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.
November 26, 2025
NTAP: Post A Solid Beat and Raise
We are bumping up our F2026/F2027E (Apr) for NetApp (NTAP; $111.48; E/W) from $7.75/$8.50 to $7.90/$8.65, which now assumes average EPS growth of 9% YoY, after the company produced a solid FQ2 (Oct) “beat and…
November 26, 2025
DELL: A Rubik’s Cube of a Modeling Exercise
We raise our F2026/F2027E (Jan) EPS for Dell Technologies (DELL; $125.92; E/W) from $9.50/$11.00 to $10.00/$11.70 after it produced a healthy FQ3 (Oct) “beat and raise” that was again led by robust AI server demand…
November 25, 2025
Still Solid European Vehicle Demand
This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of October, which was basically in line with MoM seasonal patterns, albeit with some positive battery electric vehicle…
November 21, 2025
Looking Into the Arch of Cloud Demand
Earlier this week, we spent a day in St. Louis at the SC25 conference where we sat in on a few presentations, walked the trade show floor, and spoke with various managers from leading power…
