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.
May 15, 2026
We reiterate our Outperform and raise our target from $250 to $300 on the shares of Sanmina (SANM; $242.04) after hosting investor meetings in New York yesterday for CFO Jon Faust and Paige Melching, SVP,…
May 13, 2026
Due to a reallocation of resources, Fox Advisors is discontinuing coverage of DoorDash (DASH– $151.30 – Last Rating: Equal-Weight – Price Target: NA). Effective immediately, our rating, price target, disclosures and estimates are discontinued and…
May 13, 2026
Due to a reallocation of resources, Fox Advisors is discontinuing coverage of Nextracker (NXT– $138.82 – Last Rating: Equal-Weight – Price Target: NA). Effective immediately, our rating, price target, disclosures and estimates are discontinued and…
May 13, 2026
Due to a reallocation of resources, Fox Advisors is discontinuing coverage of Maplebear d/b/a Instacart (CART– $40.55 – Last Rating: Equal-Weight – Price Target: NA). Effective immediately, our rating, price target, disclosures and estimates are…