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.
June 23, 2026
Stable European Auto Trends in May with Rising BEV Mix
This morning (6/23), the European Automotive Manufacturers Association released car registration data from the region for the month of May, which suggested demand for vehicles in European markets remained relatively solid, albeit at a somewhat…
June 22, 2026
Micron: Raising Estimates Ahead of FQ3 Print
We are yet again raising our F2026/F2027E (Aug) EPS for Micron (MU; $1,133.99; O/P), this time from $58/$102 to $61/$111, ahead of the company’s FQ3 (May) results, which are scheduled for Wednesday (after market). We…
June 22, 2026
STX: Reduce Rating to Equal Weight
We are reducing our rating on the shares of Seagate (STX; $1,070.23) from Outperform to Equal Weight on our concerns that expectations around hard disk drive (HDD) pricing may be getting ahead of likely outcomes….
June 22, 2026
WDC: Reduce Rating to Equal Weight
We are reducing our rating on the shares of WD Corporation (WDC; $746.23) from Outperform to Equal Weight on our concerns that expectations around hard disk drive (HDD) pricing may be getting ahead of likely…
