As the peak of earnings season continues, analysts are weighing in on Twitter Inc (NYSE:TWTR) and PCM Inc (NASDAQ:PCMI), with mixed ratings and views. Let’s take a closer look:

Twitter Inc

As Wall Street debates Twitter’s third-quarter results, Baird analyst Colin Sebastian is out with his insights. Overall, Twitter reported better-than-feared third-quarter results, with revenue and EBITDA ahead of the Street, and provided in-line fourth-quarter guidance. As such, Sebastian raised his price target for the stock to $17 (from $16), while reiterating a Neutral rating.

Sebastian commented, “Twitter reported 3Q16 results modestly above tempered expectations, and provided what we interpret to be in-line Q4 guidance, notable given the anticipated disruption from the sales force realignment. Importantly, daily user growth and engagement continue to accelerate, driven primary by product improvements for new/existing users. We note a more positive tone from management, as the company gears up for possibly better growth trends next year.”

“Looking ahead, we note the potential for stabilizing/improving user metrics to translate into faster revenue growth, combined with attribution improvements (e.g., DoubleClick integration, website conversion tracker) and greater scale/yield,” the analyst added.

As usual, we like to include the analyst’s trackrecord when reporting on new analyst notes. Sebastian has a very good TipRanks score with a 73% success rate and he stands at #10 out of 4,188 on the analyst leaderboard.

Out of the 42 analysts polled by TipRanks, 6 rate Twitter stock a Buy, 27 rate the stock a Hold and 9 recommend a Sell. With a downside potential of 2%, the stock’s consensus target price stands at $17.26.

PCM Inc

PCM shares rose nearly 29% in Thursday trading session, after the marketing company released third-quarter results, posting net income of $3.5 million, or $0.43 per share on a 44% y/y increase in revenue to $584.9 million versus a $785,000 loss or ($0.07) per share on revenue of $404.9 million a year earlier.

In reaction, Roth Capital analyst William Gibson upgraded PCM shares from Neutral to Buy, while raising the price target for the stock to $24 (from $20.50).

Gibson wrote, “Our 4Q16 and 2017 revenue estimates are unchanged, but we raised our earnings estimates, largely to reflect a 14.0% gpm estimate in both 4Q16 and 2017 from 13.9% and 13.7% respectively before. Our GAAP earnings estimate is $4.5 million or $0.36 per share in 4Q16 and our adjusted earnings estimate is $0.45. Our new 2017 earnings estimate is $21.8 million or $1.75 per share and our adjusted earnings estimate is $2.05.”

“Using an EV/Adjusted EBITDA multiple of 7.5x our 12-month forward adjusted EBITDA estimate, we are raising our 12-month price target to $24 from $20.50 previously. Following a downgrade in late August based solely on price, we are raising our rating to Buy from Neutral,” the analyst continued.

According to TipRanks.com, analyst William Gibson has a yearly average loss of 9.5% and a 38% success rate. Gibson has a 56.3% average return when recommending PCMI, and is ranked #3759 out of 4188 analysts.

PCMI Chart