ETR
NYSE · Utilities · Regulated Electric · US
Research · Nov 3, 2026
Entergy (ETR) Q3 2026 Earnings: Rates Cover Financing, Industrial Growth Slows
Entergy's Q3 2026 adjusted EPS rose to $1.98 as rate actions beat higher financing costs, but industrial power sales growth slowed to 4.9%.
Research · Oct 29, 2026
[ETR] Entergy: Q3 2026 Earnings Test Rate Gains Against Financing Costs
Entergy's Q2 2026 adjusted EPS slipped to $1.03 from $1.05 as interest and dilution offset rate gains; Q3 earnings test whether rate actions outrun financing costs.
Research · Sep 3, 2026
[ETR] Entergy Thesis 2026: Data Center Load Anchors Long-Cycle Capital Expenditure Plan
Entergy FY25 (Dec 31, 2025) at $12.95B revenue (+9%). NI $1.77B; EPS $3.91 (top half of guidance). Retail sales +4%, industrial +7%. Long-term: 8% retail sales CAGR through 2029, 15% industrial CAGR. $43B capital plan + $2B Cottonwood. FY26+ guide: >8% adjusted EPS annual growth through 2029. Data center pipeline 7-12 GW + other industries 3-5 GW.
Research · Jun 11, 2026
ETR Stock: AI Data Center Power Bills Explained
Entergy CEO advocates AI customers pay incremental + capacity charge. ETR 4-6% load growth via LA/TX/MS AI concentration.
Research · Apr 10, 2026
US Utilities Rotation: DUK and AEP Lead as Inflation Fades — 2 to Buy, 2 to Avoid
As inflation eases, US utilities are poised for growth driven by infrastructure investments. Duke Energy and American Electric Power emerge as strong candidates, while Dominion Energy and Entergy face challenges. Monitoring regulatory changes and economic conditions will be crucial.