TALO Earnings

TALO reported its FY2025Q4 earnings on 2026-02-24, showcasing a revenue of 0.00 against an estimate of 437.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.31 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following TALO's FY2025Q4 earnings announcement on 2026-02-24, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, TALO's stock price tends to shift by an average of +2.46% in the 10 days leading up to earnings and +3.62% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate TALO’s annual revenue to reach 441.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 2.37% and EPS estimates Revise Upward by 10.09% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between TALO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 2.37%, while EPS estimates moved Revise Upward by 10.09% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TALO's stock price typically moves by +2.46% in the 10 days before its earnings and +3.62% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 441.00M.

The earnings call reveals strong financial performance with lowered operating expenses, high EBITDA margins, and a solid cash position. The Q&A section highlights successful cost-saving initiatives, efficient operations, and a positive outlook for production and development projects. Despite some management vagueness, the overall sentiment is positive, supported by robust free cash flow generation and a disciplined M&A approach. Given the market cap of $2.2 billion, the stock is likely to experience a moderate positive reaction in the short term.