Analysts delve deeper into two tech titans, Apple Inc. (NASDAQ:AAPL) and Paypal Holdings Inc (NASDAQ:PYPL), offering respective bullish forecasts. One top analyst sings the praises of Apple amid opportunities for market share expansion placing the company at a welcome, competitive advantage, and another analyst likes the odds for a probable raise in guidance waiting from Paypal once third-quarter financial results are revealed. Let’s explore why:

Apple Inc.

Things are looking good for Apple amid a strong iPhone 7 U.S. launch, “healthy” data points presently indicated in China, and it’s arch-rival Samsung literally exploding in Apple’s dust with the disaster that has become of the Note 7. ON back of a “stronger than seasonal” third quarter exhibited in Drexel Hamilton top analyst Brian White‘s Apple Monitor results, the analyst believes “the doom and gloom around Apple is starting to thaw.”

As such, the analyst considers the tech titan to remain as a top pick for the second half of 2016 and reiterates a Buy rating on shares of AAPL with a $185 price target, which represents a 57% increase from where the stock is currently trading.

White notes, “In early September, a flurry of media outlets reported the Galaxy Note 7 was catching fire and exploding, forcing Samsung to halt shipments of the new device. Today, the NY Times reported that Samsung will stop producing the Galaxy Note 7 and we believe this provides a tailwind behind what we believe is already a healthy iPhone 7/7 Plus launch.”

“With original market expectations for approximately 10-14 million Galaxy Note 7 units in H2:2016 (availability began on August 19), we believe Apple has an opportunity to pick up at least 8 million incremental units in CY:16. Moreover, this fiasco could permanently damage the Samsung brand in the smartphone market, a big opportunity for Apple to gain market share,” White 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 Brian White has achieved a high ranking of #84 out of 4,184 analysts. White upholds a 62% success rate and realizes 9.3% in his annual returns. When recommending AAPL, White yields 20.0% in average profits on the stock.

TipRanks analytics demonstrate AAPL as a Strong Buy. Based on 36 analysts polled in the last 3 months, 31 rate a Buy on AAPL, 4 maintain a Hold, while 1 issues a Sell. The 12-month price target stands at $128.31, marking a nearly 9% upside from where the shares last closed.

Paypal Holdings Inc

PayPal is set to deliver third-quarter earnings on October 20th. Ahead of the print, Jefferies analyst Jason Kupferberg remains bullish on the online payment giant with optimism that the print will prove positive for shares, anticipating “solid” results.

As such, the analyst reiterates a Buy rating on PYPL with a price target of $48, which represents just under a 22% increase from where the shares last closed.

Kupferberg believes it is likely PayPal’s medium-term guidance will see a boost on the heels of both on core business trends coupled with Visa Inc (NYSE:V) and Mastercard Inc (NYSE:MA) partnerships, contending, “Last quarter, PYPL declined to address potential impacts of the Visa partnership on medium-term guidance, as the MA partnership had not yet been announced. On the 3Q call, we believe the financial implications of the partnerships will be addressed.”

The analyst expresses, “Our latest deep dive into the competitive landscape concludes that PYPL’s first mover advantage, investments in innovation, and sticky consumer/merchant relationships will prevent ‘disruption’.”

Ultimately, “Don’t confuse competition with ‘disruption’; PYPL still the best way to play digital/online payments. As expected, Apple Pay is now live in-browser, and we don’t expect a noticeable impact on PYPL’s business, as there is simply no compelling reason for existing PYPL users to switch,” Kupferberg concludes, believing even amid competition, considering the giant’s “differentiated social media integration and loyal/growing user base,” Paypal remains in a stellar position.

According to TipRanks, which measures analysts’ and bloggers’ success rate based on how their calls perform, five-star analyst Jason Kupferberg is ranked #214 out of 4,184 analysts. Kupferberg has a 71% success rate and garners 8.9% in his yearly returns. However, when recommending PYPL, Kupferberg faces a loss of 5.8% in average profits on the stock.

TipRanks analytics exhibit PYPL as a Buy. Based on 27 analysts polled in the last 3 months, 16 rate a Buy on PYPL, 9 maintain a Hold, while 2 issue a Sell. The consensus price target stands at $44.50, marking a nearly 13% upside from where the stock is currently trading.