Morgan Stanley analyst David Arcaro upgrades $Entergy (ETR.US)$ to a hold rating, and adjusts the target price from $116 to $150.
According to TipRanks data, the analyst has a success rate of 55.0% and a total average return of 9.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Entergy (ETR.US)$'s main analysts recently are as follows:
Entergy has revised its strategic business plan, revealing an increased forecast for capital expenditures, sales growth, EPS guidance, and an enhanced EPS growth rate. Additionally, the company has announced a service agreement with a significant Louisiana customer, necessitating the construction of three new combined cycle units. They are also exploring the development of nuclear units. While the updated strategy is acknowledged for its potential to create value, it also introduces execution risks, which are noted alongside the current valuation.
The company is now perceived to have a more favorable growth and risk outlook, with industrial sales contributing to an earnings increase that surpasses its peers at a rate of 8%-9%. Additionally, regulatory concerns in Louisiana have reached a resolution that was more positive than anticipated. Despite the ongoing structural challenges posed by hurricane risk, the current valuation of the shares presents a more equitable balance of risk and reward.
Following a robust quarter, the company has explored the potential to incorporate carbon capture and nuclear technology into its fleet, aiming to cater to the significant load growth in its service area.
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摩根士丹利分析師David Arcaro上調$安特吉 (ETR.US)$至持有評級，並將目標價從116美元上調至150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.0%，總平均回報率為9.9%。
此外，綜合報道，$安特吉 (ETR.US)$近期主要分析師觀點如下：
Entergy修改了其戰略業務計劃，透露了對資本支出、銷售增長、每股收益指導以及每股收益增長率的提高的預測。此外，該公司還宣佈與路易斯安那州的一家重要客戶簽訂服務協議，因此需要建造三個新的聯合循環裝置。他們還在探索發展核裝置。儘管更新後的策略因其創造價值的潛力而獲得認可，但它也引入了執行風險，這些風險與當前估值一起顯示。
現在，人們認爲該公司的增長和風險前景更爲樂觀，工業銷售推動的收益增長超過了同行，增長率爲8％-9％。此外，路易斯安那州的監管問題已經達成了一項比預期更爲積極的解決方案。儘管颶風風險帶來了持續的結構性挑戰，但目前的股票估值在風險和回報之間提供了更加公平的平衡。
在經歷了強勁的季度之後，該公司探索了將碳捕集和核技術納入其機隊的可能性，旨在滿足其服務領域的顯著負荷增長。
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