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.
September 22, 2026
FLEX: Form 10 Reads as a Buy
We believe the shares of Flex (FLEX; $111.61; O/P) prove meaningfully oversold over the next few months based on our review of the company’s just filed Form 10 along with a range of industry data…
September 17, 2026
APH: Adjusting Numbers for Stock Split
We are adjusting our 2026/2027E EPS on Amphenol (APH; $78.37; O/P) from $5.35/$6.40 to $2.67/$3.20, which is entirely to reflect the company’s recent two-for-one stock split. We note that management basically reiterated prior Q3 EPS…
September 17, 2026
PLXS: Investor Meeting Highlights Its Winning Hand
We hosted a bullish virtual investor meeting yesterday for senior management from Plexus (PLXS; $247.o0; E/W), including CEO Todd Kelsey, CFO David Abuhl, COO Oliver Mihm, as well as Shawn Harrison, VP of IR. The…
September 10, 2026
UBER: A Bunch of Reasons to Buy on Weakness
We think the recent 10% decline in the shares of Uber Technologies (UBER; $72.64; O/P), most likely on renewed fears that the advent of robotaxis turns out to be detrimental to the company’s long-term growth…
