Analysts are weighing in today on two of the most talked-about stocks on Wall Street, drug maker Valeant Pharmaceuticals Intl Inc (NYSE:VRX) and tech giant Apple Inc. (NASDAQ:AAPL). The analysts reflect on Valeant’s recent consideration of selling smaller dermatology businesses, and Apple’s upcoming earnings.

Valeant Pharmaceuticals Intl Inc

Mizuho Securities’s top analyst Irina Rivkind Koffler reiterated an Underperform rating on shares of Valeant Pharma, with a price target of $18, after Reuters reported that Valeant is considering selling smaller dermatology businesses like Obagi, Solta, and CeraVe.

Koffler was not impressed by this news, noting, “Using the company’s top 30 products list as well as historical estimates of Obagi and Solta, we estimate that the combined sales from these businesses are approximately ~$400M combined (~$75M EBITDA), and may not warrant a premium to our generous $1.7B estimate. Our model already contemplates erosion of approximately $300M in sales in 2017, and an EBITDA in the $5B range. If we assume that Valeant’s debt load is reduced to $29.3B, we calculate a new debt/adjusted EBITDA leverage ratio of ~5.9x-so the company is still stuck in its same bad situation. We currently model 2017 Revenues of $10.1B and EPS of $7.83 which is below consensus estimates of $12.0B and $11.43.”

According to, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Irina Rivkind Koffler has a yearly average return of 27% and a 54% success rate. Koffler has a 24% average return when recommending VRX, and is ranked #17 out of 3879 analysts.

Out of the 21 analysts polled by TipRanks (in the past 3 months), 7 rate Valeant stock a Buy, 10 rate the stock a Hold and 4 recommend a Sell. With a return potential of 51%, the stock’s consensus target price stands at $49.

Apple Inc.

Perhaps the most anticipated earnings report this season, Apple is set to report its fiscal second-quarter after the markets close on Monday, April 25. Credit Suisse analyst Kulbinder Garcha weighs in with his expectations.

Garcha wrote, “Our F2Q16 revenue/EPS estimates are $52.9bn/$2.09 vs. consensus $52.0bn/$2.00. Given high retention rates, a superior ecosystem, and multi product compute advantage, we believe such elevated levels of earnings and FCF of ~$65bn should be sustainable long term. Additionally, with the potential for increased capital return this quarter and with the high margin Services business potentially making up ~30% of GP LT, we reiterate our Outperform rating.”

Furthermore, “Our Asia team and our own checks suggest that iPhone builds are stabilizing at ~40-45mn units for F2Q16. Given the typical overbuild that occurs at the end of the year, we believe this supports our unit estimate of 51mn iPhones for F2Q16. Additionally, the introduction of the iPhone SE should grow Apple’s iPhone installed base of active devices and could also provide Apple with new users who made upgrade to higher price points over time as well as potentially buy other Apple compute devices.”

The analyst reiterated an Outperform rating on shares of Apple, with a price target of $150, which implies an upside of 34% from current levels.

According to TipRanks, analyst Kulbinder Garcha has a yearly average return of 8.4% and a 56% success rate. Garcha has an 14.4% average return when recommending AAPL, and is ranked #275 out of 3879 analysts.