LITTLE ROCK, Ark., Oct. 2, 2025 /PRNewswire/ -- Today at a joint community celebration with state and local leaders, Entergy Arkansas announced it will power Google's planned $4 billion technology investment in Arkansas. Google's investment will focus on cloud and artificial intelligence infrastructure, including the development of a new data center in West Memphis, Arkansas – the company's first facility in the state. Google also announced plans for a $25 million Energy Impact Fund to scale and accelerate ...

Utilities have always had a reputation for being a "sleepy" corner of the stock market. Steady, predictable dividend payers one bought late in the bull market to preserve a portfolio. Naturally, this classification has not been attractive in one of the strongest bull markets in history that saw numerous tech-driven growth stocks dominate the market.Yet, 2025 has turned the stereotype on its head, with the sector returning over 15% year-to-date and outpacing the S&P 500 itself. On the surface, some of that s ...

We came across a bullish thesis on Entergy Corporation on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on ETR. Entergy Corporation's share was trading at $89.24 as of September 22nd. ETR’s trailing and forward P/E were 22.14 and 20.45, respectively according to Yahoo Finance. Entergy Corporation (ETR) is executing a capital-intensive, multi-year buildout to strengthen the Southern U.S. power grid while supporting growing industrial and hyperscale data center dem ...

Entergy 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 followingJoseph 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 ha ...

Entergy Corporation (NYSE:ETR) is one of the relatively cheap S&P 500 stocks Jim Cramer talked about. Cramer discussed the company’s growth and valuation, as he commented: “Finally, I’ve got a utility that made the final cut, and it’s called Entergy. That’s a New Orleans-based utility, we’ve profiled them many times, with a service area spanning from Mississippi to Texas. Entergy has a number of things going for it, from Meta’s construction of a massive $10 billion data center in Louisiana to the ongoing ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yiel ...

Valued at $40.3 billion by market cap, New Orleans, Louisiana-based Entergy Corporation (ETR) engages in the production and retail distribution of electricity in the United States. The company’s power plants have approximately 24,000 megawatts of electric generating capacity. Companies worth $10 billion or more are generally described as "large-cap stocks." Entergy fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and influence in the regulated el ...

核心财务表现 - 第二季度每股收益1.05美元 同比增长9.4% 超出市场预期91美分[2] - 营业收入33.3亿美元 同比增长12.7% 超出市场预期32.2亿美元[3] - 营业利润8.374亿美元 同比增长35.6% 主要受益于电力公用事业和天然气业务收入增长[3][5] 业务分部表现 - 公用事业部门每股收益1.34美元 较2024年同期的1.03美元显著提升[4] - 母公司及其他部门亏损收窄至每股0.29美元 较2024年同期亏损0.91美元大幅改善[4] 运营数据与成本 - 运营费用24.9亿美元 同比增长6.7%[5] - 利息费用3.221亿美元 同比增长11.2%[5] - 零售客户总数304万户 较上年增长0.5%[5] 资产负债与现金流 - 现金及等价物11.8亿美元 较2024年底8.6亿美元增长37.2%[6] - 长期债务281.1亿美元 较2024年底266.1亿美元增加[6] - 2025年上半年经营活动现金流12.6亿美元 较2024年同期10.3亿美元增长22.3%[6] 业绩指引与市场预期 - 维持2025年调整后每股收益指引3.75-3.95美元[7] - 当前市场共识预期3.89美元 高于指引区间中值[8] - 盈利预测发布后呈现下调趋势[9] 投资评级表现 - 综合VGM评级为D 增长因子评级C 动量因子评级D 价值因子评级C[10] - 当前Zacks评级为3级(持有) 预期未来数月回报与市场持平[11]

核心观点 - 盈利加速增长比稳定盈利增长更能推动股价上涨 显示公司基本面强劲且尚未被市场充分定价 [1][3][4] - 通过筛选参数识别盈利加速股票 从7735只股票中选出13只 其中QuantumScape、Civeo和Entergy为前三名 [5][6][7][8] 盈利加速定义 - 指每股收益(EPS)季度环比增长率持续提升 反映增长方向和幅度同时改善 [2][3] 筛选方法论 - 要求连续季度EPS增长率逐期提升：Q1/Q0 > Q0/Q-1 > Q-1/Q-2 > Q-2/Q-3 [6] - 附加条件：股价≥5美元 20日平均成交量≥5万股 确保流动性和投资质量 [6][7] 重点公司分析 - **QuantumScape**：开发电动汽车固态锂金属电池 本年度预期盈利增长19.2% [8][9] - **Civeo**：为全球自然资源行业提供酒店服务 本年度预期盈利增长45.4% [8][10] - **Entergy**：美国电力生产与分销企业 本年度预期盈利增长6.6% [8][11] 数据工具 - Research Wizard筛选工具提供免费试用 支持自定义策略回测 [11][12]

项目批准与建设 - 路易斯安那州公用事业监管机构批准安特吉新建三座天然气发电厂 为Meta数据中心供电 [1] - 安特吉将配套新建输电线路并采购最高1.5吉瓦太阳能发电设施 [2] 数据中心规模与能耗 - Meta数据中心占地面积达400万平方英尺（约37万平方米） 满负荷年耗电量最高达5吉瓦 [1] - 该数据中心支持Meta最先进人工智能模型运行 [1] 审批背景与影响 - 安特吉曾警告若审批延迟 Meta可能将数据中心迁至其他竞争州 [1] - 路易斯安那州公共服务委员会因此启动快速审批程序通过计划 [1] 行业动态与争议 - AI巨大能耗正迫使美国电网系统重构 催生新基础设施需求 [1] - 能源密集型数据中心激增导致电费持续上涨 [1] - 消费者权益组织指出天然气发电厂计划将推高电价 并对公众健康和环境造成威胁 [1][2]