ETR's Q4 results may highlight solid sales growth and data center demand despite pressure from mild winter weather.
ETR plans $41B in grid, transmission and generation upgrades while accelerating solar additions, but nuclear fuel price volatility remains a key risk.
Entergy (ETR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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Entergy ramps up grid hardening and nuclear bets, backing $41B capex and solar growth as shares beat industry gains over the past six months on renewables.
Entergy is upgraded to a 'buy' due to its robust growth outlook, resilient regulatory environment, and attractive risk/reward profile. ETR benefits from low customer bills, strong industrial demand, and data center-driven growth, supporting secure cap-ex recovery and favorable rate recapture. Management targets 8%+ EPS growth through 2029, with credible execution, limited dilution risk, and a 2.8% dividend yield following a 7% dividend increase.
Entergy (ETR) reported earnings 30 days ago. What's next for the stock?
Entergy raises its 2025 outlook and commits $41B to grid upgrades, nuclear expansion and a cleaner energy mix.
Here is how Entergy (ETR) and Lumen (LUMN) have performed compared to their sector so far this year.
Entergy Corporation ( ETR ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Liz Hunter - Vice President of Investor Relations Andrew Marsh - Chairman of the Board & CEO Kimberly Fontan - Executive VP & CFO Conference Call Participants Constantine Lednev - Wells Fargo Securities, LLC, Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division David Arcaro - Morgan Stanley, Research Division Agnieszka Storozynski - Seaport Research Partners Sophie Karp - KeyBanc Capital Markets Inc., Research Division Paul Zimbardo - Jefferies LLC, Research Division Anthony Crowdell - Mizuho Securities USA LLC, Research Division Andrew Weisel - Scotiabank Global Banking and Markets, Research Division Alexis Kania - BTIG, LLC, Research Division Stephen D'Ambrisi - RBC Capital Markets, Research Division Presentation Operator Hello, everyone. My name is Greg, and I will be your conference operator today.
Although the revenue and EPS for Entergy (ETR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
ETR delivers a solid Q3, with higher revenues and improved cash flow offsetting expense pressures and narrowing guidance.