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.
November 6, 2026
CLS: What a Difference a Week Makes; But Still an Excellent Engineering-Led Story
The shares of Celestica (CLS; $205.64; O/P) are now down a remarkable 27% since last Tuesday’s detailed Investor Day, and have plunged 46% MoM, despite its excellent Q3 print that accompanied the meeting and the…
November 5, 2026
ST: Auto Risks Countered by Healthy Free Cash Flows
We are adjusting our 2026EEPS from $3.75 to $3.78 for Sensata (ST; $38.89; E/W) while maintaining 2027E EPS at $4.10 after last week’s Q3 print, which included some better non-GAAP EPS ($0.97 vs. our $0.95)…
November 5, 2026
GLW: Still a Bright Light of Growth; Raise Rating to Outperform
We are raising our rating on the shares of Corning (GLW; $118.79; O/P) from Equal-Weight to Outperform. We believe that the 54% decline in shares, which brings the stock back to levels last seen in…
November 3, 2026
STX: Look for Downside Support with Free Cash Flow “Sweet Spot”
Last week, Seagate (STX; $602.01; E/W) posted FQ1 (Sept) non-GAAP EPS of $7.68, which was comfortably ahead of our estimate of $7.35 on sales of $4,233mm (+61% YoY) that also beat our $4,125mm and the…
