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.
November 13, 2026
TEL: Building Out Its Optical Entry Point
Yesterday (11/12), TE Connectivity (TEL; $214.08; E-W) announced it is investing $60mm+ to build out an advanced R&D and manufacturing facility in Henrietta, NY, which is located just outside Rochester, to develop next-generation fiber optic…
November 13, 2026
FLEX: Deep in the Heart of Innovation
Earlier this week, we attended an Innovation Day in Austin, Texas that was co-hosted by Flex (FLEX; $78.12; O/P) and the soon to be spun Axiom Solutions International, which still plans to trade as a…
November 12, 2026
MBLY: Still A Lot of Questions
We are fine tuning our sales and profit estimates for Mobileye (MBLY; $5.58; E/W) after the company recently produced some upside to Q3 results, while basically maintaining full year guidance. We still model 2026E operating…
November 11, 2026
SANM: Hitting the New Fiscal Year with Lots of Momentum
We raise F2027E (Sept) EPS for Sanmina (SANM; $162.81; O/P) from $14 to $16.80 (+27% YoY vs. +120% YoY in F2026 and its F2020-2025 EPS CAGR of 15%) after its big FQ4 “beat and raise”,…
