This has been a rough week for investors of Palo Alto Networks Inc (NYSE:PANW) and Canadian Solar Inc.(NASDAQ:CSIQ) after the companies released their quarterly results that failed to live up to Wall Street’s expectations. After reviewing the earnings, JMP analysts issued research notes, reiterating mixed ratings on both names. Let’s take a closer look:

Palo Alto Networks Inc

For the second time in three quarters, Palo Alto posted weaker than expected results, sending shares down nearly 13% (as of this writing). In reaction, JMP Securities analyst Erik Suppiger reduced his price target to $175 (from $180), while reiterating an Outperform rating on the stock. The reduced target represents a potential upside of 24% from where the stock is currently trading.

Suppiger commented, “Despite the mixed results, we view the ~13% pull-back in PANW as a buying opportunity for three key reasons: 1) we believe the strong growth in Palo Alto’s F2011-2012 customer cohorts provide a robust installed base, which is likely to upgrade in F2H17, giving management better visibility heading into the back-half; 2) Palo Alto has several emerging services that are gaining early traction and represent growth drivers, particularly its Traps endpoint security product that reached over 1 million endpoints in the quarter; and 3) we think Palo Alto’s service provider business is gaining meaningful momentum, which we believe will drive particularly strong growth in F2H17 and beyond. We lower our FY17 billings and FCF estimates to $2,468M and $688M, respectively, from $2,537M and $712M.”

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Erik Suppiger has a yearly average return of 11.7% and a 59% success rate. Suppiger has a 31.3% average return when recommending PANW, and is ranked #433 out of 4235 analysts.

Out of the 36 analysts polled by TipRanks, 32 rate Palo Alto Networks stock a Buy, while 4 rate the stock a Hold. With a return potential of 31%, the stock’s consensus target price stands at $185.

Canadian Solar Inc.

Canadian Solar seen its shares falling nearly 9% yesterday, after the solar power giant lowered its 2016 guidance on higher-than-expected pricing pressure. As such, JMP Securities analyst Joseph Osha reiterated a Market Perform rating on CSIQ, without providing a price target.

Osha wrote, “The company deserves much credit for continuing to maintain a competitive cost structure, and although margins are likely to deteriorate in the coming quarter or two, we believe Canadian can continue to make money. There is also a credible strategy in place to monetize the company’s portfolio of projects. The question to be addressed, in our view, is simply how much longer the current pricing environment is going to last.”

“At the moment we are still waiting. Valuing the company at 3.0x FY2017 EBITDA and 3.0x normalized cash flow equates to $12, slightly above the current stock price, but not enough to get excited about; thus, we believe shares are fairly valued,” the analyst concludes.

As usual, we like to include the analyst’s trackrecord when reporting on new analyst notes. According to TipRanks, analyst Joseph Osha has a yearly average return of 4.7% and a 50% success rate. Osha is ranked #1971 out of 4235 analysts.

Out of the 5 analysts polled by TipRanks (in the past 3 months), 1 is bullish on Canadian Solar, while 3 remain sidelined. With a return potential of 59%, the stock’s consensus target price stands at $17.00.