Talos Energy, Inc. Common Stock (TALO)

Talos Energy (TALO) Q4 2025 Earnings Transcript

Something beyond this stock's recent performance has drawn one fund's big backing.

October 16, 2025 – The United States oil industry is witnessing a significant pivot, with deepwater drilling in the Gulf of Mexico (GoM) emerging as the primary engine for growth, even as onshore shale production faces an anticipated slowdown. This strategic shift marks a renewed era for offshore exploration and production,

JPMorgan reiterates a base case for Brent in the low-to-mid $60s through 2025 and flat at $60 in 2026.

WTI crude oil futures slipped nearly 2% on Monday after OPEC+ announced it will increase production output by 411,000 barrels per day in June.

JP Morgan analyst raises Talos Energy price target to $14, expecting strong production & FCF. 2025 guidance may be conservative, with potential for 100-105 MBoe/d capacity.

Talos has been looking to permanently fill the CEO position since founder Tim Duncan quit in August last year.

Two CEOs leaving to "pursue other opportunities" and a poison pill as some of the unusual circumstances surrounding Talos Energy, but a new CEO has been found.

Bitdeer could be the biggest winner, if BTC price punches to sustainable new highs.