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.
February 21, 2025
NTAP: Positioned to Demonstrate Some More Share Gains
We think NetApp (NTAP; $124.55; E/W) is well positioned to demonstrate some further share gains within the mid-range storage market, led by all flash array (AFA) demand, when it reports FQ3 (Jan) results and outlook…
February 21, 2025
DELL: Looking for a Generally Positive Set of Indicators
We continue with our Outperform on the shares of Dell Technologies (DELL; $119.89) ahead of its FQ4 (Jan) results and outlook, scheduled for next Thursday (2/27 after market). Overall, we expect incremental support for the…
February 19, 2025
GLW: 10-K Further Highlights Operating Leverage Potential
We reiterate our Outperform on the shares of Corning (GLW; $52.89) after our review of its recently filed 10-K, which highlighted to us a range of conservatism in our model. Importantly, this includes profit and…
February 18, 2025
FN: The EMS Pure Play on Bandwidth Demand; Initiate with Outperform
We initiate coverage with an Outperform rating and $270 target on the shares of Fabrinet (FN; $223.04), which has proven to be the most consistent electronics manufacturing services (EMS) provider in the industry through an…
