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.
June 22, 2026
Micron: Raising Estimates Ahead of FQ3 Print
We are yet again raising our F2026/F2027E (Aug) EPS for Micron (MU; $1,133.99; O/P), this time from $58/$102 to $61/$111, ahead of the company’s FQ3 (May) results, which are scheduled for Wednesday (after market). We…
June 22, 2026
STX: Reduce Rating to Equal Weight
We are reducing our rating on the shares of Seagate (STX; $1,070.23) from Outperform to Equal Weight on our concerns that expectations around hard disk drive (HDD) pricing may be getting ahead of likely outcomes….
June 22, 2026
WDC: Reduce Rating to Equal Weight
We are reducing our rating on the shares of WD Corporation (WDC; $746.23) from Outperform to Equal Weight on our concerns that expectations around hard disk drive (HDD) pricing may be getting ahead of likely…
June 18, 2026
UBER: Adds to Robotaxi Target Cities
Yesterday (6/17), Uber Technologies (UBER; $72.06; O/P) announced that a couple of its robotaxi partnerships now have plans to expand into additional cities. We found the timing of this news to be interesting since it…
