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.
April 21, 2026
FLEX: Expecting Fundamental Support for Recent Rally
We reiterate our Outperform and raise our target from $75 to $95 on the shares of Flex (FLEX; $85.90) ahead of its FQ4 (Mar) results and guidance, scheduled for May 6th (before market). We expect…
April 21, 2026
SANM: Same as It Ever Was into FQ2 (Mar) Print
The shares of Sanmina (SANM; $175.46; O/P) have now almost fully “reversed course” from the end of March, by a remarkable 40%+, to levels that still leave it nearly 5% shy of where the stock…
April 21, 2026
Some More Bullish EMS News
Yesterday, Amazon (AMZN; $248.28; NR) announced it is expanding on an existing collaboration with Anthropic, which further highlights how we see EMS providers continuing to benefit from their own specific relationships with AMZN, as per…
April 20, 2026
CLS: Looking for More Momentum with Q1 Print
We reiterate our Outperform and raise our target from $400 to $475 on the shares of Celestica (CLS; $401.34) ahead of its Q1 results, scheduled for next Monday (4/27 after market). We note recent data…
