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.
February 5, 2026
LYFT: Looking for Q4 Print to Prove the Stock Well Oversold
The shares of Lyft (LYFT; $15.98; O/P) are down 35% from recent highs in mid-November, including -18% since January 8th when CEO David Risher reiterated in a LinkedIn post that the company still targets 2027E…
February 5, 2026
UBER: Steady Growth Continues
Uber Technologies (UBER; $73.92; E/W) produced gross bookings (GB) and adjusted EBITDA in Q4 that were ahead of our and Street expectations highlighting how the combined Mobility and Delivery platforms continue to penetrate a massive…
February 4, 2026
FLEX: Some Unnecessary Hand Wringing; Reiterate Outperform
The shares of Flex (FLEX; $55.66; O/P) are down 16% today despite what we think was a healthy FQ3 (Dec) “beat and raise”, especially when it comes to recent operating margin expansion. Admittedly, it is…
February 4, 2026
WDC: An Eye-Opening Innovation Day; Raise Target to $350
We reiterate our Outperform and raise our target from $300 to $350 on the shares of WD Corporation (WDC; $290.24) and its new and streamlined branding after attending the company’s Innovation Day yesterday in New…
