.83%
- -19.02%
- 51.4%
About TALO
- Founded
- 2011
- Employees
- 700
- CEO
- WebsiteView website
Talos Energy Inc., through its subsidiaries, engages in the exploration and production of oil, natural gas, and natural gas liquids in the United States and Mexico. It also engages in the development of carbon capture and sequestration. The company was founded in 2011 and is headquartered in Houston, Texas.
