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.
September 4, 2026
NTAP: Much More Cyclical Confidence
We are raising our F2027/2028E (Apr) EPS from $9.00/$9.90 to $10.00/$10.90 for NetApp (NTAP; $185.38; E/W) after the company’s FQ1 (July) EPS handily beat Street expectations and the company raised its F2027E EPS outlook, albeit…
September 4, 2026
FLEX: More Power to Them
Last night, Flex (FLEX; $107.89; O/P) announced a definitive agreement to acquire EPC Power, which will become part of its soon to be separated Cloud and Power Infrastructure business (CPI; 33% of F2027E sales and…
September 2, 2026
DELL: Big Proof Points on Growth Durability; Raise Rating to Outperform
We are raising our rating from Equal-Weight to Outperform and establishing a target of $625 on the shares of Dell Technologies (DELL; $492.00) after the company produced another substantial “beat and raise” with its FQ2…
September 2, 2026
VRT: A Microgrid Deal with Macro Intentions
This morning, Vertiv (VRT; $256.67; O/P) announced an agreement to acquire Utility Innovation Group (UIG) for $1.45B in cash at closing before considering potential “earn out” payments of up to $1.15B over the next 12…
