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Equibles

David Arcaro

Analyst

Morgan Stanley

Equibles does not estimate personal net worth.

About David Arcaro

David Arcaro is recorded as Analyst at Morgan Stanley. David Arcaro has spoken on 79 earnings calls and 2 other investor events across 37 companies, most recently for PG&E Corp on October 22, 2026. Those appearances were for PG&E Corp (PCG), Constellation Energy Corp (CEG), Talen Energy Corp (TLN), Bloom Energy Corp (BE), Southern Co (SO) and 32 other companies. The companies whose calls David Arcaro spoke on are classified in the Utilities, Industrials, Energy and Technology sectors.

David Arcaro on recent calls

“Sorry if this is a little duplicative, but I was just wondering if there is no special session if there weren't legislation passed this year, would you consider that to be a potential catalyst for accelerating and taking additional actions within the strategic review?”
Analyst — Morgan Stanley, PG&E Corporation Third Quarter 2026 Earnings Release ·
“I wanted to ask on the electric and gas transmission side of things, you're already tracking a 25% growth rate ahead of the original plan. I was wondering, what's the potential for further extension and upside in that side of the business?”
Analyst — Morgan Stanley, Third Quarter 2026 NextEra Energy, Inc. Conference Call ·
“I was wondering, is there an area that you would be focused on next in terms of de-risking further long lead materials or equipment in your supply chain?”
Analyst — Morgan Stanley, X-Energy, Inc. Q2 FY2026 Earnings Call ·
“You know, you've added a lot of new capabilities recently. I'm looking at slide four, which now has quite a long list, I guess, of upside strategies here.”
Analyst — Morgan Stanley, Q2 2026 Earnings Conference Call August 06, 2026 Click Here For Webcast » ·
“I was wondering if you could, maybe shifting over to the ERCOT market, wondering if you could give your view on the batch zero process. Do you have projects that you're partnering with in that program?”
Analyst — Morgan Stanley, Q2 2026 Constellation Energy Corporation Earnings Conference Call ·

Affiliation history

  • Morgan Stanley

    Analyst

    Source not stated

    Current

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Recent activity

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