Key Stats for ETR Stock
- Year-to-Date Performance: 13%
- 52-Week Range: $76 to $108
- Valuation Model Target Price: $122
- Implied Upside: 15%
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What Happened?
Entergy Corporation stock is up about 13% year to date, recently trading near $105 per share as utility stocks move back into focus in 2026 with investors looking for stable earnings growth tied to rising electricity demand, particularly from data centers and large industrial projects.
The stock has moved higher primarily because investors are pricing in stronger earnings growth driven by accelerating electricity demand from data centers, LNG facilities, and industrial projects, along with Entergy’s ability to convert that demand into predictable earnings through regulated rate base expansion.
This dynamic matters because utilities earn returns on infrastructure investments, so higher power demand directly supports revenue growth, earnings visibility, and long-term capital deployment, a trend also benefiting peers like NextEra Energy, Duke Energy, and Southern Company.
This week, Entergy reported 2025 adjusted EPS of $3.91, in the top half of guidance, alongside 4% weather-adjusted retail sales growth and a 7% increase in industrial sales as large customer demand continued ramping.
CEO Drew Marsh said 2025 was “affirmational” while highlighting about 3.5 gigawatts of new electric service agreements and a data center pipeline of 7 to 12 gigawatts, reinforcing expectations for greater than 8% annual EPS growth through 2029.
Institutional activity also supported sentiment. Eventide Asset Management raised its stake by 9.8% to about 651,000 shares worth roughly $61 million, while HITE Hedge Asset Management increased its position by 89% to about 1.09 million shares valued near $102 million.
Alkeon Capital added about 400,000 shares to reach roughly 3 million shares valued near $280 million, and VanEck increased its position by 12.3%, while firms like Ameriprise Financial and Franklin Resources slightly trimmed holdings, leaving overall institutional ownership near 88%.
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Is ETR Undervalued?
Under valuation assumptions, the stock is modeled using:
- Revenue Growth (CAGR): 8%
- Operating Margins: 30%
- Exit P/E Multiple: 20x
Entergy’s growth outlook is increasingly tied to large-scale electricity demand from data centers, LNG facilities, and industrial projects, which require long-term power contracts and create durable, high-visibility revenue streams.
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The company’s $43 billion capital plan supports this demand through investments in generation, transmission, and grid resilience, which expand its regulated asset base and drive consistent earnings growth over time.
Compared to peers like NextEra Energy and Duke Energy, Entergy stands out for its faster industrial load growth in the Gulf South, a region benefiting from reshoring, energy infrastructure investment, and AI-related demand.
Based on these inputs, the model estimates a target price of $122, implying about 15% total upside over the next several years, suggesting the stock appears modestly undervalued at current levels.
At current levels, Entergy appears modestly undervalued, with future performance driven by rising electricity demand, disciplined capital deployment, and continued rate base expansion supporting earnings growth through 2026.
How Much Upside Does ETR Stock Have From Here?
Investors can estimate Entergy Corporation potential share price, or what any stock could be worth, in under a minute using TIKR’s New Valuation Model tool.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
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