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.
August 7, 2026
AMKR: One Wild Ride
The shares of Amkor Technology (AMKR; $54.89; E/W) have been on a “wild ride” in 2026, especially the case since its Q2 results and guidance last Monday (7/27 after market). On the plus side, the…
August 7, 2026
LYFT: Healthy Momentum Continues; Reiterate Outperform
We bump up our 2026E adjusted EBITDA on Lyft (LYFT; $16.30; O/P) from $700mm to $713mm (+35% YoY vs. +38% in 2025) while sticking with our 2027E EBITDA at management’s long-standing target of $1B (+40%…
August 6, 2026
UBER: Flywheel Continues to Fly Higher; Reiterate Outperform
To our surprise, the shares of Uber Technologies (UBER; $68.96; O/P) continue to remain under pressure, even after the company again demonstrated that its platform “flywheel” continues to drive healthy growth in both gross bookings…
August 6, 2026
TTMI: Roadmap Momentum Picks Up; Reiterate Outperform
We are raising our 2026/2027E EPS from $4.00/$5.00 to $4.80/$7.00 on TTM Technologies (TTMI; $131.25; O/P) after the company produced a healthy Q2 beat that was accompanied by even better guidance from management for the…
