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.
August 10, 2026
WDC: Getting More Out of Its Mix
We are raising our F2027E (Jun) EPS on WD Corporation (WDC; $443.26; E/W) from $15.70 to $20 (up ~2X from $10.19 in F2026) and initiating F2028E EPS at $30 after the company produced another healthy…
August 10, 2026
SNDK: Reaches Cruising Altitude for Durable Growth
The shares of Sandisk (SNDK; $1,212.21; O/P) are down 47% from an all-time high just reached on 6/30, including a 10% retreat since reporting an FQ4 (Jun) “beat and raise” last Wednesday (8/5 after market)…
August 10, 2026
STX: Building Further on Longer Term “Compounding” Story
The shares of Seagate (STX; $812.76; E/W) have traded in a range over the past five weeks, albeit volatile, including before and after its FQ4 (Jun) print of July 29th that highlighted how management is…
August 7, 2026
AMKR: One Wild Ride
The shares of Amkor Technology (AMKR; $54.89; E/W) have been on a “wild ride” in 2026, especially the case since its Q2 results and guidance last Monday (7/27 after market). On the plus side, the…
