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.
April 24, 2025
Mobileye Global (MBLY; $14.50; E/W) reported some Q1 upside while reiterating its full 2025E guidance, which management thinks already bakes in a reasonable amount of risk to revenue from newly imposed U.S tariffs on vehicle…
April 24, 2025
We are confident that FQ2 (Mar) results and guidance from Sanmina (SANM; $80.26; O/P) can at least live up to our and Street expectations when it reports on Monday (4/28 after market) given what we…
April 24, 2025
We stick with our forecasts for Benchmark Electronics (BHE; $37.69; O/P) ahead of its Q1 results and outlook, scheduled for next Tuesday (4/29 after market), although we still wonder about the difficulty of “getting things…
April 24, 2025
According to press reports from earlier today, Lyft (LYFT; $12.06; O/P) plans to onboard taxis to its rideshare network for certain riders in St. Louis, MO starting next month. Interestingly, this news follows closely on…