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.
October 12, 2026
TTMI: Good News Taken the Wrong Way
The shares of TTM Technologies (TTMI; $108.00; O/P) are down 11% today after the company disclosed plans to invest another $400mm to expand its manufacturing capacity across four facilities in China and a key facility…
October 12, 2026
JBL: Guad Visit Highlights Expanding Competitive Advantages
We reiterate our Outperform and $400 target on the shares of Jabil (JBL; $306.28) after touring a portion of the company’s substantial footprint last Thursday (10/8) in Guadalajara, Mexico, well known as the “Silicon Valley…
October 7, 2026
LYFT: Adds Major Optionality in Europe
Last week, Lyft (LYFT; $15.76; O/P) announced it opened its North American rider app for use in Europe with no new download required, as riders continue to use existing accounts and payment methods. This launch…
October 6, 2026
UBER: Adding to Higher Margin U4B Offering
This morning, Uber Technologies (UBER; $69.60; O/P) announced an agreement to acquire ezCater, which is a U.S. based delivery platform focused on catering and workplace meals. Uber plans to pay $2.3B in cash for this…
