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 13, 2025
Supply Chain Inventories Still Look Under Control
Our latest look at aggregate inventories up and down the supply chain after CQ3 EPS season suggested another quarter of general improvements. Specifically, our survey across OEMs, component makers, electronics manufacturing service (EMS) providers and…
November 13, 2025
JBL: Improving Its Supply Chain for Battery Storage
Earlier this week, Jabil (JBL; $201.25; O/P) announced it is expanding on its strategic partnership with Inno, which is a metal parts manufacturer, to manufacture battery energy storage system (BESS) enclosures from a new facility…
November 13, 2025
NXT: More Power to Them
Yesterday (11/12), we attended Nextracker’s (NXT; $88.32; E/W) Capital Markets Day at its headquarters in Fremont, CA where management announced a corporate rebrand under an updated name of Nextpower and rolled out a long-term financial…
November 11, 2025
CART: More Competitive Proof Points and a Big Buyback to Consider
We reiterate our Outperform and $50 target on the shares of Maplebear d/b/a Instacart (CART; $37.33) after Q3 results and guidance comfortably lived up to Street expectations, with robust free cash flows (FCF) that suggest…
