Talos Energy finds oil at Daenerys exploration site
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 20 2025
0mins
Should l Buy TALO?
Source: SeekingAlpha
Successful Drilling Results: Talos Energy announced successful drilling at its Daenerys exploration prospect in the U.S. Gulf's Walker Ridge area, with results completed ahead of schedule and under budget.
Discovery Details: The discovery well reached a depth of 33,228 ft and encountered oil in several quality sub-salt Miocene sand layers.
Future Plans: An appraisal well is planned to further define the discovered resource, while the discovery well has been temporarily suspended for future use.
Company Insights: Talos Energy's President and CEO expressed encouragement over the results, confirming the presence of hydrocarbons and validating their geological models.
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Analyst Views on TALO
Wall Street analysts forecast TALO stock price to rise
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 12.600
Low
11.00
Averages
13.93
High
20.00
Current: 12.600
Low
11.00
Averages
13.93
High
20.00
About TALO
Talos Energy Inc. is an independent energy company focused on maximizing long-term value through its upstream exploration and production business in the United States Gulf of America and offshore Mexico. The Company is engaged in acquiring, exploring, and producing assets in geological trends while maintaining a focus on safe and efficient operations, environmental responsibility and community impact. The Upstream Segment is the Company's only reportable segment. The Upstream segment is engaged in the exploration and production of oil, natural gas, and natural gas liquids (NGLs). Its area of focus in the United States is the Gulf of America Deepwater. Its Deepwater region includes Katmai, Pompano / Cardona, Brutus / Glider, Ram Powell / Venice & Lime Rock, Galapago, and Shelf and Gulf Coast. Its area of focus in Mexico is the Block 7, Zama Unit Area segment located within the Sureste Basin, in the shallow waters off the coast of Mexico's Tabasco state.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Production Plans: Pemex's strategic plan projects peak crude production at the Macavil field to reach 14,000 barrels per day by 2028, underscoring the significance of this project for Mexico's energy output.
- Diversified Investments: Slim is expanding his influence in Mexico's energy sector through Grupo Carso's partnerships with Pemex, including collaborations with Talos Energy, showcasing a diversified investment strategy in the energy market.
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- Production Growth Target: Talos Energy anticipates a 3% production growth and aims to accelerate its $100 million free cash flow target, demonstrating ongoing improvements in operational efficiency.
- Financial Performance Beat: Talos Energy reported a non-GAAP EPS of -$0.19, beating expectations by $0.18, with revenue of $450 million exceeding forecasts by $21.59 million, reflecting the company's resilience in the current market environment.
See More
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- Commitment to Financial Flexibility: CEO Paul Goodfellow emphasized that this successful credit agreement revision reflects strong confidence in the quality of the company's asset base and capital allocation strategy, further solidifying Talos's resilience amid volatile commodity price cycles.
- Long-Term Capital Access Secured: By extending the maturity date, Talos ensures long-term access to capital, effectively executing its strategy and delivering long-term value for shareholders, showcasing the company's confidence in future growth.
- Technically Driven Energy Company: Talos Energy focuses on exploration and production in the U.S. Gulf of Mexico and offshore Mexico, leveraging its technical and operational expertise to maintain safe, efficient operations while enhancing its competitive edge in the energy sector.
See More
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- Conference Call Details: The company will host a conference call on February 25, 2026, at 10:00 AM ET, which is expected to attract investor interest regarding its financial performance and future outlook, thereby enhancing market transparency.
- Replay Availability: A replay of the conference call will be available within one hour after its conclusion until March 4, 2026, ensuring that investors who cannot participate live can access key information, thus improving information dissemination efficiency.
- Company Overview: Talos Energy is an independent energy company focused on maximizing long-term value through its exploration and production business in the U.S. and Mexico, leveraging technical expertise and innovation while emphasizing safe, efficient operations and environmental responsibility.
See More
Talos Energy (TALO) to Release Q4 2025 Results and Host Conference Call
- Earnings Release Schedule: Talos Energy plans to release its Q4 2025 results on February 24, 2026, after U.S. market close, highlighting its performance in exploration and production in the Gulf of Mexico and offshore Mexico.
- Conference Call Timing: The company will host a conference call on February 25, 2026, at 10:00 AM ET, which is expected to attract investor interest regarding its financial performance and future strategies.
- Access Methods: Investors can participate via a live webcast or by dialing in (North America toll-free at 800-836-8184), ensuring to join 15 minutes early for a smooth connection.
- Replay Information: A replay of the call will be available one hour after the conclusion until March 4, 2026, accessible by dialing 888-660-6345 and using access code 34508#.
See More
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Momentum Investing Overview: Momentum investing involves buying stocks that are trending upwards, with the expectation that they will continue to rise. Investors often face challenges in identifying the best metrics to gauge momentum.
Talos Energy's Performance: Talos Energy (TALO) has a Momentum Style Score of B and a Zacks Rank of #2 (Buy), with significant price increases over various time frames, outperforming both its industry and the S&P 500.
Earnings Estimates and Volume: TALO has seen positive earnings estimate revisions, with three estimates moving higher recently. Additionally, the stock's average trading volume suggests bullish momentum.
Investment Recommendations: Investors are encouraged to consider Talos Energy as a potential buy, especially given its strong performance metrics and the upcoming release of Zacks' top stock picks for 2026.
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