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 4, 2026
FLEX: Some Unnecessary Hand Wringing; Reiterate Outperform
The shares of Flex (FLEX; $55.66; O/P) are down 16% today despite what we think was a healthy FQ3 (Dec) “beat and raise”, especially when it comes to recent operating margin expansion. Admittedly, it is…
February 4, 2026
WDC: An Eye-Opening Innovation Day; Raise Target to $350
We reiterate our Outperform and raise our target from $300 to $350 on the shares of WD Corporation (WDC; $290.24) and its new and streamlined branding after attending the company’s Innovation Day yesterday in New…
February 4, 2026
BHE: Poised for a Bigger EPS Rebound
We stick with our Outperform on Benchmark Electronics (BHE; $56.02; O/P) after Q4 results and guidance proved to be favorable relative to our expectations around sales and operating margins. At the same time, we “only”…
February 4, 2026
FLEX: First Look at FQ3 (Dec) Results and Outlook
Flex (FLEX; $65.99; O/P) reported FQ3 (Dec) adjusted EPS of $0.87, which was well ahead of our consensus matching $0.78 on sales of $7,058mm that also comfortably beat our $6,900mm and the Street’s $6,829mm. By…
