Entergy (0IHP) AI Stock Analysis

Company Guidance

Entergy reaffirmed its 2026 adjusted EPS guidance and 5‑year outlook through 2030 after reporting Q2 adjusted EPS of $1.03, noting retail sales (ex‑weather) were positive with 10% industrial growth; management expects Q3 other O&M to be about $0.05–$0.10 higher year‑over‑year (assuming normal weather) and the bulk of year‑over‑year earnings improvement to occur in Q4 due to flex spending. On balance sheet and financing, Entergy completed a $2.175 billion equity‑forwards offering (≈60% of the 5‑year equity plan contracted), settled 8.7 million shares for $672 million, and targets FFO-to-debt at or above 15% through the outlook period. Growth and capacity metrics highlighted a 7–12 GW hyperscale pipeline plus 3–5 GW of traditional industrial interest, roughly 7.5 GW of plant‑island equipment on hand within a 10–17 GW opportunity set, and continued transmission build (~1,000 miles); signed data center agreements to date are expected to deliver about $7 billion in customer bill benefits. Operational and resilience metrics included >400 self‑healing networks serving >500,000 customers (avoiding >700,000 interruptions and ~80 million outage minutes), ~640 poles targeted for reinforcement to withstand up to 150 mph winds in St. Bernard, a $200 million Texas Energy Fund that brings Entergy Texas’ accelerated resilience plan to $337 million, and an expected Phase 1A resilience filing in Q3.