Entergy: Upgrading To Buy As Meta Approval Reinforces Long-Term Growth Case

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Skip to contentHome page Seeking Alpha - Power to InvestorsSep. 26, 2025 3:18 PM ETEntergy Corporation (ETR) StockMETA, XLU, META:CA, ETRJoseph E. Jones825 FollowersSummaryI have upgraded Entergy Corporation to a cautious Buy following regulatory approval for the massive Meta data center project in Louisiana.Entergy's $40B capital plan includes 8 GW of signed industrial demand and 5–10 GW of prospective load tied to significant industrial and AI-related growth.Recent financials show strong EPS and revenue growth, with management raising the long-term earnings guidance and capital spending outlook.Despite a premium valuation and lower yield, Entergy offers a clear long-term growth setup based on tangible demand and limited need to raise external funding.JHVEPhoto/iStock Editorial via Getty ImagesEntergy Corporation (NYSE:ETR) is up about 10% since I compared it to Ameren Corporation (AEE) in May. After rallying in July ahead of Q2 results, we saw another spike in mid-September followingThis article was written byJoseph E. Jones825 FollowersJoseph Jones is a professor at The University of Southern Mississippi. He focuses on portfolio construction from a dividend growth investment perspective. The insights expressed in his research are solely his own; they may not represent the views or financial interests of his employer.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ETR over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout ETR StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on ETRRelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.