David Arcaro
Stock Analyst at Morgan Stanley
Total Price Targets
108
Stocks Covered
37
Sectors
Energy, Industrials, Utilities
Most Recent
Feb 20, 2026
Notable Calls (Last 12 Months)
Most Bullish
Stocks Covered by David Arcaro
| Symbol | Company | Latest Target | Current Price | Upside | # Targets | Last Updated |
|---|---|---|---|---|---|---|
| DTE | DTE Energy Company | $153.00 | $149.53 | +2.3% | 3 | Feb 20, 2026 |
| VST | Vistra Corp. | $215.00 | $155.78 | +38.0% | 5 | Feb 20, 2026 |
| AEE | Ameren Corporation | $116.00 | $114.02 | +1.7% | 4 | Feb 20, 2026 |
| ETR | Entergy Corporation | $98.00 | $116.59 | -15.9% | 2 | Feb 20, 2026 |
| PPL | PPL Corporation | $42.00 | $37.75 | +11.3% | 3 | Feb 20, 2026 |
| OGS | ONE Gas, Inc. | $79.00 | $89.14 | -11.4% | 6 | Feb 20, 2026 |
| IDA | IDACORP, Inc. | $155.00 | $146.97 | +5.5% | 9 | Feb 20, 2026 |
| ENPH | Enphase Energy, Inc. | $30.00 | $33.84 | -11.4% | 1 | Feb 4, 2026 |
| SRE | Sempra | $97.00 | $94.86 | +2.3% | 6 | Feb 2, 2026 |
| GEV | GE Vernova Inc. | $817.00 | $1069.31 | -23.6% | 1 | Jan 26, 2026 |
| EXC | Exelon Corporation | $51.00 | $46.55 | +9.5% | 2 | Jan 21, 2026 |
| DUK | Duke Energy Corporation | $130.00 | $128.96 | +0.8% | 3 | Jan 21, 2026 |
| SO | The Southern Company | $85.00 | $96.86 | -12.2% | 3 | Jan 21, 2026 |
| EIX | Edison International | $57.00 | $69.83 | -18.4% | 7 | Dec 17, 2025 |
| PEG | Public Service Enterprise Group Incorporated | $89.00 | $80.45 | +10.6% | 4 | Dec 16, 2025 |
| SEDG | SolarEdge Technologies, Inc. | $33.00 | $42.19 | -21.8% | 1 | Dec 16, 2025 |
| CNP | CenterPoint Energy, Inc. | $36.00 | $43.48 | -17.2% | 3 | Dec 16, 2025 |
| RUN | Sunrun Inc. | $21.00 | $13.07 | +60.6% | 1 | Dec 2, 2025 |
| ED | Consolidated Edison, Inc. | $98.00 | $110.94 | -11.7% | 5 | Nov 20, 2025 |
| XEL | Xcel Energy Inc. | $84.00 | $82.90 | +1.3% | 3 | Nov 20, 2025 |
| FSLR | First Solar, Inc. | $275.00 | $214.65 | +28.1% | 2 | Oct 31, 2025 |
| TLN | Talen Energy Corporation | $441.00 | $371.40 | +18.7% | 2 | Oct 28, 2025 |
| ATO | Atmos Energy Corporation | $181.00 | $188.42 | -3.9% | 2 | Oct 22, 2025 |
| AES | The AES Corporation | $24.00 | $14.28 | +68.1% | 1 | Oct 22, 2025 |
| PNW | Pinnacle West Capital Corporation | $93.00 | $103.92 | -10.5% | 4 | Oct 22, 2025 |
| FE | FirstEnergy Corp. | $50.00 | $47.10 | +6.1% | 2 | Oct 21, 2025 |
| PLUG | Plug Power Inc. | $1.50 | $3.10 | -51.6% | 1 | Oct 16, 2025 |
| D | Dominion Energy, Inc. | $63.00 | $63.97 | -1.5% | 4 | Sep 25, 2025 |
| SR | Spire Inc. | $76.00 | $90.56 | -16.1% | 2 | Sep 25, 2025 |
| CMS | CMS Energy Corporation | $71.00 | $76.25 | -6.9% | 3 | May 22, 2025 |
| PCG | PG&E Corporation | $18.00 | $16.45 | +9.4% | 1 | May 22, 2025 |
| AEP | American Electric Power Company, Inc. | $114.00 | $137.16 | -16.9% | 4 | Apr 23, 2025 |
| NEE | NextEra Energy, Inc. | $90.00 | $97.15 | -7.4% | 3 | Sep 25, 2024 |
| ES | Eversource Energy | $75.00 | $71.20 | +5.3% | 1 | Aug 23, 2024 |
| MGEE | MGE Energy, Inc. | $71.00 | $80.72 | -12.0% | 2 | Aug 23, 2024 |
| CEG | Constellation Energy Corporation | $237.00 | $308.40 | -23.2% | 1 | May 28, 2024 |
| NRG | NRG Energy, Inc. | $83.00 | $153.68 | -46.0% | 1 | May 28, 2024 |
Recent Activity
- Feb 20, 2026— Set$79.00price target onOGS(ONE Gas, Inc.)
- Feb 20, 2026— Set$116.00price target onAEE(Ameren Corporation)
- Feb 20, 2026— Set$98.00price target onETR(Entergy Corporation)
- Feb 20, 2026— Set$215.00price target onVST(Vistra Corp.)
- Feb 20, 2026— Set$153.00price target onDTE(DTE Energy Company)
- Feb 20, 2026— Set$42.00price target onPPL(PPL Corporation)
- Feb 20, 2026— Set$155.00price target onIDA(IDACORP, Inc.)
- Feb 4, 2026— Set$30.00price target onENPH(Enphase Energy, Inc.)
- Feb 2, 2026— Set$97.00price target onSRE(Sempra)
- Jan 26, 2026— Set$817.00price target onGEV(GE Vernova Inc.)
- Jan 21, 2026— Set$130.00price target onDUK(Duke Energy Corporation)
- Jan 21, 2026— Set$108.00price target onAEE(Ameren Corporation)
- Jan 21, 2026— Set$146.00price target onIDA(IDACORP, Inc.)
- Jan 21, 2026— Set$51.00price target onEXC(Exelon Corporation)
- Jan 21, 2026— Set$73.00price target onOGS(ONE Gas, Inc.)
- Jan 21, 2026— Set$85.00price target onSO(The Southern Company)
- Dec 17, 2025— Set$57.00price target onEIX(Edison International)
- Dec 16, 2025— Set$228.00price target onVST(Vistra Corp.)
- Dec 16, 2025— Set$89.00price target onPEG(Public Service Enterprise Group Incorporated)
- Dec 16, 2025— Set$139.00price target onIDA(IDACORP, Inc.)
Frequently Asked Questions
Who is David Arcaro?
David Arcaro is a stock analyst at Morgan Stanley covering 37 stocks primarily in Energy, Industrials, Utilities. They have issued 108 price targets since Sep 6, 2022.
What stocks does David Arcaro cover?
David Arcaro currently covers 37 stocks, including IDA, EIX, OGS, SRE, VST.
What is David Arcaro's latest price target?
David Arcaro's most recent price target was $79.00 on OGS (ONE Gas, Inc.), set on Feb 20, 2026.
What is David Arcaro's highest price target?
David Arcaro's highest issued price target is $817.00 on GEV, set on Jan 26, 2026.
More Analysts at Morgan Stanley
Coverage based on publicly published price targets. Not investment advice.