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.
January 6, 2026
SNDK: Raise Target to $350 After CES Meeting
We reiterate our Outperform and raise our target from $280 to $350 on the shares of Sandisk (SNDK; $308.44) after hosting an investor meeting yesterday with the company’s VP of IR, Ivan Donaldson, in Las…
December 23, 2025
Some Basically as Expected European Vehicle Demand Trends
This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of November, which was more or less in line with MoM seasonal patterns, albeit with some positive trends…
December 22, 2025
CART: Further Addressing FTC Concerns
This morning, Maplebear d/b/a Instacart (CART; $44.86; E/W) announced in a blog post that it is ceasing all item price tests on its platform. As a result, CART’s retail partners will no longer be able…
December 22, 2025
Thinking About Autonomous Rideshare S-Curves
We think investor “hand wringing” has basically reached peak levels towards Lyft (LYFT; $20.20; O/P) and Uber Technologies (UBER; $81.47; E/W) when it comes to the threat of autonomous rideshare disrupting their own network growth…
