Drexel Hamilton analysts weighed in on tech giant Apple Inc. (NASDAQ:AAPL) and Telecommunications giant AT&T Inc. (NYSE:T). While one analyst shines light on Apple’s recent investment in Didi Chuxing, Uber’s biggest ride-hailing competition in China, the other prepares to upcoming meeting with investors at AT&T’s Global Network Operations Center (GNOC). Let’s take a closer look:

Apple Inc.

Apple has confirmed this week that it made a $1 billion investment in Didi Chuxing, a taxi-hailing service that is often described as the “Uber of China”.

Following the news, Drexel Hamilton analyst Brian White commented, “Given that Apple generated revenue of $58.7 billion (up 84% YoY) in Greater China during FY:15 or 25% of sales, we believe there are a long list of reasons why the company would be interested in investing $1 billion in Didi Chuxing. Also, Apple maintained 90% of its 2Q:FY16 cash overseas.”

The analyst continued, “We believe privately-held Didi represents an attractive, standalone investment given the company’s dominance of the China taxi-hailing market with over 80% market share. In the U.S. market, Didi has a partnership with Lyft. The WSJ reported a $25 billion valuation around Didi. Didi had over 250 million users at the end of 2015 with 1.43 billion rides last year across 1.5 million registered taxi drivers. During our recent trip to China, we experienced the challenges of hailing a taxi with demand so high in Shenzhen that we were unable to book a Didi ride or reserve an Uber car.”

White reiterated a Buy rating on shares of Apple, with a price target of $185, which represents a potential upside of 103% from where the stock is currently trading.

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Brian White has a yearly average return of 6.5% and a 48.8% success rate. White has a 18.4% average return when recommending AAPL, and is ranked #253 out of 3913 analysts.

AT&T Inc.

Drexel Hamilton analyst Barry Sine chimed in on AT&T, ahead of May 20’s investors meeting at AT&T’s Global Network Operations Center (GNOC) in Bedminster, New Jersey. AT&T cyber-security experts will demonstrate the center’s unique capabilities and discuss how AT&T defends the internet. Management will be available for questions over lunch afterwards.

Sine noted, “According to AT&T “The GNOC staff monitors and proactively manages the data and voice traffic flowing across AT&T’s domestic and global networks twenty-four hours a day, seven days a week. From their workstations on the GNOC floor, they can quickly survey a sweeping wall of 141 giant screens showing different aspects of network activity, network topography and news events. At their consoles, each team member monitors a different segment or technology in the network using the most advanced diagnostic and management tools available.”

The analyst rates AT&T shares a Buy, with with a price target of $44, which implies an upside of 12% from current levels.

According to TipRanks.com, analyst Barry Sine has a yearly average return of -5% and a 44% success rate. Sine has a 1% average return when recommending T, and is ranked #2993 out of 3913 analysts.

Out of the 23 analysts polled by TipRanks, 17 rate At&t Inc stock a Buy, 5 rate the stock a Hold and 1 recommends Sell. With a return potential of 4.7%, the stock’s consensus target price stands at $41.16.