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 23, 2026
MBLY: On a Firmer Path
We are making relatively small adjustments to our sales and profits estimates for Mobileye (MBLY; $8.70; E/W) after the company produced a healthy Q1 beat while basically maintaining its guidance for the rest of 2026E….
April 23, 2026
VRT: More Upside
We raise our 2026E EPS for Vertiv (VRT; $321.62; E/W) from $6.05 to $6.30 (+50% YoY vs. +47% in 2025 and +63% in 2024) after the company posted a healthy Q1 “beat and raise” that…
April 22, 2026
TEL: Stock Decline Goes Against Important Context
The shares of TE Connectivity (TEL; $221.04; O/P) declined 9% today on the heels of FQ2 (Mar) results and guidance that we see only modestly moving up Street forecasts. We think investors were also concerned…
April 21, 2026
FLEX: Expecting Fundamental Support for Recent Rally
We reiterate our Outperform and raise our target from $75 to $95 on the shares of Flex (FLEX; $85.90) ahead of its FQ4 (Mar) results and guidance, scheduled for May 6th (before market). We expect…
