U.S. stocks traded slightly lower on Wednesday as health stocks weighed and financials fell after Federal Reserve Chair Janet Yellen said the central bank was considering changes to the annual stress test. Among the equities in focus today are electric car maker Tesla Motors Inc (NASDAQ:TSLA) and iPhone maker Apple Inc. (NASDAQ:AAPL). Let’s take a closer look:

Tesla Motors Inc

Based on conversations with 20 Tesla sales centers around the United States, Pacific Crest analyst Brad Erickson expects deliveries to be relatively in line with his estimate of 22,000 deliveries, or 90% y/y growth.

Erickson noted, “Based on our checks, we think Model X deliveries could actually be a bit above our forecast of 9,000 while we expect Model S deliveries to be more in line with to slightly below our estimate of 13,000.”

“While we think Tesla is tracking to the low end of its previously stated delivery target of 80,000-90,000 for 2016, it is using various discounting mechanisms to do so, which is cause for worry. First, we found continued traction of the $9,000-cheaper 60 kWh Model S versus the 75 kWh option, which is dilutive to gross margin by an estimated 1000 basis points. Second, we think as many as a third of current Model S orders are coming from Model 3 reservation holders opting for the newly created two-year (and less expensive) lease. Finally, we found Tesla has been employing a deeper discounting formula to drive sales of inventory models, with all offers expiring this Friday, the last day of the quarter,” the analyst added.

Erickson reiterated a Sector Weight rating on Tesla Motors, while no price target was provided.

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Brad Erickson has a yearly average return of -7.1% and a 47.7% success rate. Erickson has a 11.0% average return when recommending TSLA, and is ranked #3747 out of 4185 analysts.

Out of the 26 analysts polled by TipRanks (in the past 3 months), 3 rate Tesla Motors stock a Buy, 6 rate the stock a Hold and 4 recommend a Sell. With a return potential of nearly 8%, the stock’s consensus target price stands at $222.33.

Apple Inc.

Bernstein analyst Toni Sacconaghi was out pounding the table on Apple Wednesday, reiterating an Outperform rating and price target of $125, which implies an upside of 10% from current levels.

Sacconaghi noted, “We view potential iPhone ASP strength as an additional cushion to FQ1 consensus revenue estimates – collectively, the December quarter’s additional week and potentially higher ASPs could add >10% to iPhone revenues YoY.”

“We continue to view the risk reward on AAPL as favorable and the stock as an attractive re-valuation opportunity going into the iPhone 7S/8 cycles,” the analyst concluded.

According to TipRanks.com, 5-star analyst Toni Sacconaghi has a yearly average return of 21.2% and a 72% success rate. Sacconaghi has a 23.1% average return when recommending AAPL, and is ranked #56 out of 4185 analysts.

Out of the 46 analysts polled by TipRanks, 38 rate Apple stock a Buy, 5 rate the stock a Hold and 3 recommend a Sell. With a return potential of 11%, the stock’s consensus target price stands at $126.01.