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.
May 11, 2026
LYFT: Robust Profit Growth Continues as Strategy Takes Further Hold
We stick with our Outperform on the shares of Lyft (LYFT; $14.35) as we raise our 2026E adjusted EBITDA from $675mm back up to $700mm (+32% YoY vs. its more than 2X jump over the…
May 11, 2026
UBER: At an Interesting Inflection Point; Raise Rating to Outperform
We are raising our rating on the shares of Uber Technologies (UBER; $75.45) from Equal-Weight to Outperform and establishing a $95 target as we now think a heavier rate of investment over the past year…
May 8, 2026
APTV: Expect Muddy Post-Spin Waters to Clear; Reiterate Outperform
We continue with our Outperform on the shares of Aptiv (APTV; $57.11) after the company posted Q1 results and provided guidance excluding the spin of Versigent (VGNT; $39.00; O/P) for the first time that were…
May 8, 2026
VGNT: Making Our Valuation Point with Q1 Print
We still think the shares of Versigent (VGNT; $39.00; O/P) look undervalued, after it reported Q1 results, its first as a public company since being spun out from Aptiv (APTV; $57.11; O/P), which included a…
