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No SEC Form 4 filings for $TALO in the last 30 days.

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TALO sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning TALO (TALOS ENERGY INC.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent TALO coverage spans earnings, financial news and market movers.

What's driving TALO

  • Potential increase in share supply could modestly pressure the stock price.

    stocktitan.net · Aug 27, 2026

  • Short-term price surge driven by geopolitical risk premium.

    financialcontent.com · Aug 20, 2026

  • TALO is treated as a high-beta proxy to geopolitical oil risk, with the move framed as meaningful but not a fundamental business reset.

    financialcontent.com · Aug 17, 2026

  • Near-term upside is tied to execution on raised guidance and closing the Gulf of America bolt-on; downside risk is project timing and integration/funding needs.

    insidermonkey.com · Aug 13, 2026

  • Seadrill said its rigs and drillships secured new contracts and extensions totaling about $200M. The West Vela drillship won a one-year Talos Energy deal worth about $161M, starting June 2027. Sevan Louisiana got a 45-day extension with Walter Oil & Gas, and West Capella extended with PTTEP for about $26M. Seadrill backlog is about $2.9B as of Aug 10, 2026.

    imarinenews.com · Aug 12, 2026

alphai scores every news story that mentions TALO with an AI model for sentiment and relevance, and aggregates insider trades from TALOS ENERGY INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TALO

Score

Talos Energy (TALO) Just Reshaped Its Map, So What’s The Catch?

Talos Energy (TALO) reported record adjusted free cash flow of about $232 million and adjusted EBITDA near $402 million in Q2, with oil production averaging ~69,000 bpd and total output ~94,000 boe/d, ahead of guidance. Management raised full-year stand-alone production guidance to 64,000-68,000 bpd and issued $800 million in senior notes; growth depends on Gulf of America closing and 2026-2027 project timelines.

Seadrill Lands $161M West Vela Contract with Talos Energy

Seadrill said its rigs and drillships secured new contracts and extensions totaling about $200M. The West Vela drillship won a one-year Talos Energy deal worth about $161M, starting June 2027. Sevan Louisiana got a 45-day extension with Walter Oil & Gas, and West Capella extended with PTTEP for about $26M. Seadrill backlog is about $2.9B as of Aug 10, 2026.

$TALOMed

Talos Energy (TALO) Q2 2026 Earnings Call Transcript

Talos Energy’s Q2 2026 earnings call transcript says oil production averaged about 69,000 bpd and total production about 94,000 boe/d, both above guidance. The company reported adjusted EBITDA of about $402 million and record adjusted free cash flow of about $232 million. Talos also discussed increased 2026 production guidance and plans to close a Gulf of America bolt-on later in Q3.

Talos expands offshore Mexico portfolio with Repsol farm-in

Talos Energy agreed to acquire a 50% working interest in Repsol-operated offshore Mexico Block 29, which Talos says has more than 200 MMboe estimated gross recoverable resources. Talos will pay $30 million contingent on FID, provide up to $20 million cash carry for an exploration well, and reimburse some pre-closing costs. FID is planned for 2027, subject to SENER and antitrust approvals.

Talos Energy Q2 Earnings Call Highlights

Talos Energy said its Q2 outlook excludes its pending Gulf of America bolt-on acquisition and the impact of a non-core gas-weighted shelf divestment. For Q3, it expects 61,000 to 65,000 bpd oil and 81,000 to 85,000 BOE/d. Cash was about $578M, liquidity $1.2B, leverage 0.5x. Talos issued $800M 8% notes due 2034 to redeem $625M 9% notes due 2029 and fund the deal, and expects updated guidance after closing later in Q3.

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