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.
February 23, 2026
UBER: Formalizes Autonomous Solutions
This morning, Uber Technologies (UBER; $71.04; E/W) announced the launch of Uber Autonomous Solutions, which formally combines a suite of services and capabilities that management previously built out in recent years to help autonomous vehicle…
February 23, 2026
Political Risks in Mexico Raise Their Ugly Head
We think a weekend raid of a major drug cartel by authorities in Mexico, which resulted in the killing of a cartel leader and subsequent violence in the Mexican state of Jalisco should be of…
February 20, 2026
UBER: 10-K Tidbits
We are sticking with our 2026E EPS on Uber Technologies (UBER; $73.31; E/W) at $3.20 (+31% YoY) and initiate 2027E EPS of $3.80 (+19% YoY), which reflects our belief that the company’s Mobility business (51%…
February 20, 2026
ST: The Ship is Steadied; Calmer Waters Ahead
We are making relatively modest changes to our 2026E EPS for Sensata (ST; $36.16; E/W), from $3.65 to $3.60 (+5% YoY), while initiating 2027E EPS at a very reasonable $3.85 (+7% YoY) after Q4 EPS…
