Top analyst recommendations for Thursday include notable companies such as Nvidia, Disney, Amazon, Microsoft, and Ralph Lauren.

Here are the major Wall Street calls from Thursday:

Canaccord has started coverage on Stride with an overweight rating, highlighting the company’s strong position in the online learning market. They set a price target of $94, based on forward adjusted EBITDA and DCF valuation.

JPMorgan downgraded Bumble from overweight to neutral, citing difficulties in resolving issues after the dating app’s mixed second-quarter results and a significant reduction in its 2024 outlook.

Barclays initiated coverage on Constellation Energy with a buy rating and a $211 price target, noting the company’s robust position with the largest carbon-free generation fleet in the U.S., including nuclear, natural gas, and renewable assets.

Bank of America reiterated its buy rating on Ralph Lauren, emphasizing the brand’s health and strong margin execution despite a challenging macroeconomic environment, following the company’s first-quarter earnings.

Barclays maintained its overweight rating on Disney, acknowledging challenges in the theme park segment but expecting other areas to offset these weaknesses.

Mizuho downgraded Intel to neutral from outperform, pointing to several negative factors affecting the company, including its lagging performance in key markets like AI, data centers, and PCs.

BMO upgraded Vornado to outperform from market perform, expressing optimism about New York City’s office and retail fundamentals and raising the price target to $40.

Redburn Atlantic Equities reiterated buy ratings for Microsoft and Amazon, suggesting investors take advantage of any dips in these stocks due to recent sector derating.

Citi reiterated buy ratings for Nvidia and Micron, advising investors to buy during any semiconductor selloff, with Micron being their top pick due to favorable DRAM pricing and reduced capacity.

Raymond James upgraded Lattice Semiconductor to outperform from market perform, predicting a recovery in the company’s Industrial/Auto segment and expecting upward revisions in the next few quarters.

Bank of America downgraded Celsius to underperform from neutral, citing a slowdown in the energy category that could disproportionately affect the company.

KeyBanc upgraded Wolverine World Wide to overweight from sector weight, finding the stock compelling after better-than-expected earnings results.

Evercore ISI upgraded Sarepta to outperform from in line, recommending investors buy the dip in the biotech company with a price target of $179 per share.

Seaport downgraded Disney to neutral from buy, following earnings and expressing concerns about the outlook for parks and direct-to-consumer profits.

RBC reiterated its outperform rating on Tesla, suggesting that full-self driving technology could be a near-term catalyst for the stock.

Daiwa upgraded Arm to outperform from hold, recognizing the company’s leadership in mobile computing and its expansion into other tech areas, especially AI.

Gordon Haskett upgraded Costco to buy from accumulate after the company reported better-than-expected same-store sales growth in July.

Morgan Stanley downgraded Textron to equal weight from overweight, citing a balanced risk/reward profile for the aircraft company.

Mizuho initiated coverage on Westlake Chemical with an outperform rating and a $170 price target, while giving Olin Corp a neutral rating and a $45 price target.

Bank of America downgraded Topgolf to neutral from buy, noting a challenging outlook for the company despite its compelling valuation compared to peers.

Daiwa upgraded Pfizer to outperform from neutral after the biopharma company raised its full-year 2024 revenue guidance by $1 billion.

Bank of America reiterated its buy rating on Shopify, following solid second-quarter growth driven by market share gains, same-store sales, and increased payments penetration.

JPMorgan maintained its overweight rating on SolarEdge, despite mixed second-quarter results with earnings per share below expectations but slightly better-than-expected revenue.