TALOTALOEnergy · Oil & Gas E&P

TALO Stock Forecast: Talos Energy, Inc. Price Predictions for 2026-2027

Last close, 5 Oct 2026
$17
+1.37% on the day

The 10 Wall Street analysts covering Talos Energy, Inc. hold a median 12-month price target of $20 — +17.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 3 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$2.8B
Ticker Nerd rank
89 / 100
Median analyst target
$20
Analysts covering
10
Revenue$664.8M+56.5% y/y
Operating income$198.2M
Net income$149.9M
Free cash flow$300.6M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+3.3%
1M
+1.0%
YTD
+54.4%
1Y
+72.9%
From 52W high
−7.2%
From 52W low
+88.0%
$9
$18
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TALO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Talos Energy, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 3 Oct 2026
89 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
92
Revisions
90
Momentum
88
Issuance
76
Value
69
Volatility
59
Quality
44
Growth
43
Size
31

Accruals (92): Reported profit is backed by cash, and the company is not expanding recklessly.

Growth (43): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (31): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

TALO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TALO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25Jan 26Apr 26Jul 26Oct 26TALOHigh $24Median $20Low $17

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says10 analysts
7 Buy3 Hold0 Sell
Low $17Median $20High $24

The green dot is the last close — the median target sits +17.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
15 Sept 2026KeybancMaintainsOverweight$21 → $23
20 July 2026CitigroupMaintainsBuy—
20 July 2026CitigroupMaintainsBuy$20 → $18
1 July 2026Roth CapitalUpgradeBuy—
1 July 2026Roth CapitalUpgradeBuy$16 → $17
1 July 2026Stephens & Co.ReiteratesOverweight—
1 July 2026Stephens & Co.ReiteratesOverweight$20
27 May 2026MizuhoMaintainsNeutral—
26 May 2026CitigroupMaintainsBuy—
13 May 2026JP MorganMaintainsNeutral—
8 Apr 2026Roth CapitalDowngradeNeutral—
2 Apr 2026KeybancMaintainsOverweight—
31 Mar 2026CitigroupMaintainsBuy—
17 Mar 2026MizuhoMaintainsNeutral—
10 Mar 2026CitigroupMaintainsBuy—
5 Mar 2026BenchmarkDowngradeHold—
23 Jan 2026CitigroupMaintainsBuy—
12 Dec 2025MizuhoMaintainsNeutral—
5 Dec 2025KeybancMaintainsOverweight—
15 Sept 2025MizuhoDowngradeNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TALO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

TALO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 5 Oct 2026, Talos Energy, Inc. returned +72.9% against +16.2% for the S&P 500, dividends included.

TALO vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180Jan 26Apr 26Jul 26Oct 26TALOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

TALO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+62.6%
Analysts raising
2
Analysts cutting
0
Fundamentals

Talos Energy, Inc. (TALO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
35.4×

Cheaper than 21% of US stocks

Price / sales
1.4×

Cheaper than 60% of US stocks

Price / book
1.5×

Cheaper than 54% of US stocks

EV / EBITDA
3.2×

Cheaper than 55% of US stocks

Growth & margins
Revenue growth (YoY)
56.6%

Higher than 88% of US stocks

Earnings growth (YoY)
56.5%

Higher than 77% of US stocks

Gross margin
42.1%

Higher than 52% of US stocks

Operating margin
34.4%

Higher than 89% of US stocks

Net margin
−20.5%

Higher than 15% of US stocks

Returns & dividend
Return on equity
−17.8%

Higher than 32% of US stocks

Return on assets
0.4%

Higher than 45% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Talos Energy, Inc. (TALO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Talos Energy, Inc. has a market value of $2.8B and an enterprise value of $3.6B.

  • Revenue in the twelve months to 30 June 2026: $2.0B. The latest quarter grew 56.6% year on year.

  • Net income over the same four quarters: −$405.6M, a −20.5% net margin.

  • Diluted earnings per share, trailing twelve months: $−2.38.

  • Free cash flow in the twelve months to 30 June 2026: $790.6M.

  • Talos Energy, Inc. spent $102.9M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 167.0M.

  • Trailing P/E: 35.4×; forward P/E: 10.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Talos Energy, Inc. employs 700 people — $2.8M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 5 Oct 2026

Data provided by Twelve Data

Peers

TALO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas E&P
CompanyMarket capTKN rank
TALOTalos Energy, Inc.$2.8B
89
GPORGulfport Energy Corp.$2.8B
72
NOGNorthern Oil & Gas, Inc.$2.5B
38
BKVBKV Corp.$2.3B
24
CRKComstock Resources, Inc.$3.7B
22
CRGYCrescent Energy Co.$4.4B
71
CNXCNX Resources Corp.$4.5B
85

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Talos Energy, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest TALO news & analysis

Talos Energy (TALO) Moves to Strong Buy: Rationale Behind the Upgrade

Zacks Investment Research · 25 Sept 2026positive

Talos Energy (TALO) received an upgrade to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about its earnings prospects. The upgrade suggests the company's shares might move higher on this improving outlook.

Why it matters — A TALO watcher would care because the upgrade signals improved confidence in the company's near-term earnings potential and could influence how its stock is perceived.

Shell Reshapes Upstream Portfolio With Gulf Asset Divestment

Zacks Investment Research · 24 Sept 2026neutral

Shell is reshaping its upstream portfolio by divesting assets in the Gulf of America, a sale that advances its portfolio high-grading strategy while retaining potential upside from future production.

Why it matters — A TALO watcher may care because Shell's Gulf of America asset divestment reflects ongoing portfolio activity in the same region where Talos operates.

Talos Energy Appoints Barbara Faulkenberry to Board of Directors

PRNewsWire · 23 Sept 2026neutral

Talos Energy Inc. announced the appointment of Barbara J. Faulkenberry to its Board of Directors, as announced by the company on September 23, 2026.

Why it matters — A board appointment adds a new director to Talos Energy's governance team, which TALO watchers may find relevant to the company's leadership and oversight.

Fed's Higher-for-Longer Stance: 3 Picks as AI, Oil & Markets Diverge

Zacks Investment Research · 23 Sept 2026positive

Zacks Investment Research highlights Talos Energy as a pick offering distinct exposure to elevated oil prices amid the Federal Reserve's higher-for-longer interest-rate stance. The piece groups Talos with NVIDIA and Interactive Brokers as companies positioned around AI demand, active markets, and higher oil prices.

Why it matters — Talos Energy watchers would care because the item frames the company as a beneficiary of elevated oil prices even as markets diverge under higher-for-longer rates.

Talos Energy Completes Strategic Bolt-On Acquisition of Gulf of America Deepwater Oil Assets

PRNewsWire · 22 Sept 2026positive

Talos Energy announced the closing of its previously announced strategic bolt-on acquisition of deepwater oil assets in the Gulf of America from Shell Offshore Inc., alongside an affiliate of Ridgewood Energy Corporation. The company also scheduled an earnings conference call to announce third quarter 2026 results.

Why it matters — The completed acquisition expands Talos's deepwater portfolio in the Gulf of America, a key growth area for the company.

FAQ

Frequently asked questions about TALO stock

What is the TALO stock price forecast for 2026-2027?

The 10 Wall Street analysts covering Talos Energy, Inc. have a median 12-month price target of $20, with estimates ranging from $17 to $24. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TALO stock a buy right now?

Of the 10 analysts covering Talos Energy, Inc., 7 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Talos Energy, Inc. 89 out of 100 across roughly 4,600 US stocks as at 3 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TALO?

As at 3 Oct 2026, Talos Energy, Inc. ranks 89 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (92 of 100).

Will TALO stock go up?

No one can know that. What the data says: the median 12-month target from 10 analysts implies +17.6% from the last close, and Ticker Nerd's factor model ranks Talos Energy, Inc. 89 out of 100 as at 3 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TALO stock forecast for 2030?

No analyst covering Talos Energy, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TALO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $17 to $24 over the next 12 months.

How has TALO stock performed over the past year?

Talos Energy, Inc. returned +72.9% over the 12 months to 5 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Talos Energy, Inc. do?

Talos Energy Inc. is an independent energy company focused on offshore exploration and production of oil, natural gas, and natural gas liquids.

What is the latest news on TALO?

The most recent item we track (Zacks Investment Research, 25 Sept 2026): "Talos Energy (TALO) Moves to Strong Buy: Rationale Behind the Upgrade". Talos Energy (TALO) received an upgrade to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about its earnings prospects. The upgrade suggests the company's shares might move higher on this improving outlook.

Company

About Talos Energy, Inc.

Talos Energy Inc. is an independent energy company focused on offshore exploration and production of oil, natural gas, and natural gas liquids. Talos Energy operates primarily in the United States Gulf of America and offshore Mexico, where it acquires, develops, and produces assets across deepwater and shallow-water trends. The company’s business is organized around upstream operations, supported by technical expertise in geology, drilling, subsea development, and reservoir management. Talos Energy also participates in carbon capture and sequestration activities, reflecting a broader involvement in energy infrastructure and lower-carbon solutions. Headquartered in Houston, Texas, Talos Energy serves as a specialized offshore operator with a portfolio centered on conventional hydrocarbon production and resource development.

CEO Dr. Paul R. A. Goodfellow · 700 employees · United States · https://www.talosenergy.com