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 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…
April 20, 2026
CLS: Looking for More Momentum with Q1 Print
We reiterate our Outperform and raise our target from $400 to $475 on the shares of Celestica (CLS; $401.34) ahead of its Q1 results, scheduled for next Monday (4/27 after market). We note recent data…
April 20, 2026
BHE: Raising Target to $75 Ahead of Q1 Print
We are raising our target from $65 to $75 on the shares of Benchmark Electronics (BHE; $65.28; O/P) ahead of its Q1 results, scheduled for April 29th (after market). Our incremental bullishness on the stock…
April 17, 2026
BDC: Puts and Takes to Consider into Q1 Print
We stick with our current EPS estimates for Belden (BDC; $132.47; E/W) into the company’s Q1 results and guidance, which are scheduled for April 30th (before market). Admittedly, BDC may be only one of the…
