Talos is positioning itself as a pure-play offshore exploration and production company. The company offers strong value with record production, robust cash flow, low debt, and high-growth projects, yet trades at a steep valuation discount.
Cyborg Score Rationale
Analysts rate TALO as "Buy" with a 12-month stock price target of $14.7, representing 22.91% upside. The company remains financially resilient with strong cash flow from Katmai and the upcoming Sunspear project.
Top Insights
Company has 700 employees as of February 26, 2026.
Q3 2025 revenue was $450.05M with production of 95.2 thousand barrels of oil equivalent per day, 70% oil.
EBITDA is $1.08B with a 60.43% EBITDA margin.
According to Wall Street analysts, Talos Energy stock is currently undervalued.
Named Competitors
Offshore Exploration & Production — Independent E&P in Gulf of Mexico
Offshore Exploration & Production — Independent E&P with onshore and offshore operations
Offshore Exploration & Production — Independent E&P focused on oil and gas
Recent Developments
(January 2026) Entered into Amended and Restated Credit Agreement
(June 2025) Announced enhanced corporate strategy to position as pure-play offshore E&P company
(November 2025) Reported Q3 2025 operational and financial results with strong production
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