Entergy Corp

Entergy Corp operates as an integrated utility serving about three million customers across Arkansas, Louisiana, Mississippi, and Texas, with a fleet of five nuclear plants—Arkansas Nuclear One Units 1 and 2, River Bend, Waterford, and Grand Gulf—providing roughly 4,000 MW of carbon-free baseload power primarily in the South and Midwest. In the nuclear renaissance driven by data center demand and decarbonization goals, Entergy's established plants position it as a key supplier of reliable, dispatchable clean energy, supporting grid stability amid rising electricity needs without the delays of new builds.

Over the past year, Entergy restarted Arkansas Nuclear One Unit 1 in November 2023 after a 52-day refueling outage, boosting output, and reported Q2 2024 adjusted earnings of $3.00 per share, beating estimates on strong nuclear performance. It also advanced license extension applications for River Bend and Waterford. Key risks include hurricane vulnerability in the Gulf Coast, which disrupted operations in 2021 and could recur, aging plant maintenance costs exceeding $1 billion annually, and regulatory delays from the NRC amid tighter safety scrutiny.

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