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.
February 10, 2026
MBLY: Announces an Interesting Win in India
This morning, Mobileye Global (MBLY; $9.64; E/W) announced that its SuperVision and Surround ADAS technology platforms were selected by India-based OEM Mahindra & Mahindra, for at least six upcoming vehicle models, with production expected to…
February 10, 2026
Survey Says Aggregate Supply Chains Tighten as Receivables Rise
Our latest look at aggregate inventories up and down the supply chain post CQ4 EPS season suggested another quarter of general supply chain tightening relative to more recent levels. Although, for what it is worth,…
February 10, 2026
AMKR: A Better EPS Trajectory Than We Expected
We are raising our 2026E EPS for Amkor Technology (AMKR; $52.52; E/W) from $1.43 to $1.85 (vs. $1.50 in 2025, $1.43 in 2024, and a prior peak of $3.11 back in 2023). We note a…
February 9, 2026
AMKR: First Look at Q4 Results and Outlook
Amkor Technology (AMKR; $52.52; E/W) reported Q4 EPS of $0.69, which was well ahead of our $0.43 and the Street’s $0.44 on sales of $1,888mm (vs. our $1,830mm and the Street’s $1,839mm), albeit including a…
