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 24, 2026
Solid European Registrations Continue to Be Driven by BEVs
This morning (9/24), the European Automotive Manufacturers Association released car registration data from the region for the month of August, which continued to demonstrate some solid YoY growth in overall vehicle demand, albeit increasingly skewed…
September 24, 2026
VRT: Adds to After-Market Services Reach
This morning, Vertiv (VRT; $245.10; O/P) announced an agreement to acquire King Environmental Services, which is focused on thermal and fluid management services for high-density, liquid-cooled data centers and other applications from its headquarters near…
September 24, 2026
JBL: Bullish Risk/Reward into FQ4 Print
We reiterate our Outperform and $450 target on the shares of Jabil (JBL; $308.75) ahead of its FQ4 (Aug) print and Ninth Annual Investor Briefing, scheduled for next Wednesday (9/30 before market), where management typically…
September 23, 2026
CLS: High Ceiling, Low Valuation; Bump Up Target to $475
We think the recent rally in the shares of Celestica (CLS; $356.08; O/P) has “more to go” in coming months since we see news of the last few weeks around a CFO transition and unexpected…
