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.
January 13, 2026
APTV: Setting Up for a Bigger Play; Raise Rating to Outperform
We are raising our rating on the shares of Aptiv (APTV; $86.83) from Equal Weight to Outperform and establishing a target of $110. Our bottom line is that evidence of the past few months, leads…
January 12, 2026
SANM: A Supportive CES Keynote from AMD’s CEO
We think last Monday’s (1/5) keynote from Advanced Micro Devices’ (AMD; $203.17; NR) CEO Lisa Su at the Consumer Electronics Show (CES) in Las Vegas should add confidence for investors assessing the mid-term EPS potential…
January 12, 2026
MBLY: Plenty to Consider from CES
Last week was clearly an eventful week for Mobileye Global (MBLY; $11.55; E/W) at the Consumer Electronics Show (CES) as the company announced plans to cover the entirety of an emerging Physical AI landscape with…
January 12, 2026
DELL: CES Highlights Component Cost Inflation Risks
Last week, we hosted an investor meeting with Dell Technologies (DELL; $120.62; E/W) in Las Vegas during the Consumer Electronics Show (CES) where we met with Christopher Jones from the IR team. Our conversation of…
