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 7, 2026
GLW: Shining More Light on Springboard Plan
Yesterday, we attended Corning’s (GLW; $181.44; E/W) Investor Day in New York, which highlighted a technical roadmap well positioned for success in coming years, particularly Optical Communications (40%+ of sales and profits). The meeting focused…
May 7, 2026
BHE: CEO Meetings Highlight Various Upside Possibilities
We reiterate our Outperform and $100 target on the shares of Benchmark Electronics (BHE; $86.32) after hosting virtual investor meetings earlier this week with CEO David Moezidis, CFO Bryan Schumaker, and Paul Mansky, Senior Director,…
May 7, 2026
FLEX: Already a Value Enhancing Spin; Raise Target to $160
We raise our target on the shares of Flex (FLEX; $134.73) from $115, admittedly just set yesterday, to $160 while sticking with our Outperform after the stock rose a remarkable 40% yesterday off the company’s…
May 6, 2026
FLEX: Breaking Up is Good to Do; Raise Target to $115
Last night, Flex (FLEX; $96.45; O/P) stunned the Street with news that its Board approved plans to spin off its Cloud & Power Infrastructure (CPI) portfolio, thereby creating two independent, publicly traded companies in a…
