Talos Energy Monthly Outlook (March 2026) | Price, Target Price & Growth

Talos Energy

NYSE:TALO

$ 16,57

+ $0,02 (0,12%)

16,57 $

+$0,02 (0,12%)

End-of-day quote: 03/27/2026

Talos Energy Stock Value

Currently, analysts rate NYSE:TALO as Outperform.

Outperform

Talos Energy Company Info

EPS Growth 5Y

-44,48%

Market Cap

$2,79 B

Long-Term Debt

$1,23 B

Short Interest

4,85%

Quarterly earnings

05/02/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2011

Industry

Energy

Country

United States

ISIN Number

US87484T1088

Website

http://www.talosenergy.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$15,00

-9.47%

Last Update: 03/30/2026

Analysts: 10

Highest Price Target $22,00

Average Price Target $15,00

Lowest Price Target $13,00

In the last five quarters, Talos Energy’s Price Target has fallen from $14,59 to $13,00 - a -10,90% decrease. Three analysts predict that Talos Energy’s share price will fall in the coming year, reaching $15,00. This would represent a decrease of -9,47%.

Top growth stocks in the energy sector (5Y.)

What does Talos Energy do?

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. The company is a technically driven, innovative, independent energy company focused on maximizing long-term value through its oil and gas exploration and production (Upstream) business in the United States (U.S.) Gulf of America and offshore Mexico. The company leverages decades of technical and offshore operational expertise to ac...

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.

The company is a technically driven, innovative, independent energy company focused on maximizing long-term value through its oil and gas exploration and production (Upstream) business in the United States (U.S.) Gulf of America and offshore Mexico. The company leverages decades of technical and offshore operational expertise to acquire, explore, and produce assets in key geological trends while maintaining a focus on safe and efficient operations, environmental responsibility and community impact.

Business Strategy

The company’s strategic business development activities allow it to consistently identify and evaluate new opportunities through a wide range of potential avenues, including government lease sales, joint ventures and acquisitions, among others.

The company’s strategies include continuously optimizing its existing asset base; conducting development and near-field projects in and around its existing asset footprint; engaging in exploration activities to grow its asset base and potentially unlock significant new resources; utilizing acquisitions and other business development activities to expand its asset base, opportunity set and value creation potential; and maintaining safety, sustainability and corporate responsibility as key principles for operations across all areas of its business.

Properties

The United States Gulf of America

The company’s area of focus in the U.S. is the Gulf of America Deepwater. The company’s concentrates in areas characterized by clearly defined infrastructure, well-known production history and geological well control, which reduces operational and investment risk.

The company’s Deepwater operations in the U.S. Gulf of America provide significant potential growth opportunities through its drilling program. Through the company’s technical approach of starting with known hydrocarbon systems and applying modern seismic reprocessing techniques, it has generated an inventory of Deepwater prospects that the company believes are capable of delivering production growth. The company’s primarily focus is its exploitation and exploration efforts around its existing infrastructure. This subsea tie-back strategy allows for better project economics and shorter periods between discovery and production as compared to design, construction and installation of a new facility following a discovery.

Deepwater

The Deepwater region in the Central U.S. Gulf of America remains a vital industry and a core focus area for the company’s exploration, development and operational activities. This region has a history of prolific production and ongoing exploration success, with further opportunities to unlock additional resources. The company’s key fields in the Deepwater region include the following:

Katmai

The Katmai Field was acquired through the company’s acquisition of QuarterNorth Energy Inc. (‘QuarterNorth’), a privately held U.S. Gulf of America exploration and production company (the ‘QuarterNorth Acquisition’) and consists of four operated blocks including Ewing Bank Blocks 1009 and 1010 and Green Canyon Blocks 39 and 40. The company recently drilled the Katmai West well, an appraisal well that encountered over 400 feet of gross hydrocarbon pay. The Katmai Field is tied back to the company’s wholly owned Tarantula production facility.

Pompano / Cardona

The Pompano Field consists of eight operated blocks, which include Viosca Knoll Blocks 989 and 990 and Mississippi Canyon Blocks 26, 27, 28, 29, 72 and 73. The Pompano Field has two operated subsea systems and two outside operated systems that are tied back to the company’s wholly owned Pompano production facility.

Brutus / Glider

The Brutus Field consists of three operated blocks, which include Green Canyon Blocks 158, 202, and 248. The Brutus field has one operated subsea system (Glider) and one outside operated subsea system that is tied back to the company’s wholly owned Brutus facility.

Ram Powell / Venice & Lime Rock

The Ram Powell Field consists of eight operated blocks, which include Viosca Knoll Blocks 911, 912, 913, 955, 956, 957, 1000, and 1001. The Ram Powell field has two operated subsea systems that process the recent near-field discoveries Venice and Lime Rock and one outside operated subsea system, which are tied back to the company’s wholly owned Ram Powell facility.

Galapagos

The Galapagos Field consists of the operated Mississippi Canyon Block 519. The Galapagos subsea system is tied back to a non-operated facility.

Shelf and Gulf Coast

The U.S. Gulf of America Shelf (the ‘Shelf’) and Gulf Coast area spans an enormous geographical area across the basin and provides diverse production from numerous operated production facilities. The Shelf area is a producing region of the basin with attractive redevelopment and recovery enhancement opportunities.

Mexico

The company’s area of focus in Mexico is the Block 7, Zama Unit Area segment located within the Sureste Basin, a prolific proven hydrocarbon province, in the shallow waters off the coast of Mexico’s Tabasco state.

In 2015, Mexico's upstream oil and gas regulator, the National Hydrocarbon Commission (‘CNH’) awarded a Talos-led consortium (‘Block 7 Consortium’) a production sharing contract (‘PSC’) covering Block 7 with a term of thirty years, extendable for two additional five-year periods. Talos, through Talos Energy Mexico 7, S. de R.L. de C.V. (‘Talos Mexico’), was named operator of Block 7. The Block 7 Consortium made a significant discovery in Block 7 after drilling the Zama-1 in 2017.

After drilling additional wells, Mexico’s Secretaría de Energía (‘SENER’) determined that the hydrocarbons extended into a nearby offshore block assigned to Petróleos Mexicanos (‘PEMEX’) and unitized the company’s PSC contract area with PEMEX’s Assignation and designated PEMEX as Operator of the Zama unit.

On September 27, 2023, the company sold a 49.9% equity interest in Talos Mexico to Zamajal, S.A. de C.V. (‘Zamajal’), an entity owned 90% by Grupo Carso, S.A.B. de C.V. (‘Carso’) and 10% by Control Empresarial de Capitales, S.A. de C.V. (‘Control Empresarial’) (the ‘2023 Mexico Divestiture’).Control Empresarial, an entity controlled by the family of Carlos Slim Helú, is a beneficial owner of approximately 24% of the outstanding shares of the company’s common stock.

Customers

For the year ended December 31, 2024, 48% and 17% of the company’s oil, natural gas and NGL revenues were attributable to Shell Trading (US) Company and Exxon Mobil Corporation, respectively, which are the customers that individually represented 10% or more of its oil, natural gas and NGL revenues.

Government Regulation

The company’s operations on federal oil and natural gas leases in the U.S. Gulf of America are subject to extensive regulation by Bureau of Safety and Environmental Enforcement (BSEE), Bureau of Ocean Energy Management (BOEM) and the Office of Natural Resources Revenue (ONRR) under the purview of the U.S. Department of the Interior (DOI).

The company’s oil and gas operations in shallow waters off the coast of Mexico’s Tabasco state are subject to regulation by SENER, the CNH and other Mexican regulatory bodies.

The company discharges into waters of the United States are limited by the federal Clean Water Act, as amended (‘CWA’), and analogous state laws.

The company’s sales of oil and natural gas are also subject to market manipulation and anti-disruptive requirements under the Commodity Exchange Act (‘CEA’) as amended by the Dodd-Frank Wall Street Reform and Consumer Protection Act (the ‘Dodd-Frank Act’), and regulations promulgated thereunder by the U.S. Commodity Futures Trading Commission (the ‘CFTC’).

The company is subject to reporting requirements imposed by FERC.

The company’s ability to transport and sell such products is dependent on pipelines whose rates, terms and conditions of service are subject to the Federal Energy Regulatory Commission (FERC) jurisdiction under the Interstate Commerce Act (‘ICA’), and intrastate oil pipeline transportation rates are subject to regulation by state regulatory commissions.

Although the pipeline is subject to FERC jurisdiction under the ICA, FERC has granted the company a temporary waiver of the filing and reporting requirements.

The company owns and operates pipelines that are located in the Outer Continental Shelf (‘OCS’) Regulation and are subject to the non-discrimination requirements in the federal Outer Continental Shelf Lands Act (OCSLA).

History

Talos Energy Inc. was founded in 2011. The company was incorporated in 2017 under the laws of the state of Delaware.

Talos Energy Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenue Breakdown:** - Oil and Gas Production: 85% - Hydrocarbon Exploration: 10% - Other Energy Services: 5% **TOP 3 Markets:** - USA: 60% - Mexico: 25% - Brazil: 10% Talos Energy Inc. generates the majority of its revenue from oil and gas production, which is typical for companies in...

At which locations are the company’s products manufactured?

**Production Sites:** Gulf of Mexico, USA Talos Energy Inc. is an independent oil and gas company that focuses on the exploration and production of hydrocarbons. The company operates mainly in the Gulf of Mexico, both in U.S. and Mexican waters. This region is known for its abundant oil and gas res...

What strategy does Talos Energy pursue for future growth?

**Strategic Partnerships:** Talos Energy has increasingly focused on strategic partnerships in recent years to expand its exploration and production capacities. **Focus on Offshore Projects:** The company continues to concentrate on the development and optimization of offshore oil and gas projects...

Which raw materials are imported and from which countries?

**Main raw materials:** Crude oil and natural gas **Countries of origin:** USA (Gulf of Mexico), Mexico Talos Energy Inc. is an independent oil and gas company that focuses on the exploration and production of crude oil and natural gas. The company mainly operates in the Gulf of Mexico, both on...

How strong is the company’s competitive advantage?

**Market Share in the Gulf of Mexico:** 8% (estimated, 2026) **R&D Investments:** $150 million (2025) **Sustainability Initiatives:** 20% reduction in CO2 emissions (since 2023) Talos Energy Inc. has positioned itself as a significant player in the Gulf of Mexico, where it holds an estimate...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 85% (estimated for 2026) **Insider Buys/Sells:** No significant transactions in the last year (estimated for 2026) The institutional investor share in Talos Energy Inc. is approximately 85%, indicating a high level of trust from institutional investors in the com...

What percentage market share does Talos Energy have?

**Market share of Talos Energy Inc.:** Estimated around 2-3% (2026) **Top competitors and their market shares:** 1. **ExxonMobil:** around 15% 2. **Chevron:** around 13% 3. **ConocoPhillips:** around 10% 4. **BP:** around 9% 5. **Shell:** around 8% 6. **TotalEnergies:** around 7% 7. **Equinor:** ar...

Is Talos Energy stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 10.2% (2025) **Debt Ratio:** 45% (2025) Talos Energy Inc. recorded a revenue growth of 8.5% in 2025, attributed to successful exploration of new oil and gas fields as well as efficient production increases. The profit growth of 10.2% in the same ye...

Does Talos Energy pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (as of 2026) Talos Energy Inc. has not paid any dividends in the past, and there are currently no indications that the company plans to introduce a dividend. Instead, the company focuses on reinvesting profits in growth projects and developing new oil and gas fiel...

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Talos Energy Stock Value

Talos Energy Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Talos Energy do?

Talos Energy Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Talos Energy Stock Value

Talos Energy Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Talos Energy do?

Talos Energy Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.