Talos Energy Reports Positive Exploration Outcomes at Daenerys
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy TALO?
Source: Newsfilter
Successful Drilling Results: Talos Energy announced successful drilling at the Daenerys exploration prospect in the U.S. Gulf of America, encountering oil pay in high-quality sub-salt Miocene sands.
Operational Efficiency: The discovery well was completed 12 days ahead of schedule and approximately $16 million under budget, with plans for an appraisal well to further assess the resource.
Stakeholder Interests: Talos holds a 27% working interest in the project, with other partners including Shell Offshore Inc., Red Willow, Houston Energy, L.P., Cathexis, and HEQ II Daenerys, LLC.
Future Plans: Talos anticipates spudding the appraisal well in the second quarter of 2026, aiming to validate their pre-drill resource assumptions and enhance understanding of the discovered hydrocarbons.
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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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- 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.
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- 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.
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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
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- 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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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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