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.
June 18, 2026
UBER: Adds to Robotaxi Target Cities
Yesterday (6/17), Uber Technologies (UBER; $72.06; O/P) announced that a couple of its robotaxi partnerships now have plans to expand into additional cities. We found the timing of this news to be interesting since it…
June 18, 2026
TTMI: Establishes Promised European Beachhead; Raise Target to $250
Last night, TTM Technologies (TTMI; $202.70; O/P) announced two acquisitions, which we think prove relatively small in terms of initial financial impact but important from a longer-term strategic perspective. Specifically, the company announced plans to…
June 17, 2026
JBL: More Earnings Momentum; Raise Target to $450
We are raising our price target from $400 to $450 on the shares of Jabil (JBL; $374.98; O/P) after the company produced a comprehensive FQ3 (May) “beat and raise” that firmly supports the idea that…
June 16, 2026
MBLY: Taking Robotaxi Matters into Its Own Hands
This morning, Mobileye (MBLY; $9.62; E/W) announced another major departure from longer term strategic direction, in our view, when management announced it was expanding its Mobileye Drive self-driving system (SDS) product into a vertically integrated…
