Piper Jaffray and Oppenheimer came out today with research notes on the technology giant Apple Inc. (NASDAQ:AAPL) and action camera giant GoPro Inc (NASDAQ:GPRO), as the stocks are edging higher Friday.

Apple Inc.

Piper Jaffray analyst Gene Munster reiterated an Overweight rating on Apple shares, with a price target of $172, as he believes that the iPhone 6S supply was improved. Apple shares are up 2% to $111.70, as of 1:44PM EDT.

Munster noted, “Based on our analysis of 54 Apple retail stores and Apple’s online store, we believe that iPhone 6S availability is tracking ahead of iPhone 6 lead times from last year. We believe the primary reason for better lead times is driven by better supply. We note that in “S” cycles, the manufacturing process for the devices has been largely worked out since there are no significant design changes for these cycles. We continue to expect US demand over the next few years to be helped by carriers, and Apple offering standard annual upgrade options and remain comfortable with our 3% y/y iPhone unit growth for the 6S cycle.”

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Gene Munster has a total average return of 21.2% and a 61.9% success rate. Munster has a 25.2% average return when recommending AAPL, and is ranked #3 out of 3772 analysts.

Out of the 50 analysts polled by TipRanks, 34 rate Apple stock a Buy, 14 rate the stock a Hold and 2 recommend a Sell. With a return potential of 32%, the stock’s consensus target price stands at $147.52.

GoPro Inc

Oppenheimer analyst Andrew Uerkwitz came out with a neutral call on shares of GoPro. Uerkwitz began by laying out key positive and negative catalysts on the stock.

Uerkwitz wrote, “We believe GPRO’s ASP peaked in 2014, a year earlier than we expected. This is due to an early discount on Hero4 Session, and the lack of flagship model refresh. We expect a round of discounts to Hero4 Black and Silver into the holiday season, which puts further pressure on ASP.”

However, “On the brighter side, GoPro has a much stronger retail presence with broader geographic coverage heading into this holiday season. Its total retail outlets grew from 25,000 to over 40,000 in a year. We believe 2H15 sell-through data points from those new stores are critical to make calls for 2016.”

The analyst reiterated a Perform rating on the stock, while lowering his 4Q15 and 2016 revenues/EPS estimates from $723M/$0.91 and $2,175/$1.83 to $687M/$0.69 and $1,984M/$1.39.

“The cuts in 4Q15 was attributed to weaker expected performance in North America. Our 2016 estimate changes assume no quad-copter revenues, continued decline in the core camera market, higher opex, and minimum media content monetization,” Uerkwitz noted.

According to TipRanks.com, analyst Andrew Uerkwitz has a total average return of 1.5% and a 51.4% success rate. Uerkwitz has a 11.8% average return when recommending GPRO, and is ranked #1588 out of 3772 analysts.

Out of the 20 analysts polled by TipRanks, 13 rate GoPro stock a Buy, 6 rate the stock a Hold and 1 recommends a Sell. With a return potential of 123.5%, the stock’s consensus target price stands at $65.69.