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 29, 2026
STX: In the Sweetest of Sweet Spots; Raise Target to $800
We reiterate our Outperform and raise our price target to $800 on the shares of Seagate (STX; $672.62) after the company produced a substantial FQ3 (Mar) “beat and raise” last night, which further highlighted to…
April 29, 2026
CLS: Adds Further to Growth Profile
We raise our 2026/2027E EPS for Celestica (CLS; $361.54; O/P) from an already robust $8.75/$12.50 to now assume at least $10.15/$14.55, after the company produced a healthy Q1 EPS “beat and raise”. Admittedly, Q1 upside…
April 29, 2026
GLW: Looking To Be on A Solid Growth Trajectory
We raise our 2026/2027E EPS from $2.90/$3.25 to $3.10/3.75 for Corning (GLW; $153.05; E/W) after the company produced some modest Q1 upside with some more favorable forward-looking guidance, which was not surprisingly led by Optical…
April 28, 2026
SANM: Lots of ZT Proving Points; Raise Target to $250
We reiterate our Outperform, raise our target from $200 to $250, and increase F2026/2027E (Sept) EPS from $10.05/$11.10 to $11.00/$12.75 on Sanmina (SANM; $188.08) after a big FQ2 (Mar) “beat and raise” confirmed to us…
