Last week, both FireEye Inc (NASDAQ:FEYE) and Wynn Resorts, Limited (NASDAQ:WYNN) released Q4 earnings. While one analyst sings FireEye’s praises, citing growth in key metrics and positive guidance, the other remains neutral on Wynn due to increased earnings from Las Vegas but a decline in earnings from Macau.

FireEye Inc

Analyst Frederick Grieb of Nomura Holdings recently weighed in on FireEye after the company released its 4Q15 results on Febraury 11. For this quarter, the company reported billings of $256.9 million, up 21% y/y and surpassing consensus estimates. The company also reported much higher than expected operating cash flow of $9.4 million for the quarter versus Street estimates of ($12 million). For FY15, the company posted operating cash flow of $37 million, beating company guidance.

For its 2016 outlook, FireEye guided FY16 billings and revenue growth at 27% and 33% “at the midpoint,” respectively. Both figures include earnings from acquisitions iSIGHT and Inovtas. Due to recent and predicted growth, as well as positioning, Grieb is bullish on the stock. He explains, “FireEye is a technology and market leader in a very strategic portion of the security market. Profitability is progressing nicely with the company expected to be free cash flow positive this year.”

On February 12, 2016, the analyst reiterated a Buy rating on the company with a $30 price target. Grieb has a 35% success rate recommending stocks with an average return of 7.5.% per recommendation. According to TipRanks’ statistics, out of the 16 analysts who have rated the company in the past 3 months, 10 gave a Buy rating while 6 remain on the sidelines. The average 12-month price target for the stock is $24.56, marking a 105% upside from where shares last closed.

Wynn Resorts, Limited

Analyst Harry Curtis of Nomura Holdings weighed in on Wynn after the company released its Q4 results, posting better than expected EPS, though slightly missing revenue estimates due to its Macau earnings, which declined 27% y/y.  Despite the stock’s recent weakness, the analyst raised his price target due to Steve Wynn’s positive outlook for the company, cost cutting initiatives in Macau, and the CEO’s stock purchase worth over $1 billion.

The analyst cites positive and negative factors from the earnings report, providing the various reasons for his Neutral rating on the company. First, Wynn finally overcame legal battles in Boston regarding its Everett, MA location, and construction on the resort should commence in the spring, opening in the Fall of 2018. Second, the company posted a 14.5% increase in Las Vegas EBITDA, and this resort is doing well into the start of Q1. Similarly, the analyst provided higher revenue and bookings estimates for the second quarter as well as the second half of the year. However, management expressed that “the direction of the economy is concerning and that Las Vegas has not, nor cannot escape the impact of a recession should it occur.”

While Macau earnings declined this quarter, the report indicated an overall turnaround in the month of January, as this period marked “their best month ‘in a long time.’” However, the analyst questions whether the resort can sustain the recent stronger volume. The analyst also cites concern over the shrinking number of licensed gaming promoters, or junkets, who guarantee the company a certain amount of revenue from high income gamblers in exchange for perks such as free accommodation and travel. The analyst worries that with fewer junkets, “competitive pressures will shrink the already narrow margins in the VIP business,” resulting in less revenue from this key segment.

On February 12, 2016, the analyst reiterated his Neutral rating on Wynn though increased his price target to $70 from $64. Curtis is ranked #54 out of 3, 761 analysts on TipRanks. He has a 66% success rate recommending stocks with an average return of 13.3% per recommendation.

Harry Curtis Performance

Out of the 7 analysts who have rated the company in the past 3 months on TipRanks, 3 gave a Buy rating while 4 remain on the sidelines. The average 12-month price target for the stock is $79.33, marking a 15% upside from where shares last closed.