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ETETR

Entergy Corporation

$ETR·$50B·Regulated Electric·Utilities
$105.11+1.1%YTD+12.3%1Y+9.5%
Price updated 7h ago·X counts updated 5d ago
ETETR
$ETREntergy Corporation
$105.11+1.11%68 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ETR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

68X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ETR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 74% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ETR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Entergy up 9% YTD on the Gulf Coast data-center demand curve — DOE $13.7M grid-reliability award is the quiet operational tailwind.

Entergy Corporation is a Louisiana-based regulated electric utility — Entergy Arkansas, Louisiana, Mississippi, New Orleans, and Texas, with growing data-center demand along the Gulf Coast corridor. The stock is +9% YTD on the AI-data-center demand curve.

  • Growth is accelerating: Q1 2026 revenue of $3.19B at +12% YoY after +7.9%, +12.5%, and +12.7% in prior quarters — Louisiana industrial and data-center demand are both contributing.
  • EPS beats are consistent: last four prints at +2%, +2.4%, -2.3%, +7% — operating-margin at 23% is intact, with 2026 consensus EPS of $4.00+ against the $100 stock giving a 25x forward multiple.
  • The DOE $13.7M grid-reliability award (Sep 30) is the specific operational signal — plus the $1.5B junior-subordinated-debentures offering (Aug 4) locks in cheap long-dated capital for the capex cycle.

A Nov 4 Q3 print with industrial/data-center demand growth plus rate-case approvals extending restarts the move; a wildfire-liability-type event or a rate-case denial and the stock stays rangebound in the $100s.

What to watch: Nov 4 Q3 earnings — Louisiana industrial and data-center demand growth, rate-case approval status, operating-margin trend above 22%, and FY27 guide. A wildfire-liability event or a rate-case denial is the hard downside; a clean beat with raised guide extends the move.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict on $ETR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated electric utility serving Gulf South states with nuclear and natural gas generation assets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $ETR.

Regulated Electric · Utilities

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $ETR

Direct beneficiary — Regulated electric utility serving Gulf South states with nuclear and natural gas generation assets.

Industry benchmark

26-name peer basket
-4.0%YTD
-4.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
22.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.03$1.01+2.0%
Q1 2026Apr 29, 2026$0.86$0.84+2.4%
Q4 2025Feb 12, 2026$0.51$0.52-2.3%
Q3 2025Oct 29, 2025$1.53$1.43+7.0%
Next earningsWed, Nov 4·consensus EPS $1.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.2B+12.0%68.7%18.0%$0.84$-1.4B
Q4 FY25$3.0B+7.9%22.5%16.2%$0.52$-996.5M
Q3 FY25$3.8B+12.5%35.2%29.1%$1.55$207.1M
Q2 FY25$3.3B+12.7%46.9%25.2%$1.07$-787.4M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.0B$13.6B – $14.2B$4.40$4.31 – $4.4212
FY27$15.3B$14.7B – $15.9B$5.11$4.86 – $5.2412
FY28$16.8B$15.7B – $18.3B$5.80$5.76 – $5.8615
FY29$18.3B$17.4B – $19.3B$6.51$6.11 – $6.9710
FY30$20.0B$19.0B – $21.0B$7.32$6.87 – $7.837

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 464.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 14Eliecer Viamontes"Officer" Under Sec. 16 Rules9.1K sh$942KSellSep 10Laura R Landreaux"Officer" Under Sec. 16 Rules5.6K sh$595KBuyAug 6Ropp Ralph LewisDirector1.0K sh$106KSellJul 30Jason ChapmanSVP Chief Tech & Bus Servs Off9.4K sh$1.0MSellJun 25Kimberly Cook-nelsonCOO5.0K sh$575KSellJun 3Haley Fisackerly"Officer" Under Sec. 16 Rules10.6K sh$1.2M
+ 27 other (24 awards · 3 exempts) in window

See when $ETR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ETR filed an 8-K (Item 2.02) reporting its financial results, filed 2026-07-29. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

3New insider — initial holdingsJun 33
AI summary

Stack Patrick J Jr filed a Form 3 with the SEC, disclosing initial beneficial ownership of ETR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ETR.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
AI summary

ETR held its Annual Meeting of stockholders around 2026-05-12 (8-K Item 5.07). Stockholders elected 12 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KOfficer or director changeMay 128-K — Item 5.02: Officer or director change
AI summary

ETR disclosed a personnel change (8-K Item 5.02, dated 2026-05-12). Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

ETR entered into a underwriting agreement (8-K Item 1.01, dated 2026-05-07). Counterparty: Wells Fargo Securities, LLC, Citigroup Global Markets Inc., Barclays Capital Inc. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KPress release / Reg FDApr 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ETR reported period ending 2026-04-29 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 11 other (3 13Gs · 3 routine 8-Ks · 3 11-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Entergy Corporation $ETR Stock: First Citizens Bank & Trust Co. Boosts Holdingsdefenseworld.net·1d agoEntergy celebrates 25 years of local sustainability impact through Environmental Initiatives Fundprnewswire.com·4d agoThese 2 Utilities Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·4d ago16,002 Entergy Corporation $ETR Shares Sold by Perpetual Ltddefenseworld.net·4d agoOctober Market Outlook: 3 Sectors to Buy Based on Earnings Qualityzacks.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $ETR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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