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 5, 2025
BHE: Back on a Healthy Growth Trajectory
We bump up our 2025E EPS for Benchmark Electronics (BHE; $44.21; O/P) from $2.30 to $2.34 (+2% YoY) while maintaining 2026E EPS at $2.55 (+9%), albeit with rising optimism for returning growth, after the company…
November 5, 2025
JBL: Acquires Scaled, High Margin Power Solutions Business
Last night, Jabil (JBL; $209.22; O/P) announced a definitive agreement to acquire Hanley Energy Group for $725mm plus a contingent consideration of up to $58mm in a transaction that adds a range of power system…
November 4, 2025
UBER: Investment Mode Picks Up
We are maintaining our 2025/2026E EBITDA for Uber Technologies (UBER; $93.90; E/W) at $8.7B (+33% YoY) and $10.95B (+26%), respectively, after the company posted Q3 results that were basically in line with our and Street expectations…
November 4, 2025
SANM: Poised for Transformation; Raise Target to $185
We reiterate our Outperform and raise our target from $170 to $185 on the shares of Sanmina (SANM; $140.34) after a healthy FQ4 (Sept) EPS beat from its “legacy” business. SANM also indicated the just…
