TALO
Q4 2026 EPS Estimate
$0.15
Nov 4, 2026 · Reports after close
Revenue Estimate
$506M
FY2026E EPS$0.84
FY2027E EPS$0.51

Analyst Sentiment

Wall St. Consensus
Buy
12 analysts·Moderate coverage
67
Score
8 Buy (67%)4 Hold (33%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
867%
Hold
433%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$17.00
+7.8%
Consensus
$17.50
+11.0%
Bull
$18.00
+14.1%
12-Month Target Range12 analysts
$17.00$17.50$18.00
Current $15.77Consensus
Current Price
$15.77
Upside to Consensus
$1.73

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev-0.39%
EPS-39.36%
FY2028
Rev-3.88%
EPS-48.04%
FY2029
Rev+2.60%
EPS+117.98%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$2.14B$2.13B$2.05B$2.10B$2.01B
Low$2.09B$2.05B$1.86B$1.96B$1.87B
High$2.20B$2.17B$2.22B$2.22B$2.12B
EBITDA Avg$1.15B$1.14B$1.10B$1.13B$1.08B
Low$1.12B$1.10B$997M$1.05B$1.00B
High$1.18B$1.16B$1.19B$1.19B$1.14B
EBIT Avg$118M$117M$113M$116M$110M
Low$115M$113M$102M$108M$103M
High$121M$119M$122M$122M$117M
Net Income Avg$137M$102M$46M$102M$79M
Low$99M$61M$43M$93M$72M
High$174M$143M$50M$109M$85M
EPS Avg$0.84$0.51$0.27$0.58$0.45
Low$0.57$0.35$0.24$0.53$0.41
High$1.00$0.82$0.29$0.62$0.48
Analysts (Rev / EPS)3 / 35 / 43 / 11 / 12 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$502M$561M$542M$542M$537M$564M$534M$527M
Low$482M$540M$509M$509M$504M$529M$501M$495M
High$538M$574M$577M$577M$572M$600M$569M$561M
EBITDA Avg$269M$301M$291M$291M$288M$302M$286M$283M
Low$258M$290M$273M$273M$270M$284M$269M$265M
High$289M$308M$310M$310M$307M$322M$305M$301M
EBIT Avg$28M$31M$30M$30M$30M$31M$29M$29M
Low$27M$30M$28M$28M$28M$29M$28M$27M
High$30M$32M$32M$32M$31M$33M$31M$31M
Net Income Avg$22M$43M$16M$11M$13M$25M$27M$23M
Low$10M$5M$15M$10M$12M$23M$25M$21M
High$42M$85M$18M$12M$14M$27M$29M$25M
EPS Avg$0.13$0.25$0.10$0.07$0.08$0.15$0.16$0.13
Low$0.06$0.03$0.09$0.06$0.07$0.14$0.14$0.12
High$0.25$0.50$0.10$0.07$0.08$0.16$0.17$0.15
Analysts (Rev / EPS)5 / 55 / 54 / 34 / 34 / 34 / 33 / 43 / 4

Earnings Surprises

Recent Analyst Actions

Jul 1, 2026Roth Capital
Talos Energy price target raised to $17 from $16 at Roth Capital
Target:$17.00
+31.7%from $12.91
May 27, 2026Mizuho Securities
Talos Energy price target raised to $18 from $17 at Mizuho
Target:$18.00
+21.6%from $14.80
May 6, 2026Mizuho Securities
Talos Energy price target raised to $17 from $15 at Mizuho
Target:$17.00
+6.9%from $15.91
Dec 12, 2025Mizuho Securities
Talos Energy price target raised to $14 from $11 at Mizuho
Target:$14.00
+21.6%from $11.51
Dec 5, 2025KeyBanc
Talos Energy (TALO) PT Raised to $13.50 at KeyBanc
Target:$13.50
+14.6%from $11.78
Oct 16, 2024Mizuho Securities
Mizuho Reiterates Outperform Rating on Talos Energy (TALO)
Target:$16.00
+62.1%from $9.87
Oct 16, 2024KeyBanc
Talos Energy (TALO) PT Lowered to $16 at KeyBanc
Target:$16.00
+63.0%from $9.81
Jul 21, 2024Goldman Sachs
Talos Energy initiated with a Buy at Goldman Sachs
Target:$14.00
+22.5%from $11.43
May 7, 2024Stephens
Talos Energy (TALO) PT Lowered to $24 at Stephens
Target:$24.00
+79.8%from $13.35
Apr 23, 2024Stifel Nicolaus
Talos Energy (TALO) PT Raised to $19 at Stifel
Target:$19.00
+40.0%from $13.57
Apr 22, 2024KeyBanc
Talos Energy (TALO) PT Raised to $21 at KeyBanc
Target:$21.00
+54.8%from $13.57
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.