Top analysts from Piper Jaffray and Cantor voiced bullish sentiments on video-streaming company Netflix, Inc. (NASDAQ:NFLX) and e-commerce giant, Inc. (NASDAQ:AMZN), following fourth-quarter earnings release and prime growth rates, respectively. While one remains bullish on Amazon, citing high Prime growth rates as a driver of continued success, the other sings Netflix’s praises after its Q4 earnings due to international subscriber levels and successful expansion.

Netflix, Inc.

Analyst Yousef Squali of Cantor Fitzgerald weighed in on Netflix yesterday after the company posted Q4:15 earnings and 1Q:16 guidance. The analyst is bullish on the company as international subscriber levels exceeded guidance and consensus by around 15%. He believes this growth will continue as the company recently launched its service in over 130 countries. Similarly, he states that international losses were lower than his expectations. While he notes two consecutive domestic subscriber declines “may indicate a maturing U.S. market,” he states a price increase in October and credit card issues make it too early to tell.

Squali states that the company will only reap profits in 2017, as it plans to make heavy investments in 2016. Furthermore, this is “likely to be a rough year for FCF losses.” Depsite this, the analyst maintains his Overweight rating on the company and raises his price target to $140 from $125, citing “global subscriber growth potential, expanding original content slate, unmatched value proposition and long-term profit outlook.” He continues, “We view Netflix as a key beneficiary from the on-going shift to OTT viewing/unbundling.”

Youssef Squali is ranked #25 out of 3,662 analysts on TipRanks. He has a success rate of 57% recommending stocks with an average return of 13.5% per recommendation.Youssef Squali Stats, Inc.

Analyst Gene Munster of Piper Jaffray weighed in yesterday on Amazon, noting high Prime growth rates relative to its already large base of users. The analyst states that according to his firm’s index of Google search terms, Prime growth rates remained solid through 2015 and even more so during the holiday season. During this time, the analyst believes the company increased its Prime subscriptions by 8-9 million, surpassing his previous expectations of 6-7 million.

The analyst believes that Prime will result in $800 million of free cash flow for the December ’15 quarter, and predicts future growth, stating, “Longer term, a strong Prime base should drive unit growth >20% over the next couple of years, above investor expectations of high teens unit growth.” He also points to the high prime revenues of around $6 billion and “lower retargeting costs” as generators of profitability.

Munster reiterates his Overweight rating and $800 price target on the stock.

Gene Munster is ranked #8 out of 3,662 analysts on TipRanks. He has a success rate of 56% recommending stocks with an average return of 17% per recommendation.Gene Munster Consensus