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.
April 22, 2026
TEL: Stock Decline Goes Against Important Context
The shares of TE Connectivity (TEL; $221.04; O/P) declined 9% today on the heels of FQ2 (Mar) results and guidance that we see only modestly moving up Street forecasts. We think investors were also concerned…
April 21, 2026
FLEX: Expecting Fundamental Support for Recent Rally
We reiterate our Outperform and raise our target from $75 to $95 on the shares of Flex (FLEX; $85.90) ahead of its FQ4 (Mar) results and guidance, scheduled for May 6th (before market). We expect…
April 21, 2026
SANM: Same as It Ever Was into FQ2 (Mar) Print
The shares of Sanmina (SANM; $175.46; O/P) have now almost fully “reversed course” from the end of March, by a remarkable 40%+, to levels that still leave it nearly 5% shy of where the stock…
April 21, 2026
Some More Bullish EMS News
Yesterday, Amazon (AMZN; $248.28; NR) announced it is expanding on an existing collaboration with Anthropic, which further highlights how we see EMS providers continuing to benefit from their own specific relationships with AMZN, as per…
