Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
August 21, 2025
DASH: Adds to Commerce Platform
Yesterday (8/20), DoorDash (DASH; $243.12; E/W) announced that it is significantly expanding on its Commerce Platform with new tools aimed at helping merchants grow direct sales and deepen consumer relationships across a range of channels…
August 21, 2025
Ukraine News to Consider
Earlier today, press reports disclosed that Flex’s (FLEX; $49.49; O/P) manufacturing facility in Mukachevo, Ukraine was struck overnight by two missiles that were launched from Russia. According to press reports, Flex’s facility in Ukraine employs…
August 20, 2025
DELL: Looking for Some Broadening Growth with FQ2 Print
We expect Dell Technologies (DELL; $128.37; O/P) to produce some solid upside with its FQ2 (Jul) results and outlook next Thursday (8/28 after market). Broadly speaking, we look for some more balanced profit growth across…
August 20, 2025
NXT: A U.S. Regulatory Overhang to Consider
The shares of Nextracker (NXT; $66.79; E/W) continue to be heavily influenced by the comings and goings of new U.S. solar policy, which oversees 68% of the company’s LTM sales, especially since current F2026E (Mar)…
