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.
July 15, 2026
TEL: The Sum of All Fears Creates Buying Opportunity
The shares of TE Connectivity (TEL; $200.98; O/P) are now down 18% from recent highs set back in mid-April to only 16X our C2027E EPS (vs. its C2019-2025 average of 16-20X), which we think reflects…
July 14, 2026
The Mother of All EPS Bars?
We think the generally robust stock price performance across our supply chain coverage during H1 of C2026 makes for an especially difficult setup into CQ2 EPS season. We think this is even after considering the…
July 14, 2026
GLW: Raising Estimates on Positive Optical Demand Trends
We are raising our 2026/2027E EPS from $3.10/$3.75 to $3.20/$4.20 on Corning (GLW; $183.38; E/W) ahead of the company’s Q2 results and guidance, which are scheduled for July 28th (before market open). Our higher EPS…
July 13, 2026
JBL: Some Interesting Expansion News
We believe last week’s news that Jabil (JBL; $330.29; O/P) plans to invest $119mm+ in a new manufacturing facility in Marshall County, Mississippi highlights how the holistic services strategy of its Intelligent Infrastructure business (~50%…
