Entergy (ETR) Stock Movement Summary Entergy Corporation announced a $2 billion increase to its long-term capital expenditure plan on February 12, 2026, raising total forecasted spending to $43 billion for 2026-2029, with $11.6 billion allocated for 2026. The expansion is driven by growing demand from AI-driven data centers. The company reported Q4 2025 adjusted earnings of 51 cents per share, missing analyst estimates of 52 cents. Full-year 2025 adjusted earnings were $3.91 per share, landing in the top half of guidance. For 2026, Entergy issued guidance of $4.25-$4.45 adjusted EPS, below the analyst consensus estimate of $4.41. Current data center contracts are expected to provide approximately $5 billion in fixed-cost contributions. Shares rose 1.7% following the announcement. The company also reported higher debt levels, which increased nearly 7% year-over-year to $31 million in 2025.
Read full analysisEntergy (ETR) Stock Movement Summary Entergy Corporation announced a $2 billion increase to its long-term capital expenditure plan on February 12, 2026, raising total forecasted spending to $43 billion for 2026-2029, with $11.6 billion allocated for 2026. The expansion is driven by growing demand from AI-driven data centers. The company reported Q4 2025 adjusted earnings of 51 cents per share, missing analyst estimates of 52 cents. Full-year 2025 adjusted earnings were $3.91 per share, landing in the top half of guidance. For 2026, Entergy issued guidance of $4.25-$4.45 adjusted EPS, below the analyst consensus estimate of $4.41. Current data center contracts are expected to provide approximately $5 billion in fixed-cost contributions. Shares rose 1.7% following the announcement. The company also reported higher debt levels, which increased nearly 7% year-over-year to $31 million in 2025.
Entergy is a New Orleans-based electric utility serving approximately 3 million customers across Arkansas, Louisiana, Mississippi, and Texas, with a significant nuclear generation fleet. The company is increasingly positioned as a growth utility, with AI data center demand driving a $43 billion capital spending plan through 2029 — the same data center and infrastructure buildout narrative that fueled today's sector-wide rally and the company's own capex expansion.