U.S. stocks are in the red this morning as oil prices fell and as investors continued to digest dovish comments by Federal Reserve governor Lael Brainard. Among the equities in focus today are iPhone maker Apple Inc. (NASDAQ:AAPL) and media giant Walt Disney Co (NYSE:DIS). Let’s take a closer look:

Apple Inc.

Apple Inc. (NASDAQ:AAPL) announced last Wednesday at the company’s annual special event that the newest iPhone was making its arrival on the scene, and on Friday, the tech titan began to take pre-orders for the iPhone 7 and iPhone 7 Plus.

On back of his historical tracking of iPhone lead times paired with current list times indicated on Apple.com, Piper Jaffray top analyst Gene Munster reiterates an Overweight rating on shares of AAPL with a $151 price target, which represents a 43% increase from where the stock is currently trading.

Unlike prior launches, Munster notes the titan for the first time will not be releasing figures for opening weekend sales. Previously, investors would track these numbers with great anticipation, including the analyst, who would counter with his own forecasts.

Yet, Munster believes, “The opening sales figures were never a great read on demand for the phone because they were influenced by adding new launch countries and the amount of inventory Apple produced and sold into carriers and retail partners.”

“While they are not releasing pre-order totals (or open weekend sales next Monday), we believe that lead times for the product compare similarly to the last two launches. Overall we remain comfortable with our thinking that the iPhone 7 will be closer to the iPhone 6 than iPhone 6S and continue to expect 11% y/y revenue growth for the iPhone 7 cycle, compared to down 9% for the 6S,” he concludes.

As usual, we like to include the analyst’s track record when reporting on new analyst notes to give a perspective on the effect it has on stock performance. According to TipRanks, top five-star analyst Gene Munster has achieved a high ranking of #6 out of 4,143 analysts. Munster upholds a 64% success rate and yields 17.5% in his annual returns. When recommending AAPL, Munster earns 10.6% in average profits on the stock.

TipRanks analytics exhibit AAPL as a Strong Buy. Based on 35 analysts polled in the last 3 months, 30 rate a Buy on AAPL, 4 maintain a Hold, while 1 issues a Sell. The 12-month average price target stands at $125.44, marking a nearly 19% upside from where the shares last closed.

Walt Disney Co

Morgan Stanley analyst Benjamin Swinburne is out with a research report on Walt Disney Co (NYSE:DIS), discussing both upside and risk for the House of Mouse. As such, he reiterates an Equal Weight rating on DIS with a price target of $105, which represents a 12% increase from where the shares last closed.

The analyst mostly maintains his overall estimates, pointing to more stringent cost controls and increased profitability levels offsetting the negative of reduced revenue expectations.

While the Street has “optimistic” expectations for DIS in its fiscal year of 2017, Swinburne remains skeptical, continuing to anticipate it will be “a low growth year for Disney,” although he notes that the gap between the two projections has diminished for expectations for the fiscal year of 2018. Come 2018, Swinburne predicts, “We see double digit upside to our 12-month price target for the first time in years.

Swinburne notes, “More recently, we believe fading expectations for licensing growth have weighed on shares. Our view is that aggregate licensing revenues (licensing reported in the CP segment and at the Studio) will likely be down in FY17 due to tough compares vs. Frozen and Star Wars: Episode VII in prior years.”

However, Swinburne adds he is more “constructive” in regards to “the sustainability of above historical average incremental margins at the US parks,” which could be a key to driving the path to profitability even in the midst of tough comps.

Ultimately, “We remain EW shares, as we expect minimal growth in FY17 and remain below consensus. However, there is reason to believe the negative revisions are near an end, and valuation is less stretched,” he concludes.

According to TipRanks, which measures analysts’ and bloggers’ success rate based on how their calls perform, four-star analyst Benjamin Swinburne is ranked #483 out of 4,143 analysts. Swinburne has a 59% success rate and realizes 8.7% in his yearly returns. When recommending DIS, Swinburne earns 1.0% in average profits on the stock.

TipRanks analytics demonstrate DIS as a Buy. Based on 20 analysts polled in the last 3 months, 10 rate a Buy on DIS, 9 maintain a Hold, while 1 issues a Sell. The consensus price target stands at $111.61, marking a 19% upside from where the stock is currently trading.