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 26, 2026
JBL: Meetings Highlight Increasingly Diverse Growth Profile
We reiterate our Outperform and $450 target on the shares of Jabil (JBL; $374.64) after hosting investor meetings for management in New York earlier this week. Attending from Jabil were CEO Mike Dastoor, CFO Greg…
June 25, 2026
MU: Adding Structural Integrity to Business Model; Raise Target to $1,500
We are raising our F2026/2027E (Aug) EPS from $61.00/$111.00 to $73.10/$147.00 on Micron (MU; $1,213.56; O/P) after it produced another “jaw dropping beat and raise” with its FQ3 (May) print. Importantly, upside was again driven…
June 23, 2026
Stable European Auto Trends in May with Rising BEV Mix
This morning (6/23), the European Automotive Manufacturers Association released car registration data from the region for the month of May, which suggested demand for vehicles in European markets remained relatively solid, albeit at a somewhat…
June 22, 2026
Micron: Raising Estimates Ahead of FQ3 Print
We are yet again raising our F2026/F2027E (Aug) EPS for Micron (MU; $1,133.99; O/P), this time from $58/$102 to $61/$111, ahead of the company’s FQ3 (May) results, which are scheduled for Wednesday (after market). We…
