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 27, 2026
NTAP: Gross Margin Pressures to Consider Against Solid Demand
We bump up our F2026/2027E (Apr) EPS for NetApp (NTAP; $99.14; E/W) from $7.90/$8.65 to $8.00/$8.80, for average annual EPS growth of 10%, after the company produced a bit of a “beat and raise” with…
February 27, 2026
DELL: Some Surprising Margin Wherewithal Against Cost Inflation
We are raising our F2027E (Jan) EPS for Dell Technologies (DELL; $121.45; E/W) from $11.70 to $13.00 after its healthy “beat and raise”, led by further AI server optimism and solid operating performance in the…
February 26, 2026
TTMI: Still On Boarding More Growth; Reinstate with Outperform
We reinstate coverage on the shares of TTM Technologies (TTMI; $108.86) with an Outperform and a $135 target. We believe TTMI is positioned extremely well to capitalize on two major secular trends in the electronics…
February 25, 2026
DASH: Retreats From a Few Geographies
This morning, DoorDash (DASH; $171.82; E/W) announced plans to exit Japan, Qatar, Singapore and Uzbekistan across its Deliveroo and Wolt subsidiaries, which were acquired in June of 2022 and October of 2025, respectively. DASH noted…
