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.
July 1, 2026
SNDK: Raising Estimates and Target Yet Again
We are raising our price target to $2,750 on the shares of Sandisk (SNDK; $2,055.86; O/P) as we increase our F2026/2027E EPS from $63/$160 to $64/$180 to be more current with recent NAND pricing dynamics…
June 30, 2026
LYFT: Some Micro Thoughts for a Bigger Valuation
We think the pending IPO of Neutron Holdings, doing business as Lime, can provide further valuation support for the idea that the shares of Lyft (LYFT; $15.25; O/P) move higher. We think this proves especially…
June 26, 2026
JBL: Meetings Highlight Increasingly Diverse Growth Profile
We reiterate our Outperform and $450 target on the shares of Jabil (JBL; $374.64) after hosting investor meetings for management in New York earlier this week. Attending from Jabil were CEO Mike Dastoor, CFO Greg…
June 25, 2026
MU: Adding Structural Integrity to Business Model; Raise Target to $1,500
We are raising our F2026/2027E (Aug) EPS from $61.00/$111.00 to $73.10/$147.00 on Micron (MU; $1,213.56; O/P) after it produced another “jaw dropping beat and raise” with its FQ3 (May) print. Importantly, upside was again driven…
