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.
August 3, 2026
ST: Making Some More Progress
We are bumping up our 2026/2027E EPS from $3.65/$4.00 to $3.75/$4.10 for Sensata Technologies (ST; $46.29; E/W) after the company produced some Q2 EPS upside with Q3E guidance that basically jibed with our and Street…
August 3, 2026
APH: Adds Further to Growth Trajectory; Raise Target to $200
We reiterate our Outperform and bump up our target from $190 to $200 on the shares of Amphenol (APH; $160.70) as we raise 2026/2027E EPS from $4.75/$5.25 to $5.35/$6.40, for average estimated EPS growth of…
August 3, 2026
GLW: On a Healthy Growth Trajectory with Key Optionality to Still Evaluate
We are bumping up our 2026E EPS for Corning (GLW; $138.25; E/W) from $3.20 to $3.30 (+30% YoY) while maintaining 2027E EPS at $4.20 (+27%). As illustrated in the table below, our estimate changes come…
August 3, 2026
BDC: Just Scratching the Surface; Reiterate Outperform
We reiterate our Outperform and raise our target from $130 to $155 on the shares of Belden (BDC; $124.05; O/P) as we increase 2026/2027E EPS from $7.85/$8.90 to $8.55/$9.65 (13% average annual growth) after its…
