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.
August 20, 2025
NXT: A U.S. Regulatory Overhang to Consider
The shares of Nextracker (NXT; $66.79; E/W) continue to be heavily influenced by the comings and goings of new U.S. solar policy, which oversees 68% of the company’s LTM sales, especially since current F2026E (Mar)…
August 20, 2025
NTAP: Looking for More AFA Share Gains with FQ1 Print
We expect some moderate upside from NetApp (NTAP; $107.80; E/W) when the company reports its FQ1 (Jul) results and outlook on Wednesday (8/27 after market) likely led by evidence of further market share gains from…
August 19, 2025
FN: New Program Pace Picks Up; Albeit with Some Temporary Bottlenecks
We are bumping up our F2026E (Jun) EPS for Fabrinet (FN; $299.00; O/P) from $11.70 to $11.90 after the company produced as expected FQ4 (Jun) EPS of $2.65, albeit with $0.16 of non-operating headwinds relative…
August 19, 2025
FLEX: Warrants with AMZN Suggests Even Bigger Cloud Growth Ahead
Last night (8/18), Flex (FLEX; $49.77; O/P) disclosed in an 8-K that it entered into a transaction agreement with Amazon (AMZN; $231.49; NR), which includes the issuance of warrants by Flex to AMZN. Most importantly,…
