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.
October 1, 2026
JBL: Big Forrest, Big Trees, Big Buying Opportunity
The shares of Jabil (JBL; $286.86; O/P) plunged 10% yesterday after the company posted yet another substantial “beat and raise” with its FQ4 (Aug) results and full year F2027E guidance that came as part of…
September 29, 2026
GLW: Adds to List of Major Optical Agreements
This morning, Corning (GLW; $158.82; E/W) announced its latest in a series of new strategic Optical Communications (43% of 2026E sales and 53% of EBIT) engagements of the past year with a “multi-year” fiber and…
September 25, 2026
BDC: Discloses Early Progress Integrating RUCKUS; Reiterate Outperform
Yesterday, Belden (BDC; $110.80; O/P) announced that it plans to manufacture select products of its recently acquired RUCKUS Networks business in Pune, India, which we think is an interesting move towards producing more immediate operating…
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…
