David Arcaro Analyst Performance

Executive Director, Equity Research at Morgan Stanley

David Arcaro is a stock analyst at Morgan Stanley focused in the utilities sector, covering 31 publicly traded companies. Over the past year, David Arcaro has issued 142 stock ratings, including buy, hold, and sell recommendations. While full access to David Arcaro's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights David Arcaro's coverage history, rating activity, and performance tendencies â€” helping individual investors make more informed trading decisions.

Analyst Ranking: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 189 Last 5 Years
Buy Recommendations: 56.63% 94 Buy Ratings
Companies Covered: 31 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	56.6%	94 ratings
Hold	16.3%	27 ratings
Sell	27.1%	45 ratings

Out of 166 total stock ratings issued by David Arcaro at Morgan Stanley, the majority (56.6%) have been Buy recommendations, followed by 27.1% Sell and 16.3% Hold.

Best & Worst Calls

Best Call
000.0%
TLN
Mar 2025
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Worst Call
00.0%
ED
Apr 2025
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Exchange Coverage

Exchange	Percentage	Count
NYSE	74.2% of companies on NYSE	23 companies
NASDAQ	25.8% of companies on NASDAQ	8 companies

David Arcaro, an analyst at Morgan Stanley, currently covers 31 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Utilities 25 companies	80.6%
	Energy 5 companies	16.1%
	Industrials 1 company	3.2%

David Arcaro of Morgan Stanley specializes in stock coverage within the Utilities sector, with additional focus on Energy and Industrials companies.

Coverage Industries

Industry	Percentage
UTIL - ELEC PWR 21 companies	67.7%
UTIL - GAS DISTR 3 companies	9.7%
OTHER ALT ENERGY 2 companies	6.5%
SOLAR 2 companies	6.5%
OIL & GAS FIELD MACHINERY 1 company	3.2%
MACH - ELECTRICAL 1 company	3.2%
ELECTRIC SERVICES 1 company	3.2%

Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
CEG Constellation Energy	5/1/2026	Reiterated Rating	$314.70	$361.00	Overweight
IDA IDACORP	4/27/2026	Reiterated Rating	$147.36	$157.00	Overweight
VST Vistra	4/21/2026	Reiterated Rating	$156.02	$208.00	Overweight
SRE Sempra Energy	4/21/2026	Set Price Target	$93.19	$104.00	Overweight
PPL PPL	4/21/2026	Lower Price Target	$38.45	$43.00	Overweight
PNW Pinnacle West Capital	4/21/2026	Lower Price Target	$102.28	$98.00	Equal Weight
IDA IDACORP	4/21/2026	Lower Price Target	$143.84	$158.00	Overweight
EXC Exelon	4/21/2026	Lower Price Target	$46.40	$55.00	Equal Weight
DTE DTE Energy	4/21/2026	Lower Price Target	$144.81	$155.00	Overweight
ED Consolidated Edison	4/21/2026	Lower Price Target	$109.17	$105.00	Overweight
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ED Consolidated Edison	4/21/2026	Lower Price Target	$108.57	$105.00	Underweight
EXC Exelon	4/21/2026	Lower Price Target	$46.29	$55.00	Equal Weight
EIX Edison International	4/21/2026	Lower Price Target	$70.36	$70.00	Underweight
CEG Constellation Energy	4/21/2026	Lower Price Target	$282.15	$360.00	Overweight
NEE NextEra Energy	4/17/2026	Set Price Target	$91.08	$108.00	Overweight
CEG Constellation Energy	3/25/2026	Initiated Coverage	$305.43	$385.00	Overweight
FSLR First Solar	3/2/2026	Lower Price Target	$197.20	$230.00	Overweight
XEL Xcel Energy	2/20/2026	Set Price Target	$81.32	$91.00
VST Vistra	2/20/2026	Reiterated Rating	$172.32	$215.00	Overweight
TLN Talen Energy	2/20/2026	Set Price Target	$382.19	$474.00
SO Southern	2/20/2026	Reiterated Rating	$94.77		Underweight
SRE Sempra Energy	2/20/2026	Reiterated Rating	$93.15	$101.00	Overweight
PPL PPL	2/20/2026	Reiterated Rating	$37.24	$42.00	Overweight
PNW Pinnacle West Capital	2/20/2026	Set Price Target	$98.30	$96.00
PCG Pacific Gas & Electric	2/20/2026	Set Price Target	$18.29	$23.00
OGS ONE Gas	2/20/2026	Set Price Target	$85.49	$79.00
NEE NextEra Energy	2/20/2026	Reiterated Rating	$92.27	$106.00	Overweight
IDA IDACORP	2/20/2026	Set Price Target	$139.37	$155.00
ETR Entergy	2/20/2026	Set Price Target	$103.68	$98.00
EIX Edison International	2/20/2026	Reiterated Rating	$72.75		Underweight
DUK Duke Energy	2/20/2026	Set Price Target	$126.12	$139.00
DTE DTE Energy	2/20/2026	Reiterated Rating	$144.81	$153.00	Overweight
ED Consolidated Edison	2/20/2026	Reiterated Rating	$110.62	$102.00	Underweight
AEE Ameren	2/20/2026	Set Price Target	$109.33	$116.00
TLN Talen Energy	2/17/2026	Reiterated Rating	$376.70	$473.00	Overweight
FE FirstEnergy	2/11/2026	Reiterated Rating	$47.95		Overweight
SRE Sempra Energy	2/2/2026	Set Price Target	$86.81	$97.00	Overweight
IDA IDACORP	2/2/2026	Lower Price Target	$131.75	$145.00	Overweight
DTE DTE Energy	2/2/2026	Boost Price Target	$133.10	$143.00	Overweight
XEL Xcel Energy	1/21/2026	Reiterated Rating	$76.37		Underperform
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VST Vistra	1/21/2026	Set Price Target	$154.71	$227.00
SO Southern	1/21/2026	Reiterated Rating	$88.45	$85.00	Underweight
SRE Sempra Energy	1/21/2026	Reiterated Rating	$85.51	$95.00	Overweight
PPL PPL	1/21/2026	Reiterated Rating	$36.71		Overweight
PNW Pinnacle West Capital	1/21/2026	Reiterated Rating	$93.03		Underperform
PCG Pacific Gas & Electric	1/21/2026	Reiterated Rating	$15.28		Underperform
OGS ONE Gas	1/21/2026	Reiterated Rating	$78.34	$73.00	Underperform
NEE NextEra Energy	1/21/2026	Reiterated Rating	$83.77	$104.00	Overweight
IDA IDACORP	1/21/2026	Reiterated Rating	$133.50	$146.00	Overweight
FE FirstEnergy	1/21/2026	Reiterated Rating	$47.06		Overweight
EXC Exelon	1/21/2026	Reiterated Rating	$44.68	$51.00	Underperform
EIX Edison International	1/21/2026	Reiterated Rating	$60.03		Underweight
DUK Duke Energy	1/21/2026	Reiterated Rating	$118.56	$130.00	Underperform
DTE DTE Energy	1/21/2026	Reiterated Rating	$136.61	$142.00	Overweight
CNP CenterPoint Energy	1/21/2026	Reiterated Rating	$39.51	$37.00	Underperform
ED Consolidated Edison	1/21/2026	Reiterated Rating	$103.34	$96.00	Underweight
TLN Talen Energy	1/16/2026	Boost Price Target	$419.07	$470.00	Overweight
EIX Edison International	12/17/2025	Set Price Target	$59.58	$57.00
TLN Talen Energy	12/16/2025	Reiterated Rating	$357.94	$443.00	Overweight
SRE Sempra Energy	12/16/2025	Set Price Target	$87.32	$91.00
PNW Pinnacle West Capital	12/16/2025	Set Price Target	$87.63	$85.00
EIX Edison International	12/16/2025	Lower Price Target	$59.14	$59.00	Underweight
DUK Duke Energy	12/16/2025	Set Price Target	$116.04	$126.00
DTE DTE Energy	12/16/2025	Set Price Target	$129.03	$138.00
ED Consolidated Edison	12/16/2025	Set Price Target	$98.91	$92.00
CNP CenterPoint Energy	12/16/2025	Set Price Target	$38.29	$36.00
IDA IDACORP	12/16/2025	Set Price Target	$126.42	$139.00	Overweight
RUN Sunrun	12/2/2025	Boost Price Target	$18.51	$21.00	Equal Weight
SEI Solaris Energy Infrastructure	12/2/2025	Initiated Coverage	$48.89	$68.00	Overweight
XEL Xcel Energy	11/20/2025	Reiterated Rating	$79.89	$84.00	Underperform
SRE Sempra Energy	11/20/2025	Set Price Target	$91.15	$98.00
PPL PPL	11/20/2025	Reiterated Rating	$35.31	$40.00	Overweight
PNW Pinnacle West Capital	11/20/2025	Set Price Target	$89.38	$91.00
IDA IDACORP	11/20/2025	Set Price Target	$126.55	$137.00
EXC Exelon	11/20/2025	Reiterated Rating	$45.49	$52.00	Underperform
EIX Edison International	11/20/2025	Set Price Target	$58.52	$64.00
DTE DTE Energy	11/20/2025	Set Price Target	$135.84	$144.00
ED Consolidated Edison	11/20/2025	Reiterated Rating	$100.80	$98.00	Underweight
NEE NextEra Energy	11/20/2025	Lower Price Target	$83.41	$97.00	Overweight
FSLR First Solar	10/31/2025	Set Price Target	$258.02	$275.00
TLN Talen Energy	10/28/2025	Lower Price Target	$381.35	$441.00	Overweight
XEL Xcel Energy	10/22/2025	Set Price Target	$80.90	$86.00	Outperform
TLN Talen Energy	10/22/2025	Reiterated Rating	$366.99	$442.00	Overweight
SRE Sempra Energy	10/22/2025	Reiterated Rating	$91.67	$99.00	Overweight
PPL PPL	10/22/2025	Reiterated Rating	$37.77	$41.00	Overweight
PNW Pinnacle West Capital	10/22/2025	Set Price Target	$92.92	$93.00	Outperform
PCG Pacific Gas & Electric	10/22/2025	Set Price Target	$16.71	$21.00	Outperform
IDA IDACORP	10/22/2025	Reiterated Rating	$136.05	$141.00	Outperform
EXC Exelon	10/22/2025	Boost Price Target	$48.21	$53.00	Equal Weight
EIX Edison International	10/22/2025	Boost Price Target	$58.07	$66.00	Underweight
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DUK Duke Energy	10/22/2025	Boost Price Target	$129.29	$136.00	Outperform
DTE DTE Energy	10/22/2025	Boost Price Target	$142.36	$145.00	Overweight
ED Consolidated Edison	10/22/2025	Boost Price Target	$102.45	$100.00	Underweight
ATO Atmos Energy	10/22/2025	Boost Price Target	$177.19	$181.00	Overweight
FE FirstEnergy	10/21/2025	Boost Price Target	$47.04	$50.00	Overweight
CNP CenterPoint Energy	10/21/2025	Boost Price Target	$40.08	$39.00	Equal Weight
PLUG Plug Power	10/16/2025	Reiterated Rating	$3.85	$1.50	Underweight
FSLR First Solar	10/16/2025	Boost Price Target	$244.40	$253.00	Overweight
VST Vistra	9/25/2025	Boost Price Target	$201.86	$223.00	Overweight
NEE NextEra Energy	9/25/2025	Reiterated Rating	$74.42	$95.00	Overweight
FE FirstEnergy	9/25/2025	Lower Price Target	$43.94	$47.00	Overweight
AEE Ameren	9/25/2025	Lower Price Target	$100.87	$104.00	Equal Weight
PNW Pinnacle West Capital	9/25/2025	Lower Price Target	$86.20	$87.00	Equal Weight
PCG Pacific Gas & Electric	9/25/2025	Lower Price Target	$14.47	$19.50	Equal Weight
IDA IDACORP	9/25/2025	Lower Price Target	$127.81	$131.00	Equal Weight
EXC Exelon	9/25/2025	Lower Price Target	$43.93	$49.00	Equal Weight
EIX Edison International	9/25/2025	Lower Price Target	$54.15	$60.00	Underweight
DTE DTE Energy	9/25/2025	Lower Price Target	$137.83	$137.00	Overweight
ED Consolidated Edison	9/25/2025	Lower Price Target	$98.48	$93.00	Underweight
CNP CenterPoint Energy	9/25/2025	Lower Price Target	$38.36	$37.00	Equal Weight
XEL Xcel Energy	9/25/2025	Lower Price Target	$77.18	$80.00	Equal Weight
PEG Public Service Enterprise Group	9/25/2025	Lower Price Target	$80.95	$103.00	Overweight
PPL PPL	9/25/2025	Lower Price Target	$36.25	$38.00	Overweight
SRE Sempra Energy	9/24/2025	Reiterated Rating	$86.02	$93.00	Overweight
EIX Edison International	9/18/2025	Boost Price Target	$55.74	$61.00	Underweight
PCG Pacific Gas & Electric	9/18/2025	Upgrade	$15.08	$20.00	Equal Weight
TLN Talen Energy	9/10/2025	Boost Price Target	$389.43	$430.00	Overweight
VST Vistra	8/21/2025	Set Price Target	$190.77	$207.00	Overweight
PNW Pinnacle West Capital	8/21/2025	Set Price Target	$89.89	$89.00	Outperform
OGS ONE Gas	8/21/2025	Set Price Target	$75.23	$71.00	Outperform
IDA IDACORP	8/21/2025	Set Price Target	$126.46	$133.00	Outperform
ETR Entergy	8/21/2025	Set Price Target	$88.83	$86.00	Outperform
DTE DTE Energy	8/21/2025	Set Price Target	$137.88	$140.00	Overweight
CNP CenterPoint Energy	8/21/2025	Set Price Target	$37.59	$38.00	Outperform
TLN Talen Energy	7/18/2025	Boost Price Target	$264.00	$330.00	Overweight
SRE Sempra Energy	6/18/2025	Reiterated Rating	$74.17	$88.00	Overweight
PEG Public Service Enterprise Group	6/18/2025	Lower Price Target	$81.78	$100.00	Overweight
PPL PPL	6/18/2025	Lower Price Target	$33.58	$37.00	Overweight
NEE NextEra Energy	6/18/2025	Lower Price Target	$71.84	$94.00	Overweight
FE FirstEnergy	6/18/2025	Lower Price Target	$39.70	$47.00	Overweight
EIX Edison International	6/18/2025	Lower Price Target	$49.41	$51.00	Underweight
ED Consolidated Edison	6/18/2025	Lower Price Target	$100.89	$92.00	Underweight
SRE Sempra Energy	5/22/2025	Set Price Target	$76.69	$87.00	Overweight
PEG Public Service Enterprise Group	5/22/2025	Lower Price Target	$77.94	$101.00	Overweight
PNW Pinnacle West Capital	5/22/2025	Lower Price Target	$91.12	$87.00	Equal Weight
IDA IDACORP	5/22/2025	Set Price Target	$115.99	$128.00	Equal Weight
FE FirstEnergy	5/22/2025	Reiterated Rating	$42.28	$48.00	Overweight
EXC Exelon	5/22/2025	Lower Price Target	$44.19	$48.00	Equal Weight
EIX Edison International	5/22/2025	Set Price Target	$56.94	$52.00	Underweight
DTE DTE Energy	5/22/2025	Lower Price Target	$136.15	$134.00	Overweight
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ED Consolidated Edison	5/22/2025	Lower Price Target	$105.27	$93.00	Underweight
CNP CenterPoint Energy	5/22/2025	Lower Price Target	$37.23	$34.00	Equal Weight
XEL Xcel Energy	4/23/2025	Set Price Target	$70.29	$79.00	Outperform
SRE Sempra Energy	4/23/2025	Set Price Target	$74.55	$89.00	Overweight
OGS ONE Gas	4/23/2025	Set Price Target	$78.47	$74.00	Outperform
ED Consolidated Edison	4/23/2025	Set Price Target	$111.37	$94.00	Overweight
CMS CMS Energy	4/23/2025	Set Price Target	$72.54	$74.00	Outperform
AEP American Electric Power	4/23/2025	Set Price Target	$106.70	$114.00	Overweight
NEE NextEra Energy	4/16/2025	Lower Price Target	$67.51	$94.00	Overweight
PEG Public Service Enterprise Group	3/20/2025	Boost Price Target	$83.24	$100.00	Overweight
PPL PPL	3/20/2025	Boost Price Target	$34.97	$38.00	Overweight
PNW Pinnacle West Capital	3/20/2025	Boost Price Target	$94.12	$88.00	Equal Weight
NEE NextEra Energy	3/20/2025	Boost Price Target	$71.16	$97.00	Overweight
IDA IDACORP	3/20/2025	Boost Price Target	$116.74	$131.00	Equal Weight
FE FirstEnergy	3/20/2025	Lower Price Target	$39.74	$48.00	Overweight
EXC Exelon	3/20/2025	Boost Price Target	$44.37	$48.00	Equal Weight
EIX Edison International	3/20/2025	Boost Price Target	$58.93	$52.00	Underweight
DTE DTE Energy	3/20/2025	Boost Price Target	$136.35	$136.00	Overweight
ED Consolidated Edison	3/20/2025	Boost Price Target	$107.21	$91.00	Underweight
CNP CenterPoint Energy	3/20/2025	Boost Price Target	$35.81	$34.00	Equal Weight
SRE Sempra Energy	3/20/2025	Boost Price Target	$69.87	$86.00	Overweight
TLN Talen Energy	3/12/2025	Initiated Coverage	$176.56	$243.00	Overweight
SRE Sempra Energy	2/26/2025	Lower Price Target	$73.17	$85.00	Overweight
EIX Edison International	2/14/2025	Lower Price Target	$51.55	$48.00	Underweight
NEE NextEra Energy	1/23/2025	Boost Price Target	$68.94	$94.00	Overweight

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