U.S. stocks edged modestly higher Monday afternoon, regaining some losses from earlier in the day. Among the equities in focus are tech giant Apple Inc. (NASDAQ:AAPL), semiconductor maker Micron Technology, Inc. (NASDAQ:MU), and e-commerce giant Amazon.com, Inc. (NASDAQ:AMZN). Here’s a quick roundup of today’s brokerage notes on AAPL, MU and AMZN.

Apple Inc.

In a research report issued Monday, Merrill Lynch analyst Wamsi Mohan reiterated a Buy rating on shares of Apple, with a price target of $130, as data on Apple supply chain in Asia points to stabilizing and should be positive heading into 2H.

Mohan explained, “Our conversations across the Apple supply chain in Asia suggest that iPhone order cuts were significant from Dec to Feb (some components post Chinese New Year) such that the cuts have overshot to the downside. At this point some suppliers expect a modest rebound in 2Q from depressed Q1 levels. The supply chain has confirmed the launch of the 4″ iPhone and the newer iPad however volumes are expected to be relatively modest in the near term. The 4″ model is not expected to have force touch. Given the stability in the supply chain builds, we are raising our estimates for the March and June quarter to 50mn and 44mn respectively from 48mn and 40mn previously.”

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Wamsi Mohan has a total average return of 6% and a 53.5% success rate. Mohan has a -1.4% average return when recommending AAPL, and is ranked #779 out of 3820 analysts.

Out of the 38 analysts polled by TipRanks (in the past 3 months), 32 rate Apple stock a Buy, 5 rate the stock a Hold and 1 recommends to Sell. With a return potential of 27.35%, the stock’s consensus target price stands at $134.65.

Micron Technology, Inc.

Deutsche Bank analyst Sidney Ho maintained a Buy rating on shares of Micron, while slightly reducing the price target to $16 (from $17) and trimming estimates on the back of weak fundamentals in the near term.

Ho noted, “Ahead of MU’s F2Q16 results on March 30th, we are lowering our estimates for the company given slower PC/mobile/server end demand, continued DRAM price pressure and worse than expected financial performance of Inotera […] Our checks suggest PC build was weak in C1Q, leading to excess inventories in the PC supply chain and PC DRAM prices declining ~13% q/q. While suppliers have aggressively moved their DRAM production towards mobile and servers (data centers), we also see greater than seasonal decline in demand in those two markets. We believe the demand weakness will likely continue in C2Q, with another 8-10% decline in DRAM ASP.”

However, “Our optimistic view on 2H 2016 recovery has not changed despite a challenging environment. In DRAM, we expect MU to finally benefit from the 20nm transition as it achieves bit cross-over by May (we have modeled 1 % DRAM cost reduction in F2Q during the transition phase).

According to TipRanks.com, analyst Sidney Ho has a total average return of -7% and a 49% success rate. Ho has a -29.8% average return when recommending MU, and is ranked #3455 out of 3760 analysts.

Out of the 32 analysts polled by TipRanks (in the past 3 months), 16 rate Micron Technology stock a Buy, 5 rate the stock a Hold and 1 recommends a Sell. With a return potential of 44%, the stock’s consensus target price stands at $16.68.

Amazon.com, Inc.

Oppenheimer analyst Jason Helfstein reiterated an Outperform rating on shares of Amazon, while reducing the price target to $660 (from $700), and trimming AWS estimates on the back of increased competitive concerns.

Helfstein commented, “We now believe AWS will reduce prices 10% (was 5%), following this week’s Google Cloud Platform event. While AWS is still far ahead of the competition in features and services, as reflected in zero price reductions in 2015, we cannot ignore recent press reports of potential client losses (AAPL, Spotify and Dropbox). While these could be blamed on current/future channel conflicts, AWS is likely to react to GOOG price reductions. Lowering LT market share assumptions, following OPCO’s Cloud Team’s assumption of MSFT and industry deep dive report. On the eCommerce side, we believe margins will improve, as the 4Q disappointment was driven by higher than expected FBA volumes.”

According to TipRanks.com, analyst Jason Helfstein has a total average return of 5.3% and a 48% success rate. Helfstein has a 31% average return when recommending AMZN, and is ranked #439 out of 3760 analysts.

Out of the 46 analysts polled by TipRanks, 40 rate Amazon stock a Buy, while 6 rate the stock a Hold. With a return potential of 34%, the stock’s consensus target price stands at $733.49.