PerpEquitiesTop analysts on stock perps · Analyst
David Arcaro (Morgan Stanley): analyst track record on stock perps
David Arcaro of Morgan Stanley on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.8★
Success62%
Excess return+12.0%
rank#462
Ratings511
ratings on stock perps282
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 508 | 1,104 |
| Stock | 80 | 81 |
| Buy / hold / sell | 221 / 214 / 73 | 459 / 494 / 151 |
| Upgrades / downgrades / initiations | 4 / 3 / 5 | 6 / 6 / 8 |
| Price targets hit / missed | 111 / 396 (22%) | 515 / 588 (47%) |
| Avg. return after a rating (TipRanks) | -10.7% | +2.2% |
| Best / worst call | +204.1% / -70.4% | +267.6% / -70.4% |
After buy calls: median 21-day move +0.9% · vs S&P 500 -0.7% · targets hit within a year 84% (n = 261)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $GEV GE Vernova Inc. | Buy · Maintained | $1,350 | +46.1% | Sep 2, 2026 |
| $CEG Constellation Energy Corporation | Buy · Reiterated | $364 | +27.3% | Aug 21, 2026 |
| $DUK Duke Energy | Hold · Reiterated | $133 | +11.4% | Aug 21, 2026 |
| $NEE NextEra Energy, Inc. | Buy · Reiterated | $114 | +38.3% | Aug 21, 2026 |
| $PCG PG&E Corporation | Hold · Reiterated | $22.00 | +56.8% | Aug 21, 2026 |
| $SO Southern Company | Sell · Reiterated | $89.00 | +1.4% | Aug 21, 2026 |
| $VST Vistra Corp. | Buy · Reiterated | $227 | +54.4% | Aug 21, 2026 |
| $FSLR First Solar, Inc. | Buy · Maintained | $323 | +55.9% | Aug 18, 2026 |
| $PLUG Plug Power Inc. | Sell · Maintained | $1.65 | -21.8% | Aug 11, 2026 |
| $FLNC Fluence Energy, Inc. | Hold · Maintained | $15.00 | +54.8% | Aug 7, 2026 |
| $ENPH Enphase Energy, Inc. | Sell · Maintained | $27.00 | -26.7% | Aug 4, 2026 |
| $BE Bloom Energy Corporation | Buy · Maintained | $310 | +19.9% | Jul 30, 2026 |
Recent ratings
- Sep 2, 2026 $GEV: Maintained · Buy · $1,350 · article
- Aug 21, 2026 $SO: Reiterated · Sell · $89.00 · article
- Aug 21, 2026 $VST: Reiterated · Buy · $227 · article
- Aug 21, 2026 $NEE: Reiterated · Buy · $114 · article
- Aug 21, 2026 $PCG: Reiterated · Hold · $22.00 · article
- Aug 21, 2026 $CEG: Reiterated · Buy · $364 · article
- Aug 21, 2026 $DUK: Reiterated · Hold · $133 · article
- Aug 18, 2026 $FSLR: Maintained · Buy · $323 · article
- Aug 11, 2026 $PLUG: Maintained · Sell · $1.65 · article
- Aug 10, 2026 $VST: Reiterated · Buy · $212 · article
- Aug 7, 2026 $FLNC: Maintained · Hold · $15.00 · article
- Aug 4, 2026 $ENPH: Maintained · Sell · $27.00 · article
- Aug 3, 2026 $FSLR: Reiterated · Buy · $245 · article
- Jul 31, 2026 $FSLR: Maintained · Buy · $245 · article
- Jul 29, 2026 $ENPH: Maintained · Sell · $27.00 · article
- Jul 30, 2026 $BE: Maintained · Buy · $310 · article
- Jul 28, 2026 $CEG: Reiterated · Buy · $366 · article
- Jul 28, 2026 $VST: Maintained · Buy · $212 · article
- Jul 23, 2026 $GEV: Maintained · Buy · $1,350 · article
- Jul 22, 2026 $NEE: Reiterated · Buy · $116 · article
David Arcaro4.8★ · 62% success · +12.0% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.