BofA Securities analyst Paul Cole downgrades $Entergy (ETR.US)$ to a hold rating, and sets the target price at $154.
According to TipRanks data, the analyst has a success rate of 76.9% and a total average return of 7.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Entergy (ETR.US)$'s main analysts recently are as follows:
Entergy's recent announcement alongside its Q3 earnings highlighted an updated strategic business plan which includes a higher forecast for capital expenditures, increased sales growth expectations, enhanced EPS guidance, and an accelerated EPS growth rate. Additionally, the company has revealed a service agreement with a significant customer in Louisiana necessitating the construction of three new combined cycle units, and it is exploring the development of nuclear units. While the strategic update is acknowledged for its value creation, there is also an acknowledgment of the execution risks associated with these ambitious plans.
Entergy's prospects for growth and risk have improved, with industrial sales contributing to an earnings increase that is projected to surpass peers at a rate of 8%-9%. Additionally, regulatory issues in Louisiana have been addressed in a more constructive manner than anticipated. Although the risk associated with hurricanes remains a structural challenge, the shares now present a more balanced risk/reward scenario.
Entergy's recent report exceeding third quarter EPS expectations, coupled with an updated EPS guidance that raises the lower end for 2024, has been acknowledged. The company also offered several fundamental updates which have led to an early projection for the 2026-2028 EPS growth target to increase to 8%-9%. The company's continuous fundamental performance and above-average EPS growth coupled with a conservative approach have transformed Entergy's investment narrative into a notably premium one.
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美银证券分析师Paul Cole下调$安特吉 (ETR.US)$至持有评级,目标价154美元。
根据TipRanks数据显示,该分析师近一年总胜率为76.9%,总平均回报率为7.8%。
此外,综合报道,$安特吉 (ETR.US)$近期主要分析师观点如下:
安特吉最近的公告以及其第三季度盈利重点强调了更新的战略业务计划,其中包括更高的资本支出预测,增加的销售增长预期,强化的每股收益指引,以及加快的每股收益增长速度。此外,该公司还公布了与路易斯安那州一家重要客户的服务协议,要求修建三个新的联合循环装置,同时正在探索核装置的开发。尽管对于这些雄心勃勃的计划的执行风险有所认可,但也认识到战略更新所带来的价值创造。
安特吉的增长前景和风险已经改善,工业销售贡献了盈利增长,预计达到8%至9%的同行水平。此外,路易斯安那州的监管问题得到了比预期更积极的解决。尽管飓风带来的风险仍然是一个结构性挑战,但现在股票呈现出更平衡的风险/回报情景。
安特吉最近公布的超出第三季度每股收益预期的报告,连同提高2024年底部的每股收益指引,已经得到承认。公司还提供了几项基本更新,导致对2026-2028年每股收益增长目标的早期预测增至8%至9%。该公司持续的基本表现和高于平均水平的每股收益增长,再加上保守的做事方法,已经将安特吉的投资叙述转变为一个明显超值的叙述。
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