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.
September 17, 2026
APH: Adjusting Numbers for Stock Split
We are adjusting our 2026/2027E EPS on Amphenol (APH; $78.37; O/P) from $5.35/$6.40 to $2.67/$3.20, which is entirely to reflect the company’s recent two-for-one stock split. We note that management basically reiterated prior Q3 EPS…
September 17, 2026
PLXS: Investor Meeting Highlights Its Winning Hand
We hosted a bullish virtual investor meeting yesterday for senior management from Plexus (PLXS; $247.o0; E/W), including CEO Todd Kelsey, CFO David Abuhl, COO Oliver Mihm, as well as Shawn Harrison, VP of IR. The…
September 10, 2026
UBER: A Bunch of Reasons to Buy on Weakness
We think the recent 10% decline in the shares of Uber Technologies (UBER; $72.64; O/P), most likely on renewed fears that the advent of robotaxis turns out to be detrimental to the company’s long-term growth…
September 10, 2026
LYFT: CFO Retires
Lyft (LYFT; $14.90; E/W) negatively surprised the Street yesterday with news that CFO Erin Brewer plans to retire effective September 28th, 2026. In our view, Ms. Brewer, who has been with the company as CFO…
