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 5, 2026
APTV: Reduce Rating to Equal-Weight
We are reducing our rating on the shares of Aptiv (APTV; $47.72) from Outperform to Equal-Weight, which admittedly is a “horse has left the barn” call after the company’s moderately disappointing Q2 results and guidance…
August 5, 2026
VGNT: Reduce Rating to Equal-Weight
We are reducing our rating on the shares of Versigent (VGNT; $45.78) from Outperform to Equal-Weight given the stock’s recent outperformance and since management is approaching its H2 outlook from a somewhat more conservative stance…
August 4, 2026
VRT: A Small Misstep Presents a Buying Opportunity
We are reducing our target from $400 to $325 on the shares of Vertiv (VRT; $263.05; O/P) after the company’s Q2 results last week disappointed the Street on an unusual sales miss that we think…
August 3, 2026
PLXS: Painting a Picture of Some More Sustainable Growth
We are raising our F2026/F2027E (Sept) EPS from $8.05/$9.50 to $8.70/$10.30 on Plexus (PLXS; $260.77; E/W) after the company posted a healthy FQ3 (Jun) “beat and raise” last week where management also signaled confidence in…
