Analysts are providing perspective on popular giants GoPro Inc (NASDAQ:GPRO) and Netflix, Inc. (NASDAQ:NFLX). Whereas Piper Jaffray analyst does not favor the odds for GoPro amid its decision to halt domestic shipping to Amazon, believing this will impact the company’s holiday season revenue, Nomura offers a bullish forecast for Netflix ahead of its third-quarter print. Let’s take a closer look:

GoPro Inc

Following a conversation with GoPro management, Piper Jaffray analyst Erinn Murphy discovers she has been proven right in her theory that the action camera giant has decided to presently halt shipping to Amazon domestically. As such, Murphy reiterates an Underweight rating on shares of GPRO with a $9 price target, which represents a 35% downside from where the stock is currently trading.

While the standstill has been confirmed, management indicates the intention is for this to be merely temporary. The analyst explains, “The company plans to resume shipping to them at the end of October. GPRO has been shipping to Best Buy, other partners and their own GoPro.com channel in the meantime. If GoPro resumes shipping to Amazon by the end of October/beginning of November, the revenue shortfall would be less than our $100M estimate which is predicated on four months.”

“Nonetheless, this is a disruption of a key partner that we believe was not contemplated in guidance and we will continue to monitor the progress of this channel partner into the Holiday season,” Murphy contends.

As usual, we recommend taking analyst notes with a grain of salt. According to TipRanks, analyst Erinn Murphy is ranked #4,030 out of 4,182 analysts. Murphy has a 39% success rate and faces a loss of 8.2% in her annual returns. When recommending GPRO, Murphy loses 35.5% in average profits on the stock.

TipRanks analytics exhibit as a Hold. Based on 13 analysts polled in the last 3 months, 3 rate a Buy on GPRO, 8 maintain a Hold, while 2 issue a Sell. The 12-month price target stands at $13.25, marking a 7% downside from where the shares last closed.screen-shot-10-13-16-at-05-43-pm

Netflix, Inc.

Netflix is set to deliver its third-quarter financial results on October 17th. Ahead of earnings, Nomura analyst Anthony Diclemente provides a preview of key trends for the quarterly print coupled with fourth-quarter guidance. Although the analyst notes two quarters of challenging year-over-year international comparisons facing the streaming giant, he remains positive on prospects overall.

As such, Diclemente reiterates a Buy rating on NFLX with a price target of $110, which represents a 12% increase from where the shares last closed.

The analyst opines, “In the US, 3Q subscriber growth may be impacted by churn associated with effective price increases and the Olympics; however, strong YoY content compares could provide an offset. For the 4Q in the US, churn could improve, owing in part to the expected Comcast X1 integration, the rollout of Disney movie and other new content, and completion of pricing ungrandfathering. Internationally, 3Q represents an easier new market compare (Japan) than 2Q16; our checks found 3Q strength in W. Europe, offset by slowing growth in Latin America. We expect a conservative 4Q int’l guide as Netflix compares to the S. Europe launch in the 4Q15.”

Since second-quarter results, Netflix has traded up 20%, which Diclemente believes is possibly attributed to takeout proposition discussion. Ultimately, the analyst remains bullish on NFLX prospects “as the company faces near-term sub growth headwinds; the strategic nature of Netflix within media helps provide a valuation floor.”

According to TipRanks, which measures analysts’ and bloggers’ success rate based on how their calls perform, five-star analyst Anthony Diclemente is ranked #365 out of 4,182 analysts. Diclemente has a 60% success rate and earns 8.2% in his yearly returns. When recommending NFLX, Diclemente gains 0.0% in average profits on the stock.

TipRanks analytics demonstrate NFLX as a Buy. Based on 34 analysts polled in the last 3 months, 17 rate a Buy on NFLX, 10 maintain a Hold, while 7 issue a Sell. The consensus price target stands at $106.52, marking a 7% upside from where the stock is currently trading.