Entergy is expected to report Q1 2026 revenue of $3.04 billion (+6.6% YoY) and EPS of $0.89 (+8.5% YoY), while the stock currently trades around $113.64 with an analyst price target of $118.71. Investors are primarily focused on industrial sales growth and the conversion of Entergy’s massive data center pipeline into firm service agreements.
The company recently secured a major deal with Meta Platforms to support a $27 billion data center project in Louisiana, contributing to a 7-12 gigawatt forward demand pipeline. Analysts remain optimistic about the company's re-rating as a high-growth industrial utility, despite potential headwinds from warmer-than-normal winter weather and rising operating expenses.